Qualys (QLYS) Receives a Rating Update from a Top Analyst
Elevate Your Investing Strategy:
Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.
Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week.
According to TipRanks, Hedberg is a top 100 analyst with an average return of 21.8% and a 70.00% success rate. Hedberg covers the Technology sector, focusing on stocks such as Gitlab, ServiceNow, and Snowflake.
In addition to RBC Capital, Qualys also received a Hold from TD Cowen's Shaul Eyal in a report issued on July 14. However, on July 18, TR | OpenAI – 4o reiterated a Buy rating on Qualys (NASDAQ: QLYS).
Based on Qualys' latest earnings release for the quarter ending March 31, the company reported a quarterly revenue of $159.9 million and a net profit of $47.53 million. In comparison, last year the company earned a revenue of $145.81 million and had a net profit of $39.73 million
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Business Insider
21 hours ago
- Business Insider
Mizuho Securities Sticks to Their Buy Rating for Tesla (TSLA)
In a report released today, Vijay Rakesh from Mizuho Securities maintained a Buy rating on Tesla, with a price target of $375.00. The company's shares closed today at $332.56. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. According to TipRanks, Rakesh is a 5-star analyst with an average return of 19.2% and a 60.16% success rate. Rakesh covers the Technology sector, focusing on stocks such as Broadcom, Credo Technology Group Holding Ltd, and Advanced Micro Devices. In addition to Mizuho Securities, Tesla also received a Buy from Benchmark Co.'s Mickey Legg in a report issued today. However, yesterday, GLJ Research reiterated a Sell rating on Tesla (NASDAQ: TSLA). Based on Tesla's latest earnings release for the quarter ending March 31, the company reported a quarterly revenue of $19.34 billion and a net profit of $409 million. In comparison, last year the company earned a revenue of $21.3 billion and had a net profit of $1.39 billion Based on the recent corporate insider activity of 53 insiders, corporate insider sentiment is neutral on the stock. Last month, Xiaotong Zhu, the SVP, APAC of TSLA sold 15,000.00 shares for a total of $4,857,000.00.
Business Insider
21 hours ago
- Business Insider
Advertising Pivot Renews Upside Hopes for Netflix Stock (NFLX)
Netflix (NFLX) has executed one of the boldest pivots in recent corporate memory, shifting from a subscription-only model to becoming a major force in advertising. Last week, the company stunned Wall Street by raising its revenue guidance by $1 billion to a range of $44.8–$45.2 billion while boasting 302 million global subscribers—that's almost half of Europe's entire population. NFLX's performance has fueled a stock climb, especially since April, leaving the S&P 500 (SPY) in the rear-view mirror. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. But here's the twist flying under the radar: Netflix now trades at a sky-high 52.8x forward earnings, nearly quadruple the average of its sector peers—a valuation that assumes near-perfect execution. For now, I'm maintaining a Hold rating. Netflix's operational performance is undeniably impressive, but at these elevated valuation levels, even small missteps could lead to sharp corrections. Netflix's Internet Breaking Password Crackdown Investors and streamers alike will remember when Netflix declared war on password sharing. As it turns out, that controversial crusade became financial alchemy. Management didn't just convert apparent freeloaders into paying customers; it orchestrated one of the most successful customer acquisition campaigns in streaming history while barely breaking a sweat, as shown by TipRanks data. The next masterstroke was Netflix's strategic rollout of its ad-supported tier—a move that essentially said, 'Can't afford the premium plan? No problem, we'll serve you ads instead.' This wasn't a desperate attempt to boost revenue; with a solid balance sheet behind it, the shift was a deliberate expansion into a previously untapped audience segment. Yet beneath this move potentially lurks a troubling reality: Netflix's share of U.S. streaming time has flatlined, while viewing hours inched up a measly 1%. Netflix subscriptions are competing with Disney+, HBO Max, Apple TV+, and multiple other apps for your attention span in a challenging economy. Netflix may be winning plenty of battles, but the war for viewership has become a brutal, expensive stalemate, as Q3 EPS suggests. The content lineup reinforces the same message. With Squid Game 3, Wednesday, and the final chapter of Stranger Things on the horizon, Netflix is leaning heavily into its established blockbusters rather than chasing unproven concepts. When streaming giants start playing it safe, it's usually a sign that the era of effortless growth is coming to an end. AI-Powered Efficiency Meets Old-School Hollywood Drama That said, Netflix's real secret weapon isn't just its content—it's the data-driven innovation powering everything behind the scenes. The company has rolled out AI tools that have accelerated visual effects production by a factor of 10 for shows like El Eternaut, shrinking timelines that once took months down to just weeks. Netflix's algorithmic prowess goes far beyond just trimming costs. Its recommendation engine has become so advanced, it often feels like it knows your tastes better than you do—surfacing shows you didn't even realize you wanted to watch. This creates stickiness that transcends basic subscription logic; when the platform feels that personalized, canceling becomes a much harder decision. Still, even cutting-edge tech has its limits in today's hyper-competitive landscape. Disney (DIS) commands a multigenerational content library, Apple (AAPL) has the financial firepower to reshape industry dynamics, Amazon practically gives Prime