Qualys

Hyperscale Cloud Centralization Will Erode Third Party Security Demand

AnalystLowTarget

Not Invested

Community Contributor

Published

30 Apr 25

Updated

07 May 25

n/a

AnalystLowTarget's Fair Value

n/a

3.4%

4.4%

3.4%

4.4%

You can edit this narrative until May 12 6:01 AM. Then, changes will post as Updates.

Author's Valuation

US$105.2344.9% overvalued

AnalystLowTarget Fair Value

Narrative

Updates1

Shared on 07 May 25

AnalystLowTarget Fair Value

US$105.23

44.9% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

7.21%

Software revenue growth rate

1.22%

Risk Level (Discount Rate)

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

Decrease

Increase

Current discount rate

8.46%

Calculation

US$181.29m

Earnings '28

24.79x

PE Ratio '28

US$4.49b

Market Cap '28

US$4.49b

Market Cap '28

34.91m

No. shares '28

US$128.75

Share Price '28

US$128.75 Share Price '28

Discounted to 2025 @ 7.90% p.a.

US$102.49

Fair Value '25