Tenable Holdings, Inc. (TENB) Analyst/Investor Day Transcript
Tenable Holdings, Inc. (TENB) Analyst/Investor Day Transcript
TENB - Tenable Holdings, Inc.
Price:
--
--
|
CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$28.38
DETAILS
HIGH:
$37.00
LOW:
$22.00
MEDIAN:
$27.00
CONSENSUS:
$28.38
UPSIDE:
11.51%
Stock News
This AI-Focused Cybersecurity Company Is Down 21% in a Year, so Why Is One Fund Buying?
This cybersecurity firm delivers risk assessment and vulnerability management solutions to enterprise and government clients worldwide.
Tenable Announces Strategic Integration with the Claude Compliance API to Provide Unprecedented Visibility and Governance for Enterprise AI Usage
BOSTON, May 21, 2026 (GLOBE NEWSWIRE) -- EXPOSURE 2026 – Tenable® Holdings, Inc. (NASDAQ: TENB), the exposure management company , today announced new capabilities for improved AI governance. Powered by a new integration with the Claude Compliance API, security and compliance teams gain visibility into Claude usage directly within the Tenable One Exposure Management Platform .
Tenable One Powers AI-Driven Cyber Risk Decisions with the Release of the Open Connector
New Tenable Open Connector integrates third-party and custom data into exposure management to improve prioritization and accelerate action New Tenable Open Connector integrates third-party and custom data into exposure management to improve prioritization and accelerate action
Tenable Launches Open Partner Exchange Network (OPEN) to Connect Security Tools, Data and AI-Driven Workflows Across the Enterprise
Open ecosystem initiative enables connected workflows, richer context and coordinated remediation across security environments Open ecosystem initiative enables connected workflows, richer context and coordinated remediation across security environments
Tenable Hexa AI Turns Exposure Discovery into Automated Remediation at Machine Speed
The agentic engine inside the Tenable One Exposure Management Platform automates the orchestration of critical steps, including prioritization and mobilization The agentic engine inside the Tenable One Exposure Management Platform automates the orchestration of critical steps, including prioritization and mobilization
Tenable Partners with Anthropic for AI-Driven Exposure Management
Anthropic to help power Tenable Hexa AI and join EXPOSURE 2026 to discuss the future of AI and cybersecurity Anthropic to help power Tenable Hexa AI and join EXPOSURE 2026 to discuss the future of AI and cybersecurity
Tenable Holdings, Inc. (TENB) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
Tenable Holdings, Inc. (TENB) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
AI Threats Are Accelerating and These 3 Cybersecurity Stocks Under $30 Are Built to Win
Cybersecurity has shifted from a line item into a strategic priority as enterprises race to secure AI workloads, contain identity sprawl, and protect data pipelines that now carry mission-critical traffic.
Tenable Co-CEOs and CFO to Present at Upcoming Investor Events
COLUMBIA, Md., May 12, 2026 (GLOBE NEWSWIRE) -- Tenable® Holdings, Inc. (NASDAQ: TENB), the exposure management company , today announced that Co-CEO Mark Thurmond and CFO Matt Brown will present at the J.P.
Tenable Announces 2026 Global Partner Award Winners
COLUMBIA, Md., May 12, 2026 (GLOBE NEWSWIRE) -- Tenable® Holdings, Inc. (NASDAQ: TENB), the exposure management company , today announced the recipients of its Global Partner Awards during Tenable AssureWorld — the company's sixth annual virtual partner conference.
5 Cybersecurity Stocks That May Be Acquired in 2026's M&A Wave
Cybersecurity M&A is reaccelerating in 2026 as platform consolidation, AI disruption, and hyperscaler appetite collide.
Is Tenable Stock a Buy After the CFO Scooped Up 12,000 Company Shares?
This cybersecurity firm, focused on subscription-based solutions, reported a notable insider buy following a year of share price declines.
Tenable Holdings: I Think The Market Went Too Far (Rating Upgrade)
Tenable Holdings, Inc. specializes in identifying vulnerabilities across cloud, IT, and identity environments to preempt cyber threats. I downgraded TENB to Hold last year due to slowing growth, federal spending exposure, and integration risks from the Vulcan Cyber acquisition. Since my Hold rating, TENB shares have declined approximately 46%, significantly underperforming the S&P 500's 21% gain over the same period.
