3 Stocks Retail Investors Are Watching For Privacy And Cybersecurity Growth

Public anger over AI surveillance is hitting headlines as Flock Safety’s license plate cameras face vandalism, cancelled contracts and louder calls for tighter rules. That same scrutiny is pushing privacy, cybersecurity and data governance from niche concern to boardroom priority, which matters for you as an investor. This article walks through three stocks exposed to this news flashpoint and explains how their business models intersect with rising demand for digital trust.

The three stocks below are just a starting sample from this theme, and the full screen surfaced 9 more US-listed privacy and cybersecurity companies with equally compelling stories that are not covered here. If you want to get straight to the data and identify which ideas actually fit your risk and return preferences, head into the Privacy & Cybersecurity Solutions screener.

Tenable Holdings (TENB)

Overview: Tenable Holdings is a pure-play cyber exposure management company that helps enterprises find and fix vulnerabilities across IT, cloud, identity, OT and AI systems so sensitive data stays protected and compliance boxes get ticked. Its Tenable One and AI Exposure platforms give security and audit teams a single view of risk across sprawling digital estates, which directly fits the Privacy & Cybersecurity Solutions theme.

Operations: Tenable generates about US$1 billion from security software and services, with revenue concentrated in the United States at roughly US$553 million, alongside sizeable contributions from Europe, the Middle East and Africa at about US$290 million, Asia Pacific at about US$122 million and the rest of the Americas at about US$79 million.

Market Cap: US$3.8 billion

Tenable Holdings deserves a closer look if you want exposure to the privacy and cybersecurity theme without betting on controversial surveillance hardware. Its unified exposure management platform, now extended into AI security through partnerships with groups like OpenAI and White House backed critical infrastructure programs, positions the company within the broader context of rising regulatory and compliance spend as organisations react to incidents such as the Flock backlash. At the same time, Tenable faces real risks, including reliance on government budgets, heavier competition from large platforms and the execution test of turning AI security research into profitable products. The mix of AI focused demand, profitability considerations and these execution questions is what makes this stock a candidate for further study.

AI exposure management is evolving rapidly, and Tenable Holdings could be more central to this shift than many investors realise. Scan the 4 key rewards and 1 important warning sign to see what the market might be underpricing right now.

Intapp (INTA)

Overview: Intapp provides AI powered software that helps law firms, private capital, investment banks and other regulated advisers manage client relationships, run deals and keep sensitive data handled in line with strict compliance and audit requirements. Its DealCloud, compliance and time capture tools sit on a cloud platform that combines workflow automation with applied AI, which ties Intapp directly into the data governance and privacy side of the Privacy & Cybersecurity Solutions theme.

Operations: Intapp generates about US$577.8 million from software and programming, with around US$391.7 million coming from the United States, roughly US$94 million from the United Kingdom and about US$92.1 million from the rest of the world.

Market Cap: US$3.2 billion

Intapp may be worth attention for investors who like the idea of AI doing the heavy lifting on risk and compliance for firms that depend on client confidentiality. Its Celeste agentic AI, Intapp Walls for AI and time and intake products are wired into workflows at law and investment firms where regulators and clients expect tight control of data access. Intapp is still reporting losses and relies on external borrowing, so execution on its shift to cloud and AI remains important. That mix of high value workflows, governance heavy use cases and unresolved funding and profitability questions makes the stock a candidate for further research.

Intapp’s AI-heavy workflows and compliance focus are starting to look like an underappreciated engine for future deal and advisory software. See how the full story stacks up in the analyst forecasts for Intapp that could change how you view the risk reward trade off.

WidePoint (WYY)

Overview: WidePoint provides technology management as a service for government agencies and enterprises, helping them securely manage mobile devices, identities and telecom assets through a federal certified portal and related cybersecurity, cloud and IT services. For investors, the appeal is direct exposure to privacy and compliance centric mobility and identity management used in tightly regulated public sector environments.

Operations: WidePoint generates about US$158.3 million in revenue from mobility managed services, telecom lifecycle, digital billing and analytics and IT, with roughly US$154.2 million from the United States and about US$4.1 million from Europe.

Market Cap: US$107.1 million

WidePoint offers a way into the privacy and cybersecurity theme through secure mobility and identity services that federal and other regulated customers already rely on, supported by recent FedRAMP authorizations and a long history of US government contracts. The DHS CWMS 3.0 win and NASA SEWP VI award indicate contract visibility, while forecasts of very large earnings and revenue growth, a low P/S and early signs of profitability turning positive are factors some investors may view as relevant to valuation if execution remains consistent. On the other hand, there is real concentration and funding risk, plus recent insider selling, so this may appeal most to investors who are comfortable with near term volatility in exchange for the potential benefits of longer term contract driven performance.

WidePoint’s contract pipeline and secure mobility niche may be masking a more complex story. Get the full 4 key rewards and 2 important warning signs to see where concentration risk and potential upside might quietly intersect.

Seeking Fresh Alternatives Beyond Privacy Plays

New themes are already building breakout momentum while many investors stay caught watching yesterday’s headlines. Scan these fresh ideas before the crowd, while it matters, and get in early.

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• Track where digital asset infrastructure might be quietly gaining traction and assess the 21 cryptocurrency and blockchain stocks curated around businesses tied to cryptocurrencies and underlying blockchain rails.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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