Rising tariff swings and fast supply chain changes are turning compliance and risk management from a back-office task into a front-line issue for investors. As companies rush to rework suppliers and shipping routes, the pressure around sanctions screening, export controls, and documentation is climbing. That is putting more attention on stocks tied to compliance and risk technology, where stronger tools can help businesses stay on the right side of regulators and protect margins. This article highlights 3 stocks from a Compliance and Risk Management Technology Providers screener that appear closely exposed to these news driven trends.

Duos Technologies Group (DUOT)

Overview: Duos Technologies Group is a Jacksonville based technology company that builds AI enabled inspection, monitoring and edge computing systems for fast moving vehicles and critical infrastructure, helping customers capture and analyze real time data for compliance, security and operational efficiency.

Operations: Duos Technologies Group generates about US$20.0 million from Asset Management Services and US$3.8 million from Technologies, with total revenue of roughly US$24.8 million coming largely from the United States at about US$23.5 million.

Market Cap: US$331.9 million

Investors watching tariff volatility and rising compliance costs may find Duos Technologies Group worth a closer look, as its AI powered inspection portals, edge data centers and asset management services are built around monitoring high risk supply chain and infrastructure activity. The company is still reporting losses, with a net loss of US$9.84 million in 2025 and fresh dilution from a US$55.1 million equity and warrant raise in June 2026. The leadership team is in transition with an interim CFO and a new CEO. Management continues to target US$50 million plus in 2026 revenue and is leaning into recurring services tied to AI inspections and data center assets, which could make tariff and compliance driven demand an important test of the Duos Technologies Group story.

Tariff tension and fresh capital give Duos Technologies Group a charged story, but the real question is how that US$55.1 million raise, the net loss and leadership reshuffle fit together in the 1 key reward and 2 important warning signs (1 is major!)

CyberArk Software (CYBR)

Overview: CyberArk Software is an identity security company that protects access to critical systems and data, offering tools to control privileged accounts, secure employee logins, manage machine identities and secrets, and safeguard cloud and on premises infrastructure for enterprises and government agencies worldwide.

Operations: CyberArk Software generates about US$1.36b in revenue from Security Software & Services.

Market Cap: US$20.6b

CyberArk Software stands out in a world where tariff swings and rapid supplier changes are raising the stakes for access control, data protection and compliance. Its platform ties together privileged access, workforce identity and machine identity security, an area analysts and management highlight as increasingly complex as cloud use, APIs and AI workloads expand. At the same time, the stock carries clear risks, including a high P/S multiple versus peers, continued losses, reliance on external funding and a track record of returns that have fallen short of the broader US market. For investors, the key question is whether CyberArk’s positioning in compliance heavy cybersecurity, its AI and machine identity initiatives, and its integration of acquisitions such as Venafi and Zilla adequately balance those risks and valuations.

CyberArk Software’s expanding role in identity security could be masking an even bigger story around valuation and future expectations, and the full picture only really comes into focus in the analyst forecasts for CyberArk Software

Model N (MODN)

Overview: Model N is a San Mateo based software company that runs cloud revenue management and compliance systems for life sciences and high tech manufacturers, helping them set prices, manage contracts, handle rebates and keep up with complex regulations across global markets.

Operations: Model N generates about US$256.3 million from developing and monetizing its revenue management solutions, with roughly US$243.5 million coming from the United States and US$12.8 million from outside the United States.

Market Cap: US$1.18b

For investors tracking how tariff volatility and regulatory pressure affect margins, Model N stands out as a software provider that aims to automate revenue, pricing and compliance for sectors where missteps can lead to fines and lost sales. The company recently turned profitable and some analysts expect earnings to grow quickly; however, the P/S multiple sits well above several fair value indicators and the balance sheet leans on higher risk funding. Alongside recent insider selling, past dilution and a fresh board appointment with deep pharma experience, Model N presents a mix of earnings potential and compliance-related demand on one side, and funding structure plus valuation considerations on the other that may warrant closer examination.

Model N’s profit turn and higher P/S are pulling in attention, but the real tension is how earnings ambitions stack up against funding structure, and that story sharpens in the analyst forecasts for Model N

The three stocks in this article are only a starting point. The full screener for compliance and risk management technology uncovers 29 more companies with equally compelling narratives that could sit at the heart of your thesis, which you can review in the Compliance and Risk Management Technology Providers screener. Use Simply Wall St to identify and analyze the specific catalysts, funding profiles and compliance focused storylines that matter most so you can focus on the highest conviction ideas for your watchlist.

Take Control of Your Investment Journey

If CyberArk Software or any of these companies sound like a great opportunity, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value the ideal entry point. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.

Seeking Alternatives Before Everyone Else?

Fresh opportunities do not wait around. While attention chases the latest breakout, plenty of quality stocks stay under the radar for now. Scan them before the crowd and act now.

• Focus on resilient compounding potential with a curated 65 resilient stocks with low risk scores that keeps you oriented toward stability while others get caught chasing momentum spikes.
• Consider structural demand shifts by checking the hand picked 34 power grid technology and infrastructure stocks positioned for critical infrastructure upgrades while it still feels early.
• Evaluate opportunities in the next AI hardware cycle by reviewing carefully filtered 49 AI infrastructure stocks before valuations move significantly.

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.