Qualys (QLYS) Benefits as AI Strengthens Cybersecurity Demand

The London Company's second-quarter 2026 investor letter for its Small-Mid Cap Strategy highlighted Qualys, Inc. (NASDAQ: QLYS) as a leading contributor to the sector's improvement. The investment management company stated that Qualys, Inc. provided a cloud-based platform delivering IT, security, and compliance solutions. On August 26, 2026, Qualys, Inc. closed at $176.67 per share.

The past month saw Qualys, Inc. return 32.51%, while its shares gained 38.76% in the last 52 weeks. With a market capitalization of $6.11 billion, the company's high-quality business model and expanding platform were noted in the letter. Despite concerns around AI disruption earlier in the year, AI is now seen as boosting demand for cybersecurity solutions.

Qualys, Inc. was not among the 40 Most Popular Stocks Among Hedge Funds, but 34 hedge fund portfolios held the stock at the end of the second quarter. While the potential of Qualys, Inc. is acknowledged, the London Company believes certain AI stocks offer greater upside potential and carry less downside risk.