Tenable: 65% of companies keep 'ghost' cloud credentials as AI code spreads
Tenable's 2026 Cloud and AI Security Risk Report highlights a growing "AI exposure gap," revealing that 86% of organizations host third-party code with critical vulnerabilities, 70% use AI/MCP packages, and 65% expose unused cloud credentials. The report also notes that non-human identities now pose a higher risk than human users (52% vs. 37%), with 18% of AI services granted administrative permissions that are rarely audited. Tenable recommends actions such as enforcing least-privilege controls, rotating secrets, and unifying visibility to mitigate these risks.
Tenable Leadership to Present at Key Tech Conference
Tenable Holdings, Inc. will have its senior executives, Steve Vintz and Matt Brown, present at the Morgan Stanley Technology, Media & Telecom Conference on March 3, 2026. This event provides an opportunity for Tenable to discuss its strategic vision, long-term strategy, and address inquiries regarding the current business climate and exposure management market trends. A live webcast and recording of the presentation will be available through Tenable's investor relations website.
Tenable co-CEO and CFO to Present at Upcoming Investor Events
Tenable Holdings, Inc. announced that co-CEO Steve Vintz and CFO Matt Brown will present at the Morgan Stanley Technology, Media & Telecom Conference on Tuesday, March 3, 2026, in San Francisco. The cybersecurity company, known for its exposure management platform, invites interested parties to visit its investor relations website for more details and a webcast of the presentations. This event provides an opportunity for investors to hear directly from Tenable's leadership.
Tenable co-CEO and CFO to Present at Upcoming Investor Events
Tenable Holdings, Inc. (NASDAQ: TENB) announced that co-CEO Steve Vintz and CFO Matt Brown will present at the upcoming Morgan Stanley Technology, Media & Telecom Conference on March 3, 2026, in San Francisco. The company, known for its exposure management platform, specified that details for a webcast of the presentations would be available on its investor relations website.
Tenable co-CEO and CFO to Present at Upcoming Investor Events
Tenable Holdings, Inc. (NASDAQ: TENB) announced that co-CEO Steve Vintz and CFO Matt Brown will present at the Morgan Stanley Technology, Media & Telecom Conference on March 3, 2026, in San Francisco. Tenable is an exposure management company that provides an AI-powered platform to unify security visibility across various environments and reduce business risk for its customers.
Tenable co-CEO and CFO to Present at Upcoming Investor Events
Tenable Holdings, Inc. announced that co-CEO Steve Vintz and CFO Matt Brown will present at the Morgan Stanley Technology, Media & Telecom Conference on Tuesday, March 3, 2026, in San Francisco. The company specializes in exposure management and cybersecurity solutions. Further details and a webcast for the event are available on Tenable's investor relations website.
Tenable leaders to present at San Francisco tech investor conference
Tenable (NASDAQ: TENB) announced that co-CEO Steve Vintz and CFO Matt Brown will present at the Morgan Stanley Technology, Media & Telecom Conference in San Francisco on Tuesday, March 3, 2026. This presentation will include company updates and investor-focused commentary, with a webcast available for investors on Tenable's investor website. Tenable is an exposure management company that uses an AI-powered platform to unify security visibility across IT infrastructure, cloud environments, and critical infrastructure.
Tenable co-CEO and CFO to Present at Upcoming Investor Events
Tenable Holdings, Inc. announced that co-CEO Steve Vintz and CFO Matt Brown will present at the Morgan Stanley Technology, Media & Telecom Conference on March 3, 2026, in San Francisco. The company, known for its exposure management platform, allows investors to find more information and webcasts on its investor relations website.
Understanding Momentum Shifts in (TENB)
Tenable Holdings Inc. (NASDAQ: TENB) is showing a mid-channel oscillation pattern with a positive near-term sentiment that may shift. AI models have generated distinct trading strategies including a long position, a momentum breakout, and a short risk hedging strategy. The analysis indicates potential for choppy conditions due to divergent sentiment across different time horizons.
