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Today's Exclusive Content
3 Under-the-Radar Cybersecurity Stocks With Major Upside PotentialAuthor: Nathan Reiff. Publication Date: 4/14/2026. 
Key Points
- A surge in demand for cybersecurity as AI abilities expand rapidly could help to fuel growth for smaller names in the space.
- Tenable's strong cloud platform growth and Qualys's impressive margins help these firms to stand out.
- Commvault has excellent sales growth, but the potential for a takeover complicates the picture for potential investors.
- Special Report: The Biggest IPO Ever: Claim Your Stake Today
The biggest names in cybersecurity—firms like CrowdStrike Holdings Inc. (NASDAQ: CRWD)—draw a lot of investor attention, but some of the most resilient businesses in the sector can be overlooked. With the rapid growth of AI and heightened concerns about cyber threats driven by geopolitical tensions (including conflicts involving Iran) and developments such as Anthropic's Mythos model, several industry tailwinds could lift these smaller names. Although cybersecurity is a fast-growing field, three firms in particular stand out because of their niche positions and recent financial outperformance. Importantly, each of these companies is trading at a sizable discount to Wall Street's consensus price targets, so investors who enter now may still have meaningful upside potential. Strong Adoption of Tenable One Platform Can Drive Growth
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Tenable Holdings Inc. (NASDAQ: TENB) has a market capitalization under $2 billion, but its cloud-based Tenable One exposure management platform is winning customers quickly—about 500 enterprise platform customers added in the last quarter alone. As a result, revenue in the latest quarter rose almost 11% year-over-year (YOY), with nearly half of new and expansion bookings attributed to Tenable One. Tenable One is not only popular but also effective, lifting the company's average sales price. Recently, a major telecom company signed a seven-figure contract specifically to use Tenable One to monitor AI-related exposure. What's more, a majority of Tenable's customers have not yet upgraded to Tenable One, leaving considerable room for upsell and internal growth. On this momentum, Tenable's full-year 2026 guidance is encouraging, calling for its first annual revenue above $1 billion and improving operating margins. Although analysts currently maintain a Hold rating while the company continues to prove itself, the consensus price target of nearly $30 is more than 70% above current levels, suggesting significant upside for TENB shares. A Stock Price Shock May Present an Opportunity to Buy QualysIT security firm Qualys Inc. (NASDAQ: QLYS) is modestly sized for the industry with a market cap under $3 billion, but it serves more than 10,000 enterprise customers worldwide. The company's margins are particularly attractive: free cash flow margin for 2025 was about 43%, and management expects to remain in that range this year. Adjusted EBITDA was 47% in the latest quarter. Revenue grew more than 10% YOY, topping expectations, and non-GAAP earnings per share (EPS) also beat analyst estimates. Now may be an attractive entry point: QLYS shares fell roughly 14% in a week amid the Mythos preview and the broader industry reaction. Given the company's strong fundamentals, robust cash flow, and low reliance on debt, investors may find it a compelling buy despite recent volatility. Even with a Hold rating, QLYS shares could have about 80% upside based on analyst estimates. Commvault's Stock Performance Belies Its Potential, But Takeover Offers May Complicate the SituationCommvault Systems Inc. (NASDAQ: CVLT) provides data protection and information management software, making it a leading option for ransomware recovery. Commvault's recent results show strong momentum: subscription sales climbed 30% YOY in the last quarter to more than $200 million, SaaS annual recurring revenue (ARR) rose 40% over the same period, and overall revenue grew nearly 20% YOY, comfortably beating estimates. Management expects continued revenue and total ARR growth through the fiscal year (ending in December). Still, CVLT shares have traded near a one-year low amid concerns that the timing variability of large deals could lead to uneven sales periods. Those risks appear limited given Commvault's recent partnerships, including integrations with Microsoft's (NASDAQ: MSFT) cybersecurity offerings and collaboration with data infrastructure firm NetApp (NASDAQ: NTAP). Analysts are broadly positive: roughly three-quarters rate CVLT shares a Buy or equivalent. With a consensus price target above $141 per share, CVLT could see nearly 50% upside, reclaiming much of the value lost over the past year. Investors should, however, monitor developments around a potential takeover. One reason Commvault's stock jumped in early April was news that the company had entertained multiple acquisition offers. |
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