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Tenable Holdings, Inc.NasdaqGS:TENB 株式レポート

時価総額 US$3.7b
1日前に更新
株価
n/a
1Y12.5%
7D-1.7%
1D-0.09%
ポートフォリオ価値
​
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Tenable Holdings, Inc.

NasdaqGS:TENB 株式レポート

時価総額:US$3.7b

  • 会社概要
  • 評価
  • 将来の成長
  • 過去の実績
  • 財務の健全性
  • 配当金
  • マネジメント
  • 所有権
  • その他の情報
  • 株式コミュニティ

Tenable Holdings(TENB)株式概要

Tenable Holdings, Inc.は、米州、欧州、中東、アフリカ、アジア太平洋地域、および日本でサイバーエクスポージャー管理ソリューションを提供しています。 詳細

TENB ファンダメンタル分析
スノーフレーク・スコア
評価4/6
将来の成長4/6
過去の実績2/6
財務の健全性4/6
配当金0/6

報酬

当社が推定した公正価値より17.3%で取引されている

収益は年間36.1%増加すると予測されています

今年は黒字化を達成

同業他社や業界と比較して、良好な取引価格

リスク分析

財務結果に影響を与える大きな一時的項目


TENB Community Fair Values

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See what 55 others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

AN
AnalystConsensusTarget
4.8% 割安 内在価値ディスカウント
AnalystConsensusTarget
•21d ago

Mixed Earnings Signals Will Shape Cybersecurity Opportunity Over The Coming Year

388
0
33
AN
AnalystHighTarget
31.1% 割安 内在価値ディスカウント
AnalystHighTarget
•1mo ago

Exposure Management Leadership And AI Defense Will Drive Powerful Long Term Cybersecurity Tailwinds

57
0
0
AN
AnalystLowTarget
46.4% 割高 内在価値ディスカウント
AnalystLowTarget
•1mo ago

AI-Driven Cyber Threats Will Pressure Margins Yet Ultimately Support Exposure Management Demand

26
0
0

Top Analyst Narratives

AN
AnalystConsensusTarget
4.8% 割安 内在価値ディスカウント
AnalystConsensusTarget
•21d ago

Mixed Earnings Signals Will Shape Cybersecurity Opportunity Over The Coming Year

388
0
33
AN
AnalystHighTarget
31.1% 割安 内在価値ディスカウント
AnalystHighTarget
•1mo ago

Exposure Management Leadership And AI Defense Will Drive Powerful Long Term Cybersecurity Tailwinds

57
0
0
AN
AnalystLowTarget
46.4% 割高 内在価値ディスカウント
AnalystLowTarget
•1mo ago

AI-Driven Cyber Threats Will Pressure Margins Yet Ultimately Support Exposure Management Demand

26
0
0
View all narratives

Tenable Holdings, Inc. 競合他社

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価格と性能

株価の高値、安値、推移の概要Tenable Holdings
過去の株価
現在の株価US$33.67
52週高値US$43.67
52週安値US$15.73
ベータ0.96
1ヶ月の変化-8.26%
3ヶ月変化25.31%
1年変化12.46%
3年間の変化-27.42%
5年間の変化-29.04%
IPOからの変化11.31%

最新ニュース

User avatar
ナラティブ更新 • Aug 19

TENB: AI Exposure Management And Profitability Will Be Tested By Execution Risks

Analysts have raised the central price target for Tenable Holdings from $30.30 to $35.35, citing stronger confidence in the Tenable One platform, improving profit margin assumptions, and ongoing interest in the company's AI driven exposure management capabilities, as reflected in a series of recent target revisions across the Street. Analyst Commentary Recent commentary on Tenable Holdings highlights a split view on how quickly the company can convert its exposure management vision and AI capabilities into sustained growth and margin improvement.

Recent updates

User avatar
ナラティブ更新 • Aug 19

TENB: AI Exposure Management And Profitability Will Be Tested By Execution Risks

Analysts have raised the central price target for Tenable Holdings from $30.30 to $35.35, citing stronger confidence in the Tenable One platform, improving profit margin assumptions, and ongoing interest in the company's AI driven exposure management capabilities, as reflected in a series of recent target revisions across the Street. Analyst Commentary Recent commentary on Tenable Holdings highlights a split view on how quickly the company can convert its exposure management vision and AI capabilities into sustained growth and margin improvement.
分析記事 • Aug 11

Tenable Holdings' (NASDAQ:TENB) Strong Earnings Are Of Good Quality

Tenable Holdings, Inc. ( NASDAQ:TENB ) recently posted some strong earnings, and the market responded positively. Our...
User avatar
ナラティブ更新 • 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
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
User avatar
新しいナラティブ • 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.
分析記事 • 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...

