Why are Mavenir Systems and Qualys Inc. on Imperial Capital's 'Best Buy List'?

In Imperial Capital's "Best Buy List" published on September 3rd, the firm rated Mavenir Systems MVNR and Qualys, Inc. QLYS at Outperform with $15 and $31 price targets, respectively. Mavenir Systems The firm noted that Mavenir posted "strong" second quarter results and despite lower than expected EPS guidance for the third quarter, believes guidance for breakeven operating profits in 2014 support a recovery in the fourth quarter on the back of VoLTE. The team wrote, "We believe Mavenir remains well positioned to monetize the launch of value add services by the domestics carriers." Qualys, Inc. The team noted, "We anticipate strengthening of subscription revenue, driven by acceleration of the core vulnerability management (VM) business and multi-product customers. We believe the VM business is particularly benefiting from scope expansion, with customer broadening their usage across more of their information technology infrastructure." Additionally the firm is looking to new offerings and channel partnerships for further upside.