Why Tenable Holdings (TENB) Is Up 6.2% After Strong 2025 Results and New Buyback Expansion – And What's Next
Tenable Holdings reported strong Q4 and full-year 2025 results, with sales reaching US$260.53 million for the quarter and US$999.41 million for the year. The company expanded its share repurchase program by US$150 million and provided optimistic 2026 revenue guidance, driven by the adoption of its Tenable One platform and AI-powered exposure management. Despite a small net loss, management remains confident in future growth, reinforced by recent industry recognition for its AI capabilities.
What is Scotiabank's Estimate for Tenable FY2026 Earnings?
Scotiabank has increased its FY2026 EPS estimate for Tenable (NASDAQ:TENB) to $0.40 per share, up from $0.27, while maintaining a "Sector Perform" rating and a $23.00 target price. This follows Tenable's recent quarterly earnings beat, where the company reported $0.48 EPS on $260.53 million in revenue, exceeding analyst expectations. The company also provided FY2026 guidance indicating EPS between $1.81 and $1.90.
Tenable Holdings And 2 Other Stocks That May Be Priced Below Their Estimated Value
This article highlights three US stocks—Tenable Holdings (TENB), Circle Internet Group (CRCL), and Millrose Properties (MRP)—that are potentially undervalued based on future cash flow estimations. It provides an overview of each company's operations, estimated discount to fair value, recent performance, and strategic developments. The analysis suggests these companies could offer growth opportunities for investors in the current buoyant market.
Tenable Named as the Current Company to Beat for AI-Powered Exposure Assessment in a 2025 Gartner Report
Tenable Holdings, Inc. has been recognized in a 2025 Gartner report, "AI Vendor Race," as the leading company for AI-powered exposure assessment. Gartner highlights Tenable's dominance in vulnerability assessment, combined with strong asset discovery, third-party telemetry ingestion, and AI capabilities to enhance prioritization, analyze attack paths, and enable automation. Tenable attributes this recognition to its AI-driven exposure management strategy, which aims to unify and contextualize risk for proactive defense.
Tenable Holdings Recognized as Leader in AI-Powered Exposure Assessment by Gartner in 2025 AI Vendor Race
Tenable Holdings has been recognized as a leader in AI-powered exposure assessment by Gartner in the 2025 AI Vendor Race, lauded for its comprehensive risk management solutions and integration of AI in vulnerability assessment. The company's Tenable One platform provides a unified view of exposure risks, enabling proactive threat defense and positioning it as a key player in leveraging AI for cybersecurity and securing AI environments. This recognition highlights Tenable's strong market position and innovative approach in the cybersecurity sector.
Tenable Named as the Current Company to Beat for AI-Powered Exposure Assessment in a 2025 Gartner® Report
Tenable Holdings, Inc. has been recognized in a 2025 Gartner report as the company to beat for AI-powered exposure assessment, lauded for its dominance in vulnerability assessment combined with strong asset and attack surface discovery capabilities and AI. The company attributes this recognition to its AI-driven exposure management strategy, which unifies and contextualizes risk exposure for proactive defense. Tenable One leverages AI to aggregate data, analyze attack paths, and enable greater automation, helping organizations secure AI from threats and use AI for defense.
5 Revealing Analyst Questions From Tenable's Q4 Earnings Call
Tenable reported strong Q4 earnings, surpassing revenue and non-GAAP profit estimates, driven by the adoption of its Tenable One platform and high demand for AI exposure management. Analyst questions focused on reconciling new business momentum with large customer additions, the popularity of specific Tenable One modules, and projected growth stabilization. Management affirmed higher pricing for Tenable One transactions due to broader coverage and consolidation benefits.
Tenable Holdings, Inc. (TENB) in Focus: Earnings Strength, Market Confidence, and Strategic Expansion
Tenable Holdings, Inc. (NASDAQ: TENB) reported strong fourth-quarter and full-year 2025 results, exceeding guidance with an 11% year-over-year revenue increase. Cantor Fitzgerald reaffirmed its Overweight rating with a $30 price target, and the company expanded its share repurchase program by $150 million. Tenable, a cybersecurity firm specializing in exposure management, projects continued revenue and earnings growth for 2026.
