Does Qualys' (QLYS) AI-Driven Strategy Reveal a New Competitive Edge in Cybersecurity?

• On August 12, 2025, Qualys, Inc. presented at Canaccord Genuity’s 45th Annual Growth Conference in Boston, with CFO Joo Mi Kim and CEO Sumedh S. Thakar discussing the company’s direction and innovations in cybersecurity.
• An emphasis on AI-driven security enhancements and international growth initiatives set Qualys apart in analyst discussions, particularly when compared to key industry competitors.
• We'll explore how Qualys' focus on advanced AI security capabilities at the conference informs its investment outlook and industry positioning.

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Qualys Investment Narrative Recap

To be a shareholder in Qualys, you need to believe in the company’s ability to remain ahead in cybersecurity innovation, specifically with AI-powered solutions and international expansion. The recent Canaccord conference reaffirmed Qualys' focus on AI security, but has not materially moved the most important near-term catalyst: wider adoption of its Agentic AI platform. The biggest risk remains the rapid pace of AI advancement potentially putting Qualys behind competitors, which was not notably impacted by the event.

Among recent announcements, the August 2025 launch of Agentic AI capabilities is most relevant, as it aligns with the company's emphasis at the conference on differentiating through advanced, real-time risk insights and automation. This roll-out underscores the company’s push into AI-driven cybersecurity and ties directly to its goal of accelerating customer adoption and growing its platform, a central catalyst for sustained expansion.

In contrast, what could slow this momentum is...

Read the full narrative on Qualys (it's free!)

Qualys' narrative projects $789.6 million revenue and $199.0 million earnings by 2028. This requires 7.4% yearly revenue growth and a $14.0 million earnings increase from $185.0 million.

Uncover how Qualys' forecasts yield a $141.02 fair value, a 6% upside to its current price.

Exploring Other Perspectives

Four fair value estimates from the Simply Wall St Community range from US$105.23 to US$168.59 per share. Many see greenfield opportunity as a catalyst, but with such a wide valuation spread, investor views on Qualys’ growth potential and risk are far from settled, explore the differences for yourself.

Explore 4 other fair value estimates on Qualys - why the stock might be worth 21% less than the current price!

Build Your Own Qualys Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Qualys research is our analysis highlighting 3 key rewards that could impact your investment decision.
• Our free Qualys research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Qualys' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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