• On August 4, 2025, Qualys unveiled new Agentic AI capabilities, including a marketplace of Cyber Risk AI Agents designed to automate threat detection, risk prioritization, and remediation on its platform.
• This launch introduces a customizable and autonomous risk management approach, enabling security teams to reduce manual workloads while responding to increasingly complex cyber threats in real time.
• We'll look at how Agentic AI's autonomous risk remediation may influence Qualys's investment outlook and expectations for future growth.

Find companies with promising cash flow potential yet trading below their fair value.

Qualys Investment Narrative Recap

To be a shareholder in Qualys, investors need to believe in the company's ability to continuously innovate in cybersecurity while translating these product advancements into sustainable revenue growth, even amid rising competition. The recent launch of Agentic AI enhances Qualys’s product offering and may bolster customer adoption in the short term; however, it doesn’t yet materially offset the biggest risk, whether near-term investments in these technologies will deliver expected returns quickly enough to meet revenue growth expectations, especially given macroeconomic uncertainty.

One announcement especially relevant to this launch is the April 2025 major update to TotalAI, aimed at securing MLOps pipelines and reducing organizational vulnerabilities. Together with Agentic AI, these enhancements address demand for deeper automation and advanced cyber defenses. However, with projected annual revenue growth below industry averages, the ability to convert innovation into stronger sales momentum remains a key catalyst for the stock.

In contrast, investors should be alert to scenarios where ramped-up investment in innovation does not deliver accelerated revenue growth, especially if...

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

Qualys' outlook points to $737.5 million in revenue and $176.1 million in earnings by 2028. This roadmap assumes a 6.7% annual revenue growth rate and an earnings increase of $2.4 million from current earnings of $173.7 million.

Uncover how Qualys' forecasts yield a $142.46 fair value, a 5% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members offered valuations for Qualys ranging from US$105 to US$175 per share, based on five diverse projections. While this shows significant variety in expectations, the market’s focus remains on whether new AI capabilities can overcome slower forecasted sales growth and drive sustained performance.

Explore 5 other fair value estimates on Qualys - why the stock might be worth 23% 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 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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