Tenable Holdings Performance degli utili passati
Criteri Il passato verificati 2/6
Tenable Holdings ha registrato una crescita degli utili a un tasso medio annuo di 15.1%, mentre il settore Software ha registrato utili in crescita a un tasso medio annuo di 25.5%. I ricavi sono stati in crescita a un tasso medio annuo di 14.4%. Il ritorno sul capitale proprio di Tenable Holdings è 3.4% e ha margini netti di 0.6%.
Informazioni chiave
15.14%
Tasso di crescita degli utili
17.18%
Tasso di crescita dell'EPS
| Software Crescita del settore | 17.33% |
| Tasso di crescita dei ricavi | 14.39% |
| Rendimento del capitale proprio | 3.40% |
| Margine netto | 0.65% |
| Ultimo aggiornamento sugli utili | 30 Jun 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento narrativa • Aug 05
TENB: AI Vulnerability Surge Will Expose Slower Execution Risk
The updated analyst price target for Tenable Holdings has been lowered to $23 from $29 as analysts balance recent Q2 strength and interest in the Tenable One platform and AI driven vulnerability demand with more cautious assumptions for revenue growth, profitability and future P/E multiples. Analyst Commentary Recent Street research on Tenable Holdings presents a mixed picture, with some firms lifting price targets and others turning more cautious after the latest Q2 update and investor communications.Seeking Alpha • Aug 03
Tenable: Great Opportunity To 'Buy' The Dip As Backlog Grows
Summary Tenable offers a compelling 'growth at a reasonable price' opportunity amid a market rotation favoring value and laggard sectors. TENB benefits from AI-driven cybersecurity demand, top-tier partnerships like Anthropic, and a balanced growth/profitability profile with mid-20s operating margins. Despite a recent >20% correction, TENB's Q2 results showed strong backlog growth and improved guidance, supporting a reiterated 'Buy' rating. Valuation remains attractive at 3.4x FY26 EV/revenue and 16.5x FY26 P/E, with further margin and EPS expansion expected into FY27. Read the full article on Seeking Alpha
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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 narrativa • 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.Aggiornamento narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Tenable Holdings guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 30 Jun 26 | 1,044 | 7 | 541 | 222 |
| 31 Mar 26 | 1,022 | -12 | 544 | 224 |
| 31 Dec 25 | 999 | -36 | 542 | 222 |
| 30 Sep 25 | 975 | -34 | 536 | 213 |
| 30 Jun 25 | 949 | -45 | 534 | 205 |
| 31 Mar 25 | 923 | -45 | 523 | 191 |
| 31 Dec 24 | 900 | -36 | 518 | 182 |
| 30 Sep 24 | 878 | -60 | 521 | 177 |
| 30 Jun 24 | 852 | -66 | 513 | 166 |
| 31 Mar 24 | 826 | -68 | 507 | 159 |
| 31 Dec 23 | 799 | -78 | 503 | 150 |
| 30 Sep 23 | 770 | -78 | 487 | 150 |
| 30 Jun 23 | 743 | -81 | 478 | 149 |
| 31 Mar 23 | 713 | -93 | 468 | 147 |
| 31 Dec 22 | 683 | -92 | 450 | 144 |
| 30 Sep 22 | 648 | -82 | 432 | 137 |
| 30 Jun 22 | 611 | -79 | 409 | 132 |
| 31 Mar 22 | 577 | -63 | 381 | 124 |
| 31 Dec 21 | 541 | -47 | 353 | 116 |
| 30 Sep 21 | 510 | -38 | 328 | 110 |
| 30 Jun 21 | 484 | -27 | 309 | 105 |
| 31 Mar 21 | 461 | -28 | 297 | 102 |
| 31 Dec 20 | 440 | -43 | 297 | 102 |
| 30 Sep 20 | 419 | -79 | 303 | 100 |
| 30 Jun 20 | 399 | -91 | 305 | 96 |
| 31 Mar 20 | 377 | -101 | 304 | 92 |
| 31 Dec 19 | 355 | -99 | 294 | 87 |
| 30 Sep 19 | 333 | -80 | 275 | 86 |
| 30 Jun 19 | 310 | -84 | 259 | 85 |
| 31 Mar 19 | 289 | -79 | 239 | 81 |
| 31 Dec 18 | 267 | -74 | 220 | 77 |
| 30 Sep 18 | 246 | -66 | 201 | 71 |
| 30 Jun 18 | 226 | -57 | 180 | 66 |
| 31 Mar 18 | 206 | -49 | 162 | 62 |
| 31 Dec 17 | 188 | -42 | 145 | 58 |
| 31 Dec 16 | 124 | -38 | 106 | 40 |
Guadagni di qualità: TENB ha un grande una tantum perdita di $14.4M che ha avuto un impatto sui suoi ultimi 12 mesi di risultati finanziari pari a 30th June, 2026.
Margine di profitto in crescita: TENB è diventata redditizia in passato.
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: TENB è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del 15.1% all'anno.
Accelerare la crescita: TENB è diventata redditizia nell'ultimo anno, rendendo difficile confrontare il tasso di crescita degli utili con la media quinquennale.
Guadagni vs Settore: TENB è diventata redditizia nell'ultimo anno, rendendo difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Software ( 21.2% ).
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 3.4% ) di TENB è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/06 13:08 |
| Prezzo dell'azione a fine giornata | 2026/08/06 00:00 |
| Utili | 2026/06/30 |
| 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 |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* 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 delle guide su come utilizzare i nostri report e dei 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 |