Tenable Holdings, Inc.

NasdaqGS:TENB 株式レポート

時価総額：US$2.4b

Tenable Holdings 過去の業績

過去 基準チェック /06

Tenable Holdingsは6.1%の年平均成長率で業績を伸ばしているが、Software業界はgrowingで21.2%毎年増加している。売上は成長しており、年平均15.2%の割合である。

主要情報

6.13%

収益成長率

8.40%

EPS成長率

Software 業界の成長17.33%
収益成長率15.16%
株主資本利益率-4.74%
ネット・マージン-1.15%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

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.

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.

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.

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.

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.

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.

Tenable: Deep Value At 12x P/E Despite Consistent Growth And Recurring Revenue Deals

Feb 05

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.

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.

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.

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.

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.

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.

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.

Tenable Holdings, Inc.'s (NASDAQ:TENB) Prospects Need A Boost To Lift Shares

Sep 19
Tenable Holdings, Inc.'s (NASDAQ:TENB) Prospects Need A Boost To Lift Shares

An Intrinsic Calculation For Tenable Holdings, Inc. (NASDAQ:TENB) Suggests It's 46% Undervalued

Jul 18
An Intrinsic Calculation For Tenable Holdings, Inc. (NASDAQ:TENB) Suggests It's 46% Undervalued

Tenable Holdings (NASDAQ:TENB) Seems To Use Debt Quite Sensibly

May 24
Tenable Holdings (NASDAQ:TENB) Seems To Use Debt Quite Sensibly

Tenable Holdings, Inc. (NASDAQ:TENB) Just Reported Earnings, And Analysts Cut Their Target Price

May 02
Tenable Holdings, Inc. (NASDAQ:TENB) Just Reported Earnings, And Analysts Cut Their Target Price
User avatar

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.

Pinning Down Tenable Holdings, Inc.'s (NASDAQ:TENB) P/S Is Difficult Right Now

Apr 28
Pinning Down Tenable Holdings, Inc.'s (NASDAQ:TENB) P/S Is Difficult Right Now

Tenable: One Of The Few 'Growth At A Reasonable Price' Cybersecurity Stocks

Apr 24

Tenable Holdings: Security Tight, Upside Loose (Ratings Downgrade)

Feb 06

Is Tenable Holdings (NASDAQ:TENB) Using Debt In A Risky Way?

Dec 28
Is Tenable Holdings (NASDAQ:TENB) Using Debt In A Risky Way?

Getting In Cheap On Tenable Holdings, Inc. (NASDAQ:TENB) Is Unlikely

Nov 19
Getting In Cheap On Tenable Holdings, Inc. (NASDAQ:TENB) Is Unlikely

Tenable Holdings: M&A Signals Weakness

Oct 21

Is Tenable Holdings (NASDAQ:TENB) Weighed On By Its Debt Load?

Sep 10
Is Tenable Holdings (NASDAQ:TENB) Weighed On By Its Debt Load?

Tenable Holdings Q2 Tenacity: A Secure Bet On AI And Cloud Growth

Sep 03

収支内訳

Tenable Holdings の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NasdaqGS:TENB 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 261,022-12547226
31 Dec 25999-36542222
30 Sep 25975-34531212
30 Jun 25949-45529203
31 Mar 25923-45520190
31 Dec 24900-36518182
30 Sep 24878-60521177
30 Jun 24852-66513166
31 Mar 24826-68507159
31 Dec 23799-78503150
30 Sep 23770-78487150
30 Jun 23743-81478149
31 Mar 23713-93468147
31 Dec 22683-92450144
30 Sep 22648-82432137
30 Jun 22611-79409132
31 Mar 22577-63381124
31 Dec 21541-47353116
30 Sep 21510-38328110
30 Jun 21484-27309105
31 Mar 21461-28297102
31 Dec 20440-43297102
30 Sep 20419-79303100
30 Jun 20399-9130596
31 Mar 20377-10130492
31 Dec 19355-9929487
30 Sep 19333-8027586
30 Jun 19310-8425985
31 Mar 19289-7923981
31 Dec 18267-7422077
30 Sep 18246-6620171
30 Jun 18226-5718066
31 Mar 18206-4916262
31 Dec 17188-4214558
31 Dec 16124-3810640

質の高い収益: TENBは現在利益が出ていません。

利益率の向上: TENBは現在利益が出ていません。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: TENBは利益を出していないが、過去 5 年間で年間6.1%の割合で損失を削減してきた。

成長の加速: TENBの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。

収益対業界: TENBは利益が出ていないため、過去 1 年間の収益成長をSoftware業界 ( 14.3% ) と比較することは困難です。

株主資本利益率

高いROE: TENBは現在利益が出ていないため、自己資本利益率 ( -4.74% ) はマイナスです。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/04 06:00
終値2026/05/01 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やYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

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。38

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