Tenable Holdings Croissance future
Future contrôle des critères 4/6
Tenable Holdings devrait augmenter ses bénéfices et son chiffre d'affaires de 36.8% et de 6.1% par an respectivement. Le BPA devrait croître de de 43.1% par an. Le rendement des capitaux propres devrait être 29.3% dans 3 ans.
Informations clés
36.8%
Taux de croissance des bénéfices
43.06%
Taux de croissance du BPA
| Software croissance des bénéfices | 19.9% |
| Taux de croissance des recettes | 6.1% |
| Rendement futur des capitaux propres | 29.34% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 30 Jul 2026 |
Mises à jour récentes de la croissance future
Recent updates
Mise à jour du récit • Jul 22
TENB: AI Cybersecurity Demand Will Drive Exposure Management Upside
The updated analyst valuation framework for Tenable Holdings lifts the fair value estimate from $45.00 to about $48.88. This reflects a mix of higher price targets across the Street, tempered by more balanced risk/reward views that hinge on clearer evidence of revenue acceleration, Tenable One adoption, and AI driven product monetization.
Mise à jour du récit • Jul 08
TENB: AI Driven Exposure Demand Will Eventually Test Rule Of Forty Path
The analyst price target for Tenable Holdings has been adjusted from $28.85 to $30.30 as analysts factor in higher assumed future P/E multiples and growing confidence that Tenable One and AI-driven exposure management demand can support the updated fair value estimate. Analyst Commentary Recent Street research on Tenable Holdings highlights a mix of optimism around the company’s role in AI driven cybersecurity and some caution around the timing of its long term growth targets.Seeking Alpha • Jul 04
Tenable: Expanded TAM And AI Thesis Are Becoming Clearer (Rating Upgrade)
Summary Tenable positions AI as a core driver of its cybersecurity platform, targeting enhanced threat detection and response. The May 2026 investor presentation emphasizes AI-driven automation to improve vulnerability management and reduce customer risk exposure. TENB highlights a differentiated approach, integrating AI across its product suite to accelerate innovation and operational efficiency. Strategic focus on AI aims to capture market share and deliver sustained growth through superior security outcomes. Read the full article on Seeking AlphaMise à jour du récit • Jun 24
TENB: AI Exposure Management And 2029 Rule Of Forty Path Will Matter
Analysts have nudged their average price target for Tenable Holdings higher to about $29, reflecting updated models that factor in the company's recent Investor Day messaging on exposure management, AI driven demand, and longer term margin ambitions. Analyst Commentary Recent research on Tenable Holdings clusters into two camps, with bullish analysts pointing to the company’s exposure management positioning and AI opportunity, and more cautious voices focusing on the timing and execution risks around its 2029 targets and margin plans.Mise à jour du récit • Jun 07
TENB: AI Exposure Management And 2029 Margin Aims Will Shape Returns
Analysts have raised the blended price target for Tenable Holdings to $28.85 from $27.05, reflecting updated models that apply a higher P/E multiple and incorporate the company’s recent Investor Day commentary on exposure management, AI driven cyber risks, and long term margin ambitions. Analyst Commentary Recent research after Tenable Holdings' Investor Day points to a mix of optimism around the exposure management opportunity and caution around the pace of execution toward the company’s long term financial targets.Mise à jour du récit • May 18
TENB: AI Security And Margin Discipline Will Drive Future Upside Potential
Analysts have adjusted the Tenable Holdings fair value estimate from $29.05 to $27.05. This reflects a series of reduced Street price targets and slightly softer revenue growth assumptions, partly offset by updated views on profit margins and a lower future P/E multiple.Mise à jour du récit • Apr 27
TENB: AI Exposure Management Will Support Future Upside Despite Rising Competition
Tenable Holdings' fair value estimate has been trimmed by about $1 to $29.05, reflecting a wave of reduced Street price targets as analysts weigh intensifying competition and shifting expectations around AI driven cybersecurity spending. Analyst Commentary Street research around Tenable has turned more cautious, with a series of price target reductions and a new Equal Weight initiation pointing to a reassessment of risk and reward at current levels.Mise à jour du récit • Apr 06
TENB: Billing Transition And AI Exposure Management Will Support Future Upside Potential
Analysts have trimmed their average price target on Tenable, with several firms cutting expectations by $5 to $15 to around the high teens to high $20s. They cited intensifying competition in vulnerability management, evolving AI driven cyber offerings, and near term billing volatility tied to the company’s shift from multi year to annual contracts.Mise à jour du récit • Mar 23
TENB: Billing Transition And Repurchases Will Support Future Upside Potential
