Qualys

QLYS

Market cap $3.45B

Shares of most of the cybersecurity companies Jefferies covers are trading at the lowest valuations seen over the past five years.

QLYS may have the edge over ZS as steady growth, expanding VMDR traction, and a cheaper valuation outweigh Zscaler's faster growth and AI push.

CFO Joo Mi Kim sold 6,799 shares for a transaction value of ~$873,369.30 on Feb. 4, 2026, at a weighted average price around $128.46 per share. The sale represented 7.14% of Joo Mi Kim's direct holdings, reducing direct ownership to 88,489 shares post-transaction.

QLYS' Q4 performance outpaces expectations and sees stronger channel sales and expanding margins.

Qualys, Inc. (QLYS) Q4 2025 Earnings Call Transcript

Qualys (QLYS) came out with quarterly earnings of $1.87 per share, beating the Zacks Consensus Estimate of $1.78 per share. This compares to earnings of $1.6 per share a year ago.

Q4 Revenue Growth of 10% Year-Over-Year Full Year 2025 Revenue Growth of 10% Year-Over-Year Announces $200 Million Increase to Share Repurchase Program FOSTER CITY, Calif., Feb. 5, 2026 /PRNewswire/ --  Qualys, Inc. (NASDAQ: QLYS ), a leading provider of disruptive cloud-based IT, security and compliance solutions, today announced financial results for the fourth quarter and full year ended December 31, 2025.

Increased demand for cybersecurity solutions is likely to have boosted QLYS' Q4 revenues, while higher expenses may have weighed on profitability.

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FOSTER CITY, Calif., Jan. 22, 2026 /PRNewswire/ -- Qualys, Inc. (NASDAQ: QLYS), a pioneer and leading provider of disruptive cloud-based IT, security and compliance solutions, today announced that the company will report its financial results for the fourth quarter 2025 after the market closes on Thursday, February 5, 2026.