Tenable Holdings, Inc. · Technology · Software - Infrastructure
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Last
$19.04
+$0.11 (+0.58%) 4:00 PM ET
Prev closePrevC$18.93
OpenOpen$19.25
Day highHigh$19.71
Day lowLow$18.62
VolumeVol3,622,284
Avg volAvgVol3,104,408
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Mkt cap
$2.17B
P/E ratio
-63.47
FY Revenue
$999.41M
EPS
-0.30
Gross Margin
78.09%
Sector
Technology
AI report sections
BULLISH
TENB
Tenable Holdings, Inc.
No AI report section text found yet for this symbol.
Tenable stock surged 3% on Monday following a bullish analyst update from Cantor Fitzgerald's Jonathan Ruykhaver, who reiterated an overweight rating and $30 price target. The optimism was driven by the company's introduction of Tenable Hexa AI, an agentic AI model designed to enhance its Tenable One Exposure Management Platform and shift cybersecurity spending toward preventive rather than reactive solutions. This recovery came after Friday's decline due to concerns about Anthropic's Claude AI potentially disrupting traditional cybersecurity companies.
Stock gained 3% following a bullish analyst reiteration with a $30 price target. The introduction of Tenable Hexa AI is viewed as a potential game-changer that could drive platform adoption and shift the company toward preventive cybersecurity solutions, positioning it well in the growing AI-driven security market.
NegativeThe Motley Fool• Chris Neiger
Why Tenable Stock Is Falling Fast Today
Tenable Holdings stock plunged 8.5% after a leaked Anthropic blog post revealed that an upcoming Claude AI model (Claude Mythos) could surpass current cybersecurity defenses. The new model is reportedly 'far ahead of any other AI model in cyber capabilities' and can 'exploit vulnerabilities in ways that far outpace the efforts of defenders,' raising concerns about whether cybersecurity companies can keep pace with advancing AI threats.
Stock fell 8.5% due to concerns that an advanced Claude AI model could exploit vulnerabilities faster than Tenable's defenses can address them, raising questions about the company's ability to compete in a rapidly evolving AI landscape.
PositiveGlobeNewswire Inc.• Tenable Holdings, Inc.
Introducing Tenable Hexa AI: The Agentic Engine That Supercharges Security Productivity and Accelerates Risk Reduction
Tenable announced Tenable Hexa AI, an agentic AI engine within its Tenable One Exposure Management Platform designed to automate security workflows and reduce cyber risk. The system orchestrates custom and out-of-the-box agents to transform exposure intelligence into coordinated action across IT, cloud, identity, and AI environments. The product is currently available through a private program with general availability expected later in 2026.
TENBagentic AIexposure managementsecurity automationcyber risk reductionworkflow orchestrationvulnerability managementTenable One platform
Sentiment note
Tenable announced a significant new product (Hexa AI) that addresses critical market needs in automated security operations and risk reduction. The announcement includes customer testimonials demonstrating tangible efficiency gains, positions the company as an innovation leader in agentic AI for security, and indicates strong product development momentum with general availability planned for 2026.
PositiveGlobeNewswire Inc.• Astute Analytica
Saudi Arabia Cybersecurity Market to Reach US$ 10.5 Billion by 2032 on Digitalization and AI-Driven Threat Detection | Astute Analytica
Saudi Arabia's cybersecurity market is projected to grow from US$ 3.6 billion in 2023 to US$ 10.5 billion by 2032, driven by digital transformation, remote work adoption, and AI-driven threat detection. The country recorded 110 million cyber incidents in 2022, prompting government initiatives through the National Cyber Security Authority and Vision 2030 programs. Cloud security and endpoint solutions are leading market segments, with cybersecurity solutions accounting for over 71% of market revenue.
Listed among major market players in Saudi Arabia's cybersecurity sector, positioned to benefit from the projected 12.98% CAGR market growth through 2032.
PositiveGlobeNewswire Inc.• Tenable Holdings, Inc.
Tenable Extends Exposure Management to AI Attack Surface
Tenable announced general availability of Tenable One AI Exposure, a unified platform for discovering, protecting, and governing AI across enterprises. The platform addresses the 'AI Exposure Gap' by providing visibility into AI usage across SaaS, cloud, APIs and agents. Tenable was recognized as a Leader in Gartner's 2025 Magic Quadrant for Exposure Assessment Platforms and named the company to beat for AI-Powered Exposure Assessment.
