Qualys, Inc. Common Stock QLYS

Qualys, Inc. es un proveedor de soluciones de tecnología de la información (TI), seguridad y cumplimiento basadas en la nube. Sus soluciones basadas en la nube de TI, seguridad y cumplimiento permiten a las organizaciones identificar riesgos de seguridad en sus infraestructuras de TI, ayudar a proteger sus sistemas y aplicaciones de ciberataques. La empresa ofrece sus soluciones a través de su Plataforma Qualys Cloud. La Plataforma Qualys Cloud aprovecha un único agente para ofrecer continuamente inteligencia de seguridad crítica al tiempo que permite a las empresas automatizar todo el espectro de detección de vulnerabilidades, cumplimiento y protección para sistemas de TI, cargas de trabajo y aplicaciones web en las instalaciones, puntos finales, servidores, nubes públicas y privadas, contenedores y dispositivos móviles.

• Zacks Investment Research 14 sept

  2 Top Cybersecurity Stocks to Buy Amid AI Safety Fears: FTNT, QLYS

  Industry leaders including Anthropic's CEO are calling for slower AI development to allow safety measures to catch up. While investors worry this could reduce infrastructure spending, analysts believe it will drive demand for AI security solutions. Fortinet and Qualys are positioned to benefit from increased focus on securing AI deployments.

  

• Zacks Investment Research 10 sept

  Is FTNT Stock Worth Buying at a Premium P/S or Should Investors Wait?

  Fortinet (FTNT) has emerged as a strong cybersecurity performer with 98% YTD gains, trading at a premium 13.16x forward P/S ratio. Despite the high valuation, the company's raised 2026 guidance, 26% revenue growth, 33% billings expansion, and AI-security platform innovations suggest fundamentals justify the premium. Analysts recommend buying now rather than waiting for a pullback, citing durable growth drivers and competitive differentiation through its AI-native Security Fabric.

  

• Zacks Investment Research 7 sept

  PANW Surges 102% in 6 Months: Should You Buy, Sell or Hold the Stock?

  Palo Alto Networks (PANW) has surged 102% in six months, driven by strong demand for AI-native cybersecurity solutions, particularly in SASE with 40% bookings growth and 9x increase in agentic traffic. However, rising cloud hosting costs, higher hardware component costs, and a premium valuation of 18.97X forward P/S ratio warrant caution. Zacks recommends a Hold rating despite strong long-term growth prospects.

  

• Zacks Investment Research 3 sept

  Why Is Qualys (QLYS) Down 6.8% Since Last Earnings Report?

  Qualys reported Q2 2026 non-GAAP earnings of $1.98 per share, beating consensus by 11.24%, with revenues of $182.2 million up 11% YoY. The company raised full-year 2026 guidance to $732-$738 million and non-GAAP EPS to $7.74-$7.88. Strong performance was driven by channel partner growth (54% of revenues, up from 49%), improved net dollar expansion rate to 105%, and new AI-native security capabilities. Despite strong fundamentals, shares have underperformed the S&P 500 by 6.8% since the earnings report.

  

• Zacks Investment Research 1 sept

  CrowdStrike Stock Rises 96% YTD: Time to Hold or Book Profits?

  CrowdStrike's Next-Gen SIEM and AI Detection and Response (AIDR) businesses are driving strong growth, with AIDR ARR nearly tripling sequentially. However, the stock's premium valuation (32.97X P/S vs. industry 18.51X) and decelerating revenue growth (from 35%+ to projected 21.6% by fiscal 2028) warrant caution. The company receives a Hold rating despite strong AI-driven cybersecurity demand.