The London Company, in its Q2 2026 investor letter for its "Small-Mid Cap Strategy," noted that Qualys, a provider of cloud-based IT, security, and compliance solutions, demonstrated strong stock performance, primarily due to improved investor confidence in the cybersecurity industry. Despite earlier market concerns about potential disruption from AI, AI is now widely seen as enhancing the demand for cybersecurity solutions. Qualys' stock price has risen 32.51% over the past month and 38.76% over the past 52 weeks, closing at $176.67 on August 26, with a market capitalization of $6.11 billion.