Video away through ecosystem bundling, and legacy media giants appear to have finally shaken off their digital inertia. Netflix's geographic expansion strategy is also evolving. Instead of spending heavily to enter new markets directly, the company is partnering with local players, such as CANAL+, to tap into under-monetized regions across Africa and Latin America. It's a more efficient approach, but whether these markets can move the needle on earnings remains the billion-dollar question—especially given the relatively low revenue per user compared to U.S. subscribers. Netflix's Precarious Valuation At 52.8x forward earnings, Netflix stock is priced as if the company will flawlessly execute on all fronts—content creation, advertising, global expansion, and intense competition—all at once. For context, Disney trades at 25x, while traditional media peers average around 15–20x. In essence, Netflix carries the valuation of a high-growth startup but faces the operational demands of a global media conglomerate. A conservative DCF analysis using a 2.5% terminal growth rate and an 8.2% cost of capital estimates Netflix's fair value at around $1,040 per share. With the stock currently trading at $1,233, that implies roughly 20% overvaluation—even factoring in potential advertising upside that may never fully materialize. Valuation concerns deepen when examining revenue multiples: Netflix trades at a 12.5x forward revenue multiple, significantly above the sector median of around 2x, effectively pricing in years of flawless execution in an increasingly unforgiving environment. The advertising pivot is arguably Netflix's most high-stakes gamble yet. Turning a vast subscriber base into meaningful ad revenue is a delicate balancing act—too many ads risk alienating users, while too few won't generate sufficient financial returns. So far, early signs are promising, but the real challenge will emerge as ad loads increase and subscriber tolerance is put to the test. No one really knows where the breaking point lies—largely because Netflix has never pushed its audience this hard before. Market Saturation Meets Expansion Reality Netflix faces a brutal mathematical truth: developed markets are essentially tapped out. North America and Europe have reached natural penetration ceilings, forcing an increased reliance on emerging markets, which have anemic revenue per user and inflated acquisition costs. The password enforcement windfall represents a one-time harvest, meaning future growth must emerge from genuine market expansion or competitive victories, both of which are significantly harder than converting existing viewers. This fundamentally pivots Netflix from subscriber growth champion to operational leverage specialist. The company must now excel at advertising sales, inventory management, audience segmentation, and monetization optimization, entirely different competencies than those that built the original empire. Macroeconomic turbulence could paradoxically benefit Netflix if consumers migrate to ad-supported tiers, accelerating diversification strategy. However, looming tariffs, economic volatility, and regulatory changes add risk that could disrupt even the most masterfully crafted plans. Netflix's global footprint, advantageous for content amortization, also creates exposure to geopolitical tensions and currency fluctuations that domestic competitors avoid entirely. What is the 12-Month Forecast for NFLX Stock? Wall Street maintains a Moderate Buy consensus based on 26 Buy ratings, 11 Hold, and one Sell rating over the past three months. Netflix's average stock price target of $1,391.88 implies ~17% upside over the next twelve months. For a stock trading at nosebleed valuations, these tepid expectations feel vulnerable. Recent earnings revisions trend bullish with 17 upward EPS adjustments, but target dispersion ranging from $950 to $1,500 reveals genuine uncertainty. Netflix at a Crossroads: Brilliant Execution Meets Valuation Gravity Netflix is undeniably evolving in ways that unlock real value. Its push into advertising, operational efficiencies, and strategic global expansion has created meaningful competitive advantages that, under the right conditions, justify a premium valuation. The management team has earned considerable respect, and Netflix's technological edge remains a defensive moat that few rivals can match. That said, I believe the current share price already reflects these strengths—leaving little margin for error. The company's next chapter will reveal whether its operational excellence can continue to defy valuation gravity, or if even the most impressive execution eventually meets the limits of financial reality.
Business Insider
21 hours ago
- Business Insider
Citi Reaffirms Their Hold Rating on Endeavour Group Ltd (EDV)
Citi analyst Sam Teeger maintained a Hold rating on Endeavour Group Ltd today and set a price target of A$4.59. The company's shares closed today at A$4.12. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. According to TipRanks, Teeger is a 3-star analyst with an average return of 2.3% and a 42.40% success rate. Teeger covers the Consumer Cyclical sector, focusing on stocks such as Lovisa Holdings Ltd., ARB Corporation , and Breville Group . In addition to Citi, Endeavour Group Ltd also received a Hold from Morgan Stanley's Melinda Baxter in a report issued on July 18. However, on July 19, TR | OpenAI – 4o reiterated a Buy rating on Endeavour Group Ltd (ASX: EDV). The company has a one-year high of A$5.55 and a one-year low of A$3.79. Currently, Endeavour Group Ltd has an average volume of 3.63M. Based on the recent corporate insider activity of 9 insiders, corporate insider sentiment is positive on the stock. This means that over the past quarter there has been an increase of insiders buying their shares of EDV in relation to earlier this year.
