COLUMBIA, Md., July 23, 2026 (GLOBE NEWSWIRE) -- Tenable® Holdings, Inc. (NASDAQ: TENB), the exposure management company, today announced that it has joined Cisco’s SolutionsPlus program to offer its unified exposure management capabilities to Cisco customers. This partnership provides global enterprises with a fast, proven transition to an industry-leading exposure management platform without losing critical visibility into enterprise risk.
As a leader in open and connected AI-powered exposure management platforms, the Tenable One Exposure Management Platform delivers visibility, insight and action across the entire attack surface, empowering organizations to reduce risk with speed and precision.
Tenable One enables Cisco customers to gain immediate access to unified exposure data from Tenable native sensors, over 330 integrations and custom data sources, delivering the context needed for precise prioritization. Equipped with Tenable Hexa AI, the platform's agentic AI engine, Tenable One transforms exposure intelligence into coordinated, end-to-end action at machine speed. The secure migration path provides continuous coverage, eliminating the gap in organizations’ defenses that attackers target.
“Our partnership with Cisco offers Cisco Vulnerability Management customers a clear, modernization path to evolve their preemptive defenses,” said Ray Komar, vice president of Cloud and Technology Alliances, Tenable. “As customers transition to the Tenable One platform, they gain more than deep visibility and contextualized exposure insights, they gain a powerful risk reduction force that helps them stay ahead of attackers in the AI era.”
Tenable is dedicated to supporting Cisco customers’ smooth transition to Tenable One. Tenable Professional Services works with customers to accelerate deployment and integration, aligning with unique organizational needs and goals, and optimize services to maximize value and efficiency.
About Tenable
Tenable® is the exposure management company, exposing and closing the cybersecurity gaps that erode business value, reputation and trust. The company’s AI-powered exposure management platform radically unifies security visibility, insight and action across the attack surface, equipping modern organizations to protect against attacks from IT infrastructure to cloud environments to critical infrastructure and everywhere in between. By protecting enterprises from security exposure, Tenable reduces business risk for over 40,000 customers around the globe. Learn more at tenable.com.
Tenable's rally has rewarded stronger fundamentals, but a near-peer sales multiple, limited price-target upside and execution risks argue for patience.
Key Takeaways Tenable is using Hexa AI to automate risk triage and remediation across exposure management workflows. TENB is expanding Tenable One with cloud, identity, OT security and 300 pre-built integrations.TENB partners with OpenAI and Anthropic while proving AI advantages can drive sustained growth. Tenable Holdings (TENB - Free Report) sits near the center of a cybersecurity shift shaped by artificial intelligence. As AI accelerates vulnerability discovery and shortens the time between exposure and exploit, enterprises need faster ways to identify, prioritize and remediate risk.
That backdrop supports demand for unified exposure management. TENB’s challenge is turning that trend into durable product differentiation, sustained execution and better stock performance.
Tenable Benefits From a Faster Threat CycleAI is changing the pace of cyber defense. Frontier models are making vulnerability discovery faster, increasing pressure on security teams that already manage sprawling IT, cloud, identity and operational technology environments.
That urgency supports platforms that unify visibility, context and action. Narrow point products may still solve specific problems, but exposure management becomes more valuable when buyers need to understand which risks matter most and how quickly they can be fixed.
The competitive field is broad. Qualys (QLYS - Free Report) and Rapid7 (RPD - Free Report) remain relevant vulnerability management peers, while CrowdStrike, Palo Alto Networks (PANW - Free Report) and Wiz compete from adjacent areas such as endpoint and cloud security. That peer set underscores why TENB must keep expanding beyond traditional vulnerability scanning.
TENB Uses Hexa AI to Deepen Platform ValueTenable’s AI strategy centers on automation. Hexa AI is positioned as an agentic orchestration engine designed to automate triage and remediation workflows, helping turn exposure intelligence into action at machine speed.
That matters because buyers are not just looking for more alerts. They need systems that can prioritize risks and accelerate response. Hexa AI’s tiered packaging is also expected to support higher average selling prices over time.
Flex pricing adds another adoption lever. By simplifying per-asset procurement, Flex pricing may reduce friction as customers expand their exposure management footprint.
Qualys and Rapid7 are natural comparison points because security buyers often evaluate vulnerability management platforms against each other. TENB’s task is to show that Hexa AI and Tenable One create a broader operating model rather than simply adding another AI feature.
Tenable Pushes Into Cloud, Identity and OTPlatform convergence is central to the TENB story. Tenable One combines vulnerability management with cloud security, identity exposure, operational technology security, web app scanning and attack surface management.
That breadth gives TENB a wider role across modern attack surfaces. The company has also added native operational technology discovery capabilities, extending visibility into cyber-physical systems without additional hardware.
Recent milestones strengthen that platform narrative. Tenable’s cloud security platform achieved FedRAMP High and Impact Level 5 authorization, improving its ability to support U.S. federal agencies. The company also announced AI-powered cloud detection and response capabilities and more than 300 pre-built integrations through the Tenable One Open Connector.