Tenable Holdings (TENB) Strong Q4 Performance Reflects Continued Adoption of Tenable One and AI-Driven Security Solutions
Tenable Holdings (NASDAQ: TENB) reported strong Q4 2025 and full-year 2025 financial results, driven by the continued adoption of its Tenable One platform and AI-driven security solutions. The company saw an 11% year-over-year revenue increase to $260.50 million in Q4 and $999.4 million for the full year 2025, with non-GAAP net income rising 13% to $57.30 million in Q4. Tenable also provided optimistic 2026 guidance, projecting revenues between $1.065-$1.075 billion and non-GAAP EPS in the range of $1.81-$1.90, attributing this growth to strong platform adoption, AI integration, and operational efficiency.
Tenable Holdings (TENB) Strong Q4 Performance Reflects Continued Adoption of Tenable One and AI-Driven Security Solutions
Tenable Holdings, Inc. (TENB) reported strong fourth-quarter and full-year 2025 results, demonstrating continued adoption of Tenable One and AI-driven security solutions. The company achieved 11% year-over-year revenue growth in Q4, reaching $260.50 million, and expanded its share repurchase program. For 2026, Tenable projects revenues between $1.065-$1.075 billion and non-GAAP EPS in the range of $1.81-$1.90, citing strong platform adoption and AI integration.
Insider Buying: COVIELLO ARTHUR W JR Acquires Shares of Tenable Holdings Inc (TENB)
COVIELLO ARTHUR W JR, a Director at Tenable Holdings Inc (TENB), recently purchased 12,000 shares, increasing his total holdings to 51,731 shares. This is the only insider buy in the past year against 24 insider sells. The stock was trading at $21.50, and its GF Value of $48.52 suggests it might be a "Possible Value Trap, Think Twice."
Insider Buying: Tenable (NASDAQ:TENB) Director Purchases 12,000 Shares of Stock
Tenable (NASDAQ:TENB) Director Arthur Coviello, Jr. recently purchased 12,000 shares of the company's stock for $258,000, increasing his stake by over 30%. This insider buying follows Tenable beating its quarterly earnings estimates and providing solid guidance for FY2026. The stock currently trades around $21.87 and has an average analyst rating of "Moderate Buy."
14 Oversold Value Stocks to Invest in Right Now
This article identifies 14 oversold value stocks for investment, focusing on Tenable Holdings, Inc. (NASDAQ: TENB) as an example. Tenable recently reported strong Q4 and full-year 2025 results, with growth driven by its AI-driven security solutions and Tenable One platform. Despite a GAAP net loss for the quarter, the company demonstrated strong revenue growth, increased its share repurchase program, and provided optimistic 2026 guidance.
Tenable Holdings (TENB) Near Breakeven EPS Rekindles Bullish Margin Improvement Narratives
Tenable Holdings (TENB) reported Q4 FY 2025 revenue of US$260.5 million and a basic EPS loss of US$0.01, nearing breakeven after a volatile year. Despite a trailing 12-month net loss of US$36.1 million, bullish investors see potential for future earnings growth and margin improvement, forecasting profitability within roughly three years. The stock's P/S ratio of 2.3x and a DCF fair value of US$53.87, significantly above its current price of US$19.76, further support this optimistic view, contingent on projected margin and earnings improvements materializing.
Tenable stock price target lowered to $24 by DA Davidson on growth concerns
DA Davidson has reduced its price target for Tenable (NASDAQ:TENB) from $25.00 to $24.00, maintaining a Neutral rating, citing concerns about growth stabilization despite solid Q4 results. The cybersecurity firm's stock is trading near its 52-week low, though analysts expect profitability this fiscal year and noted strong gross profit margins. While Tenable exceeded expectations for Q4 2025 earnings and revenue, its guidance on cloud computing billings will no longer be provided due to shorter billing durations affecting growth metrics.
Scotiabank Maintains Sector Perform for Tenable Holdings, Inc. (TENB) Feb 2026
Scotiabank has maintained its "Sector Perform" rating for Tenable Holdings, Inc. (TENB) but lowered its price target from $31 to $23. This action indicates a neutral stance with reduced optimism regarding potential upside, primarily due to concerns about valuation and margin assumptions rather than product demand. Investors are advised to focus on earnings execution and guidance revisions, interpreting this as a cautionary signal despite the company's strong demand for security solutions.
