Tenable Holdings, Inc. (TENB) Analyst/Investor Day - Slideshow (NASDAQ:TENB) 2026-05-22
Tenable Holdings, Inc. (TENB) published a slide deck in conjunction with its Analyst/Investor Day. This article, written by the SA Transcripts team, provides access to this material. The SA Transcripts team is responsible for developing and publishing quarterly earnings calls and other transcript-related projects for Seeking Alpha readers.
Tenable (NASDAQ: TENB) details AI cyber platform and 2029 margin, growth goals
Tenable Holdings, Inc. (NASDAQ: TENB) provided details on its AI-focused cybersecurity strategy and financial targets through 2029 during an Investor Day presentation. The company highlighted its Tenable One platform and Tenable Hexa AI agentic engine as central to its exposure management strategy, projecting significant growth in the cybersecurity and AI security markets. Tenable aims for total revenue growth in the high-single-digit to low-double-digit range by 2029, with improved non-GAAP operating and unlevered free cash flow margins, driven by AI-powered efficiencies.
Tenable Holdings Inc. recently announced a strategic integration with the Claude compliance API.
Tenable Holdings Inc. has announced a strategic integration with the Claude compliance API. This collaboration aims to enhance visibility and governance for enterprise AI application deployment and management. It provides comprehensive insights into AI usage, strengthens compliance supervision, and establishes systematic governance mechanisms.
Tenable Announces Strategic Integration With the Claude Compliance API to Provide Unprecedented Visibility and Governance for Enterprise AI Usage
Tenable has announced a strategic integration with the Claude Compliance API, aiming to enhance visibility and governance for enterprise AI usage. This partnership will allow organizations to gain deeper insights into how artificial intelligence is being used across their infrastructure, helping them to manage risks and ensure compliance. The collaboration is designed to offer unprecedented control and transparency over AI deployments within the enterprise environment.
Tenable Integrates Claude Compliance API to Enhance AI Governance in Tenable One Platform
Tenable Holdings, Inc. has announced the integration of the Claude Compliance API into its Tenable One Exposure Management Platform to enhance AI governance and security monitoring. This integration provides security and compliance teams with detailed visibility into Claude AI usage, enabling them to detect suspicious activities and ensure compliance with regulations. The new capabilities are immediately available to all Tenable One customers, allowing organizations to manage AI risks proactively and align with corporate acceptable-use policies.
Tenable launches open connector for third-party data integration By Investing.com
Tenable Holdings Inc. has unveiled the Tenable One Open Connector, a new feature allowing deep integration of various third-party, custom, and internal data sources into its Exposure Management Platform. This launch is complemented by the Tenable Open Partner Ecosystem Network (OPEN), aiming to unify security tools. This strategic move, announced at EXPOSURE 2026, enhances data visibility and supports Tenable's AI engine for improved cybersecurity workflows, building on strong financial Q1 2026 results.
ZAWYA: Tenable Hexa AI turns exposure discovery into automated remediation at machine speed
Tenable Holdings, Inc. has announced the general availability of Tenable Hexa AI, an agentic AI engine for its Tenable One Exposure Management Platform. This advanced AI solution leverages multi-step reasoning and Model Context Protocol to automate complex security workflows, accelerating risk reduction by bridging the gap between vulnerability discovery and remediation. Tenable Hexa AI connects to existing security tools, enabling organizations to automate end-to-end exposure management with continuous visibility, guardrails, and auditability.
Tenable Launches Open Partner Exchange Network (OPEN) to Connect Security Tools, Data and AI-Driven Workflows Across the Enterprise
Tenable Holdings, Inc. (NASDAQ: TENB) has unveiled its Open Partner Exchange Network (OPEN), an evolution of its technology partner ecosystem aimed at unifying security data, accelerating AI-driven workflows, and operationalizing exposure management. This initiative, built on over 330 validated integrations, helps organizations connect various security tools, data, and AI-driven workflows to reduce cyber risk. The OPEN platform, along with its new Open Connector, enables bi-directional data exchange, allowing customers to ingest third-party telemetry into Tenable One and export exposure insights for downstream analysis and remediation.