CrowdStrike, Palo Alto Networks and Wiz highlight the pressure from larger and cloud-focused security platforms. Their presence makes TENB’s push into cloud, identity and operational technology more necessary as customers consolidate security spending.
TENB Must Keep Its AI Edge From NarrowingThe same AI trend expanding demand also raises competitive risk. If AI lowers the cost and complexity of building vulnerability discovery and prioritization tools, adjacent vendors could move deeper into exposure management.
That risk is not abstract. Qualys, Rapid7, CrowdStrike, Palo Alto Networks and Wiz are all capable of narrowing TENB's AI edge if they close the gap on automation and prioritization.
Partnerships with OpenAI and Anthropic help TENB stay close to frontier model development. Tenable has participated in OpenAI’s Trusted Access for Cyber program and has worked with Anthropic to integrate Claude-powered workflows into Hexa AI.
Those relationships are useful, but they are not enough on their own. Because they are non-exclusive, TENB still has to convert early access into durable product advantages that are hard for peers to replicate.
Tenable’s Ratings Reflect Trend Strength, Stock RiskThe bottom line is that TENB is tied to a powerful cybersecurity trend, but the stock still carries execution risk. AI-driven vulnerability discovery may continue to lift demand for exposure management, yet TENB must prove that platform breadth, automation and partner access can translate into sustained growth.
The Zacks Consensus Estimate for TENB’s 2026 earnings is pegged at $1.95 per share, unchanged over the past 30 days and indicating 22.64% year-over-year growth.
TENB currently carries a Zacks Rank #4 (Sell). That rank points to a weak short-term earnings estimate revision setup, even though the company has favorable Style Scores.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The stock has a Growth Score of A, Momentum Score of A and VGM Score of A. These scores suggest favorable growth and momentum characteristics, but Style Scores are best used with the Zacks Rank. For now, the trend is promising, while the stock still needs clearer proof of sustained execution and improved estimate momentum.
Key Takeaways Tenable is expanding from vulnerability scanning into an AI-enabled exposure management platform.TENB said Tenable One made up 41% of Q1 2026 new business, up 800 basis points year over year.Tenable added AI, cloud and identity capabilities through acquisitions, partnerships and Flex pricing. Tenable Holdings (TENB - Free Report) is no longer defined only by vulnerability scanning. The company is positioning itself as an exposure management platform that helps customers see, prioritize and reduce cyber risk across a widening attack surface.
That shift is central to the TENB stock story. Tenable One, Hexa AI, cloud security, identity exposure, operational technology security and AI asset visibility now shape the platform thesis.
Tenable Expands Beyond Legacy ScanningTenable’s business centers on exposure management across information technology, cloud, operational technology, web applications, identity systems and emerging AI assets. The goal is to give customers a unified view of where risk exists, what matters most and which issues need remediation.
Tenable One is the company’s flagship AI-enabled exposure management platform. It integrates vulnerability management, cloud security, identity exposure, operational technology security, web application scanning and attack surface management. Legacy products such as Nessus remain available as stand-alone offerings, keeping the company connected to its vulnerability management roots.
Acquisitions have widened the platform. Tenable acquired Vulcan Cyber in 2025 to add cyber risk management capabilities and Apex Security to expand AI attack surface security. Those deals support the broader move from scanning toward risk prioritization and action.
Qualys (QLYS - Free Report) and Rapid7 (RPD - Free Report) remain relevant comparisons because both operate in vulnerability management and related security markets. Their presence keeps pressure on Tenable to prove that broader exposure management can deliver more value than point tools. Where Qualys and Rapid7 have built primarily around vulnerability management, Tenable has pushed earlier into adjacent categories such as cloud security, identity exposure and OT, positioning Tenable One as a broader consolidation point for security budgets. Palo Alto Networks (PANW - Free Report) , by comparison, has scaled its platform out of network security, firewalls and cloud, giving it a different but overlapping path into exposure-adjacent workflows.
TENB Gains Traction With Tenable OneTenable One accounted for 46% of new business in fiscal 2025. In the first quarter of 2026, the platform represented 41% of new business, up 800 basis points year over year.
That momentum included 406 new enterprise platform customers and 43 net new six-figure customers in the quarter, alongside a net dollar expansion rate of 105%. Management also cited strong new logo activity, including a seven-figure Tenable One transaction with a major financial institution in the Middle East where Tenable displaced an incumbent vulnerability management vendor.
The driver is clear. Customers are dealing with more assets, more vulnerabilities, more identities and more cloud complexity. Tenable's pitch is that unified visibility, contextual prioritization and remediation workflows can reduce noise and focus security teams on the most important exposures.
Palo Alto Networks is another relevant name because large cybersecurity platforms are expanding across cloud and broader security operations. That makes Tenable's differentiation in exposure management important as platform competition intensifies. That new business mix also points to a broader shift in spend toward consolidated platforms, away from the narrower vulnerability management offerings that still anchor Qualys and Rapid7's core business.
Tenable Ties AI to Faster Customer AdoptionAI is not just a marketing layer in Tenable's story. Management has pointed to the rapid advancement of frontier AI models, including Anthropic's Mythos, as evidence that vulnerability discovery is accelerating at a scale and speed not seen before. That dynamic, in management's view, raises the urgency for customers to prioritize and remediate exposures faster.
