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Further Reading from MarketBeat Media
3 Under-the-Radar Cybersecurity Stocks With Major Upside PotentialReported 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 Musk’s $1 Quadrillion AI IPO
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 heightened cybersecurity concerns—from geopolitical tensions such as the Iran war to developments like Anthropic's Mythos model—several industry tailwinds could lift smaller, well-positioned companies. Though cybersecurity is a fast-growing field, three names in particular stand out because of their niche focus and recent financial outperformance. Each is trading at a meaningful discount to Wall Street's consensus price targets, so investors who buy now may still have substantial 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—adding roughly 500 enterprise platform customers in the last quarter alone. That momentum resulted in revenue for the latest quarter increasing almost 11% year-over-year (YOY); almost half of new and expansion bookings were driven by Tenable One. Tenable One is not only popular but also effective at boosting average sales prices. Recently, a major telecom customer signed a seven-figure contract specifically to monitor AI-related exposure with Tenable One. Importantly, a majority of Tenable's customers have not yet upgraded to Tenable One, leaving significant room for upsell and internal growth. On this momentum, management's full-year 2026 guidance is encouraging, projecting the company's first-ever annual revenue above $1 billion and improving operating margins. Analysts remain cautious with a Hold rating as Tenable continues to prove execution, but the consensus price target near $30 sits more than 70% above current levels, suggesting ample upside for TENB shares. A Stock Price Shock May Present an Opportunity to Buy QualysIT security firm Qualys Inc. (NASDAQ: QLYS) is smaller by market cap—under $3 billion—but serves more than 10,000 enterprise customers globally. Its margins are particularly attractive: free cash flow margin for 2025 was about 43%, and management expects to remain in that range this year. Another standout metric is adjusted EBITDA, which was 47% in the latest quarter. Revenue climbed more than 10% YOY and topped expectations, while non-GAAP earnings per share also beat analyst forecasts. QLYS shares fell roughly 14% in a week amid the Mythos preview and the broader market reaction in cybersecurity, creating a potential entry point. Nevertheless, the company's solid fundamentals, strong cash flow and low leverage set it apart. Although analysts currently have a Hold rating, the consensus outlook implies as much as about 80% upside from current levels. 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 and is a prominent choice for ransomware recovery. The company has posted strong growth: subscription sales rose 30% YOY in the last quarter, surpassing $200 million, while SaaS annual recurring revenue (ARR) grew about 40% over the same period. Overall revenue increased nearly 20% YOY and comfortably beat estimates. Management has guided for continued revenue and ARR expansion for the fiscal year ending in December. Still, CVLT shares have traded near a one-year low amid concerns that the timing of large deals can create volatility in reported sales growth. Those concerns appear manageable given Commvault's recent partnerships with the likes of Microsoft (NASDAQ: MSFT) and data infrastructure provider NetApp (NASDAQ: NTAP). Analysts are generally constructive: roughly three-quarters rate CVLT shares a Buy or equivalent. With a consensus price target above $141 per share, the stock could have nearly 50% upside, which would recover much of the value lost over the past year. Investors should also monitor takeover developments. One reason Commvault's stock jumped in early April was news that the company had received and entertained multiple takeover offers. |
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