Tenable partners with Anthropic to add AI capabilities
Tenable Holdings Inc. has announced a partnership with Anthropic to integrate AI-powered capabilities into its Tenable One Exposure Management Platform, using Anthropic's Claude AI model within Tenable Hexa AI. This collaboration aims to enhance cybersecurity operations, including prioritization and exposure analysis, recognizing the increasing volume of cyber exposures. The announcement coincides with 21 analysts revising Tenable's earnings upwards, and the company is expected to turn profitable this year, trading below its Fair Value according to InvestingPro.
Tenable (TENB) Partners with Anthropic to Enhance AI Capabilities
Tenable (TENB) shares rose 5% after announcing a partnership with Anthropic to integrate Claude-powered AI workflows into its cybersecurity offerings, specifically Tenable Hexa AI. This collaboration aims to leverage advanced AI for vulnerability management and strengthen Tenable's position in the evolving cybersecurity landscape. Despite a moderate GF Score™ of 69/100, the partnership signals a positive growth trajectory for the company in the AI and cybersecurity sectors.
Tenable (TENB) Unveils AI Collaboration with Anthropic
Tenable Holdings Inc (TENB) announced a partnership with Anthropic to enhance its Tenable One Exposure Management Platform with AI features powered by Claude, aiming to improve operational efficiency in cybersecurity. While the company's GF Score is 69/100, indicating moderate potential for long-term returns, investors should consider mixed signals from insider trading activities and current profitability metrics, which show growth but limited conversion to profit. The collaboration is seen as a significant step in leveraging AI to combat evolving cyber threats.
Tenable Holdings Inc General Availability Of Tenable Hexa Ai
Tenable Holdings Inc. has announced the general availability of Tenable Hexa AI. The article, provided by Refinitiv and republished by TradingView News, is very brief and confirms this product launch.
Anthropic’s Claude to power Tenable’s AI engine against cyber threats
Tenable (NASDAQ: TENB) announced a partnership with Anthropic, integrating Claude to enhance its Tenable Hexa AI engine within the Tenable One Exposure Management Platform. This collaboration aims to improve prioritization, remediation orchestration, and exposure analysis across modern attack surfaces to combat evolving cyber threats. Anthropic will also participate in EXPOSURE 2026 to discuss AI's role in reshaping cyber risk and defense.
Tenable adds multistep reasoning and MCP support to Hexa AI agent
Tenable Holdings Inc. has enhanced its Hexa AI agent within the Tenable One Exposure Management Platform, introducing multistep reasoning and Model Context Protocol (MCP) support. These updates aim to accelerate vulnerability remediation by automating workflows from discovery to remediation, addressing the challenge of rapid vulnerability identification by frontier AI models. Hexa AI now enables end-to-end workflows across multiple exposure surfaces, automated remediation, and detailed exposure path insights, with an emphasis on governed, auditable AI agent actions.
Tenable rises as it partners with Anthropic to boost AI capabilities (TENB:NASDAQ)
Tenable Holdings, Inc. (TENB) saw its shares rise 5% in premarket trading after announcing a partnership with Anthropic (ANTHRO). This collaboration aims to enhance Tenable's artificial intelligence capabilities by integrating Claude-powered workflows into Tenable Hexa AI.
Tenable Holdings (TENB) Surges 9.2% Ahead of Investor Meeting
Tenable Holdings Inc. (NASDAQ:TENB) saw its stock surge 9.21% recently, closing at $25.25. This rise comes ahead of its annual Investor Day in Boston on Thursday, May 21st, which coincides with its inaugural exposure management conference, EXPOSURE 2026. The company also announced strong first-quarter earnings, swinging to a net income of $1.4 million from a prior-year net loss, driven by a 9.6% revenue jump due to increased adoption of its Tenable One solution and exposure management amidst AI-related threats.
