Tenable HoldingsTENB
TENB
About: Founded in 2002, Tenable is a cybersecurity company that began providing vulnerability management solutions under its Nessus software. In recent years, Tenable has expanded its portfolio to provide a broader range of exposure management modules. Solutions include cloud security and compliance, active directory management, operational technology security and advanced vulnerability analytics. The Maryland-based company went public in 2018.
Employees: 1,872
0
Funds holding %
of 7,323 funds
0
Analysts bullish %
of 8 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
301% more call options, than puts
Call options by funds: $3.89M | Put options by funds: $968K
28% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 95
5% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 43
0% less funds holding
Funds holding: 294 [Q4 2024] → 293 (-1) [Q1 2025]
2.51% less ownership
Funds ownership: 90.16% [Q4 2024] → 87.65% (-2.51%) [Q1 2025]
14% less capital invested
Capital invested by funds: $4.27B [Q4 2024] → $3.69B (-$578M) [Q1 2025]
33% less funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 2 (-1) [Q1 2025]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$28
13%
downside
Avg. target
$35
9%
upside
High target
$40
24%
upside
8 analyst ratings
4 positive
50%
4 neutral
50%
0 negative
0%
Barclays Saket Kalia | 21%upside $39 | Equal-Weight Maintained | 14 Jul 2025 |
DA Davidson Rudy Kessinger | 13%downside $28 | Neutral Maintained | 30 Apr 2025 |
Stifel Adam Borg | 7%downside $30 | Hold Maintained | 30 Apr 2025 |
Scotiabank Patrick Colville | 7%downside $30 | Sector Perform Maintained | 30 Apr 2025 |
Wells Fargo Andrew Nowinski | 24%upside $40 | Overweight Maintained | 30 Apr 2025 |
Financial journalist opinion
Based on 7 articles about TENB published over the past 30 days
Neutral
GlobeNewsWire
2 hours ago
Tenable Announces Second Quarter 2025 Financial Results
COLUMBIA, Md., July 30, 2025 (GLOBE NEWSWIRE) -- Tenable Holdings, Inc. ("Tenable") (Nasdaq: TENB), the exposure management company, today announced financial results for the quarter ended June 30, 2025.
Neutral
GlobeNewsWire
1 day ago
Tenable One Surpasses 300 Integrations, Delivering the Security Industry's Most Open Exposure Management Platform
Tenable One now connects more of the security stack than any other exposure management platform, empowering customers with unmatched context into their cyber exposure Tenable One now connects more of the security stack than any other exposure management platform, empowering customers with unmatched context into their cyber exposure
Neutral
GlobeNewsWire
2 days ago
Tenable Named a Customers' Choice for Vulnerability Assessment by Gartner® Peer Insights™
COLUMBIA, Md., July 28, 2025 (GLOBE NEWSWIRE) -- Tenable® , the exposure management company, today announced that it has been recognized as a 2025 Customers' Choice in the Gartner Peer Insights™ ‘Voice of the Customer': Vulnerability Assessment . Tenable is the only vendor to receive this recognition in this year's report, reflective of scores that met or exceeded both axes; Overall Experience and User Interest and Adoption.
Neutral
GlobeNewsWire
6 days ago
Tenable Unveils AI-Powered Breakthrough in Vulnerability Prioritization
New Vulnerability Priority Rating delivers precise and actionable insights on the risks that matter most New Vulnerability Priority Rating delivers precise and actionable insights on the risks that matter most
Neutral
GlobeNewsWire
1 week ago
Tenable Named a Leader in Unified Vulnerability Management Solutions by Independent Research Firm
Tenable is top ranked in the Strategy category, receiving the highest possible scores in seven criteria Tenable is top ranked in the Strategy category, receiving the highest possible scores in seven criteria
Positive
Seeking Alpha
2 weeks ago
Tenable: This Year's Dip Is A Buying Opportunity
I remain bullish on Tenable, seeing it as an overlooked value play in cybersecurity amid a frothy large-cap market. Tenable offers a compelling mix of a large TAM, high gross margins, recurring revenue, and consistent free cash flow generation. The company's valuation is attractive, trading at modest multiples despite strong fundamentals and improving profitability.
Neutral
GlobeNewsWire
4 weeks ago
Tenable Named a Major Player in Inaugural IDC MarketScape for Worldwide Cloud-Native Application Protection Platforms
COLUMBIA, Md., June 30, 2025 (GLOBE NEWSWIRE) -- Tenable® , the exposure management company, today announced it has been named a Major Player in the debut IDC MarketScape: Worldwide Cloud-Native Application Protection Platform (CNAPP) 2025 Vendor Assessment (doc # US53549925, June 2025).
Neutral
GlobeNewsWire
1 month ago
Tenable Recognized for AI Leadership with Globee Award for AI-Powered Security
COLUMBIA, Md., June 16, 2025 (GLOBE NEWSWIRE) -- Tenable® , the exposure management company, today announced that Tenable Vulnerability Management has been recognized with a prestigious 2025 Globee® Award for AI-Powered Vulnerability Management. This latest accolade underscores Tenable's market leadership, delivering advanced exposure management solutions that revolutionize the way organizations identify, prioritize and remediate cyber risk.
Neutral
The Motley Fool
2 months ago
1 Small-Cap Growth Stock Down 49% You Might Want to Buy on the Dip
Cybercrime is a multi-trillion dollar problem that by some estimates has more than tripled in scope in the past 10 years. Therefore, cybersecurity spending is one thing most businesses can't afford to cut back, even amid the growing economic and political uncertainty triggered by President Trump's tariffs.
Negative
Seeking Alpha
2 months ago
Tenable: Rating Downgrade As Near-Term Growth Outlook Gets Murky
Downgraded to a hold rating due to deteriorating near-term visibility, despite strong 1Q25 results and solid execution in large deals, especially with Tenable One. Revenue grew 11% y/y to $239.1 million, with adj. EBIT at ~$49 million, driven by success in large deals and cloud security. Concerns arise from lowered FY25 guidance, murky enterprise visibility, and slower logo growth, suggesting a potential near-term growth slowdown.
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