Tenable Holdings, Inc. (TENB)

Tenable's stock price has declined over the past six months, with shareholders losing 11.8% of their capital, while the S&P 500 climbed by 22.7%. The stock has been trading near its 52-week lows. In Q2 2025, Tenable reported $0.34 earnings per share, beating estimates, with revenue up 11.8% year-over-year. In Q4 2024, the company reported adjusted earnings per share of 41 cents and revenue of $235.7 million, both surpassing analyst expectations, but its forecast outlook fell short. Several analyst rating changes occurred, including adjustments to price objectives and ratings from firms like JPMorgan Chase & Co., Wall Street Zen, Morgan Stanley, UBS Group, Wedbush, Barclays, Jefferies, DA Davidson and Scotiabank. CEO Stephen A. Vintz sold 29,196 shares of Tenable stock in August 2025, representing a 7.52% decrease in his ownership stake, and other insiders also sold shares in the last quarter.

Tenable experiences seasonality in its customer agreements, with a higher percentage of new and renewal agreements in the third and fourth quarters. The third quarter increase is driven by U.S. government and related agencies, while the fourth quarter's increase is largely attributable to large enterprise account buying patterns. The broader cybersecurity market experiences strong and growing demand due to rising cybercrime rates, increasing costs of cybercrime, and heightened regulatory scrutiny. Digital transformation and cloud adoption are expanding attack surfaces, driving demand for unified exposure management platforms.

Tenable Holdings, Inc. is a cybersecurity company specializing in cyber exposure management, offering solutions to understand and reduce cyber risk across digital environments. The company operates in the Technology sector, focusing on vulnerability management, cloud security, and operational technology (OT) security. Tenable provides a unified platform for visibility, insight, and action across IT infrastructure, cloud environments, and OT, aiming to make cyber exposure visible, understandable, and actionable. Its major products include the Tenable One Exposure Management Platform, Tenable Vulnerability Management, Tenable Cloud Security, Tenable Identity Exposure, Tenable Web App Scanning, Tenable Lumin Exposure View, Tenable Attack Surface Management, Tenable Security Center, Tenable OT Security, Nessus, Nessus Expert, Tenable AI Exposure, and Tenable Patch Management.

Tenable Holdings, Inc. has a global presence, providing its cyber exposure management solutions across the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan. The company's headquarters are located in Columbia, Maryland, United States.

Tenable has a strong brand reputation within the cybersecurity industry, particularly in exposure management. In the 2025 IDC MarketScape report, Tenable was ranked first among vendors in both capabilities and strategies, with the Tenable One platform highlighted for its ability to consolidate risk data and integrate various data sources. Recent events contributing to its reputation include the acquisition of Apex Security, Inc., the planned acquisition of Vulcan Cyber Ltd., the introduction of Tenable AI Exposure, and the launch of Tenable Patch Management.

Institutional investors hold a significant majority of Tenable Holdings, Inc. stock, owning 89.06% of the company's shares, while insiders own 1.50%. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., Ameriprise Financial Inc, Fmr Llc, Morgan Stanley, RGM Capital, LLC, State Street Corp, Mackenzie Financial Corp., IQ EQ FUND MANAGEMENT IRELAND Ltd, Stephens Investment Management Group LLC, Stanley Laman Group Ltd., Mirae Asset Global Investments Co. Ltd., Caxton Associates LLP, Headlands Technologies LLC, CWM LLC, State Street Global Advisors, Inc., Assenagon Asset Management S.A., Alyeska Investment Group, L.P., D. E. Shaw & Co., L.P., and Charles Schwab Investment Management, Inc.