Hyperscale Cloud Centralization Will Erode Third Party Security Demand

AN

AnalystLowTarget

AnalystLowTarget

Not Invested

Community Contributor

Published

30 Apr 25

Updated

09 Feb 26

Views

58

n/a

n/a

AnalystLowTarget's Fair Value

n/a

1Y

-20.7%

7D

-19.1%

Loading

1Y

-20.7%

7D

-19.1%

You can edit this narrative until Feb 10 8:04 PM. Then, changes will post as Updates.

Author's Valuation

US$1133.4% undervalued

AnalystLowTarget Fair Value

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.

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.

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.

Shared on 07 May 25

AnalystLowTarget Fair Value

US$113

3.4% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

6.51%

Software revenue growth rate

1.33%

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

8.42%

Calculation

US$202.04m

Earnings '29

x

23.52x

PE Ratio '29

=

US$4.75b

Market Cap '29

US$4.75b

Market Cap '29

/

33.92m

No. shares '29

=

US$140.09

Share Price '29

US$140.09 Share Price '29

Discounted to 2026 @ 8.42% p.a.

=

US$109.92

Fair Value '26