Narrative Update Analysts have trimmed their average price targets on Tenable Holdings by single to low double digit dollar amounts. They generally cite rising competitive pressure in cybersecurity, billing mix shifts tied to Tenable One, and uncertainty around how AI related security spend will be divided across vendors.Mise à jour du récit • Mar 08
TENB: Billing Transition Volatility And Buybacks Will Support Future Upside
Analysts have trimmed their fair value estimate for Tenable Holdings by about $0.90 to $30.05, reflecting a series of lower Street price targets and a view that rising competition and billing transition noise justify a more cautious P/E multiple. Analyst Commentary Bulls and bears are reading the same headlines on Tenable, but they are focusing on different parts of the story.Mise à jour du récit • Feb 22
TENB: Billing Transition And AI Budget Tensions Will Set Up Future Upside
Analysts have trimmed their average price targets on Tenable Holdings by a series of single to mid teen dollar cuts, reflecting caution around near term billing volatility and intensifying AI related competition for cyber budgets, while still acknowledging the company's positioning within vulnerability management. Analyst Commentary Recent research notes cluster around two themes for Tenable, with bulls focused on product positioning and potential corporate interest, and bears focused on near term billing optics and growing competition for AI related cyber spending.Mise à jour du récit • Feb 07
TENB: Billing Transition Volatility Will Set Up Future Upside Potential
Analysts have trimmed their price target on Tenable Holdings to about US$31 from roughly US$36, reflecting updated assumptions for slightly lower revenue growth, a somewhat higher profit margin, and a reduced future P/E multiple following a series of target cuts from major research firms. Analyst Commentary Research coverage on Tenable Holdings has recently tilted more cautious, with a cluster of price target cuts from multiple firms.Mise à jour du récit • Jan 24
TENB: Billing Transition Volatility Will Set Up Upside And Sponsor Interest
Analysts have reduced their fair value estimate for Tenable Holdings to about US$35.63 from roughly US$36.42, reflecting lower price targets on the stock as they take into account billing mix shifts and recent model updates across the Street. Analyst Commentary Recent Street research on Tenable reflects a mix of optimism about the long term potential and concern around near term execution and valuation, especially as the company adjusts its billing practices.Mise à jour du récit • Jan 09
TENB: Billing Transition Volatility Will Set Up Potential Upside And Acquisition Interest
Narrative update on Tenable Holdings Analysts have trimmed their price targets for Tenable, with the updated fair value estimate easing from about US$37.47 to US$36.42 as they factor in lower targets from firms such as Needham and JPMorgan, along with billing transition noise and ongoing interest in the stock as a potential acquisition candidate. Analyst Commentary Recent Street research on Tenable highlights a mix of valuation resets, billing related execution questions, and ongoing interest in the name as a possible target for larger security or financial buyers.Mise à jour du récit • Dec 25
TENB: Earnings Preview Will Highlight Upside From Overweight Rating And Federal Contract
Analysts have modestly reduced their price target on Tenable Holdings to $40 from $44, reflecting a slightly lower fair value estimate based on updated earnings models and valuation assumptions. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the Overweight rating, alongside the reduced price target, suggests continued confidence in Tenable's medium term growth trajectory despite near term model adjustments.Mise à jour du récit • Dec 11
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.Mise à jour du récit • Nov 26
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.Mise à jour du récit • Nov 11
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.Mise à jour du récit • Oct 27
Mixed Earnings Signals Will Shape Cybersecurity Opportunity Over The Coming Year
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.Article d’analyse • Sep 19
Tenable Holdings, Inc.'s (NASDAQ:TENB) Prospects Need A Boost To Lift Shares
With a price-to-sales (or "P/S") ratio of 3.9x Tenable Holdings, Inc. ( NASDAQ:TENB ) may be sending bullish signals at...Article d’analyse • Jul 18
An Intrinsic Calculation For Tenable Holdings, Inc. (NASDAQ:TENB) Suggests It's 46% Undervalued
Key Insights Tenable Holdings' estimated fair value is US$61.19 based on 2 Stage Free Cash Flow to Equity Tenable...Article d’analyse • May 24
Tenable Holdings (NASDAQ:TENB) Seems To Use Debt Quite Sensibly
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Article d’analyse • May 02
Tenable Holdings, Inc. (NASDAQ:TENB) Just Reported Earnings, And Analysts Cut Their Target Price
Tenable Holdings, Inc. ( NASDAQ:TENB ) shareholders are probably feeling a little disappointed, since its shares fell...
