Analyst Shaul Eyal from TD Cowen maintained a Hold rating on Qualys and keeping the price target at $145.00.
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Shaul Eyal’s rating is based on a combination of factors that reflect both the strengths and challenges faced by Qualys. The company reported solid financial results for the third quarter of 2025, with a notable 10% year-over-year revenue growth, driven by increased platform adoption and spending from larger customers. Additionally, Qualys improved its guidance for 2025, raising its earnings per share and the lower end of its revenue range. However, despite these positive developments, Eyal anticipates heightened competitive rivalry in the market, which poses a potential risk to Qualys’s future performance.
Another factor influencing the Hold rating is the mixed performance in key metrics. While there was an improvement in gross retention, upselling remains a challenge for the company. The flat net dollar expansion rate and the competitive landscape suggest that Qualys may face difficulties in sustaining its growth momentum. Furthermore, although the company is enhancing its AI capabilities to address new opportunities in cybersecurity, the impact of these initiatives is yet to be fully realized. These considerations lead to a cautious outlook, justifying the Hold rating with a price target of $145.
According to TipRanks, Eyal is a top 100 analyst with an average return of 25.5% and a 66.94% success rate. Eyal covers the Technology sector, focusing on stocks such as Okta, Cellebrite DI, and Palo Alto Networks.
In another report released yesterday, Robert W. Baird also maintained a Hold rating on the stock with a $150.00 price target.