Hexa AI is Tenable’s agentic orchestration engine for the Tenable One platform. It is designed to automate triage and remediation workflows, turning exposure intelligence into coordinated action across security tools, teams and systems. Palo Alto Networks has taken a similar path, layering AI copilots and automation across its own platform, keeping the competitive bar high for autonomous remediation.
Tenable also introduced Flex pricing in the first quarter of 2026. The model keeps pricing per asset but applies consistent pricing across asset types, which management said can reduce procurement friction as customers expand across the attack surface.
Partnerships with OpenAI and Anthropic add another layer to the strategy. Tenable has integrated Claude-powered workflows into Hexa AI and joined OpenAI's Trusted Access for Cyber and Daybreak Cyber Partner programs, bringing frontier model capabilities directly into the platform. TENB has also expanded AI governance through the Tenable One Open Connector network, the Claude Compliance API and FedRAMP High authorization for its cloud platform.
Tenable Still Faces Real Execution RisksThe bull case still has constraints. Tenable generated 94% of its 2025 revenues through channel partners, and one distributor accounted for 32% of revenues and 28% of accounts receivable.
That concentration creates dependence on third-party relationships for sales reach, collections and customer visibility. A change in distributor terms, strategy or financial position could create disruption that is not fully under Tenable’s direct control.
Integration risk also matters. Vulcan Cyber and Apex Security add capabilities, but acquisitions require technology, product and sales integration. Slower integration could distract management or delay the expected benefits of the broader platform.
International exposure adds another risk. In 2025, 39% of revenues came outside the Americas, with 27% from Europe, the Middle East and Africa and 12% from Asia Pacific. Currency movement can affect reported growth even when underlying demand remains intact.
AI could also cut both ways. The same advances that increase demand for exposure management may help competitors build overlapping discovery, prioritisation and remediation features over time.
Tenable’s Scores Show a Mixed but Active SetupTenable’s platform narrative is compelling, but the stock setup is not cleanly bullish in the near term. The company is building around Tenable One, Hexa AI and AI-driven exposure management at a time when customers are reassessing how quickly they can identify and fix cyber risk.
TENB currently carries a Zacks Rank #4 (Sell). That points to weaker short-term earnings estimate revision momentum, which investors should weigh carefully before treating the stock’s business narrative as a direct buy signal. The Zacks Consensus Estimate for TENB's 2026 EPS is pegged at $1.95, unchanged over the past 30 days and indicating 22.64% year-over-year growth, which shows why the earnings picture still lags the stock's broader momentum story.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Tenable Holdings, Inc. Price and Consensus
Tenable Holdings, Inc. price-consensus-chart | Tenable Holdings, Inc. Quote
The Style Scores are stronger. TENB has a VGM Score of A, Growth Score of A and Momentum Score of A, while its Value Score is D. Style Scores are designed to complement the Zacks Rank, with A and B grades generally more favorable than weaker grades.
The combination leaves TENB in a mixed but active position. The growth and momentum profile supports interest in the platform story, but the Zacks Rank #4 signals caution around near-term earnings revision trends.
COLUMBIA, Md., July 15, 2026 (GLOBE NEWSWIRE) -- Tenable® Holdings, Inc. (NASDAQ: TENB), the exposure management company, today announced the expansion of the Tenable One Exposure Management Platform, unifying application security risks with all other exposure data. By integrating static code vulnerability data, Tenable One delivers complete, code-to-runtime visibility across the entire attack surface.
Security teams have long struggled with a code security problem where vulnerable code reaches production faster than it can be reviewed. This problem is exacerbated by the use of generative AI, which empowers developers to ship code three to four times faster, while potentially introducing flaws at 10x the rate.1 Application security teams and developers typically rely on siloed solutions that lack the contextual infrastructure intelligence required to determine if a code vulnerability poses a real-world threat to the business. This disconnected approach creates a major and exploitable blind spot.
Tenable One ingests, analyzes and normalizes data from relevant application development and security sources, including AI application security tools, such as Claude Security. Tenable One then connects all ingested exposure data – unifying Tenable telemetry with data from other security tools, including endpoint protection, cloud security, vulnerability management, operational technology security and more, and vital business context from repositories like configuration management databases – designed to deliver the most complete view of enterprise risk, and accelerate remediation prioritization and action. With this platform expansion, Tenable One shifts organizations from reactive application scanning to proactive risk prioritization, connecting code risks to the runtime systems, cloud workloads, identities and attack paths they put at risk.
“Bringing application security data into Tenable One, we're giving our customers the context they’ve been missing,” said Eric Doerr, Chief Product Officer, Tenable. “Security teams don’t need to wade through a sea of vulnerabilities. With Tenable One, security teams know exactly where they are exposed the moment an exposure is created – whether an agentic AI security tool discovers a new zero-day in an open-source library or a human error introduces risk. For the first time, security teams can see code flaws and prioritize remediation actions alongside all other forms of risk for more effective risk reduction.”
