QUALYS, INC.
In the published model solve dated 2026-Q2, anchored at $187.05, QUALYS, INC. (QLYS) is priced for +24.4% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 28, 2026 from SEC EDGAR filings.
At $111.37 Qualys trades at roughly 15 times company-wide operating income, which implies operating profit growing about 9% a year for five years. For a software business that just grew revenue 10% and runs operating margins in the low thirties, that is within reach, not a stretch. Unusually for a software name, the price sits below most of the growth and relative methods rather than above them. The perpetual-growth DCF lands near $212, relative valuation near $193, price-to-sales near $154, an
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402 institutional managers reported holding QLYS in 13F filings for the quarter ended 2026-03-31. 57 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 3.6M shares were sold short as of the 2026-06-15 count, about 10% of shares outstanding (5.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
QLYS has cut its share count 8.9% over the past five years, spending $931.68M on repurchases. It pays no dividend. Cash returned over the past three years: $438.79M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at QLYS over the trailing three years: 2024: 1 buy totaling $1k. 9 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
QLYS's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-04 | +6.2% | +12.1% |
| 2023-11-03 | +11.9% | +6.1% |
| 2024-02-23 | -4.0% | +4.2% |
| 2024-05-08 | -12.0% | -5.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
QLYS's latest 8-K filings: 2026-08-04 (items 2.02, 9.01); 2026-06-11 (items 5.02, 5.07, 9.01); 2026-05-05 (items 2.02, 9.01); 2026-02-05 (items 2.02, 9.01); 2025-11-04 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.