Qualys CEO Sumedh S Thakar sold 8,500 shares worth approximately $1.2 million on November 14, 2025, primarily through a stock option exercise plan. The sale reduced his direct holdings to 254,800 shares valued at $36.6 million. Despite the year being relatively flat for the stock, Qualys reported strong Q3 results with 14% GAAP gross profit growth and improved margins, positioning the company well in the growing cloud cybersecurity market.

CrowdStrike is experiencing strong financial performance driven by expansion of its Falcon platform into cybersecurity services, with positive demand signals from data breaches, hybrid work, and cloud migration trends.

Qualys reported strong Q2 2025 earnings, exceeding analyst expectations with 10% revenue growth and non-GAAP EPS of $1.68. The company showed continued innovation in cloud security and AI technologies, though operating cash flow declined.

The global network security market is projected to grow from $78.2 billion in 2024 to $111 billion by 2029, driven by increasing reliance on digital transformation and the need for advanced security solutions to protect digital assets and operations.

The global generative AI in cybersecurity market is expected to grow from $1.7 billion in 2024 to $5.96 billion by 2034, at a CAGR of 14.8%. Generative AI can help anticipate and counteract cyberattacks by identifying patterns, predicting vulnerabilities, and simulating attacks to test system defenses.

The DevSecOps market is expected to grow significantly, driven by the increasing need for integrated security solutions in software development. The market is witnessing a shift towards cloud-based deployment models, and large enterprises are leading the adoption of DevSecOps practices.

Here are four stocks to buy now that could offer investors upside in the short and long term.

Qualys (NASDAQ:QLYS) underwent analysis by 4 analysts in the last quarter, revealing a spectrum of viewpoints from bullish to bearish. The following table encapsulates their recent ratings, offering a glimpse into the evolving sentiments over the past 30 days and comparing them to the preceding months. Bullish Somewhat Bullish Indifferent Somewhat Bearish Bearish Total Ratings 0 0 4 0 0 Last 30D 0 0 0 0 0 1M Ago 0 0 3 0 0 2M Ago 0 0 1 0 0 3M Ago 0 0 0 0 0 In the assessment of 12-month price targets, analysts unveil insights for Qualys, presenting an average target of $169.25, a high estimate of $172.00, and a low estimate of $165.00. A decline of 3.29% from the prior average price target is evident in the current average. Decoding Analyst Ratings: A Detailed Look The standing of Qualys among financial experts is revealed through an in-depth exploration of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets. Analyst Analyst Firm Action Taken Rating Current Price Target Prior Price Target Joel Fishbein Truist Securities Lowers Hold $165.00 $175.00 Shrenik Kothari Baird Lowers Neutral $170.00 $175.00 Patrick Colville Scotiabank Announces Sector Perform $172.00 - Nick Yako TD Cowen Announces Hold $170.00 - Key Insights: Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company ...Full story available on Benzinga.com

Qualys (QLYS) delivered earnings and revenue surprises of 10.69% and 0.09%, respectively, for the quarter ended March 2024. Do the numbers hold clues to what lies ahead for the stock?

Varonis (VRNS) delivered earnings and revenue surprises of 66.67% and 0.19%, respectively, for the quarter ended March 2024. Do the numbers hold clues to what lies ahead for the stock?

6 analysts have expressed a variety of opinions on Qualys (NASDAQ:QLYS) over the past quarter, offering a diverse set of opinions from bullish to bearish. In the table below, you'll find a summary of their recent ratings, revealing the shifting sentiments over the past 30 days and comparing them to the previous months. Bullish Somewhat Bullish Indifferent Somewhat Bearish Bearish Total Ratings 0 1 4 1 0 Last 30D 0 0 1 0 0 1M Ago 0 0 0 0 0 2M Ago 0 0 1 0 0 3M Ago 0 1 2 1 0 Analysts have set 12-month price targets for Qualys, revealing an average target of $179.0, a high estimate of $210.00, and a low estimate of $152.00. A decline of 8.67% from the prior average price target is evident in the current average. Decoding Analyst Ratings: A Detailed Look The analysis of recent analyst actions sheds light on the perception of Qualys by financial experts. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets. Analyst Analyst Firm Action Taken Rating Current Price Target Prior Price Target Patrick Colville Scotiabank Announces Sector Perform $172.00 - Nick Yako TD Cowen Announces Hold $170.00 - Brian Essex JP Morgan Raises Underweight $152.00 $146.00 Brian Colley Stephens & Co. Maintains Equal-Weight $190.00 - Matthew Hedberg RBC Capital Lowers Sector Perform $180.00 $212.00 Daniel Ives Wedbush Lowers Outperform $210.00 $230.00 Key Insights: Action Taken: Analysts adapt their recommendations to changing market conditions and ...Full story available on Benzinga.com

Qualys and Varonis have been highlighted in this Industry Outlook article.