Application security data integrations are now available for all Tenable One customers. More information about Tenable One and application security data integrations is available at: https://www.tenable.com/blog/application-security-data-exposure-management-integration
1 Cloud Security Alliance, “Vibe Coding’s Security Debt: The AI-Generated CVE Surge,” By Cloud Security Alliance AI Safety Initiative, April 2026.
About Tenable
Tenable® is the exposure management company, exposing and closing the cybersecurity gaps that erode business value, reputation and trust. The company’s AI-powered exposure management platform radically unifies security visibility, insight and action across the attack surface, equipping modern organizations to protect against attacks from IT infrastructure to cloud environments to critical infrastructure and everywhere in between. By protecting enterprises from security exposure, Tenable reduces business risk for over 40,000 customers around the globe. Learn more at tenable.com.
COLUMBIA, Md., July 15, 2026 (GLOBE NEWSWIRE) -- Tenable® Holdings, Inc. (NASDAQ: TENB), the exposure management company, today announced that it will release financial results for its second quarter ended June 30, 2026, after the U.S. market close on Wednesday, July 29. Tenable will host a conference call at 4:30 p.m. ET to discuss the results.
A live webcast of the event will be available on the Tenable Investor Relations website at https://investors.tenable.com. A dial-in will be available domestically at 1-877-407-9716 or internationally at 1-201-493-6779. An archived replay will be available after the call.
About Tenable
Tenable® is the exposure management company, exposing and closing the cybersecurity gaps that erode business value, reputation and trust. The company’s AI-powered exposure management platform radically unifies security visibility, insight and action across the attack surface, equipping modern organizations to protect against attacks from IT infrastructure to cloud environments to critical infrastructure and everywhere in between. By protecting enterprises from security exposure, Tenable reduces business risk for over 40,000 customers around the globe. Learn more at tenable.com.
Shares of Tenable Holdings (TENB +6.97%) rallied on Monday, up 6.7% on the day, and extending a massive 100%-plus run since the stock's bottom back in April.
Tenable was initially caught up in the software "SaaS-pocalypse" this year following the release of Anthropic's Claude code and its associated capabilities in coding and cybersecurity. Still, it appears the fears over cybersecurity leaders may be overdone, as these companies appear to be deploying leading LLMs within their trusted software architecture, rather than being disrupted by them.
The cybersecurity cohort got another boost today from a Wall Street analyst, who upgraded a group of names in the sector, with Tenable seeing its price target nearly double.
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Scotiabank upgrades On Monday, sell-side analysts Patrick Colville and Joe Vandrick of Scotiabank published a note in which the analysts upgraded a slew of cybersecurity stocks, Tenable among them. The analysts' theory is that the latest artificial intelligence models are so powerful that they will increase cyber threats throughout this year and 2027, forcing companies to increase their cybersecurity budgets.
While information technology research firm Gartner (IT 0.85%) predicts 14.5% growth in cybersecurity spending this year, Colville and Vandrick believe that estimate is conservative. As a result, the analysts increased their price targets on the group of stocks, including Tenable's, nearly doubling it from $26 to $50.
Tenable is a known leader across multiple "surfaces" of modern enterprise IT departments. In fact, Gartner named it "the company to beat" for AI-powered vulnerability assessment just last week. So, Tenable stands to benefit from new and emerging threats across multiple "attack surfaces."
Image source: Getty Images.
Tenable could be a strong comeback story Despite the recent doubling, Tenable stock still trades well below its all-time highs set in April 2022. Currently, its market cap is just $4.5 billion, with just a 20 forward P/E ratio based on adjusted (non-GAAP) earnings estimates for 2026.
That's still not expensive for a profitable software company growing around 10%, and which could be due for some reacceleration, if Gartner's forecast is correct. Like many of its peers, Tenable faces some disruption risk from generative AI; however, if the company can adapt and harness AI for future growth, shares look very cheap, even after today's bounce.
Tenable (TENB) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
COLUMBIA, Md., July 01, 2026 (GLOBE NEWSWIRE) -- Tenable® Holdings, Inc. (NASDAQ: TENB), the exposure management company, today announced that Gartner has identified Tenable as the company to beat for AI-powered exposure assessment in its report, AI Vendor Race: Tenable Is the Company to Beat for AI-Powered Exposure Assessment.
According to Gartner, "Tenable's long-standing dominance in vulnerability assessment, its strong asset and attack surface discovery capabilities, and its ability to execute on its AI strategy make it the front-runner in AI-powered exposure assessment."
The Gartner report further notes that, “Tenable’s broad attack surface coverage sets it apart from competitors. Tenable One is a well-integrated platform that spans traditional IT, identity, cloud, CPS and container environments.” Gartner adds that, “This visibility extends to emerging attack surfaces such as AI. Tenable identifies shadow AI usage and can also prioritize AI exposures like sensitive data leakage, misconfigurations, novel AI attacks, risky agent behavior, and unsafe integrations with external tools.”
“Cybersecurity is entering a new era where AI is changing both how organizations operate and how attackers exploit them," said Mark Thurmond, co-CEO, Tenable. "Organizations need a modern approach that not only gives them complete visibility across their expanding attack surface, but helps them act on risk faster. We believe Gartner's recognition reflects our continued commitment to enabling customers to keep pace with that change.”
