Tenable Holdings (TENB) Panoramica del titolo
Tenable Holdings, Inc. fornisce soluzioni di gestione dell'esposizione informatica nelle Americhe, in Europa, Medio Oriente, Africa, Asia e Pacifico e Giappone. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 5/6 |
| Crescita futura | 4/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 4/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
Non sono stati rilevati rischi per TENB dai nostri controlli di rischio.
TENB Community Fair Values
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Analyst Price Targets
Concorrenti di Tenable Holdings, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$26.80 |
| Massimo di 52 settimane | US$35.69 |
| Minimo di 52 settimane | US$15.73 |
| Beta | 0.99 |
| Variazione di 1 mese | 25.76% |
| Variazione a 3 mesi | 32.08% |
| Variazione di 1 anno | -14.65% |
| Variazione a 3 anni | -35.51% |
| Variazione a 5 anni | -37.53% |
| Variazione dall'IPO | -11.41% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Recent updates
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Seeking Alpha • May 06
Tenable Holdings, Inc.: AI Fears Are Overdone, But Growth Is Slowing
Summary 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. Valuation is compelling: TENB trades at a low P/E of 10.6 and P/S of 2.47, with active buybacks and management conviction. Read the full article on Seeking AlphaAggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...
Nuova narrazione • 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.Articolo di analisi • 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 AlphaSeeking Alpha • Feb 06
Tenable Holdings: Security Tight, Upside Loose (Ratings Downgrade)
Summary Tenable Holdings, Inc. shows solid fundamentals but has underperformed the S&P 500, prompting a shift from a “Buy” to a “Hold” rating. Q4 2024 results were strong, with revenue up 10.5% YoY and EPS beating estimates, but growth is slowing. The Vulcan Cyber acquisition could boost long-term growth but introduces short-term costs and integration risks. TENB stock's valuation is attractive, but federal spending risks and modest growth outlook suggest near-term upside may be limited. Read the full article on Seeking AlphaArticolo di analisi • Dec 28
Is Tenable Holdings (NASDAQ:TENB) Using Debt In A Risky Way?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Articolo di analisi • Nov 19
Getting In Cheap On Tenable Holdings, Inc. (NASDAQ:TENB) Is Unlikely
It's not a stretch to say that Tenable Holdings, Inc.'s ( NASDAQ:TENB ) price-to-sales (or "P/S") ratio of 5.6x right...Seeking Alpha • Oct 21
Tenable Holdings: M&A Signals Weakness
Summary Tenable's share price has been under pressure due in large part to a slowdown in its vulnerability management business. Despite acquisitions and momentum in cloud security, Tenable's competitive positioning appears weak, which could be contributing to acquisition rumors. While Tenable's valuation is reasonable, an ongoing growth slowdown could lead to further stock declines if M&A doesn't materialize. Read the full article on Seeking AlphaRendimenti per gli azionisti
| TENB | US Software | US Mercato | |
|---|---|---|---|
| 7D | -9.7% | -10.7% | -3.3% |
| 1Y | -14.6% | -12.6% | 22.3% |
Ritorno vs Industria: TENB ha avuto una performance inferiore rispetto al US Software che ha registrato un rendimento -12.6 % nell'ultimo anno.
Rendimento vs Mercato: TENB ha avuto una performance inferiore al mercato US che ha registrato un rendimento 22.3 % nell'ultimo anno.
Volatilità dei prezzi
| TENB volatility | |
|---|---|
| TENB Average Weekly Movement | 8.6% |
| Software Industry Average Movement | 9.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: TENB non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 9% ) di TENB è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2002 | 1,995 | Steve Vintz | www.tenable.com |
Tenable Holdings, Inc. fornisce soluzioni per la gestione dell'esposizione informatica nelle Americhe, in Europa, Medio Oriente, Africa, Asia Pacifico e Giappone. Le sue piattaforme includono Tenable AI Exposure, una soluzione che aiuta le organizzazioni a identificare, valutare e ridurre i rischi per la sicurezza associati all'uso di tecnologie di intelligenza artificiale; Tenable Vulnerability Management, un software as a service erogato in cloud che fornisce alle organizzazioni una visione basata sul rischio delle superfici di attacco tradizionali e moderne; Tenable Cloud Security, una soluzione di sicurezza per il cloud che consente di individuare e colmare le lacune di sicurezza prioritarie causate da configurazioni errate, abilitazioni rischiose e vulnerabilità; Tenable Identity Exposure, una soluzione per la protezione end-to-end dalle minacce basate sull'identità; e Tenable Web App Scanning, che fornisce la configurazione e la gestione delle scansioni delle applicazioni web. L'azienda fornisce anche Tenable Attack Surface Management, una soluzione per la gestione della superficie di attacco esterna; Tenable Security Center, una soluzione per la gestione delle vulnerabilità on-premises; e Tenable OT Security, una soluzione di sicurezza unificata per ambienti OT/IoT convergenti che fornisce funzionalità di rilevamento delle minacce, tracciamento degli asset, gestione delle vulnerabilità e controllo della configurazione per proteggere gli ambienti OT, comprese le reti industriali.
Tenable Holdings, Inc. Riepilogo dei fondamenti
| TENB statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$2.94b |
| Utili (TTM) | -US$11.77m |
| Ricavi(TTM) | US$1.02b |
2.9x
Rapporto P/S-251.1x
Rapporto P/ETENB è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| TENB Conto economico (TTM) | |
|---|---|
| Ricavi | US$1.02b |
| Costo del fatturato | US$223.15m |
| Profitto lordo | US$799.18m |
| Altre spese | US$810.95m |
| Utili | -US$11.77m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | -0.11 |
| Margine lordo | 78.17% |
| Margine di profitto netto | -1.15% |
| Rapporto debito/patrimonio netto | 143.4% |
Come si è comportato TENB nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/10 21:45 |
| Prezzo dell'azione a fine giornata | 2026/06/10 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Tenable Holdings, Inc. è coperta da 36 analisti. 22 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Shrenik Kothari | Baird |
| Saket Kalia | Barclays |
| Andrew Smith | Berenberg |