5 Stocks With Powerful Gains
This article highlights five stocks that have experienced powerful gains. It focuses on Tenable Holdings Inc. (NASDAQ:TENB), discussing its recent stock rally, upcoming Investor Day, and strong first-quarter earnings driven by increased adoption of its cybersecurity solutions. The article also touches on the broader AI market and opportunities for investors.
TENB Maintained by Barclays -- Price Target Raised to $27.00
Barclays has maintained its Equal-Weight rating on Tenable Holdings (TENB) and increased the price target from $21.00 to $27.00, signaling a positive outlook for the cybersecurity firm. Despite being identified as 52.5% undervalued with a "Possible Value Trap" warning by GF Value™, the company shows strong growth potential and recent insider buying, which could appeal to investors seeking an attractive entry point. However, cautious research is advised due to its low valuation rank.
Is It Time To Reassess Tenable Holdings (TENB) After A 35% Share Price Slide
Tenable Holdings (TENB) has seen a 35% share price slide over the past year, prompting a re-evaluation of its stock. Despite recent volatility, a Discounted Cash Flow analysis suggests the company is undervalued by 44.7%, with an estimated intrinsic value of $38.84 per share against a current price of $21.49. Additionally, its Price/Sales ratio of 2.32x is below the industry average, further indicating a potential undervaluation based on revenue.
Tenable Stock Is at Its Cheapest Valuation Ever Despite 30% EPS Growth This Year
Tenable Holdings (TENB) reported strong Q1 results, beating revenue estimates and achieving 30.6% year-over-year EPS growth, largely due to its Tenable One platform. Despite this performance and growing demand for exposure management in the AI era, the stock is trading at its lowest-ever valuation, further supported by CFO share purchases. The company's upcoming Investor Day and new pricing models are expected to provide further catalysts, though some analysts remain cautious about CISO spending priorities.
Tenable Holdings (TENB) director exercises 6,062 RSUs, receives 9,718-unit award
Tenable Holdings director Niloofar Razi Howe reported equity compensation activity, including the exercise of 6,062 restricted stock units (RSUs) into common stock, increasing her direct holdings to 29,839 shares. Concurrently, she received a new grant of 9,718 RSUs, which are set to vest on the earlier of May 13, 2027, or the company's next annual shareholder meeting. These transactions are part of routine equity compensation and do not involve open-market purchases or sales.
Tenable (TENB) director Raymond Vicks Jr. exercises 6,062 RSUs and receives 9,718-unit grant
Tenable Holdings director Raymond Vicks Jr. recently exercised 6,062 restricted stock units (RSUs), converting them into common stock, and simultaneously received a new grant of 9,718 RSUs. Following these transactions, Vicks Jr. directly holds 22,328 common shares, with an additional 4,500 shares held indirectly in a custodial account for his granddaughter. The new RSU grant is set to vest by May 13, 2027, or the company's next annual shareholder meeting, contingent on his continued service.
Tenable (TENB) director granted 9,718 RSUs, exercises 6,062 shares
Tenable Holdings director Alexander Brooke Seawell reported routine equity compensation activity. He received a grant of 9,718 restricted stock units (RSUs) and exercised 6,062 previously granted RSUs that fully vested, converting them into common stock. Following these transactions, Seawell directly holds 15,292 shares and indirectly holds 15,000 shares through a revocable trust, with the new RSUs vesting by May 13, 2027, or the next annual shareholder meeting.
[Form 4] Tenable Holdings, Inc. Insider Trading Activity
Tenable Holdings director John C. Huffard Jr. reported routine equity compensation activity. On May 13, 2026, 6,062 Restricted Stock Units (RSUs) vested and were converted into common stock, and he received a new grant of 9,718 RSUs. The report also details his indirect holdings through various trusts and his spouse.
Director at Tenable (TENB) gets 9,718 RSUs, now holds 17,043 shares
Tenable Holdings director Margaret M. Keane reported equity compensation activity, exercising 6,062 restricted stock units (RSUs) into common stock and receiving a new grant of 9,718 RSUs. Following these transactions, her direct holdings of common stock increased to 17,043 shares. The new RSUs are set to vest on the earlier of May 13, 2027, or Tenable’s next annual shareholder meeting, contingent on her continued service.
