Key Takeaways Five undervalued mid-cap AI infrastructure stocks lagged the broader market but show long-term potential. Each stock, including PATH and FIVN, posted recent earnings estimate upgrades and growth projections. Robust AI capex trends and sector tailwinds support future gains across enterprise, cloud, and cybersecurity.The AI infrastructure space recently gathered steam, with the DeepSeek-related fears turning out to be overblown. Moreover, the chances of a trade deal between the United States a ...

财务表现 - 公司第三季度每股收益1.91美元 超出市场预期20.13% 同比大幅增长208.1% [1] - 第三季度营收93亿美元 同比增长37% 超出市场预期5.3% 主要受高带宽内存(HBM)产品需求推动 [1] - 非GAAP毛利润36.2亿美元 同比显著改善 非GAAP毛利率39% 同比提升10.9个百分点 [7] - 非GAAP营业利润24.9亿美元 营业利润率26.8% 同比提升13个百分点 [9] - 运营现金流46.1亿美元 资本支出27亿美元 调整后自由现金流19.5亿美元 [11] 业务细分 - DRAM收入71亿美元 占总收入76% 同比增长51% 环比增长15% 数据中心DRAM需求创纪录 [3] - NAND收入22亿美元 占总收入23% 同比增长4% 环比增长16% [3] - 计算和网络业务部门收入51亿美元 同比飙升96.2% 主要受HBM收入环比增长超50%推动 [4] - 移动业务部门收入16亿美元 环比增长45% 主要因客户库存减少和DRAM内容增长需求强劲 [5] - 嵌入式业务部门收入12亿美元 环比增长20% 存储业务部门收入15亿美元 同比增长7.1% [6] 资产负债表与流动性 - 期末现金及投资108.1亿美元 较上季度82.2亿美元显著增加 [10] - 总流动性157亿美元 较上季度121亿美元提升 [10] - 总债务155亿美元 较上季度144亿美元有所增加 [10] 业绩展望 - 预计第四季度营收107亿美元(±3亿美元) 显著高于市场预期的99亿美元 [12] - 预计第四季度非GAAP毛利率42%(±100基点) 运营支出预计12亿美元(±2000万美元) [12] - 预计第四季度调整后每股收益2.50美元(±0.15美元) 市场预期为亏损2.02美元 [13] 市场表现 - 今年以来公司股价累计上涨56.8% 远超计算机与技术行业4%的涨幅 [2] - 公司当前Zacks评级为3(持有) [13]

Qualys TotalCloud wins Best Cloud Security Solution; Qualys VMDR awarded Best Vulnerability Management Solution for third consecutive year FOSTER CITY, Calif., June 17, 2025 /PRNewswire/ -- Qualys, Inc. (NASDAQ: QLYS), a leading provider of disruptive cloud-based IT, security, and compliance solutions, announced wins in two categories at the 2025 SC Awards Europe. Qualys TotalCloud received the top accolade in the Best Cloud Security Solution category, and for the third consecutive year, Qualys Vulnerabilit ...

New office supports growing demand from federal, state, and local agencies as cyber threats escalate, and efficiency becomes mission-criticalFOSTER CITY, Calif., June 11, 2025 /PRNewswire/ -- Qualys, Inc. (NASDAQ: QLYS), a leading provider of disruptive cloud-based IT, security and compliance solutions, announced the opening of a new office in Washington, D.C., marking a strategic expansion of its global footprint to better support its growing public sector customer base.Government agencies are facing a per ...

Key Takeaways Zscaler is expanding AI-driven cybersecurity but faces shrinking margins from rising costs. Qualys shows steady VMDR adoption and global revenue growth of 16% year over year. QLYS trades at a discount with 2025 EPS growth of 0.65% vs. ZS' projected 0.31% decline.Zscaler (ZS) and Qualys (QLYS) are two key cybersecurity players offering critical solutions in securing enterprise environments. While both companies offer different sets of solutions, they both compete in the vulnerability manageme ...

A month has gone by since the last earnings report for Qualys (QLYS) . Shares have added about 8.4% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Qualys due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts.How Have Estimates Been Moving Since Then?It turns out, fresh ...

Qualys (QLYS) FY Conference June 03, 2025 10:20 AM ET Speaker0 Stock conference. Today's session is going to be with Qualys. My name is Jonathan Ho, and I'm the analyst for William Blair and Company. With us today are Sumit Dakar, the CEO, and Jume Kim, the CFO of the company. Before we begin, I'm required to inform you that a complete list of research disclosures is available as well as conflicts of interest at our website at www.williamblair.com. We'll have the company present an overview of the business ...

财务表现 - 第一季度非GAAP每股收益为1.67美元，超过Zacks共识预期的1.46美元和管理层指引的1.40-1.50美元 [1] - 第一季度收入同比增长10%至1.599亿美元，超过Zacks共识预期的1.571亿美元 [2] - 非GAAP毛利润同比增长10%至1.337亿美元，非GAAP毛利率提升100个基点至84% [5] - 非GAAP营业利润同比增长10%至7120万美元，非GAAP营业利润率提升100个基点至45% [5] - 调整后EBITDA同比增长8%至7480万美元，调整后EBITDA利润率持平于47% [5] 收入结构 - 渠道合作伙伴销售额同比增长19%，直接销售仅增长2%，渠道合作伙伴贡献收入占比49%，直接销售占比51% [3] - 美国地区销售额同比增长6%，占总收入57%，国际销售额同比增长16%，占比43% [4] - 净美元留存率（恒定汇率）为103%，与上一季度持平 [4] 现金流与资本运作 - 期末现金及现金等价物与有价证券约为6.4亿美元，高于去年同期的5.75亿美元 [6] - 经营现金流为1.096亿美元，自由现金流为1.076亿美元 [6] - 第一季度回购股票价值3970万美元，剩余回购授权额度为3.038亿美元 [6] 业绩指引更新 - 上调2025年全年收入指引至6.48-6.57亿美元（原为6.45-6.57亿美元），同比增长7-8% [7] - 上调2025年非GAAP每股收益指引至6.00-6.30美元（原为5.50-5.90美元） [8] - 第二季度收入指引为1.597-1.627亿美元（同比增长7-9%），非GAAP每股收益指引为1.40-1.50美元 [8][9] 行业比较 - Impinj（PI）2025年Zacks共识每股收益预期上调0.21美元至1.68美元，但同比下滑20.4% [11] - Broadcom（AVGO）2025财年Zacks共识每股收益预期上调0.18美元至6.60美元，同比增长35.5% [11] - StoneCo（STNE）2025年Zacks共识每股收益预期上调0.19美元至1.38美元，同比增长2.2% [12]

Qualys (QLYS) came out with quarterly earnings of $1.67 per share, beating the Zacks Consensus Estimate of $1.46 per share. This compares to earnings of $1.45 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of 14.38%. A quarter ago, it was expected that this maker of security-analysis software would post earnings of $1.35 per share when it actually produced earnings of $1.60, delivering a surprise of 18.52%. Over the last four ...

Qualys (QLYS) Q1 2025 Earnings Call May 06, 2025 05:00 PM ET Company Participants Blair King - Vice President of Investor Relations & Corporate DevelopmentSumedh Thakar - President and CEOJoo Mi Kim - CFOTrevor Walsh - Director - Equity ResearchJoshua Tilton - DirectorYun Kim - Managing DirectorOscar Saavedra - Equity Research Associate - Software Conference Call Participants Jonathan Ho - Research AnalystPatrick Colville - Lead Equity Research AnalystKingsley Crane - Director, Senior AnalystRudy Kessinger ...