Tenable Holdings Inc (TENB) Stock Up 4.0% and Still Undervalued -- GF Score: 74/100
Tenable Holdings Inc (TENB) shares increased by 4.0% to $36.39, trading significantly below its GF Value™ estimate of $47.20, suggesting it is undervalued. The company holds an above-average GF Score™ of 74/100, driven by strong growth and valuation ranks, despite lower profitability. Insider activity shows net selling, raising some caution for investors.
Tenable Gains as Investors May Be Reassessing Recent AI and Capital Allocation Updates
Tenable (TENB) stock saw a 4.3% increase, possibly due to investors reassessing its strong operating performance, raised full-year targets, and AI-related product developments. The company's recent financing package, including debt refinancing and share repurchases, along with its focus on AI security, may also be contributing factors to positive market sentiment. Recent insider trading shows more sales than purchases, while institutional investors show mixed activity with significant additions and removals of shares.
Tenable (NASDAQ:TENB) Shares Up 6.5% - Time to Buy?
Tenable (NASDAQ:TENB) shares increased by 6.5% during mid-day trading, though volume was significantly lower than average. The company recently exceeded quarterly earnings and revenue expectations, reporting $0.51 EPS and $268.51 million in revenue, an 8.6% year-over-year growth. Despite this, analyst sentiment is mixed with a consensus "Hold" rating and an average price target of $34.68, while institutional investors hold a substantial 89.06% of the company's shares.
Tenable Holdings, Inc. (TENB) latest stock news and headlines – Yahoo Finance
This Yahoo Finance page provides a compilation of recent news and headlines concerning Tenable Holdings, Inc. (TENB). The articles cover topics such as AI governance spending, cybersecurity trends, stock performance analysis, and corporate announcements like convertible senior notes offerings and its ranking in device vulnerability management. It also mentions Tenable's involvement with the White House-led Project Watershed and its upcoming inclusion in the S&P SmallCap 600.
Bank of America Corp DE Invests $30.88 Million in Tenable Holdings, Inc. $TENB
Bank of America Corp DE has acquired a new position in Tenable Holdings, Inc. (NASDAQ:TENB), purchasing 837,409 shares valued at approximately $30.88 million, representing a 0.76% stake in the cybersecurity company. Tenable reported strong Q2 earnings, surpassing analyst expectations with an adjusted EPS of $0.51 and revenue of $268.51 million, an 8.6% increase year-over-year. Despite mixed analyst ratings, with a consensus "Hold" and an average price target below the current share price, institutional investors collectively own 89.06% of Tenable's stock.
Corient Private Wealth LP Sells 81,238 Shares of Tenable Holdings, Inc. $TENB
Corient Private Wealth LP significantly reduced its stake in Tenable Holdings, Inc. by selling 81,238 shares, decreasing its position by 49.2%. Despite this, institutional ownership in Tenable remains high at 89.06%, with other major investors like BlackRock and Norges Bank increasing their holdings. Tenable surpassed its quarterly earnings and revenue expectations, though analyst sentiment is mixed, resulting in a consensus "Hold" rating with an average price target below its current share price.
Columbia public company raises $778M amid AI-driven demand
Tenable Holdings, a Columbia-based public company, has raised $778 million through an $800 million convertible note sale. The company plans to use these proceeds to buy back shares of its own stock and pay off a significant loan. This move is part of Tenable's ongoing strategy to boost its share prices, amidst increasing AI-driven demand.
Tenable Holdings (NASDAQ: TENB) Surpasses Average Analyst Price Target, Forcing Fresh Valuation Debate
Tenable Holdings (NASDAQ: TENB) has surpassed the average analyst 12-month price target, reaching $38.09 per share against a $36.35 average. This development prompts analysts to either downgrade the stock or raise their price targets, indicating a critical re-evaluation of its valuation. The analyst consensus has shown a slight softening in bullish sentiment, with the average numerical rating drifting from 2.09 three months ago to 2.43 currently, suggesting investors should undertake an independent review of the company's fundamentals.
