Tenable Holdings, Inc.

NasdaqGS:TENB 주식 리포트

시가총액: US$3.0b

Tenable Holdings 경영진

경영진 기준 점검 2/4

Tenable Holdings CEO는 Steve Vintz, Dec2024 에 임명되었습니다 의 임기는 1.5 년입니다. 총 연간 보상은 $11.86M, 3.8% 급여 및 96.2% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $13.44M 가치에 해당하는 회사 주식의 0.44% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.3 년과 4.1 년입니다.

핵심 정보

Steve Vintz

최고경영자

US$11.9m

총 보수

CEO 급여 비율3.80%
CEO 재임 기간1.5yrs
CEO 지분 보유율0.4%
경영진 평균 재임 기간2.3yrs
이사회 평균 재임 기간4.1yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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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새로운 내러티브 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.
분석 기사 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
분석 기사 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...
분석 기사 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 보수 분석

Steve Vintz의 보수는 Tenable Holdings의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Steve의 총 보수(USD11.86M)는 US 시장에서 비슷한 규모 기업의 평균(USD7.03M)보다 높습니다.

보상과 수익: Steve의 보상은 회사가 적자임에도 증가했습니다.


CEO

Steve Vintz (57 yo)

1.5yrs
재임 기간
US$11,862,340
보수

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...


리더십 팀

이름직위재임 기간보수지분
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 Officer1.3yrs데이터 없음0.067%
$ 2.0m
Vlad Korsunsky
Chief Technology Officer & Managing Director of Tenable Israelno data데이터 없음데이터 없음
Patricia Grant
Chief Information Officer2yrs데이터 없음데이터 없음
Andrea DiMarco
Head of Investor Relationsno data데이터 없음데이터 없음
Michelle VonderHaar
Chief Legal Officer & Corporate Secretary3.6yrs데이터 없음데이터 없음
C. Olton
Senior Vice President of Corporate Development & Strategy6.8yrs데이터 없음데이터 없음
Meg O'Leary
Chief Marketing Officer2.7yrs데이터 없음데이터 없음
Bridgett Paradise
Chief People Officer8.3yrs데이터 없음데이터 없음
2.3yrs
평균 재임 기간
57yo
평균 나이

경험이 풍부한 관리: TENB의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.3 년).


이사회 구성원

이름직위재임 기간보수지분
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 Board1.9yrs데이터 없음데이터 없음
Raymond Vicks
Independent Director4.4yrsUS$244.99k0.024%
$ 739.4k
Rob Joyce
Member of Public Sector Advisory Board1.9yrs데이터 없음데이터 없음
4.1yrs
평균 재임 기간
62yo
평균 나이

경험이 풍부한 이사회: TENB의 이사회경험이 있음으로 간주됩니다(평균 재임 4.1 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/09 21:11
종가2026/06/09 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Tenable Holdings, Inc.는 36명의 분석가가 다루고 있습니다. 이 중 22명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Shrenik KothariBaird
Saket KaliaBarclays
Andrew SmithBerenberg