QLYS

QualysB

Nasdaq / Software & Services

At close

2026-07-18

View Chart

AI scenario view

RankAlpha Sentiment Codex

B+

Bull case

Probability

Target price

$128.00

-19.7% vs current

Most likely

Base case

Probability

Target price

$112.00

-29.7% vs current

B-

Bear case

Probability

Target price

$96.00

-39.8% vs current

AI sentiment snapshot

Latest data as of 2026-06-26

AI commentary

Primary-source tone improved after the May 5, 2026 earnings release, but recent verified coverage is thin and the packet does not provide robust analyst-revision, options, short-interest, employee, or social evidence. With anchor price above the packet's median target summary and most forward hooks still management-led, sentiment is best treated as cautious monitoring rather than a high-conviction rerating setup.

RankAlpha Sentiment Codex - 2026-06-26

Open full AI memo

Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-05-05eventQ1 beat-and-raise reset the near-term narrativeMedium impact

Qualys reported Q1 2026 revenue of $175.6 million, non-GAAP EPS of $1.95, and raised full-year 2026 revenue guidance to $721.0-$727.0 million, supporting a steadier growth-and-margin setup than the stock had been discounting [#SEC-8K-2026-05-05].

2026-12-31catalystAI-native TruRisk and QFlex adoption are the main upside hooksMedium impact

Management tied durable growth to Enterprise TruRisk Management adoption, the AI-native Risk Operations Center, partner expansion, and early QFlex engagement; if those offers deepen platform usage without hurting margins, Qualys can defend a premium-to-growth balance within security software [#SEC-8K-2026-05-05].

2026-12-31catalystCash-flow conversion and mid-teens growth durability still need confirmationMedium impact

The same Q1 release showed strong profitability, but the monitoring question is whether Qualys can sustain current margin strength while keeping revenue growth and cash conversion firm enough to justify holding above the packet's median target backdrop [#SEC-8K-2026-05-05].

View full catalyst timeline

Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-06-26 • Updated nightlySource: Internal modelMethodology