Target
$151.14 → $150.95
Current stock research snapshot · 8/22/26 Fresh
QLYSQualys, Inc.
Investment conviction●●○○○2 of 5 · current snapshot
Research target$150.95Current stock price target
Investment thesis statusINTACTLast reviewed 8/22/26
Market cap$4.94BSnapshot value · 8/22/26
Research history
See all QLYS changes ↗What changed
Last reviewed
8/17/26 → 8/22/26
Cloud-native vulnerability management, compliance automation, and threat detection platform — critical for enterprise attack surface reduction in zero-trust architectures
Next quarterly earnings report (est. late July/early Aug 2026); potential DoD FedRAMP authorization expansion; government compliance mandates driving cloud security spend
Thesis breaks if growth sustains single digits (Q2 FY26 guide ~8-9%), billings growth continues trailing revenue (<10%), or CRWD Falcon Flex / PANW platformization makes VM a free bundle where QLYS cannot win on depth. (vault 2026-08)
Bullish — Post-earnings flag setup with clean breakout after strong Q2 results/guidance; +50% since entry in overweight position; 4.9R risk/reward to 201.54 target (Aug 11 post). [X search Aug 2026]
Snapshot · 8/22/26🟢 Lean-Bull · ins-$2.7M · 13F 18+/7-×0.5 · short↓0.27
Snapshot · 8/22/26