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This Week's Bonus Content
3 Under-the-Radar Cybersecurity Stocks With Major Upside PotentialSubmitted by Nathan Reiff. Posted: 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 industry can fly under the radar. With rapid AI adoption and growing concerns about cybersecurity threats—from geopolitical tensions to developments like Anthropic's Mythos model—several industry tailwinds could help lift these smaller names. Though cybersecurity is a fast-growing field, three companies in particular stand out because of their niche positions and recent financial outperformance. Importantly, each is trading at a sizable discount to Wall Street's consensus price targets, suggesting upside for investors who buy in now. 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—adding some 500 enterprise platform customers last quarter. That momentum helped revenue in the latest quarter rise almost 11% year over year, with nearly half of new and expansion bookings attributable to Tenable One. Tenable One appears highly effective at increasing deal sizes and boosting average selling price. Recently, a major telecom signed a seven-figure deal to use Tenable One for monitoring AI-related exposure. A majority of Tenable's customers have not yet upgraded to Tenable One, leaving substantial runway for internal growth. On this momentum, Tenable's full-year 2026 guidance calls for its first-ever annual revenue above $1 billion and improving operating margins. Although many analysts remain cautious with a Hold rating while the company continues to prove itself, the consensus price target near $30 is more than 70% above current levels, suggesting considerable upside for TENB shares. A Stock Price Shock May Present an Opportunity to Buy QualysIT security firm Qualys Inc. (NASDAQ: QLYS) is relatively small for the cybersecurity sector, with a market cap under $3 billion, but it serves more than 10,000 enterprise customers worldwide. What stands out most are its margins: 2025 free cash flow margin was 43%, and management expects to stay in that range this year. Adjusted EBITDA was 47% in the latest quarter. Revenue grew more than 10% year over year and beat expectations, while non-GAAP EPS also topped analyst projections. Shares plunged roughly 14% in a week amid the Mythos preview and broader market reaction in the cybersecurity sector, which may create a buying opportunity. The company's strong fundamentals, robust cash flow, and low reliance on debt help it stand out. Despite a Hold rating, analysts' consensus implies roughly 80% upside potential for QLYS shares based on current estimates. Commvault's Stock Performance Belies Its Potential, But Takeover Offers May Complicate the PictureCommvault Systems Inc. (NASDAQ: CVLT) provides data protection and information management software, making it a key option for ransomware recovery. The company has a strong revenue trajectory: subscription sales rose 30% year over year in the last quarter to more than $200 million, SaaS annual recurring revenue (ARR) increased 40%, and overall revenue jumped almost 20% year over year, comfortably beating estimates. Management is guiding for continued 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 appear mitigated by recent partnerships, including integrations with Microsoft (NASDAQ: MSFT) and data infrastructure firm NetApp (NASDAQ: NTAP). Analysts are largely positive: about three-quarters rate CVLT shares a Buy or equivalent. With a consensus price target above $141, the stock could have nearly 50% upside, potentially recovering much of the ground lost over the past year. Investors should also monitor potential takeover developments: Commvault's stock jumped in early April amid reports the company had entertained multiple takeover offers. |
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