
Qualys (QLYS) Stock Forecast & Price Target
Qualys (QLYS) Analyst Ratings
Bulls say
Qualys reported a 17% year-over-year growth in revenue from channel partners, which now constitutes 51% of total revenues, reflecting a strategic shift toward enhancing its partner network. The company achieved a strong operating margin of 45.7%, surpassing expectations due to robust revenue growth, even while increasing investments in sales and marketing by 14% year-over-year. Additionally, cash flow from operations surged 59% year-over-year to $75.7 million, significantly exceeding estimates and demonstrating Qualys's effective management of resources while capitalizing on growth opportunities.
Bears say
The analysis indicates that Qualys is facing challenges reflected in its current billings growth, which was reported at 6.3%, slightly below consensus expectations of 6.4%. Additionally, the net dollar expansion rate of 103% represents a decline from the previous quarter, highlighting a longer adoption curve for newer products and a decrease in gross retention amidst a challenging selling environment. Despite achieving better-than-expected financial results, the outlook suggests a potential decline in operating margins moving into 2026, leading to a reassessment of the company's valuation metrics.
This aggregate rating is based on analysts' research of Qualys and is not a guaranteed prediction by Public.com or investment advice.
Qualys (QLYS) Analyst Forecast & Price Prediction
Start investing in Qualys (QLYS)
Order type
Buy in
Order amount
Est. shares
0 shares