Tenable Holdings, Inc.

NasdaqGS:TENB Stok Raporu

Piyasa değeri: US$2.3b

Tenable Holdings Gelecekteki Büyüme

Future kriter kontrolleri 4/6

Tenable Holdings kazanç ve gelirin sırasıyla yıllık 48% ve 6% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 48.2% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 58.9% olacağı tahmin edilmektedir.

Anahtar bilgiler

48.0%

Kazanç büyüme oranı

48.17%

EPS büyüme oranı

Software kazanç büyümesi19.6%
Gelir büyüme oranı6.0%
Gelecekteki özkaynak getirisi58.93%
Analist kapsamı

Good

Son güncelleme04 May 2026

Gelecekteki son büyüme güncellemeleri

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
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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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Yeni Anlatı • 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.
Analiz Makalesi • 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
Analiz Makalesi • 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...
Analiz Makalesi • 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
Analiz Makalesi • 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 Alpha

Kazanç ve Gelir Büyüme Tahminleri

NasdaqGS:TENB - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/20281,226543173476
12/31/20271,1493029731422
12/31/20261,0741326728522
3/31/20261,022-12253267N/A
12/31/2025999-36250267N/A
9/30/2025975-34248265N/A
6/30/2025949-45249266N/A
3/31/2025923-45240255N/A
12/31/2024900-36207217N/A
9/30/2024878-60164175N/A
6/30/2024852-66152163N/A
3/31/2024826-68151161N/A
12/31/2023799-78141150N/A
9/30/2023770-78132143N/A
6/30/2023743-81123137N/A
3/31/2023713-93121137N/A
12/31/2022683-92112131N/A
9/30/2022648-82105121N/A
6/30/2022611-7991105N/A
3/31/2022577-638191N/A
12/31/2021541-479097N/A
9/30/2021510-388893N/A
6/30/2021484-278698N/A
3/31/2021461-287898N/A
12/31/2020440-434464N/A
9/30/2020419-791443N/A
6/30/2020399-91-1314N/A
3/31/2020377-101-24-5N/A
12/31/2019355-99N/A-11N/A
9/30/2019333-80N/A-9N/A
6/30/2019310-84N/A-6N/A
3/31/2019289-79N/A-4N/A
12/31/2018267-74N/A-3N/A
9/30/2018246-66N/A-6N/A
6/30/2018226-57N/A-6N/A
3/31/2018206-49N/A-7N/A
12/31/2017188-42N/A-6N/A
12/31/2016124-38N/A-3N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: TENB önümüzdeki 3 yıl içerisinde kârlı hale gelmesi öngörülüyor; bu da tasarruf oranından ( 3.5% ) daha hızlı bir büyüme olarak değerlendiriliyor.

Kazançlar ve Piyasa: TENB önümüzdeki 3 yıl içerisinde karlı hale gelmesi öngörülüyor ki bu da ortalama piyasa büyümesinin üzerinde kabul ediliyor.

Yüksek Büyüme Kazançları: TENB önümüzdeki 3 yıl içinde karlı hale gelmesi bekleniyor.

Gelir ve Pazar: TENB şirketinin gelirinin (yıllık 6% ) US pazarından (yıllık 11.6% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: TENB şirketinin gelirinin (yıllık 6% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: TENB 'nin Özsermaye Getirisi'nin 3 yıl içinde çok yüksek olması tahmin ediliyor ( 58.9 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/13 13:45
Gün Sonu Hisse Fiyatı2026/05/13 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Tenable Holdings, Inc. 38 Bu analistlerden 22, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Shrenik KothariBaird
Saket KaliaBarclays
Andrew SmithBerenberg