Will Tenable (TENB) Leverage AI Risk Tools to Strengthen Its Enterprise Security Platform?

• At Black Hat USA 2025, Tenable Holdings introduced Tenable AI Exposure, an expansion of its Tenable One platform aimed at helping enterprises manage and control generative AI-related security risks, including those associated with platforms like ChatGPT Enterprise and Microsoft Copilot.
• This launch highlights mounting demand for comprehensive AI risk management, as organizations rapidly adopt generative AI tools and face growing concerns around data visibility, policy enforcement, and cyber threat prevention.
• We'll examine how Tenable's new AI Exposure capabilities could shape the company's investment narrative and future market position.

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Tenable Holdings Investment Narrative Recap

To own shares in Tenable Holdings, you may need to believe that enterprise demand for proactive, unified exposure management, including risk controls for emerging AI tools, will strengthen Tenable’s role as a core security partner for organizations adapting to digital and AI-driven threats. The immediate rollout of Tenable AI Exposure adds relevance as a proof point for this thesis, but near-term stock catalysts remain tied to improving revenue momentum and narrowing losses; the incremental impact of this announcement is not likely to be material until customer adoption becomes measurable.

Among the recent updates, Tenable’s announcement that its Exposure Management Platform now supports over 300 integrations stands out. This expansion directly complements the new AI Exposure capabilities by reinforcing Tenable’s push for unified security data, tight workflows, and customer-driven platform adoption, key levers if the company is to drive growth ahead of competitive pressure and economic uncertainties.

However, while Tenable pushes into AI-driven solutions, investors should also be aware that ...

Read the full narrative on Tenable Holdings (it's free!)

Tenable Holdings' outlook anticipates $1.2 billion in revenue and $42.0 million in earnings by 2028. This scenario assumes an 8.2% annual revenue growth rate and a $86.8 million increase in earnings from the current -$44.8 million.

Uncover how Tenable Holdings' forecasts yield a $39.95 fair value, a 33% upside to its current price.

Exploring Other Perspectives

Fair value opinions from the Simply Wall St Community range widely, from US$9.27 to US$54.24, across five unique perspectives. With competitive risks in vulnerability management still front and center, market participants should explore several viewpoints on what this means for Tenable’s trajectory.

Explore 5 other fair value estimates on Tenable Holdings - why the stock might be worth less than half the current price!

Build Your Own Tenable Holdings Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Tenable Holdings research is our analysis highlighting 5 key rewards that could impact your investment decision.
• Our free Tenable Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Tenable Holdings' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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