Horizon Investments LLC Purchases 5,510 Shares of Qualys, Inc. $QLYS

Horizon Investments LLC boosted its position in Qualys, Inc. (NASDAQ:QLYS) by 1,272.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 5,943 shares of the software maker’s stock after acquiring an additional 5,510 shares during the quarter. Horizon Investments LLC’s holdings in Qualys were worth $790,000 at the end of the most recent reporting period.

A number of other hedge funds have also added to or reduced their stakes in the company. Nordea Investment Management AB grew its stake in shares of Qualys by 62.4% during the fourth quarter. Nordea Investment Management AB now owns 125,636 shares of the software maker’s stock worth $16,769,000 after buying an additional 48,267 shares during the last quarter. RWA Wealth Partners LLC acquired a new position in Qualys in the third quarter valued at $80,820,000. Federated Hermes Inc. raised its holdings in shares of Qualys by 26.3% during the third quarter. Federated Hermes Inc. now owns 87,217 shares of the software maker’s stock valued at $11,541,000 after purchasing an additional 18,164 shares during the period. HighTower Advisors LLC raised its holdings in shares of Qualys by 748.6% during the third quarter. HighTower Advisors LLC now owns 31,346 shares of the software maker’s stock valued at $4,148,000 after purchasing an additional 27,652 shares during the period. Finally, Fort Washington Investment Advisors Inc. OH raised its holdings in shares of Qualys by 9.8% during the fourth quarter. Fort Washington Investment Advisors Inc. OH now owns 208,832 shares of the software maker’s stock valued at $27,754,000 after purchasing an additional 18,711 shares during the period. 99.31% of the stock is owned by institutional investors.

More Qualys News

Here are the key news stories impacting Qualys this week:

• Positive Sentiment: Q1 EPS topped estimates (reported $1.95 vs. $1.81 consensus, ~6.2% beat) and revenue slightly beat expectations; management raised its FY outlook, supporting near‑term fundamentals. Qualys, Inc. Just Recorded A 6.2% EPS Beat: Here’s What Analysts Are Forecasting Next
• Positive Sentiment: Analysts and reporters point to channel strength and uptake of ETM/CSAM products as the driver of the beat and the reason management could lift 2026 revenue and profit outlook. This helps near‑term revenue quality. Qualys Q1 Earnings Beat Estimates on Channel Strength and ETM Uptake
• Neutral Sentiment: Qualys’ AI risk initiatives and a Converge tie‑up are getting attention; analysts are debating whether these catalysts justify higher multiples, so impact on valuation is uncertain. Qualys AI Risk Push And Converge Tie Up Spark Valuation Debate
• Neutral Sentiment: Full earnings and call transcripts are available for detail on product adoption, sales cadence and guidance nuance — useful for investors assessing sustainability of the beat. Qualys, Inc. (QLYS) Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Several analysts maintained Hold/Neutral ratings citing modest guidance lift and gradual expansion that may limit near‑term upside—keeps sentiment mixed. Analyst Maintains Hold on Qualys as Modest Guidance Lift and Gradual Expansion Limit Near-Term Upside
• Negative Sentiment: JPMorgan cut its price target to $87 and moved to an Underweight rating — a clear negative signal that could pressure sentiment if other shops follow. Qualys (NASDAQ:QLYS) Given New $87.00 Price Target at JPMorgan Chase & Co.
• Negative Sentiment: Wedbush also lowered its target (from $155 to $125) despite keeping an Outperform rating — a downgrade in expectations that tempers the stock’s valuation premium. Benzinga: Wedbush Lowers Qualys Price Target

Qualys Stock Up 4.5%

Shares of QLYS opened at $94.97 on Friday. Qualys, Inc. has a twelve month low of $74.51 and a twelve month high of $155.47. The firm has a 50 day moving average of $90.24 and a 200 day moving average of $117.56. The company has a market capitalization of $3.34 billion, a P/E ratio of 17.05 and a beta of 0.58.

Qualys (NASDAQ:QLYS) last released its quarterly earnings data on Tuesday, May 5th. The software maker reported $1.95 earnings per share for the quarter, beating the consensus estimate of $1.81 by $0.14. The firm had revenue of $175.64 million during the quarter, compared to analysts’ expectations of $173.63 million. Qualys had a net margin of 29.41% and a return on equity of 37.15%. The firm’s quarterly revenue was up 9.8% on a year-over-year basis. During the same period in the previous year, the company earned $1.67 earnings per share. Qualys has set its FY 2026 guidance at 7.440-7.650 EPS and its Q2 2026 guidance at 1.730-1.800 EPS. On average, sell-side analysts expect that Qualys, Inc. will post 5.38 EPS for the current year.

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on QLYS. Wall Street Zen lowered shares of Qualys from a “buy” rating to a “hold” rating in a report on Saturday, May 2nd. DA Davidson reduced their target price on shares of Qualys from $135.00 to $125.00 and set a “neutral” rating for the company in a research report on Friday, February 6th. JPMorgan Chase & Co. dropped their price target on shares of Qualys from $113.00 to $87.00 and set an “underweight” rating on the stock in a research note on Wednesday. Morgan Stanley set a $96.00 target price on shares of Qualys in a research note on Wednesday. Finally, TD Cowen restated a “hold” rating on shares of Qualys in a research report on Tuesday, April 14th. One equities research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, twelve have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, Qualys presently has an average rating of “Hold” and a consensus target price of $122.14.

Qualys Profile

Qualys, Inc (NASDAQ: QLYS) is a leading provider of cloud-based security and compliance solutions designed to help organizations streamline their IT security programs. Operating on a unified, modular platform, Qualys offers continuous visibility into global IT assets through a combination of lightweight cloud agents and on-premises scanner appliances. The platform supports an array of security and compliance use cases, enabling real-time detection of vulnerabilities, policy violations and misconfigurations across on-premises, cloud and hybrid environments.

The company’s flagship Qualys Cloud Platform delivers a suite of integrated applications, including vulnerability management, detection and response (VMDR), policy compliance, web application scanning, file integrity monitoring, asset inventory and container security.