Latest news with #TruRisk
Channel Post MEA
05-08-2025
- Business
- Channel Post MEA
Qualys Unveils Agentic AI-Powered Risk Operations Center
Qualys has unveiled several new Agentic AI capabilities on the Qualys platform. The new AI fabric introduces a marketplace of Cyber Risk AI Agents delivering real-time risk insights across all attack surfaces, prioritized by business impact. Additionally, it reduces risk and operational costs by autonomously remediating with speed, scale, and accuracy, all while powering a smarter, more efficient Risk Operations Center (ROC). Amid a surge in the volume and sophistication of cyber threats, amplified by the growing complexity of an ever-evolving attack surface, teams are grappling with millions of exposures while lacking the context to map them against business priorities. Without self-orchestrating AI agents to turn data into insights, and prioritize and remediate risks in real time, security teams face manual bottlenecks and lingering exposures. Qualys addresses this with Agentic AI—eliminating repetitive tasks and enabling autonomous, risk-focused workflows that empower teams and accelerate protection. 'Cybersecurity has never been able to keep pace with the volume of enterprise exposures due to human-scale prioritization and remediation,' said Tyler Shields, principal analyst at Enterprise Strategy Group (ESG). 'Integrating Agentic AI into the Qualys platform marks a major leap—from reactive response to real-time risk reduction. With autonomous remediation and intelligent prioritization, this type of innovation enables faster risk reduction, more efficient resource usage, and greater accuracy in recommended actions. This evolution shifts security teams from tactical responders to strategic agentic AI orchestrators, bringing us closer to a future of self-healing cybersecurity.' By embedding Agentic AI into Enterprise TruRisk Management (ETM), Qualys enhances its risk-centric automation capabilities—delivering faster, more intelligent decision-making. Already a leading cornerstone of the ROC, ETM aggregates exposures to measure, communicate, and eliminate cyber risk aligned to business value. Now, with the new AI fabric, Qualys delivers pre-built AI agents that automate threat prioritization and drive remediation strategies tailored to each organization's risk appetite and environment. It also introduces the Cyber Risk Assistant—a prompt-driven interface that helps teams navigate the risk journey, translate millions of exposures, and deliver context-aware risk insights with autonomous operations. The Qualys Marketplace of ready-to-use AI agents delivers: Continuous Risk Insights and Prioritization from Fragmented Exposures – Pre-built AI agents autonomously and adaptively drive every step of the cyber risk journey from continuously discovering your external attack surface with a hacker's-eye view, to proactively assessing risk against trending industry threats, and prioritizing those risks based on the context of your unique assets and environment. Thus, helping organizations reduce the cost and complexity of risk operations. Adaptive Remediation for the Highest Security Posture – With attackers exploiting vulnerabilities in under 18 days, cybersecurity and IT teams are focused on reducing mean time to remediation (MTTR). Adaptive Risk Remediation AI Agents like the Microsoft Patch Tuesday Lifecycle Agent continuously triangulate prioritized vulnerabilities, correlated remediation techniques, and asset context to drive faster, more transparent risk remediation. This reduces cost and time to close vulnerabilities. Build Your Own AI Agent – Security teams can create custom, no-code, pretrained AI agents tailored to their specific business needs. These agents can be trained to perform specialized tasks autonomously and reused as needed—enabling scalable, repeatable automation for risk management workflows unique to each organization. 'Qualys Agentic AI, embedded into Enterprise TruRisk Management is transforming how organizations manage cyber risk and powering a smarter, more agile Risk Operations Center,' said Sumedh Thakar, president and CEO of Qualys. 'It's ushering in a new era where CISOs can augment their security teams with intelligent AI agents that perform autonomous analysis and take decisive, high-impact actions to reduce risk faster, more strategically, and with greater efficiency.'
Yahoo
07-05-2025
- Business
- Yahoo
Qualys, Inc. (QLYS): A Bull Case Theory
We came across a bullish thesis on Qualys, Inc. (QLYS) on Substack by Na's Substack. In this article, we will summarize the bulls' thesis on QLYS. Qualys, Inc. (QLYS)'s share was trading at $126.82 as of May 5th. QLYS's trailing and forward P/E were 27.27 and 21.74 respectively according to Yahoo Finance. Qualys, Inc. (QLYS) is a profitable, cloud-native cybersecurity company specializing in IT, security, and compliance solutions, with a foundation in vulnerability management (VM). Operating under a SaaS model, Qualys derives its recurring revenue from annual subscriptions tied to its integrated Qualys Enterprise TruRisk Platform. Over the past five years, the company has sustained high gross margins, consistent profitability, and robust free cash flow generation—hallmarks of a mature SaaS business. Despite these strengths, Qualys has experienced a noticeable slowdown in top-line growth, with a five-year revenue CAGR of 12.1% from 2019 to 2024, decelerating to 9.6% in 2024. This slowdown reflects saturation in the core VM market, rising competition, and the difficulty of sustaining high growth at scale. Nevertheless, the company has maintained GAAP operating margins consistently above 20% for much of this period and averaged FCF margins above 35% over the last three years, highlighting its ability to convert revenue into shareholder value, primarily through aggressive share repurchases. While Qualys remains a leader in the VM space, competitive threats from specialized players like Tenable and Rapid7, alongside platform giants such as CrowdStrike and Palo Alto Networks, are eroding its market edge. To combat this, Qualys is investing in broadening its platform with offerings like TotalCloud CNAPP for cloud security and endpoint detection and response (EDR) solutions. These newer initiatives are strategically sound but still require significant traction to materially impact the company's growth profile. The challenge lies in convincing enterprises to adopt these newer modules in a crowded and rapidly evolving cybersecurity landscape dominated by larger, more diversified vendors. The TruRisk platform's integrated approach offers a potential differentiator, but success will depend on execution and product-market fit in these newer segments. A DCF valuation that assumes growth stabilizes in the mid-single digits, while margins remain elevated, suggests an intrinsic value range of $115 to $145 per share. With shares trading around $126.75 as of late April 2025, Qualys appears fairly valued. The core investment case rests on its status as a stable, cash-generative business within cybersecurity—a sector that remains mission-critical even as growth moderates. While unlikely to deliver outsized returns from current levels, Qualys offers a compelling profile for investors seeking quality, profitability, and disciplined capital returns. Upside potential exists if newer product areas exceed expectations or strategic M&A reshapes the growth narrative. Conversely, failure to execute in these expansion areas or sustained market share loss could pressure valuation over time.
