Qualys (QLYS)
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-10-30
$224.12-2.68%
Close 2026-10-30 · 1-day change
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-10-30
Research Workspace
Put QLYS beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Systems Software: fringe margins under pressure (2q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — EPS meets or exceeds $5.5 for FY26: Comparison needs review.
View ThesisRevenue is growing steadily — about 10% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 17%.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet, guidance credibility.
View ManagementExpectations look high — the market is pricing in about 32% growth a year, above the roughly 11% analysts expect, leaving little room for error.
View ValuationThis stock is highly volatile — it swings about 3% on a typical day and fell roughly 50% in its worst 12-month stretch.
View RiskQualys’s steady performance supports owning it for durable earnings, though its revenue growth has slowed. Revenue growth edged from 10% to 11% year over year, and Q2 FY2026 earnings beat consensus. QLYS trades at 32× P/E versus a 46× peer median, despite the market pricing more growth than we forecast. Its 23% next-quarter miss probability adds risk, and its FY26 EPS pillar needs review. The thesis is on watch; peer multiples imply a price about 32% below where it trades (it looks expensive on this basis).
Trailing returns as of 2026-10-30. QLYS is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 23 analysts currently covering QLYS (as of Oct 2026).
Based on 11 Wall Street analysts offering 12-month price targets for QLYS in the last 4 months.
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Compare QLYS with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| QLYS Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Systems Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put QLYS next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase revenue growth
Double-digit growth supports revenue growth objective.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $224.12
The last 12 months of price, then the range of analyst 12-month targets from today’s $224.12.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Increase revenue growth
Increased billings indicate strong revenue growth and market share gain.
Advances: Increase revenue growth
Revenue outlook and EPS guidance positively impact growth objectives.
Advances: Increase revenue growth
Earnings beat and raised outlook support revenue growth objective.
