Added to YB: 2026-05-07
Pitch date: 2026-05-07
TENB [bullish]
Tenable Holdings, Inc.
+81.31%
current return
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
$4.2B
Pitch Price
$21.29
Price Target
N/A
Dividend
N/A
EV/EBITDA
83.51
P/E
-372.20
EV/Sales
4.15
Sector
Software
Category
value
Top insider trades (Thu, May 7) - Tenable Holdings, Inc. (TENB)
TENB (added to position): CFO first-ever buy $258K @ $21.54 (+65% holdings), cluster w/ 2 directors; filled $21.44. Cyber VM platform, melting ice cube (rev growth 25%→10%) but 13% buybacks, all-time-low 2.3x EV/S vs 5.5x 5y. Tenable One (41% new biz) + H2 Hexa AI catalyst; May 21 Investor Day, mid-term targets. Risks: NDR 106→105%, soft 2H guide, incumbent/LLM competition. Flat rev+buybacks=20% CAGR; growth inflection = re-rate.
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