Added to YB: 2026-05-14
Pitch date: 2026-05-12
TENB [bearish]
Tenable Holdings, Inc.
Author Info
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Company Info
Tenable Holdings, Inc. provides cyber exposure management solutions in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan.
Market Cap
$2.3B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
47.49
P/E
-209.28
EV/Sales
2.36
Sector
Software
Category
growth
The Point-Solution Trap - Tenable Holdings, Inc.
TENB (short): Vulnerability mgmt co w/ $999.4M rev (+11% YoY) but declining new enterprise customers (1,667 vs 1,689 vs 1,788 in '25/'24/'23). $100K+ ACV customers grew to 2,161. Market shifting from scanners to integrated risk platforms w/ cloud posture, identity, runtime exposure. Risk: TENB relegated to signal source vs control plane as category evolves toward automated contextual prioritization.
Read full article (1 min)