Supply chain cyber attacks are rising fast, with third party breaches up 60% year on year and high profile incidents like SolarWinds putting operational resilience in the spotlight. At the same time, new rules such as the UK cyber resilience pledge are set to lift compliance expectations and costs for many listed companies. For investors, that mix of higher risk and tighter regulation can reshape where capital feels comfortable. This article looks at 3 stocks from a cybersecurity screener that appear exposed to these trends, helping you decide whether they could fit, or not fit, into your current approach.

A10 Networks (ATEN)

Overview: A10 Networks provides security and application delivery products that help organisations keep their digital infrastructure available and protected against threats like DDoS attacks and web application exploits across on premises, cloud, and hybrid environments. Its platforms are used by telecom operators, financial institutions, public sector bodies, and large enterprises that need reliable, high performance traffic management and security.

Operations: A10 Networks generates about US$299.4 million in revenue from computer services, with roughly US$177.2 million from the United States and the rest spread across EMEA, Asia Pacific and Japan, and other Americas markets.

Market Cap: US$2.6b

For investors watching the surge in supply chain cyber attacks, A10 Networks sits at an intersection of security, AI infrastructure, and core networking. The company is focusing on higher margin, security led products, recurring revenue and AI driven offerings. At the same time, the stock trades on a rich P/E and insiders have been selling, while growth depends heavily on large customers and timely adoption of newer AI and cloud security products. How those strengths and pressures interact as regulations tighten and attacks escalate is an important part of the A10 story.

A10 Networks looks like it could be at an inflection point, with AI focused products and a premium P/E creating plenty of debate around what is already priced in and what is not yet understood. The 1 key reward and 1 important warning sign might surface the one factor that could change your view either way.

BlackBerry (TSX:BB)

Overview: BlackBerry is now a software company that provides cybersecurity, secure communications, and embedded operating systems used in cars, industrial systems, and government networks rather than consumer phones. Its QNX platform powers safety critical automotive and industrial systems, while its Secure Communications products protect sensitive voice, messaging, and crisis response for public sector and enterprise clients.

Operations: BlackBerry generates about US$580.3 million in revenue, with roughly US$282.8 million from QNX, US$273.0 million from Secure Communications, and US$24.5 million from Licensing, and its sales are spread across North America, Europe, the Middle East and Africa, and other regions.

Market Cap: CA$7.4b

BlackBerry sits at the intersection of rising supply chain cyber attacks and tighter rules on software security, because it sells prevention first AI driven cybersecurity tools, secure communications, and code scanning products that directly address software bill of materials and zero trust requirements discussed after SolarWinds. QNX’s royalty backed model and government grade Secure Communications give the company long contracts and a growing backlog, while earnings growth, improving margins, and multiple analyst upgrades point to a business that is now being judged on software fundamentals rather than meme stock history. The trade off is a rich P/E, insider selling, and reliance on long design cycles for automotive and physical AI, so anyone looking at BlackBerry needs to weigh how much of this transformation is already priced in and what might still be underappreciated.

BlackBerry’s shift to software and AI driven security is accelerating, yet the market still seems split on what is already priced in. The 2 key rewards and 1 important warning sign could reveal the one factor tilting this story.

Dynatrace (DT)

Overview: Dynatrace provides an AI powered observability platform that helps large organisations monitor, secure, and analyse their cloud, application, and infrastructure performance so they can keep digital services running smoothly and spot cyber threats early. Its tools are used across sectors such as banking, government, insurance, retail, transportation, and software.

Operations: Dynatrace generates about US$2.0b in revenue from internet software and services, with roughly US$927.7 million from the United States and the remainder spread across EMEA, Asia Pacific, Latin America, and other North American markets.

Market Cap: US$12.9b

Investors watching the surge in supply chain cyber attacks may find Dynatrace interesting because its AI driven observability and application security sit directly where regulators and boards are tightening expectations. Earnings are forecast to grow around 24.1% a year, supported by high gross margins, strong ARR and recurring revenue. Recent recognition as a Leader in Gartner’s 2026 Magic Quadrant for Observability Platforms adds further credibility. At the same time, a high P/E, margin pressure after an impairment charge, reliance on large enterprise deals, and rising competition from hyperscalers and open source tools mean execution risk is real. The company’s own guidance, activist pressure around buybacks and margins, and security ARR ambitions all raise the question of how much of this story is already reflected in the price.

Dynatrace’s accelerating AI story and recurring revenue raise big questions about what is already priced in and what could still surprise investors, so it is worth looking at the analyst forecasts for Dynatrace for one underappreciated twist in the outlook

The three cybersecurity stocks covered here are just a starting point, as the full Cybersecurity Sector screener surfaced 18 more companies with equally compelling stories around network security, endpoint protection, and cloud security. Use Simply Wall St to identify and analyze the specific catalysts, risk profiles, and business narratives that matter to you so you can focus on the cybersecurity stocks that best match your highest conviction ideas.

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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.