<div id="readability-page-1"><div><ul> <li>Qualys recently reported past third-quarter 2025 results that topped expectations, with revenue growing 10% year over year and full-year 2025 revenue and earnings guidance raised, alongside initial fourth-quarter guidance calling for continued growth.</li> <li>This stronger operational performance, combined with upbeat guidance, signals management’s confidence in demand for Qualys’ cloud-based security platform and its subscription-driven business model.</li> <li>We’ll now examine how Qualys’ stronger-than-expected quarter and raised full-year guidance may influence the existing investment narrative around the stock.</li> </ul><p>The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 26 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement.</p><h2>Qualys Investment Narrative Recap</h2><p>To own Qualys, you need to believe its cloud platform can keep winning share in proactive, AI-era security while sustaining healthy margins and recurring subscription revenue. The latest beat-and-raise quarter reinforces the near term catalyst around adoption of its risk operations and AI capabilities, while the biggest immediate risk remains whether innovation can keep pace with rapidly evolving AI security needs. The Q3 update strengthens the story but does not remove that risk.</p> <p>Among recent announcements, the Q3 2025 earnings release matters most here, with revenue of US$169.88 million, 10% year-on-year growth, and higher full year guidance. This stronger backdrop could support faster uptake of Qualys’ Enterprise TruRisk Management enhancements and Agentic AI platform, but it also raises expectations at a time when competitors are aggressively investing in similar AI powered security offerings.</p> <p>Yet behind the upbeat guidance, investors should also be aware of...</p> <p>Read the full narrative on Qualys (it's free!)</p><p>Qualys’ narrative projects $789.6 million revenue and $199.0 million earnings by 2028.</p><p>Uncover how Qualys' forecasts yield a $142.56 fair value, in line with its current price.</p><h2>Exploring Other Perspectives</h2><figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/7db34792-d582-46a5-9eda-445bcd6eba23/chart/community-fair-value?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/7db34792-d582-46a5-9eda-445bcd6eba23/chart/community-fair-value"/><figcaption>QLYS Community Fair Values as at Dec 2025</figcaption></figure> <p>Four members of the Simply Wall St Community value Qualys between US$105.23 and US$154.14 per share, highlighting a wide span of individual views. Set against that, the raised 2025 guidance and focus on AI driven risk operations underline how differently people can weigh Qualys’ growth potential and competitive risks, so you may want to compare several perspectives before deciding what the business is worth.</p><p>Explore 4 other fair value estimates on Qualys - why the stock might be worth 28% less than the current price!</p><h2>Build Your Own Qualys Narrative</h2><p>Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.</p><ul><li>A great starting point for your Qualys research is our analysis highlighting 3 key rewards that could impact your investment decision.</li><li>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.</li></ul><h2>Searching For A Fresh Perspective?</h2><p>These stocks are moving-our analysis flagged them today. Act fast before the price catches up:</p><ul><li>Explore 28 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.</li><li>Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks riding the wave.</li><li>We've found 15 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.</li></ul> <p><em> This article by Simply Wall St is general in nature. <strong>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.</strong> 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.</em></p></div></div>

QLYS

<p>Qualys reported strong Q3 2025 results, with a 10% revenue growth and raised full-year guidance, indicating confidence in its cloud-based security platform. The positive performance may influence investment narratives, highlighting growth potential and competitive risks. Qualys projects $789.6 million revenue and $199.0 million earnings by 2028, with a fair value of $142.56. Investors should consider various perspectives on its valuation and growth potential.</p>

Stronger Q3 Beat And Raised 2025 Outlook Could Be A Game Changer For Qualys (QLYS)