株主還元

TENBUS SoftwareUS 市場
7D-1.7%-0.7%-0.2%
1Y12.5%-9.0%14.8%

業界別リターン: TENB過去 1 年間で-9 % の収益を上げたUS Software業界を上回りました。

リターン対市場: TENBは、過去 1 年間で14.8 % のリターンを上げたUS市場を下回りました。

価格変動

Is TENB's price volatile compared to industry and market?
TENB volatility
TENB Average Weekly Movement9.9%
Software Industry Average Movement9.2%
Market Average Movement6.9%
10% most volatile stocks in US Market15.5%
10% least volatile stocks in US Market2.9%

安定した株価: TENB 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: TENBの 週次ボラティリティ ( 10% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
20021,995Steve Vintzwww.tenable.com

Tenable Holdings, Inc.は、米州、欧州、中東、アフリカ、アジア太平洋地域、および日本でサイバーエクスポージャー管理ソリューションを提供しています。同社のプラットフォームには、人工知能技術の使用に関連するセキュリティリスクの特定、評価、低減を支援するソリューション「Tenable AI Exposure」、従来型および最新のアタックサーフェスに関するリスクベースのビューを組織に提供するクラウド型サービスとしてのソフトウェア「Tenable Vulnerability Management」などがあります;Tenableクラウドセキュリティは、設定の誤り、リスクの高いエンタイトルメント、および脆弱性によって引き起こされる優先度の高いセキュリティギャップを明らかにし、解決するために使用するクラウドセキュリティソリューションです。また、外部攻撃サーフェス管理ソリューション「Tenable Attack Surface Management」、オンプレミス脆弱性管理ソリューション「Tenable Security Center」、産業用ネットワークを含むOT環境を保護するための脅威検出、資産追跡、脆弱性管理、構成制御機能を提供するOT/IoT環境の統合セキュリティソリューション「Tenable OT Security」も提供している。さらに、サイバーセキュリティ業界および企業プラットフォーム向けの脆弱性評価ソリューションであるNessusや、ソフトウェア開発ライフサイクルの設計・構築段階でクラウドインフラの設定ミスや脆弱性をプログラムで検出できるNessus Expertも提供している。テナブル・ホールディングスは2002年に設立され、メリーランド州コロンビアに本社を置いています。

Tenable Holdings, Inc. 基礎のまとめ

Tenable Holdings の収益と売上を時価総額と比較するとどうか。
TENB 基礎統計学
時価総額US$3.71b
収益(TTM)US$6.74m
売上高(TTM)US$1.04b
550.0x
PER(株価収益率
3.6x
P/Sレシオ

TENB は割高か?

公正価値と評価分析を参照

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
TENB 損益計算書(TTM)
収益US$1.04b
売上原価US$229.05m
売上総利益US$814.49m
その他の費用US$807.75m
収益US$6.74m

直近の収益報告

Jun 30, 2026

次回決算日

該当なし

一株当たり利益(EPS)0.061
グロス・マージン78.05%
純利益率0.65%
有利子負債/自己資本比率179.2%

TENB の長期的なパフォーマンスは?

過去の実績と比較を見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/09/09 19:38
終値2026/09/09 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
  • SECフォーム10-K
  • SECフォーム10-Q
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
  • アナリストリサーチレポート
  • Blue Matrix
市場価格30年
  • 株価
  • 配当、分割、措置
  • ICEマーケットデータ
  • SECフォームS-1
所有権10年
  • トップ株主
  • インサイダー取引
  • SECフォーム4
  • SECフォーム13D
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
  • SECフォーム10-K
  • SECフォームDEF 14A
主な進展10年
  • 会社からのお知らせ
  • SECフォーム8-K

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Tenable Holdings, Inc. 22 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。36

アナリスト機関
Shrenik KothariBaird
Saket KaliaBarclays
Andrew SmithBerenberg

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