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Jefferies Raises Qualys (QLYS) Price Target After Better-Than-Feared Earnings

Fri, Aug 15, 2025, 12:05 PM 2 min read

Qualys, Inc. (NASDAQ:QLYS) is one of the most undervalued cybersecurity stocks to buy now. On August 6, Jefferies maintained its Hold rating on cybersecurity firm Qualys, Inc. (NASDAQ:QLYS), but increased its price target from $150 to $140. That is a 15.5% implied upside from the current market price of $129.87. Jefferies cited that the company faired “overall better than feared” in its Q2 earnings.

Jefferies Raises Qualys (QLYS) Price Target After Better-Than-Feared Earnings

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The company reported revenue of $163.88, a 9.9% increase year-over-year. The company continues to maintain strong net margins of 28.86% in Q2. That number has been steadily improving over the years, which suggests great operational efficiency. Its net income increased 10.5% to $47.29 million. The EPS stood at $1.68 per share, beating estimates of $1.48. Jefferies kept its FY 26 estimates for the company stable, citing that the current billings growth guidance of 6%-8% will “ultimately determine” the shape of the revenue next year.

Qualys, Inc. (NASDAQ:QLYS) has been taking several strides in cybersecurity. Recently, it introduced Cybersecurity Asset Management, which helps its clients detect at-risk (in terms of cyber risks) assets and mitigate them with appropriate actions.

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