3d agoGuruFocusNEUTRAL 52General
Archived explainer. For the current picture see today's QLYS page.
Why Is QUALYS INC (QLYS) Stock Down Today?
By the Top Tier Newswire AI Desk · November 11, 2026 at 12:07 AM ET · reviewed against 22 wire stories
QUALYS INC (QLYS) is down -13.51% in the latest session. Our newswire has captured 22 stories on QLYS across 9 sources in the last 36 hours, with AI sentiment reading mixed (avg 56/100).
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Qualys Inc (QLYS) shares fell 13.51% to close at $175.11. The primary driver of the decline was a wave of analyst price target adjustments following the company's third-quarter earnings report, which included mixed signals regarding future growth expectations.
What Happened
Qualys reported third-quarter adjusted earnings per share of $2.12, exceeding the consensus estimate of $1.96. The company also provided fourth-quarter adjusted EPS guidance of $2.05 to $2.12, which beat the consensus expectation of $1.95. Additionally, Qualys raised its full-year 2026 adjusted EPS outlook to $8.07 to $8.14 from a previous range of $7.74 to $7.88.
Despite the strong earnings beat, Wall Street analysts issued a mixed response. Morgan Stanley maintained its rating but lowered its price target to $140. JP Morgan and Jefferies both maintained Neutral ratings while lowering their price targets to $215. Conversely, UBS maintained a Neutral rating but raised its price target to $210, and RBC Capital raised its target to $197. The divergence in valuation views contributed to the significant intraday sell-off.
What The Data Shows
The stock's decline occurred against a backdrop of recent volatility, having printed six fresh 52-week highs and four fresh 52-week lows on November 10, 2026. The current price of $175.11 sits within the 52-week range of $74.51 to $235.54. Fundamentals show a market capitalization of $6.6 billion, a trailing twelve-month revenue growth of 10.4%, and a net margin of 29.4%. The stock trades at a P/E of 35.1 with a beta of 0.54.
Insider activity has been notably one-sided over the past 90 days, with ten sales totaling $3.2 million and no purchases. Recent Form 4 filings show sales by CEO Sumedh S. Thakar on October 14, General Counsel Bruce K. Posey on October 20, and CFO Kim Joo Mi on November 2.
What To Watch
Investors will monitor how the market digests the wide spread in analyst price targets, which currently range from $140 to $215. The company is also scheduled to participate in the 30th Annual UBS Global Technology and AI Conference, which may provide further context on its strategic direction.
AI-assisted analysis composed exclusively from headlines and data on the Top Tier newswire. Public view is delayed 4 hours from real time. Not financial advice.
QLYS by the numbers
Last: $175.11Session: -13.51%Coverage: 22 stories / 9 sourcesAI sentiment: 56/100 (mixed)Mkt cap: $6.6BP/E: 35.152w: $74.51 to $235.54
The headlines behind the move
3d agoGuruFocusBULLISH 63Analyst
QLYS Maintained by UBS -- Price Target Raised to $210
3d agoGuruFocusBEARISH 42Analyst
QLYS Maintained by JP Morgan -- Price Target Lowered to $215
3d agoGuruFocusBULLISH 63Analyst
QLYS Maintains by Morgan Stanley -- Price Target Raised to $140
3d agoThe FlyBULLISH 67Earnings
Qualys raises FY26 adjusted EPS view to $8.07-$8.14 from $7.74-$7.88
3d agoThe FlyBULLISH 64Earnings
Qualys sees Q4 adjusted EPS $2.05-$2.12, consensus $1.95
3d agoThe FlyBULLISH 67Earnings
Qualys reports Q3 adjusted EPS $2.12, consensus $1.96
3d agoGuruFocusBULLISH 63Analyst
QLYS Maintained by RBC Capital -- Price Target Raised to $197
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More on QLYS: full news and sentiment history. Sentiment scores are AI-derived research signals, not financial advice.
Earlier QLYS move explainers: 2026-11-11 · 2026-09-11