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This Month's Featured Story
3 Under-the-Radar Cybersecurity Stocks With Major Upside PotentialAuthor: 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: 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 industry can be overlooked. With rapid AI growth and heightened cybersecurity concerns—from the Iran war to Anthropic's latest model, Mythos—there are several industry tailwinds that could boost these smaller names. Though cybersecurity is a rapidly expanding field, three firms in particular stand out because of their niche focus and recent financial outperformance. Each trades at a sizable discount to Wall Street's consensus price targets, so investors who buy now may still have considerable upside. Strong Adoption of Tenable One Platform Can Drive Growth
When Netscape went public in 1995, its stock opened at $71 instead of $28 and nearly tripled by end of day - turning the internet from a concept into a $2.7 billion reality in under a minute.
Today, four of the world's largest companies have committed $700 billion to build the next layer of American infrastructure. Thirty-year market veteran Chris Rowe is breaking down exactly what's happening and which positions are worth watching before the window closes. Get Chris Rowe's full breakdown of the $700 billion infrastructure surge
Tenable Holdings Inc. (NASDAQ: TENB) has a market capitalization under $2 billion, but its cloud-based Tenable One exposure-management platform is gaining traction—adding roughly 500 enterprise platform customers in the last quarter alone. Revenue in the latest quarter rose nearly 11% year-over-year (YOY), and nearly half of new and expansion bookings were driven by Tenable One. Tenable One not only has broad adoption but also boosts average sales prices. Recently, a major telecom signed a seven-figure deal to use Tenable One to monitor AI-related exposure. Importantly, a majority of Tenable's customers haven't yet upgraded to Tenable One, leaving significant room for expansion. On this momentum, Tenable's full-year 2026 guidance calls for its first-ever annual revenue above $1 billion and improving operating margins. Although analysts remain cautious with a Hold consensus while the company continues to prove itself, the consensus price target of nearly $30 is over 70% above current levels, suggesting meaningful upside for TENB shares. A Stock Price Shock May Present an Opportunity to Buy QualysIT security firm Qualys Inc. (NASDAQ: QLYS) may be smaller by cybersecurity standards, with a market cap under $3 billion, but it serves more than 10,000 enterprise customers worldwide. The firm's margins are particularly attractive: 2025 free cash flow margin was 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 forecasts. Now may be a good time to consider QLYS, which fell about 14% in one week amid the Mythos preview and the broader industry shock. Still, the company's strong fundamentals, robust cash flow, and low reliance on debt make it stand out. Despite a Hold rating, analyst estimates imply roughly 80% upside for QLYS shares. 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 go-to option for ransomware recovery. Subscription sales rose 30% YOY in the last quarter to more than $200 million, while SaaS annual recurring revenue (ARR) increased 40% over the same period. Overall revenue grew nearly 20% YOY, beating estimates. Management guides for strong revenue and total ARR growth for the fiscal year (ending in December). Still, CVLT recently traded near a one-year low amid concerns that the timing of large deals could make sales growth lumpy. Those risks appear limited given Commvault's recent partnerships with Microsoft (NASDAQ: MSFT) and data-infrastructure firm NetApp (NASDAQ: NTAP). Analysts largely agree: about three-quarters rate CVLT shares a Buy or equivalent. With a consensus price target above $141 per share, CVLT could have nearly 50% upside, potentially recovering much of last year's lost ground. Investors should also monitor potential takeover developments. One reason Commvault's stock jumped in early April was news that the company had entertained multiple takeover offers. |
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