Form 8K Tenable Holdings Inc For: 15 September By Investing.com
This article from Investing.com reports on a Form 8K filing by Tenable Holdings Inc. The filing was made on September 15th. The article is very brief and provides no further details about the content of the 8K filing.
0.25% notes let Tenable (TENB) buy back $170M stock and repay loans
Tenable Holdings, Inc. (TENB) completed a private offering of $800 million in 0.25% Convertible Senior Notes due 2031. The net proceeds of approximately $778.8 million were used to repurchase about $170.5 million of common stock, repay term loans, cover capped call transactions, and for general corporate purposes. The notes have an initial conversion price of $44.84 per share, representing a 40% premium to the last reported share price, and include capped call transactions to reduce potential dilution.
Form 8K Tenable Holdings Inc For: 15 September By Investing.com
This article reports on the filing of a Form 8K by Tenable Holdings Inc. on September 15. The brief announcement provides no further details but links to the company's stock performance. The article is primarily a placeholder for the SEC filing announcement.
Tenable (TENB) Moves 16.5% Higher: Will This Strength Last?
Tenable (TENB) shares rose 16.5% to $35.08, driven by strong Q2 2026 momentum, with Tenable One representing 50% of new business and net dollar expansion at 106%. Despite positive indicators like AI-driven demand and competitive wins, a marginal downward revision in consensus EPS estimates for the upcoming quarter suggests potential caution. The stock currently holds a Zacks Rank #3 (Hold), similar to industry peer Rapid7 (RPD).
Tenable (TENB) Moves 16.5% Higher: Will This Strength Last?
Tenable (TENB) saw a significant 16.5% stock price increase, driven by strong Q2 2026 momentum, including Tenable One's contribution to new business and increased net dollar expansion. The company is benefiting from AI-driven demand and competitive wins, even though its consensus EPS estimate for the upcoming quarter has been marginally lowered. Investors are advised to monitor TENB's performance to see if this rally continues.
A $725 million bond offering is expected to help fund Tenable’s $170.5 million share buyback
Tenable Holdings, Inc. announced the pricing of an upsized $725.0 million offering of 0.25% Convertible Senior Notes due 2031. The company plans to use the net proceeds to fund $58.1 million in capped call transactions, repurchase approximately $170.5 million of common stock, repay term loans, and for general corporate purposes. The notes, offered privately to qualified institutional buyers, represent a 40.0% premium over Tenable's share price at the time of pricing.
Tenable Holdings shares slip as investors digest upsized convertible notes deal
Tenable Holdings (TENB) shares dropped 3.8% following the announcement and subsequent upsizing of a convertible senior notes offering. Despite plans to use proceeds for debt repayment and share repurchases, investors appear concerned about increased leverage and potential future dilution. The decline is not attributed to operational weaknesses, as the company reported strong second-quarter results in July 2026.
Tenable Holdings, Inc. Announces Proposed Private Placement of $650.0 Million of Convertible Senior Notes
Tenable Holdings, Inc. announced a proposed private placement of $650.0 million in Convertible Senior Notes due 2031. The company intends to use the net proceeds to fund capped call transactions, repurchase up to $200.0 million of common stock, repay its senior secured credit facility, and for general corporate purposes. This offering is aimed at qualified institutional buyers and includes an option for initial purchasers to acquire an additional $65.0 million in notes.
Tenable Holdings, Inc. Announces Pricing of Upsized $725.0 Million Offering of Convertible Senior Notes
Tenable Holdings, Inc. announced the pricing of an upsized $725.0 million offering of 0.25% Convertible Senior Notes due 2031 in a private placement. The company intends to use the net proceeds to cover capped call transactions, repurchase common stock, repay its senior secured credit facility, and for general corporate purposes. The notes will be convertible at an initial conversion price of approximately $44.84 per share, representing a 40.0% premium over the last reported sale price of Tenable's common stock.
