Security and safety technology is drawing fresh attention as social media fuels new small business creation, blue collar entrepreneurship, and heightened interest in locks, smart access, and protection services. For investors, this mix of real world demand and digital visibility can help reveal where money is actually being spent, whether on physical products, connected devices, or services that keep people and property secure. This article looks at how that news backdrop ties into our Security and Safety Technology screener and walks through 3 stocks that appear well exposed to these themes, helping you judge whether they deserve a closer look or a place on the watchlist.
Climb Global Solutions (CLMB)
Overview: Climb Global Solutions is a value-added IT distributor that connects software and hardware vendors with resellers and end customers across the US, Canada, Europe, and the UK, focusing on areas like security, cloud, networking, and infrastructure management. Through its Climb Channel Solutions and Grey Matter brands, it also provides cloud solutions and technical services that help businesses deploy and manage complex IT systems.
Operations: Climb Global Solutions generates most of its US$696.8 million revenue from Distribution at about US$672.4 million, with a smaller Solutions segment of roughly US$24.5 million, and a geographic tilt toward the United States at US$544.9 million followed by the UK, Canada, and Europe.
Market Cap: US$475.4 million
Climb Global Solutions operates at the intersection of demand for security, cloud, and remote work tools, making it a direct participant in areas receiving increased attention such as safety technology and connected devices. Analysts have highlighted the company’s broad vendor roster, new cybersecurity partnerships such as Ivanti, and growing exposure to cloud-driven security products, while noting that its current P/E is below sector averages. At the same time, the company runs on thin margins, relies on key vendor relationships, and faces funding risk because it leans on external borrowing rather than customer deposits. For investors tracking security and safety themes, the key consideration is how this mix of potential growth drivers and pressure points influences the overall investment case for Climb Global Solutions.
Climb Global Solutions sits at the crossroads of security, cloud, and remote work tools, yet its current P/E trails sector averages. See how that gap looks when you line it up against the DCF valuation analysis for Climb Global Solutions.
Lantronix (LTRX)
Overview: Lantronix is a US based provider of secure edge to cloud hardware, software, and services that connect and manage industrial IoT devices, cameras, drones, vehicles, and critical network infrastructure across sectors like smart cities, automotive, and enterprise IT.
Operations: Lantronix generates its US$118.6 million in revenue primarily from Computer Networks, with about US$81.2 million from the Americas, US$21.7 million from EMEA, and US$15.6 million from Asia Pacific Japan.
Market Cap: US$206.6 million
Lantronix supplies secure IoT hardware and SaaS tools that support large scale deployments of smart locks, security cameras, drones, and critical infrastructure monitoring. Analysts expect strong earnings growth and see the stock trading below some value estimates. At the same time, the company is still loss making, funded entirely by external capital, and has an inexperienced board and management team. Recent product launches in out of band management, Wi Fi 6 modules, and AI enabled drone and security solutions, together with index inclusion and fresh equity funding, indicate a business investing for growth while working toward more consistent profitability. Investors may wish to look closely at how they weigh these opportunities against the associated risks.
Lantronix looks like a growth story still being priced with caution, with secure IoT, AI enabled drones, and smart infrastructure all in play while profitability lags. See how that tension shows up across the analyst forecasts for Lantronix
Allot (ALLT)
Overview: Allot is a cybersecurity and network intelligence company that works with telecom operators and large organizations to secure consumer, small business, and enterprise traffic, using its Allot Secure and AllotSmart platforms to block threats, manage data flows, and monitor network activity across fixed, mobile, and 5G networks.
Operations: Allot generates its US$105.3 million in revenue from Optical Networking Equipments.
Market Cap: US$393.8 million
Allot sits at the heart of the security conversation as more small businesses, solo tradespeople, and urban entrepreneurs rely on always-on connectivity for payments, bookings, and security systems, because its carrier-grade tools help telecom operators offer bundled cybersecurity, DDoS protection, and firewall as a service to these customers. The company has recently turned profitable, reaffirmed 2026 guidance, and reported Q1 2026 net income of US$1.94 million, while planning a US$40 million buyback. At the same time, investors may want to weigh customer concentration, reliance on external funding, insider selling, and a high P/E against analyst targets and DCF estimates that suggest a different view of the company’s value.
Allot’s shift to profitability, 2026 guidance, and planned US$40 million buyback could be masking a much bigger story around security demand and valuation tension, and the 3 key rewards and 1 important warning sign might reveal the twist investors are missing
The three stocks covered here are only a starting point, and the full Security and Safety Technology screener surfaces 19 more companies that line up with the same security and safety technology themes and have their own compelling stories. Use Simply Wall St to identify and analyze the exact catalysts, financial health markers, and business narratives that matter most to you so you can focus on the opportunities in this space that best align with your views and objectives.
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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.
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