We feel the Gartner recognition builds on a series of recent AI milestones for Tenable. In recent months, the company announced the general availability of Tenable Hexa AI, the agentic AI engine inside the Tenable One Exposure Management Platform, expanded its Tenable One AI Exposure capabilities to help customers protect their AI attack surface, and joined a select group of cybersecurity companies participating in both Anthropic's Project Glasswing initiative and OpenAI's Daybreak Cyber Partner Program. Together, these investments are helping shape the next generation of AI-powered cybersecurity while enabling customers to move beyond identifying exposures to continuously prioritizing and reducing cyber risk.
“We're still in the early innings of AI in cybersecurity,” said Steve Vintz, co-CEO, Tenable. “The next phase isn't just identifying exposures – it's enabling security teams to continuously understand, prioritize and remediate them with AI working alongside people. That's where we're investing, and where we believe the market is headed.”
To read Gartner’s AI Vendor Race: Tenable Is the Company to Beat for AI-Powered Exposure Assessment, Gartner subscribers can access it here: https://www.gartner.com/document-reader/document/8048333
Gartner Disclaimer
Gartner, AI Vendor Race: Tenable Is the Company to Beat for AI-Powered Exposure Assessment, Elizabeth Kim, Isy Bangurah, Mitchell Schneider and Luis Castillo, June 24, 2026.
GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and is used herein with permission. All rights reserved.
Gartner does not endorse any vendor, product or service depicted in its research publications and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's Research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.
About Tenable
Tenable® is the exposure management company, exposing and closing the cybersecurity gaps that erode business value, reputation and trust. The company’s AI-powered exposure management platform radically unifies security visibility, insight and action across the attack surface, equipping modern organizations to protect against attacks from IT infrastructure to cloud environments to critical infrastructure and everywhere in between. By protecting enterprises from security exposure, Tenable reduces business risk for over 40,000 customers around the globe. Learn more at tenable.com.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding the expected capabilities, benefits, and performance of Tenable Hexa AI, the Tenable One Exposure Management Platform, and Tenable's participation in Anthropic's Project Glasswing initiative and OpenAI's Daybreak Cyber Partner Program, the expected impact of these initiatives and solutions on risk prioritization, remediation, and security posture, and the anticipated use and effectiveness of frontier AI in cybersecurity workflows. These statements are subject to risks and uncertainties that could cause actual results to differ materially, including risks related to the development, adoption, and performance of new and unproven technologies (including agentic AI, large language models, and automated remediation workflows), the potential that such technologies may not deliver their anticipated benefits or accurately prioritize risk, and other factors described under "Risk Factors" in Tenable's most recent Annual Report on Form 10-K and subsequent reports filed with the SEC. Tenable undertakes no obligation to update these statements to reflect events occurring after the date hereof.
Poised to end June on a bullish note, shares of Tenable (TENB +8.57%) are extending a climb that began with yesterday's 11% rise. With an analyst upwardly revising his price target on the cybersecurity stock, investors are finding a new reason to bid the stock higher.
As of 10:18 a.m ET, shares of Tenable are up 7%.
Image source: Getty Images.
One firm deems Tenable the leader in exposure management Maintaining an overweight rating, Brian Essex, an analyst at JPMorgan, hiked his price target on Tenable stock to $40 from $35.
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The firm also added Tenable stock to its Analyst Focus List. According to Thefly.com, Essex based his increasingly bullish outlook on the belief that threats from China will continue to drive demand for Tenable's cybersecurity solutions; moreover, Essex sees the company as the best-positioned exposure management vendor to address the escalating threats.
Based on yesterday's closing price of $33.49, Essex's $40 price target implies upside of 19.4%.
Yesterday, Tenable announced that it achieved Federal Risk and Authorization Management Program (FedRAMP) High and Impact Level (IL) 5 authorization from the U.S. government, making it eligible for federal cloud contracts with stringent security requirements.
Rather than placing too much emphasis on an analyst's higher price target, investors would be better served by evaluating Tenable on its fundamentals. Growing both revenue and free cash flow at strong clips over the past several years, Tenable is on a solid financial footing.
With Tenable stock now trading at 16.6 times forward earnings, today seems like a great time for investors investigating cybersecurity stocks to consider starting a position.
JPMorgan Chase is an advertising partner of Motley Fool Money. Scott Levine has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends JPMorgan Chase. The Motley Fool has a disclosure policy.
On a positive day for markets, when the S&P 500 rose 1.2%, Tenable (TENB +10.82%) stock soared. Investors bid the cybersecurity stock higher after learning that the company had received an important security certification from the United States government.
Shares of Tenable closed 11% higher today from where they ended Friday's trading session.
Image source: Getty Images.
A new milestone translates to new opportunities Tenable reported today that its Tenable One Cloud Exposure, a cybersecurity solution that identifies and reduces security risks across multi‑cloud and hybrid cloud environments, has achieved Federal Risk and Authorization Management Program (FedRAMP) High and Impact Level (IL) 5 authorization, a rigorous U.S. government security certification.
