Cloud Native Agentic AI Will Shape Future Cybersecurity Markets

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

31 Aug 24

Updated

09 Jan 26

Views

187

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-1.8%

7D

2.4%

Loading

1Y

-1.8%

7D

2.4%

You can edit this narrative until Jan 10 3:10 PM. Then, changes will post as Updates.

Author's Valuation

US$143.247.1% undervalued

AnalystConsensusTarget Fair Value

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.

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.

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.

Shared on 07 May 25

Fair value Decreased 2.05%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Increased 1.25%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 1.82%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.81%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 2.74%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 0.38%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Decreased 9.00%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$143.24

7.1% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

6.95%

Software revenue growth rate

1.30%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.47%

Calculation

US$206.59m

Earnings '29

x

30.08x

PE Ratio '29

=

US$6.21b

Market Cap '29

US$6.21b

Market Cap '29

/

34.06m

No. shares '29

=

US$182.42

Share Price '29

US$182.42 Share Price '29

Discounted to 2026 @ 8.46% p.a.

=

US$142.98

Fair Value '26