Tenable Holdings (TENB) Near Breakeven EPS Rekindles Bullish Margin Improvement Narratives
Tenable Holdings (TENB) concluded FY 2025 with Q4 revenue of US$260.5 million and a near-breakeven basic EPS loss of US$0.01, indicating narrowing losses over the past five years. While currently unprofitable, forecasts suggest earnings growth of 75.3% annually and profitability within three years, supported by a P/S of 2.3x and a DCF fair value significantly higher than its current share price. Investors remain focused on the company's ability to achieve consistent quarterly profitability and close the gap between its current valuation and future earnings potential.
Tenable Holdings, Inc. (NASDAQ:TENB) Q4 2025 Earnings Call Transcript
Tenable Holdings, Inc. (NASDAQ:TENB) reported financials for Q4 2025, exceeding guided metrics with 11% year-over-year revenue growth and a 24% operating margin. The company's Tenable One AI-powered exposure management platform contributed 46% of new business, attracting over 500 new enterprise customers and demonstrating strong demand for preemptive security solutions, especially given the rising complexity of AI-driven attack surfaces. Tenable expressed confidence in continued growth and margin expansion for 2026, driven by platform adoption, AI security innovations, and strategic investments despite anticipated billing duration headwinds.
Truist Securities reiterates Buy rating on Tenable stock after solid Q4
Truist Securities has reiterated its Buy rating on Tenable (NASDAQ:TENB) and maintained a $27.00 price target following the cybersecurity firm's strong fourth-quarter 2025 financial results. Tenable exceeded guidance across all key metrics, including revenue, operating margins, and Calculated Current Billings (CCB), and provided better-than-expected guidance for fiscal year 2026. The firm remains optimistic about Tenable's position in the exposure management market and its potential for sustained growth and margin expansion.
TENB Q4 Deep Dive: AI Security Demand, Platform Consolidation Drive Momentum
Tenable (TENB) reported strong fourth-quarter 2025 results, outperforming revenue and non-GAAP profit expectations, driven by demand for AI exposure management and accelerated adoption of its Tenable One platform. Management is confident in continued platform expansion and investment in AI-driven innovation, which is expected to be central to future customer buying decisions. The company anticipates maintaining margin expansion while balancing growth, supported by increased professional services demand and its extensive exposure data.
Tenable Expands AI Security With Tenable One AI Exposure Launch
Tenable Holdings has launched Tenable One AI Exposure, a new platform designed to manage AI-related vulnerabilities across various enterprise environments. This expansion aims to integrate AI risk management into existing cybersecurity frameworks, offering a unified approach for customers. The move positions Tenable to address growing concerns about AI security alongside traditional vulnerabilities, competing with other major cybersecurity vendors.
Tenable Is Building Out a Multisolution Platform Even as Platform Consolidation Intensifies
Tenable is viewed as a strong cybersecurity vendor specializing in vulnerability management and security operations. The firm's combined portfolio offers exposure management, helping clients assess their threat landscape and security posture. Despite intense competition, Tenable is expected to thrive due to the growing demand in this niche and its robust, sticky product portfolio.
Tenable Holdings Inc (NASDAQ:TENB) Surpasses Q4 Estimates and Provides Strong 2026 Outlook
Tenable Holdings Inc. (NASDAQ: TENB) reported strong financial results for Q4 2025, exceeding analyst expectations for revenue and non-GAAP EPS, leading to a 7% rise in after-hours trading. The cybersecurity firm also provided an optimistic outlook for 2026, with revenue guidance that aligns with or slightly exceeds current market expectations, driven by the continued adoption of its Tenable One exposure management platform. Key highlights include approaching $1 billion in annual revenue, strong cash generation, share repurchases, and industry recognition for its AI-powered platform.
Tenable pops after blowout earnings and bullish 2026 outlook
Shares of Tenable Holdings Inc. increased over 9% after the cybersecurity management firm reported impressive fiscal fourth-quarter earnings and revenue, surpassing analyst expectations. The company also provided a strong outlook for its fiscal 2026 first quarter and the full year, with adjusted earnings and revenue projections exceeding current analyst forecasts.
Tenable (NASDAQ:TENB) Exceeds Q4 CY2025 Expectations, Stock Soars
Tenable (NASDAQ:TENB) reported strong Q4 CY2025 results, surpassing revenue and EPS expectations with sales up 10.5% year-on-year. The cybersecurity exposure management company provided optimistic guidance for Q1 CY2026 revenue and full-year 2026 adjusted EPS, leading to a 5.8% stock increase post-announcement. Despite a slowdown in recent revenue growth and high customer acquisition costs, the company's long-term sales performance remains decent.
