Qualys: Visible Growth Catalysts To Drive Growth Acceleration

Core Viewpoint - Qualys, Inc. (NASDAQ: QLYS) is recommended as a buy due to its current stock trading at a discount, attributed to concerns over slowing growth, despite positive developments in product adoption and partner execution [1] Group 1: Investment Thesis - The investment approach is fundamentally based, focusing on long-term durability and affordability rather than merely low multiples [1] - The company is characterized by steady long-term growth, lack of cyclicality, and a robust balance sheet, making it an attractive investment opportunity [1] - There is a belief that in certain situations, the potential for future development can outweigh immediate price concerns [1]