A number of stocks jumped in the afternoon session after comments from a key Federal Reserve official bolstered hopes for an interest rate cut. The positive sentiment followed comments from New York Federal Reserve President John Williams, a voting member of the rate-setting Federal Open Market Committee (FOMC), who indicated he sees room for further policy easing. Following his remarks, the probability of a December rate cut surged from 39% to 71%, according to the CME FedWatch Tool, causing Treasury yields to fall. Lower interest rates can be particularly beneficial for growth-oriented sectors like software, as they increase the present value of future earnings. This renewed hope provided a boost to the sector, which had recently faced pressure from concerns over high valuations in artificial intelligence.
Wall Street has issued downbeat forecasts for the stocks in this article.
These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.
A number of stocks fell in the afternoon session after investors showed signs of fatigue with the AI-led rally, rotating out of high-valuation growth names.
The stocks in this article are all trading near their 52-week highs.
This strength often reflects positive developments such as new product launches, favorable industry trends, or improved financial performance.
Qualys delivered third quarter results that exceeded Wall Street’s expectations, driving a strong market reaction. Management attributed the outperformance to growing demand for its Enterprise TruRisk Management (ETM) platform and early adoption of its Risk Operations Center (ROC) approach. CEO Sumedh Thakar emphasized that customers are seeking to consolidate cybersecurity tools and operationalize risk management, stating, “CISOs are looking for a practical approach to consolidate tools where possible and empower their teams to use best-of-breed where it makes sense.” The company also highlighted the impact of its partner ecosystem and improved margin efficiency from increased automation and AI in product development.
Shares of cybersecurity cloud platform provider Qualys (NASDAQ:QLYS) jumped 18.1% in the morning session after the company reported third-quarter 2025 financial results that surpassed Wall Street's expectations for revenue and profit. Qualys announced revenue of $169.9 million, up 10.4% from the same period last year, beating forecasts. The company’s adjusted earnings per share came in at $1.86, which was 19.2% above analysts' consensus estimates. Adding to the positive news, guidance for the next quarter’s revenue was optimistic at $173 million at the midpoint, also ahead of estimates. Furthermore, management raised its full-year adjusted EPS guidance, signaling confidence in its continued performance. The company also demonstrated improved profitability, with its operating margin expanding significantly year over year.
Cybersecurity cloud platform provider Qualys (NASDAQ:QLYS) reported Q3 CY2025 results beating Wall Street’s revenue expectations, with sales up 10.4% year on year to $169.9 million. Guidance for next quarter’s revenue was optimistic at $173 million at the midpoint, 2.1% above analysts’ estimates. Its non-GAAP profit of $1.86 per share was 19.2% above analysts’ consensus estimates.
Cybersecurity cloud platform provider Qualys (NASDAQ:QLYS) reported revenue ahead of Wall Streets expectations in Q3 CY2025, with sales up 10.4% year on year to $169.9 million. Guidance for next quarter’s revenue was optimistic at $173 million at the midpoint, 2.1% above analysts’ estimates. Its non-GAAP profit of $1.86 per share was 19.2% above analysts’ consensus estimates.
Qualys Inc. aligns with the Peter Lynch investment strategy, showing strong earnings growth, zero debt, and a fair valuation with a PEG ratio below 1.0.
ASHBURN, VA – October 25, 2025 – Telos Corporation (NASDAQ:TLS), a leading provider of cyber, cloud, and enterprise security solutions, has achieved a significant milestone, with its stock price hitting a new 52-week high of $7.63 during intra-day trading on October 24, 2025. This remarkable surge, following an earlier 52-week
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages.
Just because a business is in the green today doesn’t mean it will thrive tomorrow.