Tenable Awards Key Partners As Tenable One Ecosystem Shapes Growth Story
Tenable Holdings recognized Deloitte, Atos, and eSentire at its AssureWorld conference for their contributions to expanding the Tenable One Exposure Management Platform, highlighting a strategic shift towards leveraging partner ecosystems for growth. This approach aims to scale adoption through third parties rather than solely direct sales, enabling Tenable to compete effectively with larger cybersecurity firms. The partnerships are crucial for reaching new markets and customer segments, though they also introduce risks related to partner priorities and potential impacts on margins.
Tenable Holdings stock (US88032Q1094): Shareholders back board, auditor, and pay plans at 2026 annual meeting
At its 2026 annual meeting, Tenable Holdings shareholders demonstrated strong confidence in the company's leadership and strategic direction by approving executive compensation, ratifying the independent auditor, and electing three directors. With a high participation rate of 92.89%, investors showed broad support for Tenable's governance framework. The decisions underscore the importance shareholders place on the company's stability and risk management in the evolving cybersecurity market.
Tenable Holdings Shareholders Back Directors and Annual Say-on-Pay
Tenable Holdings shareholders re-elected directors, ratified the auditor, and approved executive compensation on an advisory basis during their 2026 annual meeting on May 13, 2026. With 92.89% of shares participating, the company agreed to hold annual "say-on-pay" votes going forward, signaling strong shareholder engagement and alignment with corporate governance. TipRanks' AI Analyst, Spark, rates TENB as "Outperform" due to strong financial quality and raised FY26 guidance, despite mixed technical and current valuation signals.
Tenable (NASDAQ: TENB) investors support board, auditor and annual say-on-pay
Tenable Holdings, Inc. shareholders demonstrated strong participation in their 2026 annual meeting, with 92.89% of shares represented. They re-elected three directors, ratified Ernst & Young LLP as the independent auditor for fiscal year 2026, and approved the compensation for named executive officers. Shareholders also expressed a preference for annual advisory votes on executive compensation, which the board has committed to continue.
Should Tenable’s Profitability Milestone and Updated Guidance Reshape the Core TENB Investment Thesis?
Tenable Holdings (TENB) recently reported its first profitable quarter, with Q1 revenue of US$262.06 million and net income of US$1.41 million, alongside increased full-year guidance and new flexible pricing for its Tenable One platform. This shift to profitability and updated outlook strengthens the company's investment narrative, particularly concerning its unified exposure management strategy and the potential for Tenable One to drive subscription growth. While new flexible pricing could lead to larger deals, increased platform complexity and competitive pressures remain key considerations for investors.
[Form 4] Tenable Holdings, Inc. Insider Trading Activity
This article details an insider trading activity for Tenable Holdings, Inc. (TENB) Co-Chief Executive Officer, Vintz Stephen A, as reported in a Form 4 filing. The summary indicates 105,000 shares were exercised/converted with a mixed sentiment across three transactions. The filing also clarifies a tax withholding transaction that did not involve a market sale of shares.
Chief Financial Officer of Tenable Holdings Matthew Brown Buys 65% More Shares
Tenable Holdings' CFO, Matthew Brown, recently purchased US$258k worth of shares at US$21.54 each, increasing his holding by 65%. While this recent insider buying is a positive signal, a larger volume of insider selling occurred over the past year. Despite this, insiders maintain a 1.2% ownership in the company, suggesting a reasonable alignment with other shareholders.
Tenable names 2026 Global Partner Award winners | TENB Stock News
Tenable (NASDAQ: TENB) announced the winners of its 2026 Global Partner Awards during its sixth annual virtual partner conference, Tenable AssureWorld. Deloitte was named Global System Integrator of the Year, Atos received Service Delivery Partner of the Year, and eSentire was recognized as MSSP Partner of the Year. The awards celebrate partners who have excelled in expanding the adoption of the Tenable One Exposure Management Platform and significantly contributed to reducing customer risk in cybersecurity.
