Qualys, Inc. (NASDAQ: QLYS) disclosed a planned sale of company shares by its chief financial officer, Kim Joo Mi, in a Form 4 filing with the Securities and Exchange Commission. On February 4, 2026, Kim sold a total of 7,199 shares of Qualys common stock under a 10b5-1 trading arrangement, with the transactions producing a combined value of $873,369.
The filing details that the disposition occurred across multiple transactions at incremental prices ranging from $125.253 to $129.755 per share. The tranche breakdown reported was as follows:
- 500 shares sold at a weighted average price of $125.253
- 400 shares sold at $126.74
- 2,051 shares sold at $128.1983
- 3,648 shares sold at $129.156
- 200 shares sold at $129.755
After completing these sales, Kim Joo Mi is recorded as directly owning 88,489 shares of Qualys.
Separately, Qualys released its fourth-quarter 2025 financial results, reporting an earnings per share of $1.87, above the Wall Street forecast of $1.78. Revenue for the quarter came in at $175.28 million, surpassing the expected $173.15 million. Those metrics indicate the company outperformed consensus estimates on both profitability and top-line figures for the period.
Despite the better-than-expected quarter, Truist Securities adjusted its valuation view on Qualys, lowering its price target from $130 to $120 while maintaining a Hold rating. Truist cited growth concerns as the rationale for the reduction, pointing to a modest decline in the net dollar retention rate to 103% from 104% in the prior quarter. The broker linked that decrease to the ramp-up of newer products.
The combination of an insider sale, solid quarterly results, and a more cautious analyst outlook illustrates a mixed signal for investors: strong near-term financial performance paired with measured concern about the companys growth trajectory as it integrates newer offerings.
Key financials and corporate actions summarized:
- Insider sale: 7,199 shares by CFO Kim Joo Mi on February 4, 2026, under a 10b5-1 plan, totaling $873,369.
- Ownership post-sale: Kim directly holds 88,489 shares.
- Q4 2025 results: EPS $1.87 vs. $1.78 estimate; revenue $175.28 million vs. $173.15 million estimate.
- Analyst action: Truist cuts price target to $120 from $130, retains Hold, cites net dollar retention decline from 104% to 103% tied to new product ramps.