Professional
Added to YB: 2026-07-02
Pitch date: 2026-07-01
TENB [bullish]
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
$4.1B
Pitch Price
N/A
Price Target
62.73 (+66%)
Dividend
N/A
EV/EBITDA
81.30
P/E
-362.18
EV/Sales
4.04
Sector
Software
Category
growth
(NAS:TENB) Tenable: The Cybersecurity Leader in Exposure Management
TENB: Cybersecurity leader repositioning from mature vulnerability mgmt to exposure management, mispriced as slow-growth VM vendor. Mythos/AI inflection driving vuln discovery boom; Tenable One (41% new biz), Hexa AI + Anthropic partnership, 44k customers to upsell. 15-20% rev CAGR, 8% FCF yield, ~12x 2028 CF. Risks: competition (CRWD, PANW, MSFT, Wiz), commoditized legacy VM. PT $62.73, 70% upside.
Read full article (8 min)