TradingKey
The TradingKey page provides real-time and historical financial data for Tenable Holdings Inc (TENB), showing its current stock price, market capitalization, and P/E TTM. It indicates a decline in the stock price and highlights that quotes are delayed by 15 minutes, with pre-market data also available. The page features sections for company overview, financials, discussions, and analysis, inviting user comments.
Firetrail Investments PTY Ltd. Has $5.27 Million Stock Position in Tenable Holdings, Inc. $TENB
Firetrail Investments PTY Ltd. significantly reduced its stake in Tenable Holdings, Inc. by 27.1% in Q4, selling 82,696 shares and retaining 222,946 shares valued at $5.27 million. Despite this reduction, Tenable accounts for 1.7% of Firetrail's holdings. The cybersecurity company exceeded quarterly earnings expectations, reporting an EPS of $0.47 against a $0.41 consensus and revenues of $262.06 million, a 9.6% year-over-year increase.
William Blair downgrades Tenable Holdings (TENB)
This article reports that William Blair has downgraded Tenable Holdings (TENB). The brief nature of the information suggests this is a concise news update about the analyst rating change.
Tenable Holdings CFO Matthew Brown buys $258,480 in company stock
Tenable Holdings' CFO, Matthew Charles Brown, recently purchased 12,000 shares of company stock for $258,480. This acquisition occurred while TENB stock has declined 33% over the past year, indicating a belief in its undervaluation, a sentiment supported by InvestingPro analysis highlighting impressive gross profit margins and positive analyst revisions. The company also recently reported strong Q1 2026 financial results, exceeding EPS and revenue expectations.
Needham reiterated coverage on Tenable with a new price target
Needham has reiterated its coverage on Tenable Holdings Inc. (TENB) and set a new price target. The article highlights that this insight was delivered by Quantisnow, a platform that aggregates real-time market data and news for retail investors. It also lists recent analyst ratings, SEC filings, and insider transactions for Tenable.
Insider Buying: Matthew Brown Acquires Shares of Tenable Holdings Inc (TENB)
Matthew Brown, CFO of Tenable Holdings Inc, recently purchased 12,000 shares, increasing his total holdings to 30,541 shares. This transaction comes amidst a trend of more insider selling than buying at the company, with the stock currently trading at $21.54 and identified as a "Possible Value Trap" by GuruFocus's GF Value estimate of $48.89.
Tenable Holdings Insider Bought Shares Worth $258,480, According to a Recent SEC Filing
An insider at Tenable Holdings recently purchased 5,400 shares of the company's common stock for a total value of $258,480. This transaction was disclosed in a Level 4 Form submitted to the SEC. The purchase was made by Stephen A. Vintz, who now directly owns 19,455 shares after the acquisition.
Tenable Holdings 1Q 2026: Revenue $262.06M, EPS $0.01— 10-Q Summary
Tenable Holdings reported its first-quarter 2026 results, showing significant growth with revenue of $262.06 million and diluted EPS of $0.01, a substantial improvement from a net loss in the prior year. The company's subscription revenue increased by 10%, driven by existing customers and new enterprise platform customers, with recurring revenue accounting for 96% of sales. Gross margin remained stable at 78%, and customer expansion metrics were healthy, indicating strong business momentum.
[Form 4] Tenable Holdings, Inc. Insider Trading Activity
Tenable Holdings, Inc.'s Chief Financial Officer, Matthew Charles Brown, recently purchased 12,000 shares of Common Stock in an open-market transaction at a weighted average price of $21.54 per share. This transaction increased his direct holdings to 30,541 shares. The filing indicates a "Positive" impact and sentiment for this insider trade.
