B+
Bull case
30%
Probability
Target price
$190.00
Analysis reference price unavailable
Analysis 2026-09-12 · RankAlpha Sentiment Codex
QLYS
QualysANasdaq / Software & Services
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
50%
Probability
Target price
$170.00
Analysis reference price unavailable
Analysis 2026-09-12 · RankAlpha Sentiment Codex
B-
Bear case
20%
Probability
Target price
$125.00
Analysis reference price unavailable
Analysis 2026-09-12 · 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 2026-09-12
Recent news sentiment (30D)
+0.1
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+78.2
Score
AI commentary
Operating evidence is constructive: Q2 beat the cited consensus measures, margins expanded, and full-year revenue guidance increased. Market confirmation is weaker because the stored September recap reported a 6.8% decline since earnings, while analyst-revision, options, short-interest, employee, and sufficient social evidence are unavailable. The resulting stance is moderately positive but remains a monitoring view rather than a high-conviction rerating call.
RankAlpha Sentiment Codex - 2026-09-12
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-12-31eventRaised 2026 revenue outlook is the key execution benchmarkHigh impact
Qualys reported Q2 revenue growth of 11% to $182.2 million and raised 2026 revenue guidance to $732-$738 million. Delivery against that range could rebuild confidence after the post-earnings share-price reversal, while any reduction would challenge the growth-reacceleration thesis [#SEC-8K-2026-08-04].
2026-12-31catalystPartner-led execution and broader module adoption can improve growth qualityHigh impact
The stored earnings recap attributes Q2 strength to partner execution, a 22% increase in channel-partner revenue, net dollar expansion improving to 105%, and increased booking contributions from Enterprise TruRisk Management, CyberSecurity Asset Management, and Patch Management. Sustaining those trends would reduce dependence on traditional vulnerability management [#PR-EARNINGS-2026-09-03].
2027-06-30catalystAI-native risk operations offer upside but require adoption proofHigh impact
Management identified AI-native Risk Operations Center adoption, Enterprise TruRisk Management, early QFlex engagement, and AI-related security innovation as demand drivers. Material platform expansion without sacrificing profitability could support longer-term reacceleration, but the packet lacks quantified forward adoption commitments [#SEC-8K-2026-08-04].
Recommendation
N/A
No formal recommendation provided.
As of 2026-09-12 • Updated nightlySource: Internal modelMethodology