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 7,296 funds
0
Analysts bullish %
of 14 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
2% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 43
1% less funds holding
Funds holding: 294 [Q4 2024] → 292 (-2) [Q1 2025]
2.53% less ownership
Funds ownership: 90.16% [Q4 2024] → 87.63% (-2.53%) [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
14 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$28
12%
downside
Avg. target
$37
17%
upside
High target
$50
57%
upside
14 analyst ratings
7 positive
50%
7 neutral
50%
0 negative
0%
Barclays Saket Kalia | 4%upside $33 | Equal-Weight Maintained | 30 Apr 2025 |
DA Davidson Rudy Kessinger | 12%downside $28 | Neutral Maintained | 30 Apr 2025 |
Stifel Adam Borg | 6%downside $30 | Hold Maintained | 30 Apr 2025 |
Scotiabank Patrick Colville | 6%downside $30 | Sector Perform Maintained | 30 Apr 2025 |
Wells Fargo Andrew Nowinski | 26%upside $40 | Overweight Maintained | 30 Apr 2025 |
Financial journalist opinion
Neutral
The Motley Fool
1 month 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
1 month 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.
Positive
Zacks Investment Research
1 month ago
Tenable (TENB) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for Tenable (TENB) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Positive
Zacks Investment Research
1 month ago
Tenable (TENB) Surpasses Q1 Earnings and Revenue Estimates
Tenable (TENB) came out with quarterly earnings of $0.36 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to earnings of $0.25 per share a year ago.
Neutral
Seeking Alpha
1 month ago
Tenable Holdings, Inc. (TENB) Q1 2025 Earnings Call Transcript
Tenable Holdings, Inc. (NASDAQ:TENB ) Q1 2025 Earnings Conference Call April 29, 2025 4:30 PM ET Company Participants Erin Karney - Vice President, Investor Relations Steve Vintz - Co-Chief Executive Officer Mark Thurmond - Co-Chief Executive Officer Conference Call Participants Brian Essex - JPMorgan Saket Kalia - Barclays Andrew Nowinski - Wells Fargo Matt Calitri - Needham & Co. Patrick Colville - Scotiabank Rudy Kessinger - D.A. Davidson Patrick O'Neill - Wolfe Research Oscar Saavedra - Morgan Stanley Kingsley Crane - Canaccord Genuity Adam Borg - Stifel Trevor Rambo - BTIG Zack Schneider - Baird Operator Greetings, and welcome to the Tenable First Quarter 2025 Earnings Conference Call.
Neutral
GlobeNewsWire
1 month ago
Tenable Announces First Quarter 2025 Financial Results
COLUMBIA, Md., April 29, 2025 (GLOBE NEWSWIRE) -- Tenable Holdings, Inc. ("Tenable") (Nasdaq: TENB), the exposure management company, today announced financial results for the quarter ended March 31, 2025.
Neutral
GlobeNewsWire
1 month ago
Tenable Appoints Eric Doerr as Chief Product Officer
COLUMBIA, Md., April 29, 2025 (GLOBE NEWSWIRE) -- Tenable® , the exposure management company, today announced the appointment of Eric Doerr as Chief Product Officer (CPO). Doerr brings nearly three decades of experience building and scaling security products at some of the world's most respected technology companies, including Microsoft and, most recently, Google Cloud.
Positive
Seeking Alpha
1 month ago
Tenable: One Of The Few 'Growth At A Reasonable Price' Cybersecurity Stocks
Amid volatility, focus on 'growth at a reasonable price' stocks with solid fundamentals, like Tenable, which offers value and growth potential. This cybersecurity company focuses in exposure and vulnerability management, which is a large $33 billion market in which it is only ~4% penetrated. Tenable offers low-teens growth and mid-20s operating margins, showcasing strong growth/profitability balance with strong competitive win rates and expansion potential.
Neutral
Zacks Investment Research
1 month ago
Tenable (TENB) Earnings Expected to Grow: Should You Buy?
Tenable (TENB) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Neutral
GlobeNewsWire
1 month ago
Tenable Wins AI Security Category in the 2025 Cybersecurity Excellence Awards
COLUMBIA, Md., April 17, 2025 (GLOBE NEWSWIRE) -- Tenable® , the exposure management company, today announced that Tenable Vulnerability Management was named the AI-Powered Vulnerability Management category winner for the 2025 Cybersecurity Excellence Awards.
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