The Bull Case For Qualys (QLYS) Could Change Following Analyst Spotlight on Global Expansion and Channel Growth

• Recently, analyst coverage has highlighted Qualys’ accelerating global expansion, rising adoption of its VMDR solutions, and a strengthening customer base, particularly through channel partnerships.
• This analyst focus has drawn attention to the company’s favorable valuation and stronger ratings when compared to prominent cybersecurity peers.
• We'll explore how Qualys' global expansion and channel partner momentum may influence its investment narrative going forward.

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Qualys Investment Narrative Recap

To be a Qualys shareholder, you have to believe the company’s drive to expand globally and win channel partnerships can continue to widen its customer base despite tough competition and market headwinds. The recent analyst attention largely reinforces the story’s momentum, but the most important short-term catalyst, growing revenue and account wins through partner networks, doesn't appear to be tangibly changed by these headlines. The biggest risk remains if Qualys can keep up with fast-evolving AI security trends and sustain product relevance; so far, the news does not materially alter this risk profile.

Among recent developments, Qualys’ partnership with Diligent and Cloudflare to integrate threat intelligence and risk reporting for executives stands out. This move ties directly to the company’s channel-driven expansion narrative, supporting its push for new customer wins and stickier client relationships, an area highlighted as a key revenue catalyst in recent coverage. The value case for Qualys leans on these types of collaborations scaling up both reach and upsell opportunities over time.

Yet, on the flip side, if larger platforms make inroads on “all-in-one” enterprise security deals, investors should pay close attention to how quickly Qualys can...

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

Qualys' narrative projects $789.6 million in revenue and $199.0 million in 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 9% upside to its current price.

Exploring Other Perspectives

Four Simply Wall St Community members have valued Qualys between US$105 and US$168 per share. With room for both cautious and confident outlooks, you’ll want to weigh partner-driven revenue opportunities against competition from larger platforms.

Explore 4 other fair value estimates on Qualys - why the stock might be worth 19% 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 2 key rewards and 1 important warning sign 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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