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

1,017 Followers

TENB Stock Chart & Stats

$32.25
$0.19(0.59%)
At close: 4:00 PM EDT
$32.25
$0.19(0.59%)

Bulls Say, Bears Say

Bulls Say
Recurring Subscription Business ModelA subscription-first model yields high recurring revenue and predictable renewal/expansion drivers. Durable term billing and partner channels support steady bookings and customer retention, underpinning long-term revenue visibility and stable cash flow generation for reinvestment.
Strong Free Cash Flow GenerationRobust FCF, expanding even when net income was negative historically, signals high cash conversion from recurring revenue. This durable cash generation supports R&D, strategic M&A, buybacks and debt paydown without depending on volatile earnings or external financing.
Platform Adoption & Improving ExpansionRising Tenable One penetration (50% of new business) and a net-dollar expansion rate improving to 106% indicate the platform is driving cross-sell and higher wallet share. Platform-led adoption is a durable moat that increases customer lifetime value and stickiness.
Bears Say
Elevated Balance-sheet LeverageDespite recent debt reduction, historical debt-to-equity >1x leaves the capital structure leveraged for a software company. Sustained earnings and cash flow improvement are required to materially derisk leverage; otherwise financial flexibility and investment capacity remain constrained.
Moderating Revenue GrowthRevenue growth has slowed to high-single-digits from prior double-digit expansion, indicating a more moderate top-line trajectory. Slower organic growth lengthens the path to scale, stresses the need for stronger expansion dynamics, and limits structural margin leverage over the medium term.
Thin And Historically Volatile Net ProfitabilityAlthough operating margins improved, net profitability remains thin and historically negative, making earnings fragile. Persistent marginal net income variability can hinder sustained equity returns and slows balance-sheet repair even with strong cash generation.

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 $3.60B.
      When is Tenable Holdings’s upcoming earnings report date?
      Tenable Holdings’s upcoming earnings report date is Nov 04, 2026 which is in 90 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 110,271,970 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

                    $35.44
                    ▲(9.91% Upside)
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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              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":23.53,"date":1767225600000,"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 7,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 7, \t&nbsp;</span>\n   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