Small Cap Cyber Security Breakout
Qualys (QLYS) a $4.65B cyber-security software name breaking out of a nice weekly range to close the week and has always traded at attractive valuation to peers at 10.5X EV/Sales with double digit revenue growth. QLYS posted a strong EPS guidance raise back in August and growth seems to be inflecting positively. QLYS makes an attractive M&A target in a consolidating industry.