Tenable (NASDAQ: TENB) boosts $150M buyback alongside 2025 results
Tenable Holdings, Inc. has announced financial results for the quarter and full year ended December 31, 2025. Concurrently, the Board of Directors approved an increase of up to an additional $150 million to the company's existing share repurchase program, authorized on January 15, 2026. This move provides Tenable with greater flexibility to return capital to shareholders through various repurchase methods.
Tenable Holdings, Inc. (NASDAQ:TENB) Given Average Recommendation of "Hold" by Brokerages
Tenable Holdings, Inc. (NASDAQ:TENB) has received an average "Hold" rating from 19 brokerage firms, with an average 1-year price target of $34.41. The stock opened at $20.05, significantly below analyst targets, and has a market cap of $2.39 billion. Insider ownership is 1.5%, while institutional ownership stands at 89.06%, with major firms like UBS and Vanguard increasing their stakes.
Penserra Capital Management LLC Sells 68,062 Shares of Tenable Holdings, Inc. $TENB
Penserra Capital Management LLC reduced its stake in Tenable Holdings, Inc. by 3.0% in the third quarter, selling 68,062 shares. The firm now holds 2,181,678 shares, valued at approximately $63.62 million, making Tenable its 26th-largest position. Insider activity also shows Director A Brooke Seawell selling 115,000 shares in December, while analysts currently hold a "Hold" rating on Tenable with an average target price of $34.41.
Tenable (NASDAQ:TENB) Hits New 1-Year Low - Here's Why
Tenable (NASDAQ:TENB) recently hit a new 52-week low of $19.58, trading at $20.05 on heavy volume. Despite some analysts setting "buy" targets, the average rating for the stock is "Hold" with an average target price of $34.41. The company has a market cap of $2.39 billion, a negative P/E of -74.26, and a significant insider stock sale occurred in December.
Uncovering Potential: Tenable Holdings's Earnings Preview
Tenable Holdings (NASDAQ: TENB) is set to announce its quarterly earnings on February 4, 2026, with analysts expecting an EPS of $0.28. The company's past performance shows mixed results, and its stock is down 54.02% over the last 52 weeks. Despite a Neutral consensus rating from analysts, Tenable Holdings leads its peers in revenue growth, though it faces challenges in profitability, return on equity, and debt management.
Tenable Holdings, Inc. $TENB Shares Sold by Teacher Retirement System of Texas
The Teacher Retirement System of Texas significantly reduced its stake in Tenable Holdings, Inc. ($TENB) by selling 79.1% of its shares in Q3, leaving it with 35,857 shares valued at approximately $1.046 million. Additionally, a Tenable director sold 115,000 shares for about $2.85 million. Analysts currently have a consensus "Hold" rating on Tenable, with an average price target of $34.41, though several firms have recently lowered their targets.
Earnings To Watch: Tenable (TENB) Reports Q4 Results Tomorrow
Tenable (NASDAQ: TENB), a cybersecurity exposure management company, is set to announce its Q4 results after market close on Wednesday. Analysts expect revenue to grow 6.8% year-on-year to $251.8 million and adjusted earnings of $0.41 per share, despite a recent slowdown and a significant miss on annual recurring revenue estimates last quarter. The cybersecurity sector has seen a downturn, with Tenable's peers collectively dropping 12.2%, while Tenable itself is down 3.8% in the last month.
Tenable extends exposure management to AI attack surface
Tenable Holdings, Inc. has made its Tenable One AI Exposure platform generally available, extending exposure management to the AI attack surface. This platform unifies AI protection, discovery, and usage governance across various environments, including SaaS, cloud services, APIs, and agents. The goal is to provide organizations with complete visibility and contextual insight into AI risks, enabling proactive management and governance through continuous discovery, correlation of AI usage with infrastructure, and actionable reduction strategies.