Nouveau récit • May 01
AI Analytics And Cloud Security Will Expand Market Opportunities
Tenable's strategic focus on AI and platform integration is enhancing competitive advantage, driving customer adoption, and expanding market opportunities.Article d’analyse • Apr 28
Pinning Down Tenable Holdings, Inc.'s (NASDAQ:TENB) P/S Is Difficult Right Now
There wouldn't be many who think Tenable Holdings, Inc.'s ( NASDAQ:TENB ) price-to-sales (or "P/S") ratio of 4.4x is...Seeking Alpha • Apr 24
Tenable: One Of The Few 'Growth At A Reasonable Price' Cybersecurity Stocks
Summary 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. The stock is quite cheap at <4x forward revenue, especially after a ~20% correction since the start of the year. Read the full article on Seeking AlphaPrévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2028 | 1,230 | 51 | 319 | 347 | 9 |
| 12/31/2027 | 1,156 | 61 | 301 | 321 | 22 |
| 12/31/2026 | 1,078 | 28 | 269 | 291 | 22 |
| 6/30/2026 | 1,044 | 7 | 254 | 270 | N/A |
| 3/31/2026 | 1,022 | -12 | 253 | 267 | N/A |
| 12/31/2025 | 999 | -36 | 250 | 267 | N/A |
| 9/30/2025 | 975 | -34 | 248 | 265 | N/A |
| 6/30/2025 | 949 | -45 | 249 | 266 | N/A |
| 3/31/2025 | 923 | -45 | 240 | 255 | N/A |
| 12/31/2024 | 900 | -36 | 207 | 217 | N/A |
| 9/30/2024 | 878 | -60 | 164 | 175 | N/A |
| 6/30/2024 | 852 | -66 | 152 | 163 | N/A |
| 3/31/2024 | 826 | -68 | 151 | 161 | N/A |
| 12/31/2023 | 799 | -78 | 141 | 150 | N/A |
| 9/30/2023 | 770 | -78 | 132 | 143 | N/A |
| 6/30/2023 | 743 | -81 | 123 | 137 | N/A |
| 3/31/2023 | 713 | -93 | 121 | 137 | N/A |
| 12/31/2022 | 683 | -92 | 112 | 131 | N/A |
| 9/30/2022 | 648 | -82 | 105 | 121 | N/A |
| 6/30/2022 | 611 | -79 | 91 | 105 | N/A |
| 3/31/2022 | 577 | -63 | 81 | 91 | N/A |
| 12/31/2021 | 541 | -47 | 90 | 97 | N/A |
| 9/30/2021 | 510 | -38 | 88 | 93 | N/A |
| 6/30/2021 | 484 | -27 | 86 | 98 | N/A |
| 3/31/2021 | 461 | -28 | 78 | 98 | N/A |
| 12/31/2020 | 440 | -43 | 44 | 64 | N/A |
| 9/30/2020 | 419 | -79 | 14 | 43 | N/A |
| 6/30/2020 | 399 | -91 | -13 | 14 | N/A |
| 3/31/2020 | 377 | -101 | N/A | -5 | N/A |
| 12/31/2019 | 355 | -99 | N/A | -11 | N/A |
| 9/30/2019 | 333 | -80 | N/A | -9 | N/A |
| 6/30/2019 | 310 | -84 | N/A | -6 | N/A |
| 3/31/2019 | 289 | -79 | N/A | -4 | N/A |
| 12/31/2018 | 267 | -74 | N/A | -3 | N/A |
| 9/30/2018 | 246 | -66 | N/A | -6 | N/A |
| 6/30/2018 | 226 | -57 | N/A | -6 | N/A |
| 3/31/2018 | 206 | -49 | N/A | -7 | N/A |
| 12/31/2017 | 188 | -42 | N/A | -6 | N/A |
| 12/31/2016 | 124 | -38 | N/A | -3 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de TENB ( 36.8% par an) est supérieure au taux d'épargne ( 3.5% ).
Bénéfices vs marché: Les bénéfices de TENB ( 36.8% par an) devraient croître plus rapidement que le marché US ( 16.4% par an).
Croissance élevée des bénéfices: Les bénéfices de TENB devraient augmenter de manière significative au cours des 3 prochaines années.
Chiffre d'affaires vs marché: Le chiffre d'affaires de TENB ( 6.1% par an) devrait croître plus lentement que le marché de US ( 12.5% par an).
Croissance élevée des revenus: Le chiffre d'affaires de TENB ( 6.1% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de TENB devrait être élevé dans 3 ans ( 29.3 %)
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/01 17:55 |
| Cours de l'action en fin de journée | 2026/07/31 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Tenable Holdings, Inc. est couverte par 36 analystes. 22 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Shrenik Kothari | Baird |
| Saket Kalia | Barclays |
| Andrew Smith | Berenberg |