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In addition to the Department of Defense, the company believes that achieving this milestone opens the door to opportunities with other highly sensitive federal use cases, such as intelligence agencies. Furthermore, the company acknowledges in the related press release that the authorization "enables Tenable to support new mission-critical use cases, including classified and tactical edge deployments, and offers a clear competitive advantage in the federal space."
What's an investor to do now? With the company gaining broader access to federal cloud contracts through its new FedRAMP certification, Tenable's growth potential has increased; thus, investors interested in cybersecurity stocks have a more appealing option through Tenable stock. And with shares of Tenable trading at 16.9 times operating cash flow, a discount to their five-year average cash flow multiple of 37.3, Tenable stock appears even more attractive, hanging on the discount rack.
Scott Levine has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
COLUMBIA, Md., June 29, 2026 (GLOBE NEWSWIRE) -- Tenable® Holdings, Inc. (NASDAQ: TENB), the exposure management company, today announced that Tenable One Cloud Exposure has achieved FedRAMP® High and Impact Level (IL) 5 authorization, one of the U.S. government’s most stringent security certifications. Part of the Tenable One Exposure Management Platform, Tenable One Cloud Exposure is an actionable cloud security solution that provides unified visibility and AI-powered contextual insights to help organizations proactively identify and close critical exposure gaps across the entire cloud lifecycle.
The milestone significantly expands Tenable’s opportunities to support highly sensitive federal environments, including those used by the Department of War (DoW) and intelligence agencies. This new authorization builds on Tenable FedRAMP Moderate authorizations for both Tenable One Cloud Exposure and Tenable One, further cementing its role as a long-standing and trusted partner in the public sector.
As federal agencies accelerate cloud modernization and AI adoption, they face an increasingly complex landscape of misconfigured workloads, fragmented security tools and new attack vectors. Tenable One Cloud Exposure consolidates critical cloud security functions, previously spread across multiple tools, into a single, cost-efficient solution. By leveraging advanced identity analytics, Tenable enforces Zero Trust principles that align with DoW CIO mandates to ensure mission-critical resilience, cyber readiness and operational effectiveness.
This authorization also enables Tenable to support new mission-critical use cases, including classified and tactical edge deployments, and offers a clear competitive advantage in the federal space. Purpose-built for sensitive government cloud environments, Tenable One Cloud Exposure is a comprehensive Cloud Native Application Protection Platform (CNAPP) that delivers:
Unified visibility across infrastructure, identities and workloadsProactive identity risk management and enforcement of least privilegeContinuous compliance with evolving federal cybersecurity standards
“Achieving FedRAMP High authorization is a powerful validation of our public sector commitment and our ability to protect the most sensitive cloud workloads,” said Bob Huber, Chief Security Officer and President of Tenable Public Sector, LLC. “We’re proud to provide federal agencies with a unified exposure management platform that meets their toughest challenges: reducing risk, maintaining compliance and securely adopting AI with confidence.”
Tenable One Cloud Exposure received FedRAMP high authorization through UberEther’s AIM Advantage platform.
More information on Tenable One Cloud Exposure FedRAMP High is available at: https://www.tenable.com/solutions/government/us-fed
About Tenable
Tenable® is the exposure management company, exposing and closing the cybersecurity gaps that erode business value, reputation and trust. The company’s AI-powered exposure management platform radically unifies security visibility, insight and action across the attack surface, equipping modern organizations to protect against attacks from IT infrastructure to cloud environments to critical infrastructure and everywhere in between. By protecting enterprises from security exposure, Tenable reduces business risk for more than 40,000 customers around the globe. Learn more at https://www.tenable.com.
Companies will explore how frontier AI can help organizations identify, prioritize and reduce cyber risk faster in the AI era June 22, 2026 13:08 ET | Source: Tenable Holdings, Inc.
COLUMBIA, Md., June 22, 2026 (GLOBE NEWSWIRE) -- Tenable® Holdings, Inc. (NASDAQ: TENB), the exposure management company, today announced it is working with OpenAI as part of the OpenAI Daybreak Cyber Partner Program. The collaboration brings together OpenAI's frontier AI capabilities, including GPT-5.5, and Tenable's leadership in exposure management to help organizations better understand cyber risk, prioritize action and stay ahead of attackers through Tenable product and service workflows.
The announcement comes as AI is reshaping the threat landscape. Attackers are already using AI to accelerate reconnaissance, automate vulnerability discovery and compress the window between exposure and exploitation. Security teams face a growing asymmetry: the volume and complexity of potential exposures is expanding faster than any team can manually assess, while the time available to act continues to shrink.
The Tenable One Exposure Management Platform was built for exactly this challenge. Rather than generating more findings, Tenable One helps organizations understand which exposures actually matter. Powered by the Tenable Exposure Data Fabric, the platform connects exposure intelligence from across the modern attack surface and applies the context needed to distinguish what is merely vulnerable from what is truly risky. Combined with frontier AI capabilities, this rich foundation helps organizations move from analysis to action faster, enabling security teams to focus on the exposures most likely to impact the business before attackers can capitalize on them.