Wedbush downgrades Tenable stock rating on VM headwinds
Wedbush has initiated coverage on Tenable Holdings Inc. (NASDAQ:TENB) with an Underperform rating and a $29 price target, citing concerns about weakening fundamentals in the company’s core vulnerability management business. The firm highlighted increasing competition, the rise of autonomous remediation tools, and a deceleration in revenue growth as key headwinds. Despite some recent positive financial metrics and analyst upgrades from other firms, Wedbush believes these challenges will pressure future performance.
Tenable plans $650 million convertible notes offering By Investing.com
Tenable Holdings, Inc. announced its intention to offer $650 million in convertible senior notes due 2031 through a private placement, with an option for initial purchasers to buy an additional $65 million. The company plans to use the proceeds for capped call transactions, common stock repurchases, debt repayment, and general corporate purposes. Tenable also expects to establish a new senior secured revolving credit facility and repurchase shares concurrently with the notes pricing.
Tenable Holdings, Inc. Announces Proposed Private Placement of $650.0 Million of Convertible Senior Notes
Tenable Holdings, Inc. announced a proposed private placement of $650.0 million in Convertible Senior Notes due 2031, with an option for initial purchasers to buy an additional $65.0 million. The company plans to use the net proceeds to pay for capped call transactions, repurchase up to $200.0 million of common stock, repay its existing credit facility, and for general corporate purposes. This strategic financial move aims to manage potential dilution and optimize its capital structure.
Tenable Shares Fall 7% After $650 Million Convertible Notes Offering
Tenable Holdings Inc. (NASDAQ:TENB) shares dropped 7% in premarket trading after the company announced a private offering of $650 million in convertible senior notes due 2031. The proceeds will be used to fund capped call transactions, repurchase up to $200 million of its common stock, and repay existing term loans, with the remainder allocated for general corporate purposes. The notes are unregistered and will be offered to qualified institutional buyers.
Tenable to Bring Claude Mythos 5 into the Tenable One Exposure Management Platform
Tenable is integrating Anthropic’s Claude Mythos 5 AI into its Tenable One Exposure Management Platform to help security teams combat the increasing sophistication of AI-powered cyber threats. The first innovation from this partnership will be Tenable One Adversary View, designed to visualize attack paths and recommend remediation steps, with an initial launch planned for September. This collaboration aims to provide advanced cyber reasoning capabilities to identify and break complex attack chains within customer environments.
Tenable holds 24.6% of its market. It leads its nearest rival by nearly $260M.
Tenable (TENB) has been ranked first in worldwide market share for device vulnerability and exposure management for the eighth consecutive year, according to IDC's August 2026 Market Shares report. The company holds a 24.6% global market share, leading its closest competitor by nearly $260 million. Tenable attributes its continued leadership to innovations in its Tenable One Exposure Management Platform, including AI capabilities and collaborations with OpenAI and Anthropic.
Tenable Joins White House-Led Project Watershed to Bolster U.S. Water Systems Cybersecurity
Tenable has announced its participation in Project Watershed, a White House-led initiative aimed at enhancing the cybersecurity of U.S. water and wastewater systems. This project, piloted in Texas and spearheaded by the Office of the National Cyber Director, connects water utilities with cybersecurity expertise to address vulnerabilities. Tenable's role involves leveraging its exposure management platform to provide visibility across IT and OT environments, prioritize risks, and automate remediation to protect critical infrastructure from growing cyber threats.
SentinelOne and Tenable Reveal Trends in Vulnerability Exploitation
Joint research from SentinelOne and Tenable indicates a growing gap between vulnerability discovery, disclosure, and actual exploitation, with attackers increasingly focusing on specific vendor surfaces rather than individual CVEs. The study highlights that exposure data and runtime detection often converge on the same edge-device vendor risks, with a significant overlap in affected product lines but much less at the individual vulnerability level. Both companies emphasize the need for defenders to prioritize persistently targeted vendor ecosystems and embrace exposure management principles, especially as new AI models accelerate vulnerability exploitation timelines.
