Qualys Stock Climbs 26% On A 7-Day Winning Streak
Qualys (QLYS) stock is on a 7-day winning streak, up 25.9% since the run began. That added about $1.6 billion to the company’s market value, which now stands at about $8.0 billion. The stock closed at $227.90 on Tuesday, October 27, its highest close of the past year.
The Streak Next To The S&P 500
Returns for QLYS and the S&P 500 over the streak and the periods around it, all ending Tuesday, October 27 and including dividends:
| Return Period | QLYS | S&P 500 |
|---|---|---|
| 1 Day | 1.2% | 0.6% |
| 7 Days (Current Streak) | 25.9% | 0.8% |
| 1 Month (21 Trading Days) | 31.1% | 0.6% |
| 3 Months (63 Trading Days) | 68.7% | 5.8% |
| Year To Date | 71.5% | 13.9% |
| 1 Year (252 Trading Days) | 78.0% | 15.0% |
A Stock-Specific Run, Or A Market Move?
Over the same 7 trading days, the S&P 500 returned +0.8% including dividends, so the run is mostly Qualys’ own story rather than the market’s. Over the past three months the stock is up 68.7%, a window that includes the streak; over the other 56 sessions of that window it was up 34.0%.
What The Numbers Say About The Rally
On the fundamentals, revenue grew 10.4% over the last twelve months, against a median of 17.9% for S&P 500 Information Technology stocks; its operating margin is 34.4%, versus a median of 21.6%; and the stock trades at 38.6 times trailing earnings against a median of 33.8. The read is mixed: margins above the median on one side, revenue growth below the median on the other.
If you are looking for strength with more behind it than a hot tape, our Guidance Momentum screen surfaces the names where management raised its own outlook.
Streaks End. Discipline Compounds
A run like this is genuinely useful information: something about this business has the market’s full attention. But streaks are where discipline gets tested, because the urge to chase strength is strongest right before it pauses.
The Trefis High Quality (HQ) Portfolio channels that urge into a system: roughly 30 businesses selected for consistent cash generation, strong margins, and resilient balance sheets, sized and rebalanced with rules rather than excitement. It has a track record of outpacing a benchmark that combines the S&P 500, the S&P MidCap 400, and the Russell 2000. Enjoy the streak; own the process.