$QLYS

QUALYS, INC.

AlphAI earnings readSecond Quarter 2026 · AUG 4Q2 Revenue Growth of 11% Year-Over-Year Raises 2026 Revenue Guidance to $732.0-$738.0 millionVerdict: solid

Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.

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$1.1M
Thakar Sumedh S
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See all $QLYS insider activity →
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Thakar Sumedh S sold $544K of QLYS

Thakar Sumedh S (CEO & PRESIDENT) sold 3,200 shares of QUALYS, INC. (QLYS) at an average of $170.05 ($154.39–$174.71, $0.54M total) across 10 trades on 2026-09-14 under a Rule 10b5-1 trading plan.

QLYS Looks 10.7% Overvalued on GF Value™ as Stock Climbs to $185

Qualys Inc (QLYS) shares rose 7.21% to $185.37 on September 15, 2026, following a 15% gain the prior session. The stock is 10.7% above its GF Value™ of $167.44, indicating modest overvaluation. QLYS has a GF Score™ of 96/100, reflecting strong financial health and growth. Insiders sold $24.1M in shares over the past year, with no reported buying. The company's P/E ratio is 32.07x, below its 5-year median of 39.32x. Investors should weigh valuation against growth prospects.

QLYS sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 12 news stories mentioning QLYS (QUALYS, INC.). Coverage has skewed bearish: 4 bullish, 3 neutral, and 5 bearish.

Recent QLYS coverage spans market movers, earnings and insider activity.

In the last 30 days, QLYS insiders filed 21 SEC Form 4 transactions — no purchases and 21 sales ($1.1M). The most active reporter was Thakar Sumedh S, CEO & PRESIDENT, with 10 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.

What's driving QLYS

AlphAI scores every news story that mentions QLYS with an AI model for sentiment and relevance, and aggregates insider trades from QUALYS, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $QLYS

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QLYS Looks 10.7% Overvalued on GF Value™ as Stock Climbs to $185

Qualys Inc (QLYS) shares rose 7.21% to $185.37 on September 15, 2026, following a 15% gain the prior session. The stock is 10.7% above its GF Value™ of $167.44, indicating modest overvaluation. QLYS has a GF Score™ of 96/100, reflecting strong financial health and growth. Insiders sold $24.1M in shares over the past year, with no reported buying. The company's P/E ratio is 32.07x, below its 5-year median of 39.32x. Investors should weigh valuation against growth prospects.

$FTNTMed

2 Top Cybersecurity Stocks to Buy Amid AI Safety Fears: FTNT, QLYS

Fortinet (FTNT) and Qualys (QLYS) are highlighted as cybersecurity stocks benefiting from AI safety concerns. FTNT reported Q2 revenue of $2.05B (+26% YoY) and raised 2026 revenue outlook to $8.02B-$8.18B. QLYS reported Q2 revenue of $182.2M (+11% YoY) and raised 2026 revenue guidance to $732M-$738M. Both companies are positioned to capitalize on AI security needs.

Qualys Slides as Recent Pullback Extends Despite Solid Q2 Results

Qualys (QLYS) fell 7.0% as investors took profits after a late-August rally. The company reported solid Q2 results with 11% revenue growth and beat earnings expectations. Insider sales and a third-quarter outlook of 9-10% revenue growth may have contributed to the decline. The stock dropped from the high-$180s to the low-$160s by September 10.

$DELLMed

Stocks making the biggest moves midday: Dell, Skyworks Solutions, GameStop & more

Dell (DELL) shares rose 10% on tech sector strength and an RBC outperform rating. Vicor (VICR) gained 11% on New Hampshire site acquisitions. Shopify (SHOP) climbed 4% after Bernstein initiated coverage with a $160 price target. Skyworks (SWKS) and Qorvo (QRVO) advanced on acquisition news. Qualys (QLYS) fell 6% after a Wedbush downgrade. GameStop (GME) rose 3% on CEO Ryan Cohen's stock purchase. Oracle (ORCL) dipped post-earnings. RH (RH) gained 2% on Q2 revenue beat. NuScale (SMR) and Oklo (OK

Qualys launches InstaScan to detect vulnerabilities within minutes of disclosure – Intelligent CISO

Qualys, a cloud-based IT security company, launched InstaScan, a feature that detects vulnerabilities within minutes of disclosure. It uses AI to monitor advisories and correlate them with live inventory, reducing the time between detection and remediation. According to Qualys, this addresses the accelerating pace of vulnerability exploitation, with 46,048 CVEs published in the first seven months of 2026. InstaScan covers 90% of detections within minutes for its supported technologies.

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Qualys (QLYS) Benefits as AI Strengthens Cybersecurity Demand

The London Company's Q2 2026 investor letter highlights Qualys (QLYS) as a top contributor, citing improved investor sentiment in cybersecurity. QLYS provides cloud-based IT security solutions. The stock gained 32.51% over the past month and 38.76% over 52 weeks, closing at $176.67 on August 26, 2026, with a market cap of $6.11 billion. The company is seen as a high-quality business with a durable competitive position.

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