Shared on 25 Jun 26

QLYS: Execution Risks And AI Uncertainty Will Pressure Future Risk Reward Profile

Wall Street turns more cautious on Qualys, with several firms cutting their expectations and putting a brighter spotlight on whether the company can keep growth going while defending profits. At the same time, uncertainty around how AI changes security buying decisions is adding another layer of doubt for investors.

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Shared on 27 May 26

QLYS: Sector Pullback And Execution Concerns Will Pressure Future Remediation Upside

Wall Street turns more cautious on Qualys as several firms cut their targets and one even downgrades the stock, pointing to worries about the company’s ability to deliver steady growth. At the same time, Qualys rolls out new tools and partnerships aimed at helping customers prove real-world risk and talk to cyber insurers—raising the question of whether execution can catch up to the tougher mood.

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Shared on 24 Apr 26

Fair value Decreased 25%

QLYS: AI Security Headlines Will Likely Temper But Not Disrupt Core Remediation

Qualys fair value estimate is updated to $85 from $113, reflecting analysts' lower price targets across the sector while still citing the company as relatively insulated by its focus on remediation and patching capabilities in the context of recent AI driven cybersecurity headlines. Analyst Commentary Street research around Qualys in recent weeks has centered on two themes: the impact of new AI coding security tools on cybersecurity valuations and how resilient Qualys may be given its emphasis on remediation and patching.

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Shared on 25 Mar 26

QLYS: AI Budget Headlines Will Likely Underscore Core Risk Remediation Strength

Analysts have reduced their price targets on Qualys by $4 to $10 while maintaining a fair value estimate of $113, citing evolving views on AI related competitive headlines and the company’s positioning within cybersecurity budgets. Analyst Commentary Recent Street research around AI related headlines has created a split view for Qualys.

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Shared on 24 Feb 26

QLYS: AI Headline Pressure Will Likely Reinforce Core Security Importance

Analysts have trimmed their Qualys price targets by $4 to $10 per share, reflecting slightly higher discount rate and revenue growth assumptions as they weigh new AI code security tools against views that core security platforms, and Qualys in particular, remain structurally important and relatively insulated within vulnerability management. Analyst Commentary Recent Street research around Qualys centers on how new AI code security tools, such as Anthropic's Claude Code Security and OpenAI's Aardvark, might influence demand for traditional security platforms.

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Shared on 09 Feb 26

Fair value Decreased 3.42%

QLYS: Recent Price Target Cuts Will Likely Temper Richness Of Current Pricing

The analyst price target for Qualys has been revised from $117 to $113, as analysts factor in updated assumptions around revenue growth, profit margins, and future P/E multiples following a series of recent price target reductions across the Street. Analyst Commentary Bearish analysts have been trimming their price targets on Qualys in a series of moves that collectively point to more cautious expectations around the stock.

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Shared on 25 Jan 26

Fair value Increased 5.68%

QLYS: Recent Execution Strength Will Likely Fail To Justify Rich Pricing

Analysts have raised their fair value estimate for Qualys from $110.71 to $117.00, citing recent upward price target revisions, solid Q3 execution with accelerating billings and record operating margins, and five consecutive quarters of guidance outperformance that support expectations for a stronger growth outlook. Analyst Commentary Recent commentary has shifted from outright skepticism to a more balanced, wait and see stance.

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Shared on 17 Dec 25

Fair value Increased 5.20%

QLYS: Premium Cybersecurity Valuation Will Likely Struggle As Competitive Pressures Mount

Analysts have raised their price target on Qualys by about $5 to reflect an improved revenue growth outlook and consistent outperformance against quarterly guidance, even as they modestly increase the discount rate and trim long term profitability and valuation assumptions. Analyst Commentary While the latest price target increase reflects stronger near term execution, some bearish analysts remain cautious about the durability of Qualys' growth trajectory and its valuation relative to peers.

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Shared on 07 May 25

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Hyperscale Cloud Centralization Will Erode Third Party Security Demand

QLYS: Execution Risks And AI Uncertainty Will Pressure Future Risk Reward Profile

QLYS: Sector Pullback And Execution Concerns Will Pressure Future Remediation Upside

QLYS: AI Security Headlines Will Likely Temper But Not Disrupt Core Remediation

QLYS: AI Budget Headlines Will Likely Underscore Core Risk Remediation Strength

QLYS: AI Headline Pressure Will Likely Reinforce Core Security Importance

QLYS: Recent Price Target Cuts Will Likely Temper Richness Of Current Pricing

QLYS: Recent Execution Strength Will Likely Fail To Justify Rich Pricing

QLYS: Premium Cybersecurity Valuation Will Likely Struggle As Competitive Pressures Mount

Shared on 07 May 25

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