Shared on 09 Jul 26

Fair value Increased 6.07%

QLYS: AI Driven Vulnerability Demand Will Not Offset Execution Risk

Analysts are warming to Qualys as companies put more focus on finding and fixing security weak spots faster, and some point to new AI tools helping uncover more problems to solve. But the big question is whether Qualys can turn that interest into steady results, since several firms still flag execution concerns and stay cautious on how much credit the stock deserves.

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Shared on 10 Jun 26

QLYS: AI Resilient Risk Prioritization And Guidance Updates Will Support EPS Durability

Qualys lifts its outlook for the year while rolling out new tools that help customers focus on the risks that truly matter and connect security performance to cyber insurance costs. At the same time, several analysts turn more cautious on the stock, making the near-term story a mix of stronger business momentum and shifting expectations.

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Shared on 08 May 26

Fair value Decreased 21%

QLYS: AI Resilient Remediation Focus Will Support Future EPS Durability

Qualys' updated fair value estimate has shifted from about $136 to $107, as analysts recalibrated price targets in light of recent sectorwide target cuts and slightly lower assumptions for long term margins and P/E multiples, even as some still highlight the stock's focus on remediation and patching as a relative strength within cybersecurity. Analyst Commentary Recent research on Qualys reflects a mix of caution and selective optimism, with multiple firms revisiting price targets and ratings as they reassess both sector risks and the company’s positioning in cybersecurity and AI related headlines.

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Shared on 09 Apr 26

Fair value Decreased 5.12%

QLYS: AI Resilience And Evidence Based Risk Remediation Will Support EPS Outlook

The analyst price target for Qualys is updated from $143.24 to $135.91 as analysts factor in a lower future P/E assumption of 25.5x and moderated revenue growth expectations at 7.22%, partly offset by a higher projected profit margin of 27.19% and views that AI coding assistants do not replace core security platforms. Analyst Commentary Recent research notes around Qualys focus heavily on how new AI security tools, such as Anthropic's Claude Code Security and related offerings, might influence demand for traditional cybersecurity platforms and the valuation investors are willing to pay.

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Shared on 09 Jan 26

Fair value Increased 0.48%

QLYS: Execution Gains And Buybacks Will Support Balanced EPS Outlook

Analysts have nudged their fair value estimate for Qualys slightly higher to about $143, supported by recent Street research highlighting solid Q3 execution, accelerating billings growth, record operating margin and five straight quarters of upside to quarterly guidance as reasons for a higher $135 price target. Analyst Commentary Bullish Takeaways Bullish analysts point to accelerating billings growth as a key support for the higher fair value estimate, seeing it as evidence that underlying demand is backing recent valuation moves.

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Shared on 03 Dec 25

QLYS: Improving Execution And Buybacks Will Support Durable EPS Performance

Analysts have modestly raised their price target on Qualys to $135 from $115, citing accelerating billings growth, record operating margins, and five consecutive quarters of guidance outperformance as evidence of improved execution and a more durable growth outlook. Analyst Commentary Analysts interpret the recent upgrade and price target increase as a signal that execution risk has moderated and that valuation now better reflects Qualys' improving fundamentals.

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Shared on 19 Nov 25

Fair value Increased 1.09%

QLYS: Improving Execution Will Support Continued Outperformance Amid Market Opportunities

Analysts have raised their price target on Qualys, increasing it from $141.02 to $142.56. They cite improving execution and accelerating billings growth as key factors behind a more positive outlook.

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Shared on 07 May 25

Fair value Decreased 2.05%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 23 Apr 25

Fair value Increased 1.25%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 17 Apr 25

Fair value Decreased 1.82%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 09 Apr 25

Fair value Decreased 0.81%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 02 Apr 25

Fair value Increased 2.74%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 26 Mar 25

Fair value Decreased 0.38%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 11 Mar 25

Fair value Decreased 9.00%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

2 views

Cloud Native Agentic AI Will Shape Future Cybersecurity Markets

QLYS: AI Driven Vulnerability Demand Will Not Offset Execution Risk

QLYS: AI Resilient Risk Prioritization And Guidance Updates Will Support EPS Durability

QLYS: AI Resilient Remediation Focus Will Support Future EPS Durability

QLYS: AI Resilience And Evidence Based Risk Remediation Will Support EPS Outlook

QLYS: Execution Gains And Buybacks Will Support Balanced EPS Outlook

QLYS: Improving Execution And Buybacks Will Support Durable EPS Performance

QLYS: Improving Execution Will Support Continued Outperformance Amid Market Opportunities

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