Hyperscale Cloud Centralization Will Erode Third Party Security Demand

AN

AnalystLowTarget

Not Invested

Community Contributor

Published

30 Apr 25

Updated

24 Apr 26

Views

106

n/a

n/a

AnalystLowTarget's Fair Value

n/a

1Y

-36.2%

7D

-8.7%

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1Y

-36.2%

7D

-8.7%

You can edit this narrative until Apr 25 1:10 AM. Then, changes will post as Updates.

Author's Valuation

US$852.0% overvalued

AnalystLowTarget Fair Value

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.

5 views

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.

8 views

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.

8 views

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.

11 views

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.

12 views

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.

8 views

Shared on 07 May 25

1 view

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$85

2.0% overvalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

6.48%

Historical revenue growth rate

11.94%

Software revenue growth rate

1.68%

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

8.53%

Calculation

US$203.52m

Earnings '29

x

17.61x

PE Ratio '29

=

US$3.58b

Market Cap '29

US$3.58b

Market Cap '29

/

33.79m

No. shares '29

=

US$106.05

Share Price '29

US$106.05 Share Price '29

Discounted to 2026 @ 8.51% p.a.

=

US$83.00

Fair Value '26