{"id":92619,"date":"2026-07-01T23:01:05","date_gmt":"2026-07-01T23:01:05","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/92619\/"},"modified":"2026-07-01T23:01:05","modified_gmt":"2026-07-01T23:01:05","slug":"bentley-systems-qualys-and-soundhound-ai-stocks-trade-up-what-you-need-to-know","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/92619\/","title":{"rendered":"Bentley Systems, Qualys, and SoundHound AI Stocks Trade Up, What You Need To Know"},"content":{"rendered":"

\"BSY<\/a> Bentley Systems, Qualys, and SoundHound AI Stocks Trade Up, What You Need To Know What Happened? <\/p>\n

A number of stocks jumped in the afternoon session after Guggenheim’s John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the sector during the year had pushed valuations too low.\u00a0 <\/p>\n

This was a valuation call from a skeptic, not an AI endorsement. DiFucci wrote he is “not upgrading because we see [ServiceNow] as an AI beneficiary,” calling near-term AI monetization “unlikely to materialize” and AI risks “very real,” while arguing the darkest scenario was already priced in (CRM at ~3.7x EV\/recurring revenue; NOW’s $125 target at 7.5x EV\/NTM recurring revenue).\u00a0 <\/p>\n

The read-through was what lifted the group. When a previously cautious, highly ranked analyst flips to Buy on the two enterprise-SaaS bellwethers purely on valuation, it signals the “SaaSpocalypse” repricing overshot, de-risking the whole complex and inviting bargain-hunting across peers. Oracle’s ~2% bounce added an independent second leg, driven by inclusion on William Blair’s July Analyst Conviction List, a new AI product, and oversold conditions after the previous disclosure of a $40 billion AI-infrastructure raise. Together they extended a multi-week recovery. <\/p>\n

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. <\/p>\n

Among others, the following stocks were impacted: <\/p>\n

Zooming In On Qualys (QLYS) <\/p>\n

Qualys’s shares are quite volatile and have had 15 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. <\/p>\n

The previous big move we wrote about was 1 day ago when the stock gained 7.6% on the news that JPMorgan upgraded its rating on the stock to Neutral from Underweight and increased its price target to $139 from $87.\u00a0 <\/p>\n

An analyst from the bank cited growth in the vulnerability management category as a key driver for the improved outlook. The upgrade points to a potential recovery in the market for these cybersecurity services, which help companies identify and fix security weaknesses. This positive assessment from a major investment bank signaled renewed confidence in the company’s prospects. <\/p>\n

Qualys is up 12% since the beginning of the year, and at $146.72 per share, it is trading close to its 52-week high of $153.80 from November 2025. Investors who bought $1,000 worth of Qualys’s shares 5 years ago would now be looking at an investment worth $1,454. <\/p>\n

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These three platforms are running that exact playbook right now. The early investors in Amazon made fortunes. The early investors in these could do the same. Get All 3 Stocks Here for FREE<\/a>. <\/p>\n","protected":false},"excerpt":{"rendered":"Bentley Systems, Qualys, and SoundHound AI Stocks Trade Up, What You Need To Know What Happened? A number…\n","protected":false},"author":2,"featured_media":92620,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[24,25,48584,33781,3085],"class_list":["post-92619","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ai","tag-ai","tag-artificial-intelligence","tag-bentley-systems","tag-qualys","tag-soundhound-ai"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/92619","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=92619"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/92619\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/92620"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=92619"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=92619"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=92619"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}