{"id":238794,"date":"2026-06-30T04:22:00","date_gmt":"2026-06-30T08:22:00","guid":{"rendered":"https:\/\/testing.news-you-need.com\/index.php\/2026\/06\/30\/cybersecurity-stocks-with-supply-chain-exposure-investors-may-want-to-screen\/"},"modified":"2026-06-30T04:22:00","modified_gmt":"2026-06-30T08:22:00","slug":"cybersecurity-stocks-with-supply-chain-exposure-investors-may-want-to-screen","status":"publish","type":"post","link":"https:\/\/testing.news-you-need.com\/index.php\/2026\/06\/30\/cybersecurity-stocks-with-supply-chain-exposure-investors-may-want-to-screen\/","title":{"rendered":"Cybersecurity Stocks With Supply Chain Exposure Investors May Want To Screen"},"content":{"rendered":"

Cybersecurity Stocks With Supply Chain Exposure Investors May Want To Screen<\/a><\/p>\n

https:\/\/simplywall.st\/stocks\/us\/tech\/nasdaq-clmb\/climb-global-solutions\/news\/cybersecurity-stocks-with-supply-chain-exposure-investors-ma<\/a><\/p>\n

Publish Date: 2026-06-30 04:22:00<\/a><\/p>\n

Source Domain: simplywall.st<\/a><\/p>\n

Author: <\/a><\/p>\n

Using an unordered list, summarize the following article with between 4 and 8 key points. The Apple iPhone 18 Pro data leak is a sharp reminder that cybersecurity is not just an IT line item; it is a core business risk for global supply chains. When confidential supplier lists and prototype details surface early, it can expose weaknesses and raise questions about how well vendors protect critical information. For investors, that puts fresh attention on larger cybersecurity stocks that help prevent similar breaches or respond when they occur. This article walks through 3 stocks from our Cybersecurity Stocks screener that are directly exposed to this news event and may be worth a closer look. Climb Global Solutions (CLMB) Overview: Climb Global Solutions is a value-added IT distributor and solutions provider that connects software and hardware vendors with resellers and end customers across the United States, Canada, Europe, and the United Kingdom, with a strong focus on cybersecurity, cloud, and other technically complex tools. Through its Climb Channel Solutions and Grey Matter brands, the company supplies third party software and hardware and offers technical services that help businesses manage security, infrastructure, and application lifecycles. Operations: Climb Global Solutions generates most of its US$696.8 million revenue from Distribution at US$672.4 million, with Solutions contributing US$24.5 million and the United States its largest geography at US$544.9 million, followed by the United Kingdom, Canada, and Europe. Market Cap: US$411.2 million Investors looking at cybersecurity in the wake of the Apple iPhone 18 Pro supplier leak may find Climb Global Solutions interesting because it sits at the crossroads of security, cloud, and IT infrastructure spending, supplying a broad range of third party tools to resellers and enterprises. Earnings growth expectations above 20% per year, analyst targets above the current share price, and a Simply Wall St valuation that suggests the stock trades well below estimated fair value all indicate potential upside if forecasts play out. At the same time, Climb Global Solutions carries risks, including thin margins, reliance on key vendor relationships, and higher funding risk from external borrowing, which means the opportunity here is not one-sided. Climb Global Solutions looks like an accelerating hub for cybersecurity spending, but the real question is how that translates into upside versus its thin margins and funding risks. Get the analyst forecasts for Climb Global Solutions to see what the forecasts might be missing. CLMB Discounted Cash Flow as at Jun 2026 Tesserent (ASX:TNT) Overview: Tesserent provides cybersecurity consulting, cloud, and managed security services for organisations across Australia, New Zealand, and overseas. Its offering covers cyber strategy and testing, incident response, identity and access management, and cyber education across industries such as utilities, finance, health, government, and technology. As a subsidiary of Thales Australia, Tesserent focuses on protecting complex enterprise and public sector networks against increasingly sophisticated digital and physical threats. Operations: Tesserent generates most of its revenue from Tesserent Federal at A$64.7 million and Tesserent Commercial at A$63.5 million, with a smaller contribution from Tesserent New Zealand at A$2.2 million. Market Cap: A$176.0 million Tesserent stands out in the Cybersecurity Stocks screener because it offers full stack protection services that align with concerns raised by the Apple iPhone 18 Pro supplier leak, including supply chain security, incident response, and ongoing managed monitoring. The stock is priced on a lower P\/S multiple than many peers, and forecasts in the source material cited in this screener point to faster revenue growth and a potential earnings turnaround in the next few years, supported by growing recurring revenue from multi year managed security contracts and acquisitions such as CCTV provider Veyron Security. However, Tesserent is still loss making, relies on higher risk external funding, and has diluted shareholders, so the investment case depends on whether the business can convert rising demand into sustainable profitability under its current ownership and leadership. Accelerating demand, a lower P\/S, and a path toward an earnings turnaround make Tesserent look like a misunderstood cybersecurity play. Get the full story in the analyst forecasts for Tesserent and see what could change this trajectory next. ASX:TNT P\/S Ratio as at Jun 2026 NCC Group (LSE:NCC) Overview: NCC Group is a Manchester based cyber security company that helps enterprises and governments protect their systems and software through services such as incident response, penetration testing, managed detection and response, cloud and network security, and software escrow. It works across sectors from finance and healthcare to transport and utilities, focusing on keeping critical digital infrastructure and code secure and resilient. Operations: NCC Group generates all of its \u00a3233.8 million revenue from Cyber Security services, with reported geographic disclosure indicating activity in Europe at \u00a337.8 million, North America at \u00a353.1 million, and a \u00a3142.9 million segment adjustment. Market Cap: \u00a3333.4 million NCC Group appears in the Cybersecurity Stocks screener because its core strengths in incident readiness, penetration testing, and managed detection relate directly to the supply chain and data protection gaps highlighted by the Apple iPhone 18 Pro supplier leak. The company is shifting toward higher value, recurring contracts in regulated sectors and using global delivery hubs and more automation to manage its margins. At the same time, the stock is priced on relatively richer valuation signals, remains in an earnings recovery phase, and faces pressure from price competition, talent shortages, and dividend sustainability questions. Investors need to consider whether the potential improvement in earnings quality justifies the current valuation for NCC Group at this stage. Accelerating focus on higher value, recurring cyber contracts could be masking what really matters for NCC Group\u2019s next chapter. The analysis report for NCC Group hints at one crucial pressure point investors often miss LSE:NCC Earnings & Revenue History as at Jun 2026 The three cybersecurity stocks discussed here are just a starting point. The full Cybersecurity Stocks screener surfaces 39 more companies with equally compelling narratives around endpoint security, cloud security, data encryption, and managed security services. Use Simply Wall St to identify, filter, and analyze the specific catalysts and risk profiles that matter to you so you can focus on the highest conviction cybersecurity plays for your watchlist. Take Control of Your Investment Journey If Climb Global Solutions 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.
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\n Seeking Fresh Alternatives Beyond Cybersecurity? New stock ideas can move from quiet to breakout territory faster than many investors expect. Scan these fresh picks before the momentum gets fully caught by the crowd and consider them early. This article by Simply Wall St is general in nature. We provide commentary based on historical data
\n 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
\n financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
\n Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
\n Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we’re here to simplify it.Discover if Tesserent might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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