3 Cybersecurity Stocks for AI Safety Exposure Without Betting on Consumer AI | #hacking | #cybersecurity | #infosec | #comptia | #pentest | #ransomware

AI safety is suddenly front-page news, and regulators, enterprises, and investors are all asking how to keep powerful models in check without stalling progress. That concern is turning the spotlight onto cybersecurity and AI risk-management providers that sit closer to the plumbing of AI than the headlines. This article walks through three stocks exposed to that news and explains why their positioning might matter for your portfolio decisions today.

The three stocks covered next are just a starting sample, as the full screen surfaced 25 more companies in cybersecurity, cloud security and identity that carry similarly compelling fundamental stories not covered here. To identify and analyze the highest conviction ideas for your own watchlist, head straight to the Cybersecurity and AI Risk-Management Providers screener.

Cellebrite DI (CLBT)

Overview: Cellebrite DI provides digital forensics and evidence management software that helps governments and enterprises legally access, analyze and manage data from devices and cloud sources for complex investigations, which links it closely to cybersecurity, compliance and AI risk-management workflows.

Operations: Cellebrite DI generates about $514 million in revenue from internet software and services, with sales diversified across the Americas at roughly $274 million, EMEA at about $176 million and APAC at around $65 million.

Market Cap: $2.9b

Cellebrite DI provides exposure to the growing need for secure digital investigations and AI assisted analytics at a time when regulators and enterprises are paying closer attention to data access, model governance and chain of custody. Its AI powered tools such as Guardian Investigate and Genesis are designed to speed up complex casework. Recent certifications such as CMMC Level 2 and IRAP for cloud products highlight its security and compliance focus. At the same time, the stock involves risks related to a high P/E ratio, reliance on US federal contracts and an executive team still early in its tenure. For investors who can accept those risks, the combination of recurring software revenue and deep integration into security sensitive workflows may make Cellebrite DI a candidate for further research.

Accelerating interest in AI assisted investigations puts Cellebrite DI in a powerful position, yet the real story sits in the balance between its rich P/E and recurring software cash flows. Get the 4 key rewards and 1 important warning sign

BlackBerry (TSX:BB)

Overview: BlackBerry provides cybersecurity, secure communications and embedded operating systems for enterprises and governments, with its QNX software running safety critical systems in vehicles and industrial equipment and its secure communications tools helping protect data, devices and access in cloud and AI heavy environments.

Operations: BlackBerry generates around $283 million from QNX, $273 million from Secure Communications and $24 million from Licensing, with revenue spread across North America at about $264 million, Europe, Middle East and Africa at roughly $196 million and other regions at around $120 million.

Market Cap: CA$6.2b

BlackBerry may be worth exploring if you are looking for cybersecurity and AI risk-management exposure that is rooted in safety critical software rather than consumer apps. QNX powers real time control systems in hundreds of millions of vehicles and is being extended into robotics and medical devices. This could be relevant as regulators push for stricter AI safety and deterministic control layers around probabilistic models. At the same time, the Secure Communications segment sells into government and defense customers that tend to have long decision cycles but value resilient, certified tools when AI threats rise. The stock carries a high P/E and visible insider selling, so execution on QNX growth and disciplined capital allocation may be important factors to evaluate. The fuller story on how those elements interact with valuation could be a focus area for deeper research.

BlackBerry’s QNX and secure communications story often gets reduced to headlines about a high P/E, yet the real tension sits between the reach of its safety critical software and the associated valuation risk. Unpack that balance in the 3 key rewards and 1 important warning sign

Data#3 (ASX:DTL)

Overview: Data#3 is an Australian IT solutions provider that designs and runs cloud, security and managed services for enterprises, including identity and access management, data security, compliance tooling and AI centric offerings built around partners such as Microsoft. Its work with healthcare, education and government customers puts it close to where AI safety, governance and cybersecurity concerns are most immediate.

Operations: Data#3 generates around A$553 million from Infrastructure Solutions, A$276 million from Services and A$78 million from Software Solutions, with virtually all of its roughly A$907 million in revenue coming from Australia.

Market Cap: A$1.7b

Data#3 provides exposure to the plumbing of secure AI and cloud deployments, from device security and identity controls through to Microsoft 365 Copilot, Azure AI and managed security operations. The company combines this with high returns on equity, growing earnings and a near 3% dividend yield. However, a payout ratio above 90% and recent insider selling raise fair questions about how much cash is left to reinvest. Together with heavy dependence on key vendors and higher risk borrowing, this results in a quality security and AI services provider where the upside potential is notable, while there are also clear reasons to scrutinise how resilient its growth and dividend profile can be as AI safety expectations rise further.

Data#3’s high returns on equity and near 3% dividend yield can make the A$907 million revenue base look comfortably mature, yet the real story hides in how those cash flows fund future security and AI services growth. Get the 3 key rewards and 2 important warning signs (1 is major!)

Seeking Alternatives Before The Crowd Moves

Fresh ideas are flying across the market and early movers often catch the breakout momentum before it gets priced in. Do not wait until these picks stop looking under the radar for now, act now.

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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