Why Is TENB Stock Up 8% After-Hours Today?
Tenable Holdings (TENB) stock surged 8% after-hours following the announcement that it will replace Leggett & Platt in the S&P SmallCap 600 index. This inclusion often leads to short-term rallies as index-tracking funds buy newly added names. The news comes after Tenable reported strong Q2 earnings, beating estimates and raising its 2026 sales outlook, despite a recent short report from Hunterbrook Capital questioning its market position.
Tenable Holdings Set to Join S&P SmallCap 600
Tenable Holdings Inc. (NASD: TENB) is set to replace Leggett & Platt Inc. (NYSE: LEG) in the S&P SmallCap 600. This change will be effective prior to the opening of trading on Monday, August 31, 2026. Leggett & Platt is being acquired by Somnigroup International Inc. (NYSE: SGI), an S&P MidCap 400 constituent.
Tenable Holdings stock jumps on S&P SmallCap 600 addition
Tenable Holdings Inc. (NASDAQ: TENB) saw its stock rise by 7.3% in after-hours trading following the announcement of its addition to the S&P SmallCap 600 index. The cybersecurity firm will replace Leggett & Platt Inc. (NYSE: LEG), which is being acquired by Somnigroup International Inc. Inclusion in such an index typically boosts buying activity from tracking funds, leading to increased share prices.
SentinelOne and Tenable Find Cyber Attackers Routinely Target Edge-Device Vendor Ecosystems Rather Than Individual Vulnerabilities
New joint research by SentinelOne and Tenable reveals that cyber attackers, including nation-state and criminal groups, are increasingly targeting specific vendor ecosystems and attack surfaces of edge devices rather than individual vulnerabilities (CVEs). This approach allows attackers to move faster than standard patch cycles, with exploitation timelines often outpacing the five-month median remediation time for organizations. The research highlights the critical need for defenders to prioritize based on "Persistently Targeted Vendors" and integrate exposure data with runtime detection to strengthen their security posture against these evolving threats.
Tenable Holdings CFO Matthew Brown Reports RSU Conversion and Share Withholding for Taxes
Tenable Holdings CFO Matthew Brown converted 14,544 restricted stock units (RSUs) into common stock on August 21, 2026. Concurrently, the company withheld 7,400 shares at $34.38 each to cover tax obligations related to the RSU settlement. Following these transactions, Brown directly owns 47,010 shares and retains 174,536 RSUs, which are set to vest quarterly over four years starting November 21, 2025.
Tenable (NASDAQ: TENB) co-CEO settles 25K RSUs, withholds shares for tax
Tenable Holdings, Inc. (TENB) Co-Chief Executive Officer Mark C. Thurmond reported insider equity activity where multiple tranches of Performance Restricted Stock Units (PRSUs) and Restricted Stock Units (RSUs) converted into common stock. The filing on August 24, 2026, shows the exercise or conversion of 25,369 shares, with 12,268 shares withheld for tax obligations at a price of $33.94 per share.
Tenable Holdings (TENB) co-CEO exercises 27K RSUs in stock settlement
Tenable Holdings (TENB) Co-Chief Executive Officer Stephen A. Vintz settled various Performance Restricted Stock Units (PRSUs) and Restricted Stock Units (RSUs) on August 24, 2026, converting 27,413 shares into common stock. The company withheld 13,121 shares at $33.94 each to cover tax obligations, which does not constitute a sale. After these transactions, Vintz holds 624,816 shares of common stock directly, along with remaining PRSUs and RSUs.
Tenable (TENB) CFO converts stock units; shares withheld for taxes
Tenable Holdings, Inc. (TENB) Chief Financial Officer Matthew Charles Brown exercised 14,544 Restricted Stock Units (RSUs) on August 21, 2026, converting them into common stock. Concurrently, 7,400 shares were withheld by Tenable at $34.38 per share to cover income tax obligations, a process the company clarifies does not constitute a sale. After these transactions, Brown directly holds 174,536 RSUs, which are set to vest in quarterly installments over four years starting November 21, 2025.
