Tenable Holdings

Mixed Earnings Signals Will Shape Cybersecurity Opportunity Over The Coming Year

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

01 May 25

Updated

11 Dec 25

Views

109

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-39.6%

7D

-0.3%

Loading

1Y

-39.6%

7D

-0.3%

You can edit this narrative until Dec 12 6:05 AM. Then, changes will post as Updates.

Author's Valuation

US$37.8934.9% undervalued

AnalystConsensusTarget Fair Value

Shared on 11 Dec 25

TENB: Earnings Preview Will Drive Upside Amid Lowered Price Objective

Analysts have modestly reduced their price target on Tenable Holdings to $40.00 from $44.00. This reflects updated earnings preview models and slightly higher assumed discount rates, while growth and margin expectations remain largely unchanged.

Shared on 26 Nov 25

TENB: Earnings Preview Will Drive Upside Despite Reduced Price Forecast

Narrative Update on Tenable Holdings Analysts have reduced their price target for Tenable Holdings from $44 to $40. This adjustment is based on updated financial models and a more conservative outlook ahead of upcoming earnings.

Shared on 11 Nov 25

Fair value Decreased 2.31%

TENB: Long-Term Confidence Will Persist Despite New Cautious Commentary

Narrative Update on Tenable Holdings Analysts have lowered their price target for Tenable Holdings from $44 to $40, citing updates to company forecasts and a more cautious outlook in advance of upcoming earnings. Analyst Commentary Analyst sentiment regarding Tenable Holdings has become more nuanced ahead of the company's earnings report, as reflected in updated forecasts and a revised price target.

Shared on 27 Oct 25

Fair value Decreased 2.90%

Tenable Holdings’ analyst price target has been revised downward from $39.95 to $38.79. This change reflects recent model updates by analysts following mixed signals from earnings previews and expectations for revenue growth and profitability.

Shared on 01 Aug 25

Fair value Increased 7.12%

Tenable Holdings’ fair value has increased despite a significantly higher future P/E and a decline in net profit margin, indicating heightened growth expectations are outweighing near-term profitability concerns, reflected in the new analyst price target of $39.95 (up from $37.30). What's in the News Tenable One now boasts over 300 validated integrations, positioning it as the most open and interconnected exposure management platform on the market.

AnalystConsensusTarget Fair Value

US$37.89

34.9% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

7.45%

Software revenue growth rate

1.21%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.85%

Calculation

US$40.77m

Earnings '28

x

139.05x

PE Ratio '28

=

US$5.67b

Market Cap '28

US$5.67b

Market Cap '28

/

116.52m

No. shares '28

=

US$48.66

Share Price '28

US$48.66 Share Price '28

Discounted to 2025 @ 8.85% p.a.

=

US$37.73

Fair Value '25