以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。

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QLYS

12 atoms · 跨 3 天 · 首见 2026-06-04 · 最近 2026-07-06

三色: 🟦 fact 9 · 🟥 take 3 · stance ▲7/▼2/◆1

来源: X 10 · 卖 1

时态: fresh:12

标签: 好数字:8 · 好观点:3 · 好信源:2

2026-06-04 · AI安全竞争压力
Funda.AI argues traditional vulnerability management and scanning-centric vendors including QLYS could face growing competitive and valuation pressure.
tags: 好观点 · → daily
2026-06-04 · 传统安全业务承压
QLYS 等传统漏洞扫描公司面临功能商品化和多重压缩压力
tags: 好观点 · → daily

2026-07-06 · 评级上调
Scotiabank upgraded QLYS to Buy
tags: 好观点 · → daily
value: rating=Buy

2026-06-30 · JPMorgan目标价
Raises PT to $139 from $87 and establish a December 2027 price target of $139
tags: 好数字·好信源 · → daily
value: qty=$139 · from=$87 · date=December 2027
2026-06-30 · JPMorgan评级
JPMorgan Upgrades $QLYS to Neutral from Underweight
tags: 好信源 · → daily
value: direction=升级至Neutral · from=Underweight
2026-06-30 · agent部署规模
runs over 200 million agents worldwide
tags: 好数字 · → daily
value: qty=over 200 million agents worldwide
2026-06-30 · 调整后EBITDA利润率
adjusted EBITDA margin of 47% has held flat from 2022 through 1Q26
tags: 好数字 · → daily
value: qty=47% · date=2022 through 1Q26
2026-06-30 · Rule of 40指标
Rule of 40 is 57%
tags: 好数字 · → daily
value: qty=57%
2026-06-30 · 自由现金流利润率
FCF margin is 45%
tags: 好数字 · → daily
value: qty=45%
2026-06-30 · 同行业EBITDA利润率对比
against a peer-median EBITDA margin of 26%
tags: 好数字 · → daily
value: qty=26% · target=peer-median EBITDA margin
2026-06-30 · ETM和CSAM产品占LTM订单比例
ETM and CSAM are 11% of LTM bookings
tags: 好数字 · → daily
value: qty=11%
2026-06-30 · VMDR产品占订单比例
VMDR still 50% of mix
tags: 好数字 · → daily
value: qty=50%