Tenable Holdings Inc (TENB) Director Linda Zecher Sells 1,390 Sh
Tenable Holdings Inc (TENB) Director Linda Zecher sold 1,390 shares of the company on August 19, 2026, for approximately $49,498, continuing a trend of insider selling that has seen 13 insider sells versus 3 buys over the past year. While the stock is considered "Modestly Undervalued" by GuruFocus's GF Value, this persistent insider selling suggests that those with close knowledge of the company may see limited near-term upside despite some institutional investors increasing their positions. Investors are advised to conduct thorough due diligence, weighing insider activity against guru ownership data and fundamental performance.
Scotiabank upgrades Tenable Holdings to Sector Outperform
Scotiabank has upgraded Tenable Holdings to Sector Outperform with a $50 price target, signaling strong confidence in the cybersecurity firm's market position and future growth potential. Concurrently, JP Morgan maintained an Overweight rating and raised its price target to $40. This dual positive outlook highlights growing optimism for Tenable Holdings, with Scotiabank expecting the stock to exceed sector averages and JP Morgan anticipating it to outperform broader market averages.
Tenable Stock Sank 14.8% This Week Even After a Profitable Q2
Tenable Holdings (TENB) shares dropped 14.8% this week despite reporting a profitable Q2, exceeding revenue consensus, and achieving GAAP profitability. The market's reaction suggests high investor expectations for cybersecurity firms, especially those leveraging AI. Although Tenable One platform adoption reached a record 50% of new business, the company's 8.6% revenue growth was considered modest compared to faster-growing peers, leading to a cautious valuation and a significant share price correction.
Insider Selling: Tenable (NASDAQ:TENB) Director Sells $24,822.00 in Stock
Tenable Director Linda Kay Zecher sold 700 shares of the company's stock for $24,822.00 on August 18th, and an additional 690 shares for $24,674.40 on August 19th. These sales reduced her direct ownership by 8.33% to 7,702 shares. Despite the insider selling, Tenable recently exceeded quarterly earnings and revenue expectations, reporting $0.51 EPS and $268.51 million in revenue, while analysts maintain an average "Hold" rating with a $34.68 price target.
Tenable Holdings (TENB) director sells 1,390 shares over two days
Tenable Holdings (TENB) director Linda Kay Zecher reported two open-market sales of common stock, totaling 1,390 shares. These transactions occurred on August 18 and August 19, 2026, at weighted average prices of $35.46 and $35.76 per share, respectively. The sales were not made under a Rule 10b5-1 trading plan.
Tenable Holdings Director Linda Kay Zecher Sells 1,390 Shares Over Two Days
Tenable Holdings Director Linda Kay Zecher sold a total of 1,390 shares of the company's common stock in two separate open-market transactions on August 18 and 19, 2026. The sales were executed at weighted average prices of $35.46 and $35.76 per share, respectively. Following these transactions, Zecher retains direct ownership of 7,012 shares of Tenable Holdings common stock.
Tenable Holdings, Inc. Revenue Breakdown – FWB:TE7
Tenable Holdings, Inc. (FWB:TE7) generated 850.91 million EUR in revenue last year. The Subscription segment was the top-performing segment, contributing 782.94 million EUR. The United States was the greatest regional contributor, accounting for 450.98 million EUR.
Tenable (TENB) director lines up 1,400-share stock sale
Tenable Holdings, Inc. (TENB) director Linda Zecher-Higgins has filed a Rule 144 notice to sell 1,400 shares of the company's common stock, with J.P. Morgan Securities LLC acting as the agent. The filing also disclosed previous sales by Zecher-Higgins in early August 2026, totaling 2,620 shares. This transaction is a standard disclosure for potential sales by affiliates under SEC regulations.
Tenable Stock at $35: Buy Ratings Are Falling as the Price Climbs.
