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Monday's Featured Article
3 Under-the-Radar Cybersecurity Stocks With Major Upside PotentialBy Nathan Reiff. Originally 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 sector can fly under the radar. With rapid AI adoption and renewed concerns about cyber threats—heightened by the conflict in Iran and developments such as Anthropic's latest model, Mythos—there are multiple industry tailwinds that could lift smaller vendors. Although cybersecurity is a fast-growing field, three companies in particular stand out because of their niche positions and recent financial outperformance. Best of all, each trades at a substantial discount to Wall Street's consensus price targets, so investors entering 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 gaining traction—about 500 enterprise platform customers were added in the last quarter alone. As a result, revenue in the most recent quarter rose nearly 11% year-over-year (YOY), with almost half of new and expansion bookings attributable to Tenable One. Tenable One is not only increasingly popular but also effective at lifting pricing and deal size. Recently, a major telecom company signed a seven-figure agreement specifically to use Tenable One to monitor AI-related exposure. Best of all, a majority of Tenable's customers have not yet upgraded to Tenable One, leaving ample room for upsell and internal expansion. On this momentum, full-year 2026 guidance is optimistic, forecasting Tenable's 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 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 industry, with a market cap under $3 billion, but it serves more than 10,000 enterprise customers worldwide. Its margins are particularly attractive: free cash flow margin for 2025 was 43%, and management expects to remain in a similar range this year. Another standout metric is adjusted EBITDA of 47% in the latest quarter. Revenue grew more than 10% YOY and beat expectations, while non-GAAP earnings per share also exceeded analyst forecasts. QLYS shares dropped roughly 14% in a week amid the Mythos preview and broader industry volatility, which may have created a buying opportunity. The company's strong fundamentals, robust cash flow, and low leverage make it an attractive option for investors seeking quality exposure in the sector. Despite a Hold rating, QLYS shares could have as much as 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, including ransomware recovery solutions. The company has an encouraging revenue trajectory: 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 climbed nearly 20% YOY, comfortably beating estimates. Management guided for continued strong revenue and total ARR growth for the fiscal year ending in December. Still, CVLT shares have traded near a one-year low recently amid concerns that variability in the timing of large deals could make sales growth lumpy. Those risks appear manageable given Commvault's recent partnerships, including integrations with Microsoft (NASDAQ: MSFT) cybersecurity offerings and collaboration with data infrastructure firm NetApp (NASDAQ: NTAP). Analysts are generally positive: roughly three-quarters rate CVLT shares as a Buy or equivalent. With a consensus price target above $141 per share, CVLT could have nearly 50% upside, potentially recovering much of the ground lost over the past year. Investors should also monitor developments around a possible takeover: one reason Commvault's stock jumped in early April was news the company had entertained multiple acquisition offers. |
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