First-quarter profit and cash flow steadies Tenable (NASDAQ: TENB)
Tenable Holdings, Inc. (NASDAQ: TENB) reported a strong first quarter for 2026, with revenue increasing 10% year-over-year to $262.1 million, largely driven by subscription revenue. The company moved from a net loss to a net income of $1.4 million and generated significant operating cash flow of $88.0 million. Despite using $130.2 million for stock repurchases, Tenable maintained robust liquidity and a subscription-heavy business model, indicated by substantial deferred revenue and remaining performance obligations.
Tenable Holdings Insider Bought Shares Worth $258,480, According to a Recent SEC Filing
An insider at Tenable Holdings recently purchased shares valued at $258,480, as detailed in a recent SEC filing. The cybersecurity company, known for its exposure management platform Tenable One, has been a subject of several analyst updates, including price target adjustments and earnings reports for Q1 2026. Tenable Holdings specializes in unifying security visibility across various assets to identify and close cybersecurity vulnerabilities.
Why Tenable (TENB) Is Up 6.0% After AI Updates, New Guidance And Buyback Completion – And What's Next
Tenable Holdings (TENB) saw its stock rise 6.0% after reporting strong Q1 2026 results, including positive net income and raised full-year guidance. The company also introduced flexible pricing for its Tenable One platform and highlighted new AI-driven capabilities like Hexa AI, reinforcing its focus on exposure management. While these developments support Tenable's investment narrative for sustained growth, intensifying competition from larger cybersecurity vendors remains a significant risk.
TENB Stock Is Up 21% Over the Past Month. Here’s What the Investor Day Could Mean
Tenable Holdings, Inc. (TENB) saw a 6.8% increase in its stock after reporting strong Q1 2026 earnings, driven by the adoption of its Tenable One platform and new Hexa AI product. The company's stock is considered undervalued based on a conservative valuation model, and upcoming catalysts include an Investor Day on May 21 and an active share repurchase program. Investors are encouraged to use TIKR's platform for deeper analysis to determine if TENB is a suitable investment.
Tenable Holdings (NasdaqGS:TENB) Stock Forecast & Analyst Predictions
Tenable Holdings (NasdaqGS:TENB) is projected to see significant earnings growth of 48% annually and revenue growth of 6% annually, with EPS expected to grow by 48.17%. Analysts have recently offered more cautious commentary, leading to trimmed price targets due to intensifying competition, shifting AI-driven cybersecurity spending expectations, and billing transition volatility. Despite near-term challenges, the company is forecast to become profitable within the next three years, with a high return on equity of 58.9% expected in three years.
TENB SEC Filings - Tenable Holdings 10-K, 10-Q, 8-K Forms
This page on StockTitan provides a comprehensive resource for Tenable Holdings (TENB) SEC filings, including 10-K annual reports, 10-Q quarterly earnings, and 8-K material events. It details how investors can use these documents to review financial performance, material events, and governance matters. The platform also offers AI-powered summaries to highlight key information, such as revenue trends, operating margins, cash flow, and corporate developments like leadership changes and compensation.
Tenable Holdings, Inc. (NASDAQ:TENB) Q1 2026 Earnings Call Transcript
Tenable Holdings, Inc. (NASDAQ: TENB) reported strong Q1 2026 results, exceeding guidance with 10% year-over-year revenue growth and a 24% operating margin, primarily driven by its AI-powered exposure management platform, Tenable One. The company highlighted the increasing urgency for exposure management due to advanced AI models like Anthropic Mythos accelerating vulnerability discovery and exploitation. Tenable is leveraging its new Agentic AI engine, Hexa AI, to automate remediation workflows and is seeing significant customer interest and pipeline growth for Tenable One.
Analysts Offer Insights on Technology Companies: Q2 Holdings (QTWO), Tenable Holdings (TENB) and Tyler Technologies (TYL)
Analysts have provided fresh insights into three technology companies: Q2 Holdings (QTWO), Tenable Holdings (TENB), and Tyler Technologies (TYL). Stephens reiterated a Buy rating for Q2 Holdings with a strong upside potential, while BTIG maintained a Hold rating for Tenable Holdings. Piper Sandler also reaffirmed a Buy rating for Tyler Technologies, noting a significant upside from current levels.
