Qualys, Inc.·Technology

Qualys faces industry disruption from Anthropic's Mythos Preview AI cybersecurity tool, leading to a sharp share price decline. Despite slowing revenue growth and macro headwinds, QLYS maintains strong fundamentals, robust cash flow, and a debt-free balance sheet. I lower my rating from "strong buy" to "buy," reflecting both competitive threats and modest expected earnings growth.

Treasury and Fed urgently convened major bank CEOs to address cyber risks from Anthropic's new AI model, Mythos. Anthropic's Claude Mythos Preview, released to select partners, can identify software vulnerabilities better than most humans, heightening cybersecurity disruption fears.

Agent Val exploits, mitigates and revalidates exposures against compensating controls continuously, dramatically reducing the average window of exposure FOSTER CITY, Calif., March 23, 2026 /PRNewswire/ -- Qualys, Inc. (NASDAQ: QLYS), a leading provider of cloud-based IT, security and compliance solutions, today launched Agent Val within Enterprise TruRisk Management (ETM) to bring safe, agent-led exploit validation and autonomous risk remediation to the Risk Operations Center (ROC).

6,799 shares were sold directly on Feb. 4, 2026, representing a transaction value of approximately $873,369 at a weighted average price around $129.18 per share. The sale accounted for 7.14% of Kim Joo Mi's direct holdings, reducing direct ownership from 95,288 to 88,489 shares.

FOSTER CITY, Calif., March 9, 2026 /PRNewswire/ -- Qualys, Inc. (NASDAQ: QLYS), a leading provider of cloud-based IT, security and compliance solutions, today announced its continued sponsorship of the San Francisco Unicorns as the Major Partner and Official Cybersecurity Partner for the 2026 and 2027 seasons of Major League Cricket (MLC), America's first professional T20 league.

American Century Companies Inc. increased its position in Qualys, Inc. (NASDAQ: QLYS) by 74.3% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 186,584 shares of the software maker's stock after buying an additional 79,557 shares during the period. American
Qualys, Inc. provides cloud-based information technology (IT), security, and compliance solutions in the United States and internationally. The company offers Qualys Cloud Apps, which includes Vulnerability Management; Vulnerability Management, Detection and Response; Threat Protection; Continuous Monitoring; Patch Management; Multi-Vector Endpoint Detection and Response; Certificate Assessment; SaaS Detection and Response; Secure Enterprise Mobility; Policy Compliance; Security Configuration Assessment; PCI Compliance; File Integrity Monitoring; Security Assessment Questionnaire; Out of-Band Configuration Assessment; Web Application Scanning; Web Application Firewall; Global Asset Inventory; Cybersecurity Asset Management; Certificate Inventory; Cloud Inventory; Cloud Security Assessment; and Container Security. Its integrated suite of IT, security, and compliance solutions delivered on its Qualys Cloud Platform enables customers to identify and manage IT assets, collect and analyze IT security data, discover and prioritize vulnerabilities, recommend and implement remediation actions, and verify the implementation of such actions. The company also provides asset tagging and management, reporting and dashboards, questionnaires and collaboration, remediation and workflow, big data correlation and analytics engine, and alerts and notifications, which enable integrated workflows, management and real-time analysis, and reporting across IT, security, and compliance solutions. The company offers its solutions through its sales teams, as well as through its network of channel partners, such as security consulting organizations, managed service providers, resellers, and consulting firms. It serves enterprises, government entities, and small and medium-sized businesses in various industries, including education, financial services, government, healthcare, insurance, manufacturing, media, retail, technology, and utilities. The company was incorporated in 1999 and is headquartered in Foster City, California.
Technology
Software - Infrastructure
2,443
2012-09-28
0.61