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Today's Exclusive Article
3 Under-the-Radar Cybersecurity Stocks With Major Upside PotentialAuthor: 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)—attract a lot of investor attention, but some of the most resilient businesses in the industry can go unnoticed. With rapid AI growth and renewed concerns about cybersecurity threats, including geopolitical conflicts involving Iran and AI developments such as Anthropic's Mythos model, there are multiple industry tailwinds that could boost these smaller names. Within the rapidly growing cybersecurity field, three companies stand out because of their niche offerings and recent financial outperformance. Even better, each of these firms is trading well below Wall Street's consensus price targets, so investors entering now may still have substantial upside. Strong Adoption of Tenable One Platform Can Drive Growth
Liberation Day wiped over $2 trillion from markets in a single day. Then a 90-day tariff pause added $4 trillion back to the S&P 500. Trump's AI initiatives sent Palantir up over 140%. Trader Larry Benedict says all of that was just the warm-up.
Benedict is calling what comes next 'Project 2026' - a move he believes could send billions, potentially trillions, into overlooked corners of the market. He's identified one ticker sitting at the center of it all, and he's revealing the name today at no cost. Larry is calling it "Project 2026."
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. As a result, revenue in the latest quarter rose almost 11% year-over-year (YOY), with nearly half of new and expansion bookings attributable to Tenable One. Tenable One has also helped increase the average sales price. Recently, a major telecom signed a seven-figure deal specifically to use Tenable One for monitoring AI-related exposure. Notably, a majority of Tenable's customers haven't yet upgraded to Tenable One, leaving substantial room for internal growth. On this momentum, full-year 2026 guidance is upbeat, calling for Tenable's first-ever annual revenue above $1 billion and expanding operating margins. Although analysts remain cautious with 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 considerable upside for TENB shares. A Stock Price Shock May Present an Opportunity to Buy QualysIT security firm Qualys Inc. (NASDAQ: QLYS) may be modest in size (market cap under $3 billion), but it serves more than 10,000 enterprise customers worldwide. The company's margins are especially compelling: Qualys posted a free cash flow margin of 43% in 2025, and management expects a similar level this year. Adjusted EBITDA was 47% in the latest quarter. Revenue topped expectations by climbing more than 10% YOY, and non-GAAP earnings per share also beat analyst estimates. Now could be an attractive time to consider QLYS, as the shares fell about 14% in a week amid the Mythos preview and broader industry jitters. Investors should note the company's strong fundamentals, robust cash flow, and limited reliance on debt. 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 for ransomware recovery. The company has an excellent revenue-growth trajectory: subscription sales climbed 30% YOY in the last quarter to more than $200 million, while SaaS annual recurring revenue (ARR) rose 40% over the same period. Overall revenue surged nearly 20% YOY, comfortably beating estimates. Management has guided for strong revenue and ARR growth throughout the fiscal year, which ends in December. Nevertheless, CVLT shares recently traded near a one-year low amid concerns that the timing of large deals could make sales growth appear volatile. Those risks may be limited given Commvault's partnerships with Microsoft (NASDAQ: MSFT) and data-infrastructure firm NetApp (NASDAQ: NTAP). Analysts largely agree: about three-quarters rate CVLT a Buy or equivalent. With a consensus price target above $141 per share, the stock could have nearly 50% upside, recovering much of the ground lost over the past year. Investors should watch for takeover developments: the stock jumped in early April amid reports the company had entertained multiple takeover offers. |
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