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

994 Followers

TENB Stock Chart & Stats

$19.35
-$0.17(-0.44%)
At close: 4:00 PM EST
$19.35
-$0.17(-0.44%)

Bulls Say, Bears Say

Bulls Say
Strong And Growing Free Cash FlowSustained, large FCF over several years indicates the subscription model is converting into reliable cash, funding R&D, AI investments, buybacks and working capital. Strong cash conversion reduces reliance on external financing and supports strategic optionality over the next 2–6 months and beyond.
Materially Reduced Leverage And Stronger Balance SheetA sharp decline in debt and low leverage materially improves financial flexibility, lowers refinancing and interest risk, and creates headroom for continued investment in product, partner programs, or opportunistic M&A while supporting capital return policies like share repurchases.
Platform Momentum, High NRR And Enterprise Customer AddsRising adoption of Tenable One and 105% NRR show the platform is driving durable customer expansion and stickiness. Consistent enterprise additions and platform-led upsell create a predictable recurring revenue base and widen the TAM for exposure management over the medium term.
Bears Say
TTM Net Income Remains Slightly NegativeAlthough operating profit and cash flow have improved, trailing net income is still negative, indicating GAAP profitability has not fully materialized. This may constrain some investor confidence and limits retained earnings available for reinvestment until consistent GAAP profits appear.
Revenue Growth Has Meaningfully DeceleratedTop-line momentum has slowed to mid-single-digit guidance for FY26 despite scale. Slower revenue growth reduces the pace at which operating leverage and margin expansion can compound, increasing pressure to drive expansion through higher penetration or new market initiatives.
Bookings Volatility And AI-driven Operational PressureQuarter-to-quarter bookings volatility and a potential surge in AI-discovered vulnerabilities create operational and timing risk: increased remediation workload, longer sales education cycles, and higher cloud/compute costs for AI features could strain margins and resource allocation in the medium term.

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 $35.69 in the past 12 months.
    What is Tenable Holdings’s market cap?
    Tenable Holdings’s market cap is $2.96B.
      When is Tenable Holdings’s upcoming earnings report date?
      Tenable Holdings’s upcoming earnings report date is Jul 28, 2026 which is in 37 days.
        How were Tenable Holdings’s earnings last quarter?
        Tenable Holdings released its earnings results on Apr 29, 2026. The company reported $0.47 earnings per share for the quarter, beating the consensus estimate of $0.408 by $0.062.
          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 0.47.
              How many shares outstanding does Tenable Holdings have?
              Tenable Holdings has 110,271,970 shares outstanding.
                What happened to Tenable Holdings’s price movement after its last earnings report?
                Tenable Holdings reported an EPS of $0.47 in its last earnings report, beating expectations of $0.408. Following the earnings report the stock price went down -2.701%.
                  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

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call conveyed a predominantly positive tone: strong execution in Q1 with revenue growth, margin expansion, record free cash flow, accelerated Tenable One adoption, product innovation (Hexa AI, OT discovery), and partnerships with frontier AI providers. Management raised full-year guidance and is actively repurchasing shares. Headwinds are manageable but notable — bookings/CRPO volatility, conservative second-half assumptions, potential higher cloud costs, and the operational challenges posed by AI-driven vulnerability volume. On balance, the positive operational and financial momentum, product-led growth, and strengthened market positioning outweigh the risks noted.View all TENB earnings summaries

                    TENB Stock 12 Month Forecast

                    Average Price Target

                    $29.06
                    ▲(50.16% Upside)
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17,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 12, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":29.02,"date":1761955200000,"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 15,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 11, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":26.27,"date":1764547200000,"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 14,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 14, \t&nbsp;</span>\n 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                    Ownership Overview

                    1.35%27.63%18.28%17.91%
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