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Tenable Holdings (TENB)
NASDAQ:TENB
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Tenable Holdings (TENB) Price & Analysis

1,022 Followers

TENB Stock Chart & Stats

$32.79
$0.19(0.59%)
At close: 4:00 PM EDT
$32.79
$0.19(0.59%)

Bulls Say, Bears Say

Bulls Say
Strong Cash GenerationRobust operating and free cash flow provides internally generated funding for product investment, debt reduction, and shareholder returns. The fact that cash generation remained strong even during periods of negative net income indicates resilient underlying economics and supports financial flexibility over the next several quarters.
Platform Adoption And ExpansionRising adoption of Tenable One can deepen customer relationships by broadening coverage across environments and products. The improvement in net dollar expansion also indicates that existing customers are beginning to increase spending again, supporting recurring revenue durability and platform-led growth.
Improving Operating ProfitabilityHigher operating margins alongside continued revenue growth show that Tenable is converting scale and disciplined spending into stronger earnings power. Sustained profitability improvement should increase reinvestment capacity and make the recurring subscription model more financially productive over time.
Bears Say
Moderating Revenue GrowthGrowth remains positive but is materially slower than Tenable’s earlier trajectory, limiting the pace at which recurring revenue and operating scale can compound. A modest guidance uplift and management questions about back-half acceleration suggest that stronger platform adoption has not yet translated into rapid top-line expansion.
Elevated LeverageAlthough debt has declined from prior levels, leverage remains higher than ideal for a software company and leaves Tenable dependent on sustained earnings improvement. Debt obligations can constrain capital allocation and reduce resilience if growth or profitability falls short of expectations.
Expansion History And Dilution RiskThe recent expansion improvement follows a prolonged period of weakness, so recurring customer growth has not yet demonstrated a consistently durable pattern. In addition, the convertible financing creates potential dilution and adds financing complexity despite the capped-call transactions.

Tenable Holdings News

TENB FAQ

What was Tenable Holdings’s price range in the past 12 months?
Tenable Holdings lowest stock price was $15.72 and its highest was $43.67 in the past 12 months.
    What is Tenable Holdings’s market cap?
    Tenable Holdings’s market cap is $4.10B.
      When is Tenable Holdings’s upcoming earnings report date?
      Tenable Holdings’s upcoming earnings report date is Oct 28, 2026 which is in 9 days.
        How were Tenable Holdings’s earnings last quarter?
        Tenable Holdings released its earnings results on Jul 29, 2026. The company reported $0.51 earnings per share for the quarter, beating the consensus estimate of $0.471 by $0.039.
          Is Tenable Holdings overvalued?
          According to Wall Street analysts Tenable Holdings’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Tenable Holdings pay dividends?
            Tenable Holdings does not currently pay dividends.
            What is Tenable Holdings’s EPS estimate?
            Tenable Holdings’s EPS estimate is 0.51.
              How many shares outstanding does Tenable Holdings have?
              Tenable Holdings has 110,139,984 shares outstanding.
                What happened to Tenable Holdings’s price movement after its last earnings report?
                Tenable Holdings reported an EPS of $0.51 in its last earnings report, beating expectations of $0.471. Following the earnings report the stock price went up 3.399%.
                  Which hedge fund is a major shareholder of Tenable Holdings?
                  Currently, no hedge funds are holding shares in TENB
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Tenable Holdings

                    Tenable Holdings, Inc. is a cybersecurity firm that specializes in providing comprehensive solutions to identify and manage an organization's exposure to cyber risks. Their services extend globally, catering to clients across the Americas, Europe, the Middle East, Africa, the Asia Pacific region, and Japan. The company offers a diverse suite of platforms and products: Tenable.io functions as a cloud-delivered Software-as-a-Service (SaaS), offering clients a risk-centric overview of both modern and traditional attack surfaces. Tenable.cs is a cloud-native application solution designed to automatically detect and correct misconfigurations within cloud infrastructure. Tenable.io WAS provides crucial scanning capabilities for contemporary web applications. Tenable.ep serves as a unified platform, enabling businesses to discover, evaluate, and precisely prioritize cyber threats across their entire digital landscape. In addition to its cloud offerings, Tenable also delivers on-premises solutions: Tenable.ad is specifically engineered to secure Active Directory environments. Tenable.ot focuses on protecting operational technology (OT) environments, such as industrial networks, by providing threat detection, mitigation, asset tracking, vulnerability management, and configuration control. Tenable.sc offers an on-site, risk-based view of an organization's IT, security, and compliance posture. Furthermore, Tenable includes its renowned Nessus vulnerability assessment tools: Nessus Professional is a robust solution adept at pinpointing security weaknesses, configuration flaws, and malware. Nessus Essentials provides a more streamlined version for vulnerability and configuration assessment, suitable for a limited number of assets. Established in 2002, Tenable Holdings, Inc. is headquartered in Columbia, Maryland.

                    Tenable Holdings (TENB) Earnings & Revenues

                    TENB Company Deck

                    TENB Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call skewed positive: Tenable reported above-guidance Q2 results, raised full-year outlook, and showed strong product and commercial momentum (record Tenable One adoption, Hexa traction, improved net-dollar expansion, solid profitability and EPS gains). The primary caveats are modest top-line acceleration relative to investor expectations, small gross margin compression, historical weakness in expansion that only recently began to stabilize, and ongoing market/competitive uncertainties tied to the evolving AI threat landscape and large platform entrants. Overall, strengths and momentum materially outweigh the listed challenges.View all TENB earnings summaries

                    TENB Stock 12 Month Forecast

                    Average Price Target

                    $36.94
                    ▲(12.66% Upside)
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15,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 14, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":19.64,"date":1772323200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 17,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 10, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":17.05,"date":1775001600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 22,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 17, \t&nbsp;</span>\n 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                    Ownership Overview

                    1.50%27.81%0.08%26.72%
                    0.08% Other Institutional Investors
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