Tenable Holdings, Inc.

NasdaqGS:TENB 株式レポート

時価総額:US$3.0b

Tenable Holdings マネジメント

マネジメント 基準チェック /24

Tenable Holdingsの CEO はSteve Vintzで、 Dec2024年に任命され、 の在任期間は 1.5年です。 の年間総報酬は$ 11.86Mで、 3.8%給与と96.2%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.44%を直接所有しており、その価値は$ 13.44M 。経営陣と取締役会の平均在任期間はそれぞれ2.3年と4.1年です。

主要情報

Steve Vintz

最高経営責任者

US$11.9m

報酬総額

CEO給与比率3.80%
CEO在任期間1.5yrs
CEOの所有権0.4%
経営陣の平均在職期間2.3yrs
取締役会の平均在任期間4.1yrs

経営陣の近況

Recent updates

ナラティブの更新 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.
ナラティブの更新 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.
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 Alpha
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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...
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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...
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 Alpha
Seeking 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 Alpha
分析記事 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...
分析記事 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 Alpha

CEO報酬分析

Tenable Holdings の収益と比較して、Steve Vintz の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

-US$12m

Dec 31 2025US$12mUS$451k

-US$36m

Sep 30 2025n/an/a

-US$34m

Jun 30 2025n/an/a

-US$45m

Mar 31 2025n/an/a

-US$45m

Dec 31 2024US$6mUS$426k

-US$36m

Sep 30 2024n/an/a

-US$60m

Jun 30 2024n/an/a

-US$66m

Mar 31 2024n/an/a

-US$68m

Dec 31 2023US$5mUS$414k

-US$78m

Sep 30 2023n/an/a

-US$78m

Jun 30 2023n/an/a

-US$81m

Mar 31 2023n/an/a

-US$93m

Dec 31 2022US$6mUS$412k

-US$92m

Sep 30 2022n/an/a

-US$82m

Jun 30 2022n/an/a

-US$79m

Mar 31 2022n/an/a

-US$63m

Dec 31 2021US$5mUS$396k

-US$47m

Sep 30 2021n/an/a

-US$38m

Jun 30 2021n/an/a

-US$27m

Mar 31 2021n/an/a

-US$28m

Dec 31 2020US$5mUS$371k

-US$43m

Sep 30 2020n/an/a

-US$79m

Jun 30 2020n/an/a

-US$91m

Mar 31 2020n/an/a

-US$101m

Dec 31 2019US$5mUS$350k

-US$99m

報酬と市場: Steveの 総報酬 ($USD 11.86M ) は、 US市場 ($USD 7.03M ) の同規模の企業の平均を上回っています。

報酬と収益: Steveの報酬は増加しましたが、会社は利益を上げていません。


CEO

Steve Vintz (57 yo)

1.5yrs
在職期間
US$11,862,340
報酬

Mr. Stephen A. Vintz, also known as Steve, CPA serves as Director of Tenable Holdings Inc. since May 14, 2025 and served as its Chief Financial Officer since October 2014 until August 21, 2025 and as its C...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Stephen Vintz
Co-CEO & Director1.5yrsUS$11.86m0.44%
$ 13.4m
Mark Thurmond
Co-CEO & Director1.5yrsUS$11.86m0.17%
$ 5.0m
John Huffard
Co-Founder & Director24.4yrsUS$256.99k0.46%
$ 13.9m
Matthew Brown
Chief Financial Officerless than a yearUS$7.58m0.036%
$ 1.1m
J. Anschutz
Chief Accounting Officer1.3yrsデータなし0.067%
$ 2.0m
Vlad Korsunsky
Chief Technology Officer & Managing Director of Tenable Israelno dataデータなしデータなし
Patricia Grant
Chief Information Officer2yrsデータなしデータなし
Andrea DiMarco
Head of Investor Relationsno dataデータなしデータなし
Michelle VonderHaar
Chief Legal Officer & Corporate Secretary3.6yrsデータなしデータなし
C. Olton
Senior Vice President of Corporate Development & Strategy6.8yrsデータなしデータなし
Meg O'Leary
Chief Marketing Officer2.7yrsデータなしデータなし
Bridgett Paradise
Chief People Officer8.3yrsデータなしデータなし
2.3yrs
平均在職期間
57yo
平均年齢

経験豊富な経営陣: TENBの経営陣は 経験豊富 であると考えられます ( 2.3年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Stephen Vintz
Co-CEO & Director1.1yrsUS$11.86m0.44%
$ 13.4m
Mark Thurmond
Co-CEO & Director1.1yrsUS$11.86m0.17%
$ 5.0m
John Huffard
Co-Founder & Director24.4yrsUS$256.99k0.46%
$ 13.9m
A. Seawell
Independent Director8.7yrsUS$254.99k0.027%
$ 834.8k
Arthur Coviello
Independent Chair of the Board8.3yrsUS$294.99k0.052%
$ 1.6m
Niloofar Howe
Independent Director5.1yrsUS$247.49k0.027%
$ 822.4k
Linda K. Higgins
Independent Director6.8yrsUS$254.99k0.010%
$ 303.9k
George Tosheff
Independent Director3.8yrsUS$249.99k0.028%
$ 863.7k
Margaret Keane
Independent Director3yrsUS$247.49k0.015%
$ 469.8k
Mark Weatherford
Member of Public Sector Advisory Board1.9yrsデータなしデータなし
Raymond Vicks
Independent Director4.4yrsUS$244.99k0.024%
$ 739.4k
Rob Joyce
Member of Public Sector Advisory Board1.9yrsデータなしデータなし
4.1yrs
平均在職期間
62yo
平均年齢

経験豊富なボード: TENBの 取締役会経験豊富 であると考えられます ( 4.1年の平均在任期間)。


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2026/06/09 21:11
終値2026/06/09 00:00
収益2026/03/31
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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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
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