We just compiled a list of the 11 AI News and Ratings You Don’t Miss.  , In this article, we are going to take a look at where Qualys, Inc. ( NASDAQ: QLYS) stands against the other AI stocks.
With its R1 model, which offers higher performance for less money, DeepSeek quickly gained popularity in the AI industry. The business has made improvements to improve the efficiency and convenience of AI development. DeepSeek’s rapid progress, despite having a little group, shows the increasing pattern of AI-driven firms scaling with minimum human resources. Its success also shows the broader shift toward open-source AI types, particularly in China, where competition is driving faster innovation and more cost-effective options.
The effect of DeepSeek’s R1 unit on financial markets and AI funding strategies was examined by the UBS CIO in a report released on January 31. The company expects continued capital investing by hyperscalers, benefiting silicon companies, and recommended developed coverage across AI’s price chain. R1 increasing AI adoption, as well as analytic advancements and equipment improvements, are contributing to the cost of training huge language models. To support investments in AI system, hardware scaling and computational advancement are also still significant.
In addition, China continues to play a major role in AI development, with firms like Alibaba developing economical models. UBS maintained a good view of Chinese internet companies due to their ability to provide configurable, cost-effective AI solutions. The company also emphasized the growth of AI-driven startups by investing in companies with robust customer retention or specialized data.
Additionally, the fast development of AI program suggests that investing in real infrastructure before investing in software development is a given. AI’s ability to self-improve introduces uncertainty, leading UBS to propose structured materials for uncertainty exposure while avoiding non-physical assets lacking a competitive advantage.
UBS believes that despite changes, AI funding is still strong, with big tech companies anticipated to spend more money on it in 2025. AI implementation is likewise rising, supporting sky growth and marketing. While uncertainty may be there due to economic and governmental aspects, AI’s long-term perspective remains positive, with both high-cost and low-cost versions expected to survive.
For this article, we selected AI companies by reviewing reports content, property analysis, and press releases. We ranked the stocks according to the mood of the 900 hedge funds in Insider Monkey’s collection, ascending in ascending order.
Why do we care about the securities that hedge funds invest in? The basic reason is that our research has demonstrated that we can outperform the market by imitating the best wall cash ‘ stock picks. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275 % since May 2014, beating its benchmark by 150 percentage points ( ).
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Variety of Hedge Fund Holders: 27
Qualys, Inc. ( NASDAQ: QLYS) provides cloud-based IT security and compliance solutions, helping organizations manage cyber risks and protect digital assets.
On February 6, Qualys reported Q4 results with non-GAAP EPS of$ 1.60, exceeding estimates by$ 0.23, and revenue of$ 159.19 million, up 10.1 % year-over-year. The organization introduced the Risk Operations Center for real-time security risk management and praised the company’s terminal detection and response solution’s solid MITRE ATT&, CK outcomes. For Q1 2025, revenue is projected between$ 155.5 million and$ 158.5 million, with non-GAAP EPS expected to range from$ 1.40 to$ 1.50. Full-year 2025 revenue guidance is set between$ 645 million and$ 657 million, with non-GAAP EPS expected between$ 5.50 and$ 5.90.
Qualys administration reported that the business has switched from a risk scanning tool to a complete risk analysis and quantification solution. The development enables seamless integration with existing security tools while providing total awareness, risk rating, and AI-driven automation across an organization’s attack surface. Some major improvements in 2024 included the introduction of TruRisk Eliminate for extended remediation, improved asset management using patent-pending technology, and integration of the MITRE ATT&, CK prioritization matrix for proactive threat response. TotalAI was also introduced by the company to secure generative AI applications and expand its TotalCloud CNAPP platform’s multi-cloud ITSM integration.
In general, QLYS is seventh on our list of AI stocks in news that investors shouldn’t miss. Although we acknowledge the value of QLYS as an investment, our conviction stems from our belief that AI stocks have greater potential for delivering higher returns and doing so more quickly. Check out our report about the if you’re looking for one that is more promising than QLYS but trades at less than 5 times its earnings.
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