This Small-Cap Growth Stock Is Down 65%, but Should You Buy the Dip? Here's What Wall Street Thinks.
Cybersecurity is yet another industry being transformed by artificial intelligence.
Tenable Holdings, Inc.: AI Fears Are Overdone, But Growth Is Slowing
Tenable Holdings remains a buy despite a 22% price drop and sector-wide SaaS headwinds. TENB posted solid Q1 results with 9.6% revenue growth, strong cash flow, and robust margins, but guidance signals slowing growth. AI disruption fears weigh on valuation, yet management views AI as a collaborative force, not a replacement, and is integrating AI into its platform.
Can Tenable (TENB) Run Higher on Rising Earnings Estimates?
Tenable (TENB) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Can Tenable (TENB) Climb 37.82% to Reach the Level Wall Street Analysts Expect?
The mean of analysts' price targets for Tenable (TENB) points to a 37.8% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Tenable: Worrying Deceleration (Downgrade)
Tenable Holdings is downgraded to "Neutral" as growth decelerates and backlog slows, despite a modest valuation. TENB maintains high gross margins in the low 80s and a recurring revenue base of 96% but faces functional overlap with emerging AI competitors. FY26 guidance implies tepid 7%-8% revenue growth and a 5% EPS raise to $1.94, with valuation at 2.3x EV/revenue and 10.7x P/E.
Tenable Holdings, Inc. (TENB) Q1 2026 Earnings Call Transcript
Tenable Holdings, Inc. (TENB) Q1 2026 Earnings Call Transcript
Price Targets
Tenable price target raised to $30 from $26 at Needham
$30.00
(was $25.17)
Needham
Tenable price target raised to $26 from $22 at Stifel
$26.00
(was $25.17)
Adam Borg
·
Stifel Nicolaus
Tenable price target raised to $30 from $28 at Canaccord
$30.00
(was $25.17)
Canaccord Genuity
Tenable price target raised to $27 from $22 at Jefferies
$27.00
(was $25.17)
Joseph Gallo
·
Jefferies
Tenable price target raised to $27 from $21 at Barclays
$27.00
(was $23.12)
Barclays
Tenable price target lowered to $26 from $40 at Susquehanna
$26.00
(was $20.89)
Susquehanna
Tenable price target lowered to $22 from $23 at Scotiabank
$22.00
(was $21.04)
Scotiabank
Tenable price target lowered to $26 from $28 at Needham
$26.00
(was $20.88)
Mike Cikos
·
Needham
Tenable price target lowered to $27 from $32 at Wedbush
$27.00
(was $21.47)
Daniel Ives
·
Wedbush
Tenable price target lowered to $27 from $30 at Morgan Stanley
$27.00
(was $21.47)
Meta Marshall
·
Morgan Stanley
Tenable price target lowered to $24 from $26 at Stephens
$24.00
(was $21.47)
Stephens
Tenable price target lowered to $34 from $38 at Baird
$34.00
(was $21.47)
Shrenik Kothari
·
Robert W. Baird
Tenable price target raised to $21 from $20 at Barclays
$21.00
(was $21.47)
Saket Kalia
·
Barclays
Tenable price target lowered to $24 from $35 at Stifel
$24.00
(was $21.77)
Stifel Nicolaus
Tenable price target lowered to $23 from $31 at Scotiabank
$23.00
(was $21.95)
Patrick Colville
·
Scotiabank
Tenable price target lowered to $32 from $42 at Wedbush
$32.00
(was $21.70)
Wedbush
Tenable price target lowered to $37 from $43 at UBS
$37.00
(was $19.72)
Roger Boyd
·
UBS
Tenable price target lowered to $33 from $40 at Canaccord
$33.00
(was $19.72)
Canaccord Genuity
Tenable (TENB) PT Lowered to $30 at Cantor Fitzgerald
$30.00
(was $22.06)
Jonathan Ruykhaver
·
Cantor Fitzgerald
Tenable price target lowered to $25 from $32 at DA Davidson
$25.00
(was $21.89)
Rudy Kessinger
·
D.A. Davidson