QLYSTechnology · Software - InfrastructureThe 22 Wall Street analysts covering Qualys, Inc. hold a median 12-month price target of $199 — +14.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 93 of 100 as at 12 Nov 2026 — among the strongest tenth. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Qualys, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (99): Analysts have, on balance, been raising their forecasts.
Growth (46): Sales and profits are flat, shrinking, or growing more slowly than they were.
Size (21): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on QLYS, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +14.7% from it.
Of the 20 most recent actions, 10 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 13 Oct 2026 | TD Cowen | Maintains | Hold | $170 → $200 |
| 11 Sept 2026 | Wedbush | Assumes | Neutral | $175 |
| 5 Aug 2026 | DA Davidson | Maintains | Neutral | — |
| 5 Aug 2026 | DA Davidson | Maintains | Neutral | $135 → $165 |
| 5 Aug 2026 | Jefferies | Maintains | Hold | $150 → $185 |
| 5 Aug 2026 | Jefferies | Maintains | Hold | — |
| 5 Aug 2026 | Morgan Stanley | Maintains | Underweight | — |
| 5 Aug 2026 | Morgan Stanley | Maintains | Underweight | $115 → $130 |
| 5 Aug 2026 | Piper Sandler | Maintains | Neutral | $100 → $175 |
| 5 Aug 2026 | Piper Sandler | Maintains | Neutral | — |
| 5 Aug 2026 | RBC Capital | Maintains | Sector Perform | — |
| 5 Aug 2026 | RBC Capital | Maintains | Sector Perform | $145 → $180 |
| 5 Aug 2026 | Scotiabank | Maintains | Sector Outperform | — |
| 5 Aug 2026 | Scotiabank | Maintains | Sector Outperform | $190 → $220 |
| 5 Aug 2026 | TD Cowen | Maintains | Hold | — |
| 5 Aug 2026 | TD Cowen | Maintains | Hold | $145 → $170 |
| 5 Aug 2026 | Truist Securities | Maintains | Hold | — |
| 5 Aug 2026 | Truist Securities | Maintains | Hold | $160 → $185 |
| 27 July 2026 | JP Morgan | Maintains | Neutral | — |
| 27 July 2026 | JP Morgan | Maintains | Neutral | $139 → $150 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
QLYS appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 12 Nov 2026, Qualys, Inc. returned +15.3% against +12.0% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 25% of US stocks
Cheaper than 14% of US stocks
Cheaper than 9% of US stocks
Cheaper than 13% of US stocks
Higher than 55% of US stocks
Higher than 53% of US stocks
Higher than 93% of US stocks
Higher than 91% of US stocks
Higher than 88% of US stocks
Higher than 90% of US stocks
Higher than 96% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Qualys, Inc. has a market value of $6.1B and an enterprise value of $5.6B.
Revenue in the twelve months to 30 June 2026: $703.0M. The latest quarter grew 10.7% year on year.
Net income over the same four quarters: $206.5M, a 29.4% net margin.
Diluted earnings per share, trailing twelve months: $5.78.
Free cash flow in the twelve months to 30 June 2026: $314.0M.
Qualys, Inc. spent $225.3M on share buybacks in the twelve months to 30 June 2026.
Trailing P/E: 30.4×; forward P/E: 20.9× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Qualys, Inc. employs 2,738 people — $257K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Qualys, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Qualys beat third-quarter earnings and revenue expectations, citing strong federal demand, channel growth, and security adoption. The company raised its 2026 revenue and earnings guidance.
Why it matters — The results and higher guidance reflect business momentum that QLYS watchers may track.
Qualys said its management will participate in a fireside chat and hold one-on-one meetings with interested investors at the 30th Annual UBS Global Technology and AI Conference.
Why it matters — The conference appearance provides QLYS watchers an opportunity to hear from management and note its investor-engagement schedule.
Seeking Alpha published a transcript of Qualys, Inc.’s Q3 2026 earnings call, held November 9, 2026. Listed participants include CEO Sumedh Thakar, CFO Joo Mi Kim, and analysts from several research firms.
Why it matters — The transcript provides a record of management’s earnings-call remarks and analyst participation for QLYS watchers.
Qualys reported 11% revenue growth in the third quarter of 2026 and raised its full-year earnings outlook. Federal customer wins helped drive a second consecutive quarter of double-digit growth in calculated current billings.
Why it matters — The results and outlook update provide QLYS watchers with information about the company’s recent growth and earnings expectations.
Qualys reported quarterly earnings of $2.12 per share, above the Zacks Consensus Estimate of $1.95. Earnings were $1.86 per share in the year-ago quarter.
Why it matters — QLYS watchers may note that quarterly earnings per share exceeded the consensus estimate and were higher than a year earlier.
The 22 Wall Street analysts covering Qualys, Inc. have a median 12-month price target of $199, with estimates ranging from $140 to $220. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 22 analysts covering Qualys, Inc., 4 rate it a Buy, 17 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Qualys, Inc. 93 out of 100 across roughly 4,600 US stocks as at 12 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 12 Nov 2026, Qualys, Inc. ranks 93 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (99 of 100).
No one can know that. What the data says: the median 12-month target from 22 analysts implies +14.7% from the last close, and Ticker Nerd's factor model ranks Qualys, Inc. 93 out of 100 as at 12 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Qualys, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for QLYS are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $140 to $220 over the next 12 months.
Qualys, Inc. returned +15.3% over the 12 months to 12 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Qualys, Inc. is a cybersecurity software company that provides cloud-based security, compliance, and IT risk management solutions.
The most recent item we track (Zacks Investment Research, 10 Nov 2026): "Qualys Q3 Earnings Beat on Federal Strength, 2026 Guidance Raised". Qualys beat third-quarter earnings and revenue expectations, citing strong federal demand, channel growth, and security adoption. The company raised its 2026 revenue and earnings guidance.
Qualys, Inc. is a cybersecurity software company that provides cloud-based security, compliance, and IT risk management solutions. Qualys’ platform helps organizations identify assets, detect vulnerabilities, monitor security posture, and automate remediation across on-premises systems, endpoints, cloud workloads, containers, and web applications. Its offerings support critical functions such as vulnerability management, patch management, policy compliance, file integrity monitoring, external attack surface management, and cloud security posture management. The company serves a wide range of customers, including enterprises and public-sector organizations, with a focus on industries that require continuous security oversight and regulatory compliance. By delivering its tools through a software-as-a-service model, Qualys plays an important role in helping businesses centralize security operations and manage cyber risk from a unified cloud platform.
CEO Mr. Sumedh S. Thakar · 2,738 employees · United States · https://www.qualys.com
