Jupiter Topco LLC Makes New $18.55 Million Investment in Qualys, Inc. $QLYS

Jupiter Topco LLC acquired a new stake in Qualys, Inc. (NASDAQ:QLYS) in the 2nd quarter, HoldingsChannel reports. The fund acquired 134,922 shares of the software maker’s stock, valued at approximately $18,549,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Hsbc Holdings PLC purchased a new position in Qualys during the second quarter valued at approximately $1,088,000. Canada Pension Plan Investment Board purchased a new stake in Qualys in the 2nd quarter worth approximately $1,265,000. Legal & General Group Plc purchased a new stake in Qualys in the 2nd quarter worth approximately $197,624,000. The Manufacturers Life Insurance Company acquired a new stake in shares of Qualys during the 2nd quarter worth approximately $4,597,000. Finally, Van Hulzen Asset Management LLC acquired a new stake in shares of Qualys during the 2nd quarter worth approximately $3,759,000. 99.31% of the stock is owned by institutional investors and hedge funds.

Qualys Price Performance

NASDAQ QLYS opened at $187.05 on Friday. The stock’s 50 day simple moving average is $157.90 and its 200-day simple moving average is $117.91. The company has a market cap of $6.47 billion, a PE ratio of 32.36 and a beta of 0.60. Qualys, Inc. has a 1-year low of $74.51 and a 1-year high of $201.54.

Qualys (NASDAQ:QLYS) last posted its quarterly earnings data on Tuesday, August 4th. The software maker reported $1.98 EPS for the quarter, beating the consensus estimate of $1.78 by $0.20. The firm had revenue of $182.18 million during the quarter, compared to the consensus estimate of $178.57 million. Qualys had a return on equity of 37.52% and a net margin of 29.38%.The firm’s revenue was up 11.1% compared to the same quarter last year. During the same period in the prior year, the company earned $1.68 EPS. Qualys has set its FY 2026 guidance at 7.740-7.880 EPS and its Q3 2026 guidance at 1.910-1.980 EPS. On average, equities research analysts anticipate that Qualys, Inc. will post 5.85 EPS for the current fiscal year.

Analysts Set New Price Targets

Several equities analysts recently weighed in on the company. Scotiabank lifted their price target on Qualys from $190.00 to $220.00 and gave the company an “outperform” rating in a research note on Wednesday, August 5th. Morgan Stanley raised their price objective on Qualys from $115.00 to $130.00 and gave the company an “underweight” rating in a report on Wednesday, August 5th. Canaccord Genuity Group set a $190.00 price objective on Qualys in a research report on Wednesday, August 5th. TD Cowen upped their target price on Qualys from $145.00 to $170.00 and gave the stock a “hold” rating in a research note on Wednesday, August 5th. Finally, Wall Street Zen upgraded Qualys from a “hold” rating to a “buy” rating in a research report on Saturday, August 8th. Two analysts have rated the stock with a Strong Buy rating, three have issued a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Qualys currently has a consensus rating of “Hold” and an average target price of $170.53.

Insider Buying and Selling at Qualys

In related news, CEO Sumedh S. Thakar sold 30,000 shares of the business’s stock in a transaction dated Tuesday, June 30th. The shares were sold at an average price of $135.00, for a total transaction of $4,050,000.00. Following the transaction, the chief executive officer directly owned 196,686 shares in the company, valued at approximately $26,552,610. The trade was a 13.23% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Wendy Pfeiffer sold 500 shares of the company’s stock in a transaction dated Monday, July 20th. The shares were sold at an average price of $158.19, for a total transaction of $79,095.00. Following the sale, the director directly owned 12,210 shares of the company’s stock, valued at approximately $1,931,499.90. This represents a 3.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 72,845 shares of company stock valued at $9,377,536 over the last ninety days. 0.72% of the stock is currently owned by corporate insiders.

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.