The collaboration is expected to focus on several areas, including:
Advancing cybersecurity research and exposure intelligenceAccelerating the identification and prioritization of exploitable exposures and attack pathsImproving how security teams prioritize, validate and respond to the exposures that matter mostStreamlining security operations and accelerating risk reduction “The AI era requires a fundamentally new approach to cybersecurity,” said Eric Doerr, Chief Product Officer, Tenable. “Attackers are moving faster and operating at a scale that makes purely reactive security untenable. As part of OpenAI’s Trusted Access for Cyber program, Tenable is evaluating how GPT-5.5 can help accelerate defensive workflows through secure product integrations, enabling customers to stay ahead of attackers and move faster with confidence. This is what proactive security looks like in practice.”
The announcement underscores Tenable's continued investment in AI-powered exposure management and its commitment to helping customers proactively reduce cyber risk in an increasingly complex threat landscape.
More information about Tenable One, the leading AI-powered exposure management platform, is available at: https://www.tenable.com/products/tenable-one
About Tenable
Tenable® is the exposure management company, exposing and closing the cybersecurity gaps that erode business value, reputation and trust. The company’s AI-powered exposure management platform radically unifies security visibility, insight and action across the attack surface, equipping modern organizations to protect against attacks from IT infrastructure to cloud environments to critical infrastructure and everywhere in between. By protecting enterprises from security exposure, Tenable reduces business risk for over 40,000 customers around the globe. Learn more at tenable.com.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding the expected capabilities, benefits, and performance of the partnership with OpenAI under the Daybreak cybersecurity initiative and the Tenable One Exposure Management Platform, the expected impact of the partnership and Tenable’s solutions on risk prioritization, remediation, and security posture, and the anticipated use and effectiveness of frontier AI in cybersecurity workflows. These statements are subject to risks and uncertainties that could cause actual results to differ materially, including risks related to the development, adoption, and performance of new and unproven technologies (including agentic AI, large language models, and automated remediation workflows), the potential that such technologies may not deliver their anticipated benefits or accurately prioritize risk, and other factors described under "Risk Factors" in Tenable's most recent Annual Report on Form 10-K and subsequent reports filed with the SEC. Tenable undertakes no obligation to update these statements to reflect events occurring after the date hereof.
COLUMBIA, Md., June 16, 2026 (GLOBE NEWSWIRE) -- Tenable® Holdings, Inc. (NASDAQ: TENB), the exposure management company, today announced extended continuous security control and validation capabilities within the Tenable One Exposure Management Platform. With security control visibility and evidence-based, contextualized insights, Tenable One confirms which cyber exposures are truly accessible and exploitable for more precise prioritization and overall risk reduction.
Exploitability is highly dependent on the specifics of an organization's environment. Without continuous security validation, security teams lack a reliable way to distinguish true threats from false positives, leading to inefficient remediation efforts. This creates a critical prioritization and resource burden, where security teams are dedicating time to addressing potential risks that may already have active mitigations in place. As AI speeds up vulnerability discovery, the cost and potential impact of this imprecision continue to rise.
By weaving compensating security controls directly into the exposure prioritization process, Tenable One eliminates the noise from theoretical risks that are functionally blocked by existing defenses. The platform continuously validates security controls by cross-referencing threat intelligence and attack feasibility against the real-time defense status. This data is fed into Tenable Hexa AI—the platform's agentic engine—for streamlined, automated remediation.
“Our customers’ biggest challenge is knowing which exposures attackers can actually exploit and how to prioritize them,” said Eric Doerr, Chief Product Officer, Tenable. “With continuous security control validation, Tenable One now delivers visibility and context into customers’ unique security controls, further enhancing prioritization efforts. Our platform enables security teams to stop chasing theoretical risk and focus their resources on the true, exploitable threats to their business. CISOs gain confidence that their evidence-based exposure management strategy will protect against AI-powered attacks.”
Tenable One validation capabilities are now available to all Tenable One customers. More information on continuous security control and validation within Tenable One is available at: http://tenable.com/blog/ctem-exposure-management-validation
About Tenable
Tenable® is the exposure management company, exposing and closing the cybersecurity gaps that erode business value, reputation and trust. The company’s AI-powered exposure management platform radically unifies security visibility, insight and action across the attack surface, equipping modern organizations to protect against attacks from IT infrastructure to cloud environments to critical infrastructure and everywhere in between. By protecting enterprises from security exposure, Tenable reduces business risk for over 40,000 customers around the globe. Learn more at tenable.com.
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding the expected capabilities, benefits, and performance of the continuous security control and validation capabilities within the Tenable One Exposure Management Platform, Tenable Hexa AI, and the expected impact of these features on risk prioritization, remediation, and security posture. These statements are subject to risks and uncertainties that could cause actual results to differ materially, including risks related to the development, adoption, and performance of new and unproven technologies (including agentic AI and automated remediation workflows), the potential that such technologies may not deliver their anticipated benefits or accurately prioritize risk, and other factors described under "Risk Factors" in Tenable's most recent Annual Report on Form 10-K and subsequent reports filed with the SEC. Tenable undertakes no obligation to update these statements to reflect events occurring after the date hereof.