Company announced a major product release (Tenable One AI Exposure) addressing a significant market gap. Received strong third-party validation with Gartner recognition as a Leader in Exposure Assessment Platforms and company to beat for AI-powered exposure assessment, indicating competitive strength and market leadership.
NeutralGlobeNewswire Inc.• Na
Tenable to Announce Fiscal Fourth Quarter and Full Year 2025 Earnings Results on Wednesday, February 4, 2026
Tenable Holdings, Inc. announced it will release its financial results for Q4 and full year 2025 on February 4, 2026, followed by a conference call at 4:30 p.m. ET. The exposure management company serves approximately 44,000 customers globally with its AI-powered cybersecurity platform.
The article is a routine earnings announcement with no material business developments, financial performance data, or forward-looking statements that would indicate positive or negative sentiment. It is a standard procedural disclosure of earnings release timing.
PositiveThe Motley Fool• Anthony Di Pizio
1 Small-Cap Growth Stock Down 49% to Buy on the Dip
Tenable, a cybersecurity company specializing in vulnerability management, is showing strong growth potential with accelerating revenue, a comprehensive exposure management platform, and attractive valuation despite being a smaller player in the industry.
Strong Q2 2025 performance with 12% revenue growth, record high-spending customers, improved guidance, and attractive valuation at 3.9 P/S ratio
PositiveGlobeNewswire Inc.• Tenable
Tenable Named a Leader in the IDC MarketScape: Worldwide Exposure Management 2025 Vendor Assessment
Tenable has been recognized as a Leader in the IDC MarketScape for Exposure Management, highlighting its Tenable One platform's capabilities in providing comprehensive cybersecurity risk management across multiple attack surfaces using AI-driven analytics.
Received leadership recognition in IDC MarketScape, praised for innovative AI-powered exposure management platform with extensive integrations and comprehensive risk visibility
PositiveGlobeNewswire Inc.• Tenable
Tenable Names Matthew Brown as Chief Financial Officer
Tenable has appointed Matthew Brown as its new Chief Financial Officer, succeeding Steve Vintz who was recently named Co-CEO. Brown brings over two decades of technology finance experience, previously serving as CFO of Altair Engineering and holding senior finance roles at multiple tech companies.
Company is bringing in an experienced finance leader with a proven track record of scaling global technology businesses and driving shareholder value
PositiveGlobeNewswire Inc.• Tenable
Tenable Named a Major Player in Inaugural IDC MarketScape for Worldwide Cloud-Native Application Protection Platforms
Tenable has been recognized as a Major Player in the first IDC MarketScape for Cloud-Native Application Protection Platforms (CNAPP), highlighting its innovative cloud security solution that provides comprehensive visibility and risk management across cloud environments.
Received recognition as a Major Player in IDC MarketScape, praised for innovative cloud security capabilities, comprehensive risk management, and ability to provide actionable insights across cloud environments
PositiveGlobeNewswire Inc.• Sns Insider
Exposure Management Market to Reach USD 15.11 Billion by 2032, Driven by Rising Cyber Threats and AI-Powered Security Solutions | Research by SNS Insider
The Exposure Management Market is projected to grow at a CAGR of 25.3% from 2024 to 2032, driven by rising cyber threats and the adoption of AI-powered security solutions. The market is expected to reach USD 15.11 billion by 2032, up from USD 1.99 billion in 2023.
Tenable provides the Tenable One Exposure Management Platform and Tenable.asm, which are key solutions in the Exposure Management market.
PositiveGlobeNewswire Inc.• Globe Newswire
Tenable Appoints Eric Doerr as Chief Product Officer
Tenable, the exposure management company, has appointed Eric Doerr as its new Chief Product Officer. Doerr brings extensive experience in building and scaling security products at leading tech companies like Microsoft and Google Cloud. His appointment comes as Tenable prepares to launch a significantly expanded version of its Tenable One platform.
TENBTenableEric DoerrChief Product Officerexposure managementTenable One
Sentiment note
The article highlights Tenable's forward-thinking approach to exposure management and its rapid innovation in cloud security, which makes Doerr's appointment an exciting time to join the company. The company is also preparing to launch a significantly expanded version of its Tenable One platform, indicating growth and development.
News and sentiment labels describe article tone and are provided for research purposes only. They are not trading recommendations or forecasts.
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