Tenable Holdings Framtida tillväxt
Future kriterier kontrolleras 4/6
Tenable Holdings förväntas öka intäkter och intäkter med 48% respektive 6% per år. EPS förväntas tillväxt med 48.2% per år. Avkastningen på eget kapital förväntas bli 58.9% om 3 år.
Viktig information
48.0%
Tillväxttakt i vinsten
48.17%
Tillväxttakt för EPS
| Software vinsttillväxt | 19.6% |
| Intäkternas tillväxttakt | 6.0% |
| Framtida avkastning på eget kapital | 58.93% |
| Bevakning av analytiker | Good |
| Senast uppdaterad | 04 May 2026 |
Senaste uppdateringarna om framtida tillväxt
Recent updates
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
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...
Ny berättelse • 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.Analysartikel • 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 AlphaSeeking 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 AlphaAnalysartikel • 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...Analysartikel • 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 AlphaAnalysartikel • Sep 10
Is Tenable Holdings (NASDAQ:TENB) Weighed On By Its Debt Load?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Seeking Alpha • Sep 03
Tenable Holdings Q2 Tenacity: A Secure Bet On AI And Cloud Growth
Summary Tenable Holdings, Inc. is poised for growth in cybersecurity with a focus on cloud security and AI, evidenced by strong Q2 2024 earnings and product performance. The company’s strategic shift to higher-margin products like Tenable One and CNAPP is expected to drive future revenue and offset slower VM growth. Wall Street analysts rate Tenable Holdings stock as a “Buy” with a 24% upside potential, and acquisition speculation could further boost the stock’s value. Despite valuation concerns, Tenable’s recurring revenue, operational efficiencies, and potential acquisition premium make it a compelling investment with a promising long-term outlook. Read the full article on Seeking AlphaPrognoser för vinst- och omsättningstillväxt
| Datum | Intäkter | Intäkter | Fritt kassaflöde | Kassaflöde från rörelsen | Genomsnittligt Antal analytiker |
|---|---|---|---|---|---|
| 12/31/2028 | 1,226 | 54 | 317 | 347 | 6 |
| 12/31/2027 | 1,149 | 30 | 297 | 314 | 22 |
| 12/31/2026 | 1,074 | 13 | 267 | 285 | 22 |
| 3/31/2026 | 1,022 | -12 | 253 | 267 | N/A |
| 12/31/2025 | 999 | -36 | 250 | 267 | N/A |
| 9/30/2025 | 975 | -34 | 248 | 265 | N/A |
| 6/30/2025 | 949 | -45 | 249 | 266 | N/A |
| 3/31/2025 | 923 | -45 | 240 | 255 | N/A |
| 12/31/2024 | 900 | -36 | 207 | 217 | N/A |
| 9/30/2024 | 878 | -60 | 164 | 175 | N/A |
| 6/30/2024 | 852 | -66 | 152 | 163 | N/A |
| 3/31/2024 | 826 | -68 | 151 | 161 | N/A |
| 12/31/2023 | 799 | -78 | 141 | 150 | N/A |
| 9/30/2023 | 770 | -78 | 132 | 143 | N/A |
| 6/30/2023 | 743 | -81 | 123 | 137 | N/A |
| 3/31/2023 | 713 | -93 | 121 | 137 | N/A |
| 12/31/2022 | 683 | -92 | 112 | 131 | N/A |
| 9/30/2022 | 648 | -82 | 105 | 121 | N/A |
| 6/30/2022 | 611 | -79 | 91 | 105 | N/A |
| 3/31/2022 | 577 | -63 | 81 | 91 | N/A |
| 12/31/2021 | 541 | -47 | 90 | 97 | N/A |
| 9/30/2021 | 510 | -38 | 88 | 93 | N/A |
| 6/30/2021 | 484 | -27 | 86 | 98 | N/A |
| 3/31/2021 | 461 | -28 | 78 | 98 | N/A |
| 12/31/2020 | 440 | -43 | 44 | 64 | N/A |
| 9/30/2020 | 419 | -79 | 14 | 43 | N/A |
| 6/30/2020 | 399 | -91 | -13 | 14 | N/A |
| 3/31/2020 | 377 | -101 | -24 | -5 | N/A |
| 12/31/2019 | 355 | -99 | N/A | -11 | N/A |
| 9/30/2019 | 333 | -80 | N/A | -9 | N/A |
| 6/30/2019 | 310 | -84 | N/A | -6 | N/A |
| 3/31/2019 | 289 | -79 | N/A | -4 | N/A |
| 12/31/2018 | 267 | -74 | N/A | -3 | N/A |
| 9/30/2018 | 246 | -66 | N/A | -6 | N/A |
| 6/30/2018 | 226 | -57 | N/A | -6 | N/A |
| 3/31/2018 | 206 | -49 | N/A | -7 | N/A |
| 12/31/2017 | 188 | -42 | N/A | -6 | N/A |
| 12/31/2016 | 124 | -38 | N/A | -3 | N/A |
Analytiker Framtid Tillväxt Prognoser
Intäkter kontra sparande: TENB förväntas bli lönsam under de kommande 3 åren, vilket anses vara snabbare än sparkvoten ( 3.5% ).
Resultat vs marknad: TENB förväntas bli lönsam under de kommande 3 åren, vilket anses överstiga genomsnittet på marknaden.
Höga tillväxtresultat: TENB förväntas bli lönsam under de kommande 3 åren.
Intäkt vs marknad: TENB s intäkter ( 6% per år) förväntas växa långsammare än marknaden för US ( 11.6% per år).
Hög tillväxtintäkter: TENB s intäkter ( 6% per år) förväntas växa långsammare än 20% per år.
Tillväxtprognoser för vinst per aktie
Framtida avkastning på eget kapital
Framtida ROE: TENB s avkastning på eget kapital förväntas bli mycket hög om 3 år ( 58.9 %).
Upptäck tillväxtföretag
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/13 07:14 |
| Aktiekurs vid dagens slut | 2026/05/13 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Tenable Holdings, Inc. bevakas av 38 analytiker. 22 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Shrenik Kothari | Baird |
| Saket Kalia | Barclays |
| Andrew Smith | Berenberg |