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More Reading from MarketBeat.com
3 Under-the-Radar Cybersecurity Stocks With Major Upside PotentialWritten by Nathan Reiff. Published: 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: Elon’s “Hidden” Company
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 fly under the radar. With rapid AI adoption and renewed cybersecurity concerns tied to geopolitical tensions involving Iran and Anthropic's new Mythos model, smaller cybersecurity names have several tailwinds working in their favor. Although cybersecurity is expanding quickly, three companies stand out because of their focused niches and recent financial outperformance. Each is trading well below Wall Street's consensus price targets, suggesting investors who buy now may still have meaningful upside. Strong Adoption of Tenable One Platform Can Drive Growth
Tenable Holdings Inc. (NASDAQ: TENB) has a market capitalization just under $2 billion, but its cloud-based Tenable One exposure management platform is winning customers quickly—adding roughly 500 enterprise platform customers in the last quarter alone. As a result, revenue in the latest quarter rose nearly 11% year over year, and nearly half of new and expansion bookings were attributed to Tenable One. Tenable One also boosts average sales prices. Recently, a major telecom company signed a seven-figure deal to use Tenable One specifically for monitoring AI-related exposure. Best of all, most of Tenable's existing customers have not yet migrated to Tenable One, leaving ample runway for upsells and expansion. Riding that momentum, Tenable's full-year 2026 guidance calls for the company's first annual revenue above $1 billion along with improving operating margins. Although analysts remain cautious—many maintaining a Hold rating while the company continues to prove itself—the consensus price target of nearly $30 sits more than 70% above current levels, implying significant upside for TENB shares. A Stock Price Shock May Present an Opportunity to Buy QualysIT security firm Qualys Inc. (NASDAQ: QLYS) ranks as a smaller player in the cybersecurity space with a market cap under $3 billion, but it serves more than 10,000 enterprise customers worldwide. The firm's margins are especially attractive: free cash flow margin was 43% in 2025, and management expects a similar range this year. Adjusted EBITDA margin was 47% in the latest quarter. Revenue rose more than 10% year over year, topping expectations, and non-GAAP earnings per share also beat analyst forecasts. QLYS shares fell roughly 14% in a week amid the Mythos preview and broader industry jitters, which may create a buying opportunity. The company's strong fundamentals, robust cash flow and low leverage make it resilient despite short-term volatility. Even with a Hold rating, QLYS shares could have about 80% upside potential according to 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 key option for firms seeking ransomware recovery solutions. Commvault's revenue growth is compelling: subscription sales climbed 30% year over year in the last quarter, topping $200 million, while SaaS annual recurring revenue (ARR) grew about 40% over the same period. Overall revenue rose nearly 20% year over year, comfortably beating estimates. Management expects continued strong revenue and ARR growth for the fiscal year (ending in December). Still, CVLT shares recently traded near a one-year low amid concerns that the timing of large deals could make sales growth lumpy. Those risks may be 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 mostly agree: about three-quarters rate CVLT shares as a Buy or equivalent. With a consensus price target above $141 per share, CVLT could see nearly 50% upside, which would recover much of the ground lost over the past year. Investors should also monitor takeover chatter. One reason Commvault's stock jumped in early April was reporting that the company had entertained multiple takeover offers. |
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