Tenable (TENB) stock has surged 109% to $35.29 since March 31, 2026, recovering from fears surrounding Anthropic's Mythos model. Despite this rally, analyst "buy" ratings have decreased from 8 to 6, while "holds" increased to 13, and the stock received its first "underperform" and "sell" ratings. The mean price target is now $35.15, implying no further upside, and TIKR's model values the stock at $38, suggesting a modest 7.3% total return over several years.
Firetrail Investments PTY Ltd. Invests $8.39 Million in Tenable Holdings, Inc. $TENB
Firetrail Investments PTY Ltd. has initiated a new position in Tenable Holdings, Inc. (NASDAQ:TENB), purchasing 228,861 shares valued at approximately $8.39 million, making it their 22nd largest holding. The cybersecurity company has also seen other institutional investors add to their stakes, while analysts have issued various ratings, with a consensus "Hold" and a target price of $34.68. Tenable recently reported strong quarterly earnings, surpassing revenue and EPS estimates.
Tenable Holdings (TENB) Stock Forum and Discussion
This document serves as a stock forum and discussion platform for Tenable Holdings (TENB). It is intended to facilitate conversations and information exchange among investors and interested parties regarding the company's stock performance and related topics.
Assenagon Asset Management S.A. Cuts Position in Tenable Holdings, Inc. $TENB
Assenagon Asset Management S.A. significantly reduced its stake in Tenable Holdings, Inc. (NASDAQ:TENB) by 96.4% in the second quarter, selling over 500,000 shares. Despite this, institutional investors collectively own a substantial 89.06% of the company's stock. Tenable recently beat quarterly earnings expectations, reporting an EPS of $0.51 and revenue of $268.51 million, an 8.6% increase year-over-year.
Tenable Stock Is Up 68% This Year. Can It Continue Climbing in 2026?
Tenable (TENB) stock has surged 68.6% year-to-date, driven by an AI threat repricing and strong Q2 earnings, including an increase in net dollar expansion. While Wall Street's mean target of $35 lags the current price of $38.33, TIKR's mid-case model predicts a flat return for the stock through 2030, citing slower revenue growth assumptions. The article suggests that the market has priced in the recent inflection points, and future gains will depend on the sustained performance of these new trends.
(TENB) and the Role of Price-Sensitive Allocations
This article analyzes Tenable Holdings Inc. (NASDAQ: TENB) using AI models to generate trading strategies and multi-timeframe signal analysis. It highlights strong near and mid-term positive sentiment, potential upside, and provides specific long, breakout, and risk-hedging strategies with entry, target, and stop-loss levels. The analysis emphasizes risk management and offers real-time signals for institutional and retail investors.
Tenable Holdings' (NASDAQ:TENB) Strong Earnings Are Of Good Quality
Tenable Holdings (NASDAQ:TENB) recently reported strong earnings, which were well-received by the market. The company exhibits a strong ability to convert reported profits into free cash flow, evidenced by a negative accrual ratio of -0.86, indicating its free cash flow significantly exceeds reported profit. Additionally, the presence of unusual items that reduced profit suggests a conservative reporting approach, implying that the underlying earnings potential might be even better than what statutory profit suggests.
Tenable (TENB) director Linda Zecher reports sales of 2,620 common shares
Tenable Holdings, Inc. director Linda Kay Zecher reported selling a total of 2,620 common shares across three transactions in early August 2026. The sales occurred on August 3, 2026 ($34.00/share), August 4, 2026 ($36.00/share), and August 7, 2026 ($36.50/share). These non-derivative sales were executed in the open market and were not made under a Rule 10b5-1 trading plan.
Tenable Currently Up 10 Consecutive Days, On Pace for Record Winning Streak -- Data Talk
Tenable Holdings, Inc. (TENB) is experiencing a significant winning streak, currently up 10 consecutive days and trading at $38.06, an increase of 3.71%. This performance places the company on pace for its longest winning streak on record and marks a 21.33% gain over this 10-day period. The stock is up 16.61% month-to-date and 61.75% year-to-date, reflecting strong recent growth despite being down from its all-time high.