AlphaQuest LLC Has $2.07 Million Holdings in Tenable Holdings, Inc. $TENB
AlphaQuest LLC significantly increased its stake in Tenable Holdings, Inc. ($TENB) by 267.3% in Q3, now holding shares valued at approximately $2.07 million. Tenable recently beat its Q3 earnings and revenue estimates, reporting $0.42 EPS and $252.4 million in revenue, surpassing analyst expectations. The company, with a market capitalization of $2.63 billion, currently has a "Hold" consensus rating from analysts with an average target price of $34.71.
Y Intercept Hong Kong Ltd Has $1.57 Million Stake in Tenable Holdings, Inc. $TENB
Y Intercept Hong Kong Ltd significantly reduced its stake in Tenable Holdings, Inc. by 74.3% in Q3, selling 155,630 shares but still retaining 53,781 shares valued at approximately $1.57 million. While Y Intercept decreased its holdings, other major institutions like Norges Bank, Marshall Wace LLP, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., Squarepoint Ops LLC, and Penserra Capital Management LLC substantially increased their positions in Tenable. The stock maintains a consensus "Hold" rating from analysts with an average target price of $34.71, trading near $22 with a market capitalization of about $2.63 billion.
Cantor Fitzgerald lowers Tenable stock price target to $30 on federal concerns
Cantor Fitzgerald lowered its price target for Tenable (NASDAQ:TENB) to $30 from $42, while maintaining an Overweight rating, citing recent software multiple contraction and limited federal visibility due to potential government shutdowns. Despite the reduction, the firm views Tenable as a value play with upside potential from its Tenable One platform, M&A, and increased demand for cloud security. Other analysts have also adjusted price targets, with Tenable recently launching AI exposure management features, and InvestingPro analysis suggests the stock is undervalued despite revenue growth and expected profitability.
Tenable stock price target lowered to $25 by DA Davidson on billings shift By Investing.com
DA Davidson has lowered its price target for Tenable (NASDAQ:TENB) to $25 from $32 due to lower peer multiples and revised free cash flow estimates, while maintaining a Neutral rating. The reduction is largely attributed to Tenable's strategic shift from multi-year prepayments to annual billings, which is causing a "dislocation" between revenue and cloud computing business growth. Despite these concerns, the firm anticipates solid Q4 results for Tenable.
Expert Outlook: Tenable Holdings Through The Eyes Of 4 Analysts
Four analysts have recently published ratings on Tenable Holdings (NASDAQ: TENB), with an average 12-month price target of $29.0, a decrease of 18.88% from the previous average. While the company showed 11.16% revenue growth, it lags behind industry peers in vital financial metrics like net margin, ROE, and ROA. Analysts provide these insights to offer guidance on market performance, though investors should consider other financial indicators for prudent decision-making.
Tenable Holdings (TENB) Price Target Lowered by DA Davidson | TE
DA Davidson has updated its rating for Tenable Holdings (TENB), maintaining a Neutral stance and reducing the price target from $32.00 to $25.00, reflecting a 21.88% decrease. This adjustment follows a trend of lowered price targets from various firms, highlighting a cautious outlook on Tenable's future stock performance. Despite these adjustments, the average target from 19 analysts suggests an upside of 60.34% from the current price, with GuruFocus estimating an even higher fair value for the stock.
Cantor Fitzgerald lowers Tenable stock price target to $30 on federal concerns
Cantor Fitzgerald has lowered its price target for Tenable (NASDAQ:TENB), a cybersecurity company, to $30 from $42, citing software multiple contraction and federal visibility concerns, including a potential government shutdown. Despite the reduced target, the firm maintains an "Overweight" rating, viewing Tenable as a value play due to its Tenable One platform, M&A activities, and growing demand for cloud security. Other analysts like DA Davidson, Truist Securities, Needham, and Stifel have also recently adjusted their price targets for Tenable, highlighting ongoing evaluations of the company's financial and strategic initiatives.
Tenable stock price target lowered to $25 by DA Davidson on billings shift
DA Davidson has reduced its price target for Tenable (NASDAQ:TENB) to $25 from $32, while maintaining a Neutral rating. This adjustment is due to lower peer multiples and reduced free cash flow estimates, although the firm expects solid Q4 results. The cybersecurity company's shift from multi-year prepayments to annual billings is creating a "dislocation" between revenue growth and cloud computing business growth, influencing future guidance.
