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News  ›  The Motley Fool

This Cloud Company's CEO Just Sold $1.2 Million Worth of Shares

The Motley Fool Logo The Motley Fool By Sarah Sidlow
This Cloud Company's CEO Just Sold $1.2 Million Worth of Shares

Qualys CEO Sumedh S Thakar sold 8,500 shares worth approximately $1.2 million on November 14, 2025, primarily through a stock option exercise plan. The sale reduced his direct holdings to 254,800 shares valued at $36.6 million. Despite the year being relatively flat for the stock, Qualys reported strong Q3 results with 14% GAAP gross profit growth and improved margins, positioning the company well in the growing cloud cybersecurity market.

Insights
BACpO   neutral

Mentioned as having a speaker (Arshad Ghafur) at the forum, with no specific positive or negative context


QLYS   positive

Despite the CEO's stock sale (which is routine option exercise), the company demonstrated strong fundamentals with 14% GAAP gross profit growth, improved gross margins (84% vs 81% YoY), 33% operating income increase, and solid net income growth. The company operates in the high-growth cloud cybersecurity sector and trades at a reasonable valuation (P/E ~28) relative to software industry average (~33), suggesting positive momentum and market positioning.