Tenable (TENB)
Unifies vulnerability, cloud, identity, operational-technology, application, and AI exposure management.
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Sells subscription-based exposure-management software spanning vulnerability, cloud, identity, web application, external attack-surface, operational-technology, and AI security. Tenable One unifies these capabilities with third-party data, while Nessus anchors vulnerability assessment and the research feedback loop that broadens coverage.
Provides exposure-management and vulnerability-management software through Tenable One, Tenable Vulnerability Management, Tenable Cloud Security, Tenable Identity Exposure, Tenable Web App Scanning, Tenable Attack Surface Management, Tenable Security Center, Tenable OT Security, and Tenable AI Exposure. Nessus, its long-running vulnerability scanner, underpins the enterprise platform and contributes user and research feedback that expands assessment coverage.
Sells primarily subscriptions to enterprises and public-sector organizations through a global sales force and channel partners, with the Americas generating most revenue and the United States roughly half. Execution centers on correlating native sensor findings with third-party security and business data, then extending prioritization and remediation across cloud, identity, applications, operational technology, and AI. The model depends on ongoing product integration, channel distribution, third-party data connectivity, cloud infrastructure, and compliance with privacy, export-control, and sanctions rules.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 10, 2026 | Wedbush | Downgrade | ||
| Jul 30, 2026 | Susquehanna | Reiterate | Rating: —Target: $26 | Target: $36 |
| Jul 30, 2026 | UBS | Reiterate | Rating: —Target: $37 | Target: $34 |
| Jul 30, 2026 | Needham | Reiterate | Rating: —Target: $30 | Target: $36 |
| Jul 30, 2026 | Jefferies | Reiterate | Rating: —Target: $27 | Target: $30 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $298.2M · Total debt $421.6M · Total assets $1.57B · Shareholders' equity $198.4M
- Revenue
- $268.5M
- Operating income
- $12.4M
- Net income
- $3.8M
No dividends on record.
| Institutions | 106.17% | 116.94M shares | |
|---|---|---|---|
| 327 holders · as of Jun 30, 2026 | |||
| Insiders | 1.08% | 1.19M shares | |
| 13 holders · as of Aug 25, 2026 | |||
| Adds to | 107.25% | ||
110.14M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 107.25%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Ameriprise Financial IncInstitution | 13.82% | 15.23M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 12.27% | 13.51M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 9.29% | 10.24M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.54% | 5.00M | as of Jun 30, 2026 |
Arrowstreet Capital, Limited PartnershipInstitution | 4.00% | 4.41M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 19, 2026 | Linda Kay Zecher | director | −690 | $35.76 |
| Aug 18, 2026 | Linda Kay Zecher | director | −700 | $35.46 |
| Aug 7, 2026 | Linda Kay Zecher | director | −550 | $36.50 |
| Aug 4, 2026 | Linda Kay Zecher | director | −600 | $36.00 |
| Aug 3, 2026 | Linda Kay Zecher | director | −1,470 | $34.00 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Tenable | $35.64 | −0.75% | $3.96B | 576.4 | 17.4 | 3.8 | +8.6% |
| Qualys | $182.81 | −0.28% | $6.46B | 31.7 | 22.7 | 9.2 | +11.0% |
| Rapid7 | $12.55 | −2.33% | $858.8M | 42.2 | 6.7 | 1.0 | −1.6% |
| CrowdStrike | $252.94 | +1.15% | $254.63B | 7,124.2 | 179.5 | 47.2 | +25.8% |
| Palo Alto Networks | $377.54 | +0.79% | $305.27B | 851.3 | 90.2 | 26.6 | +34.5% |
| Microsoft | $499.88 | +0.38% | $3.70T | 27.7 | 25.5 | 11.1 | +17.8% |
| SentinelOne | $23.89 | +0.17% | $8.03B | — | 60.2 | 7.3 | +20.6% |
| Fortinet | $175.55 | +0.74% | $127.86B | 61.4 | 49.8 | 17.0 | +25.6% |
| Zscaler | $211.69 | +0.72% | $33.99B | — | 43.4 | 10.1 | +24.9% |
| Median | 51.8 | 46.6 | 10.6 | +22.7% |