B+
Bull case
25%
Probability
Target price
$205.00
Analysis reference price unavailable
Analysis 2026-08-07 · RankAlpha Sentiment Codex
QLYS
QualysANasdaq / Software & Services
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
50%
Probability
Target price
$172.00
Analysis reference price unavailable
Analysis 2026-08-07 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$145.00
Analysis reference price unavailable
Analysis 2026-08-07 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-08-07
Recent news sentiment (30D)
-
Unavailable
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+71.1
Score
AI commentary
The retrieved SEC exhibit provides concrete company-source confirmation of the Q2 results, raised guidance, FedRAMP milestone, and management drivers [#SEC-8K-2026-08-04]. Investor's Business Daily reported that earnings and revenue topped estimates and that shares climbed after the release, but the packet does not provide a verified reaction percentage. No post-print analyst revision was confirmed; available target-change evidence was pre-earnings. Sentiment is therefore positive but remains cautious monitoring rather than a high-conviction rerating setup.
RankAlpha Sentiment Codex - 2026-08-07
Open post-earnings memoEvidence flagged
peer set is too generic or lacks enough direct operating comparators; later post-earnings follow-up lacks concrete company-source and analyst/market reaction evidence
Impact
tentative
Confidence
-
AI events
2026-08-04eventQ2 beat prior company guidance and raised FY2026 revenue outlookMedium impact
Qualys reported Q2 revenue of $182.2 million, above its prior $177.5-$179.5 million company revenue guide, with GAAP EPS of $1.50 and non-GAAP EPS of $1.98. FY2026 revenue guidance increased to $732-$738 million from $721-$727 million previously [#SEC-8K-2026-08-04].
2026-08-04eventTotalCloud FedRAMP High authorization expands federal distributionMedium impact
Qualys stated that TotalCloud achieved FedRAMP High Authorization, sponsored by the U.S. Drug Enforcement Administration, extending its Government Platform authorization to CNAPP capabilities and making TotalCloud available through the FedRAMP Marketplace [#SEC-8K-2026-08-04].
2026-12-31catalystAI-native risk operations and QFlex adoptionHigh impact
Management cited AI for security, AI-native Risk Operations Center adoption, Enterprise TruRisk Management, partner-led execution, a federal pipeline, and early QFlex engagement as demand drivers. Adoption depth and conversion remain insufficiently quantified [#SEC-8K-2026-08-04].
Recommendation
N/A
No formal recommendation provided.
As of 2026-08-07 • Updated nightlySource: Internal modelMethodology