Bayforest Capital Ltd Makes New $611,000 Investment in Qualys, Inc. $QLYS

Bayforest Capital Ltd purchased a new position in Qualys, Inc. (NASDAQ:QLYS) in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 4,277 shares of the software maker’s stock, valued at approximately $611,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Boston Trust Walden Corp boosted its holdings in Qualys by 8.4% in the 2nd quarter. Boston Trust Walden Corp now owns 1,137,864 shares of the software maker’s stock worth $162,567,000 after acquiring an additional 88,051 shares during the period. AQR Capital Management LLC boosted its holdings in Qualys by 96.8% in the 1st quarter. AQR Capital Management LLC now owns 688,776 shares of the software maker’s stock worth $85,394,000 after acquiring an additional 338,702 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in Qualys by 92.2% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 643,238 shares of the software maker’s stock worth $81,003,000 after acquiring an additional 308,635 shares during the period. Penserra Capital Management LLC boosted its holdings in Qualys by 53.3% in the 1st quarter. Penserra Capital Management LLC now owns 499,084 shares of the software maker’s stock worth $62,849,000 after acquiring an additional 173,512 shares during the period. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in shares of Qualys by 6.2% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 449,650 shares of the software maker’s stock valued at $56,628,000 after buying an additional 26,074 shares during the last quarter. Hedge funds and other institutional investors own 99.31% of the company’s stock.

Insider Buying and Selling at Qualys

In other Qualys news, Director Kristi Marie Rogers sold 1,700 shares of the stock in a transaction on Friday, August 22nd. The stock was sold at an average price of $134.70, for a total value of $228,990.00. Following the sale, the director directly owned 8,596 shares of the company’s stock, valued at $1,157,881.20. This trade represents a 16.51% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider Bruce K. Posey sold 525 shares of the stock in a transaction on Monday, September 22nd. The stock was sold at an average price of $136.18, for a total value of $71,494.50. Following the completion of the sale, the insider directly owned 57,315 shares in the company, valued at $7,805,156.70. This represents a 0.91% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders sold 30,865 shares of company stock worth $4,092,083. 1.00% of the stock is owned by insiders.

Qualys Trading Down 0.2%

QLYS stock opened at $127.64 on Wednesday. The firm has a market cap of $4.61 billion, a P/E ratio of 25.48 and a beta of 0.62. Qualys, Inc. has a 12-month low of $112.61 and a 12-month high of $170.00. The stock’s 50 day simple moving average is $132.39 and its 200 day simple moving average is $133.51.

Qualys (NASDAQ:QLYS) last posted its quarterly earnings results on Tuesday, August 5th. The software maker reported $1.68 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.47 by $0.21. The business had revenue of $164.06 million for the quarter, compared to analyst estimates of $161.25 million. Qualys had a return on equity of 37.19% and a net margin of 29.04%.The business’s revenue was up 10.3% compared to the same quarter last year. During the same period in the prior year, the company posted $1.52 EPS. Qualys has set its FY 2025 guidance at 6.200-6.5 EPS. Q3 2025 guidance at 1.500-1.6 EPS. On average, research analysts forecast that Qualys, Inc. will post 3.85 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

QLYS has been the subject of several research analyst reports. Jefferies Financial Group increased their target price on Qualys from $140.00 to $150.00 and gave the company a “hold” rating in a research note on Wednesday, August 6th. UBS Group increased their target price on Qualys from $140.00 to $150.00 and gave the company a “neutral” rating in a research note on Wednesday, August 6th. Zacks Research cut Qualys from a “strong-buy” rating to a “hold” rating in a research note on Monday, October 6th. Wall Street Zen cut Qualys from a “buy” rating to a “hold” rating in a research note on Saturday, August 30th. Finally, Wedbush increased their target price on Qualys from $145.00 to $155.00 and gave the company an “outperform” rating in a research note on Wednesday, August 6th. Two research analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, Qualys currently has a consensus rating of “Hold” and an average price target of $141.00.

Qualys Profile

Qualys, Inc, together with its subsidiaries, provides cloud-based platform delivering information technology (IT), security, and compliance solutions in the United States and internationally. It offers Qualys Cloud Apps, which include Cybersecurity Asset Management and External Attack Surface Management; Vulnerability Management, Detection and Response; Web Application Scanning; Patch Management; Custom Assessment and Remediation; Multi-Vector Endpoint Detection and Response; Context Extended Detection and Response; Policy Compliance; File Integrity Monitoring; and Qualys TotalCloud, as well as Cloud Workload Protection, Cloud Detection and Response, Cloud Security Posture Management, Infrastructure as Code, and Container Security.