Tenable Holdings is downgraded to "Neutral" as growth decelerates and backlog slows, despite a modest valuation. TENB maintains high gross margins in the low 80s and a recurring revenue base of 96% but faces functional overlap with emerging AI competitors. FY26 guidance implies tepid 7%-8% revenue growth and a 5% EPS raise to $1.94, with valuation at 2.3x EV/revenue and 10.7x P/E.
Shares of Tenable (TENB - Free Report) have gained 18.8% over the past four weeks to close the last trading session at $20.89, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $28.79 indicates a potential upside of 37.8%.
The average comprises 19 short-term price targets ranging from a low of $19.00 to a high of $40.00, with a standard deviation of $6.12. While the lowest estimate indicates a decline of 9.1% from the current price level, the most optimistic estimate points to a 91.5% upside. More than the range, one should note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.
While the consensus price target is highly sought after by investors, the ability and unbiasedness of analysts in setting price targets have long been questionable. And investors making investment decisions solely based on this tool would arguably do themselves a disservice.
However, an impressive consensus price target is not the only factor that indicates a potential upside in TENB. This view is strengthened by the agreement among analysts that the company will report better earnings than what they estimated earlier. Though a positive trend in earnings estimate revisions doesn't give any idea as to how much the stock could surge, it has proven effective in predicting an upside.
Price, Consensus and EPS Surprise
Here's What You Should Know About Analysts' Price TargetsAccording to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.
While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?
They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.
However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.
That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.
Why TENB Could Witness a Solid UpsideThere has been increasing optimism among analysts lately about the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher. And that could be a legitimate reason to expect an upside in the stock. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
The Zacks Consensus Estimate for the current year has increased 3.9% over the past month, as two estimates have gone higher compared to no negative revision.
Moreover, TENB currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Therefore, while the consensus price target may not be a reliable indicator of how much TENB could gain, the direction of price movement it implies does appear to be a good guide.
Tenable (TENB - Free Report) could be a solid addition to your portfolio given a notable revision in the company's earnings estimates. While the stock has been gaining lately, the trend might continue since its earnings outlook is still improving.
Analysts' growing optimism on the earnings prospects of this cybersecurity software company is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. Our stock rating tool -- the Zacks Rank -- is principally built on this insight.
The five-grade Zacks Rank system, which ranges from a Zacks Rank #1 (Strong Buy) to a Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record of outperformance, with Zacks #1 Ranked stocks generating an average annual return of +25% since 2008.
Consensus earnings estimates for the next quarter and full year have moved considerably higher for Tenable, as there has been strong agreement among the covering analysts in raising estimates.
The chart below shows the evolution of forward 12-month Zacks Consensus EPS estimate:
12 Month EPS
Current-Quarter Estimate RevisionsThe company is expected to earn $0.46 per share for the current quarter, which represents a year-over-year change of +35.3%.
Over the last 30 days, two estimates have moved higher for Tenable compared to no negative revisions. As a result, the Zacks Consensus Estimate has increased 10.94%.
Current-Year Estimate RevisionsThe company is expected to earn $1.93 per share for the full year, which represents a change of +21.4% from the prior-year number.
The revisions trend for the current year also appears quite promising for Tenable, with seven estimates moving higher over the past month compared to no negative revisions. The consensus estimate has also received a boost over this time frame, increasing 16.89%.
Favorable Zacks RankThanks to promising estimate revisions, Tenable currently carries a Zacks Rank #2 (Buy). The Zacks Rank is a tried-and-tested rating tool that helps investors effectively harness the power of earnings estimate revisions and make the right investment decision.
You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
Our research shows that stocks with Zacks Rank #1 (Strong Buy) and 2 (Buy) significantly outperform the S&P 500.
Bottom LineWhile strong estimate revisions for Tenable have attracted decent investments and pushed the stock 20.8% higher over the past four weeks, further upside may still be left in the stock. So, you may consider adding it to your portfolio right away.
Tenable Holdings remains a buy despite a 22% price drop and sector-wide SaaS headwinds. TENB posted solid Q1 results with 9.6% revenue growth, strong cash flow, and robust margins, but guidance signals slowing growth. AI disruption fears weigh on valuation, yet management views AI as a collaborative force, not a replacement, and is integrating AI into its platform.
Tenable (TENB 0.65%) is a cybersecurity company with a market capitalization of just $2.4 billion, so it's much smaller than some of the industry leaders, including CrowdStrike and Palo Alto Networks, which are worth more than $100 billion each.
However, Tenable specializes in a niche called exposure management, which is a proactive form of cybersecurity designed to identify vulnerabilities in corporate networks before they can be exploited by malicious actors. This is a valuable segment of the industry, but it means Tenable has a smaller addressable market than its peers that offer more holistic solutions.
Tenable stock is down 65% from its 2022 record high, but its business is growing nicely, and so Wall Street thinks the dip might be an opportunity. The analysts tracked by The Wall Street Journal have a consensus overweight (bullish) weighting on the stock, and their average price target points to solid upside over the next 12 months.
Image source: Getty Images.
Artificial intelligence is enhancing Tenable's capabilities Tenable owns the Nessus platform, which is one of the cybersecurity industry's most accurate and most widely deployed vulnerability management solutions. It constantly scans devices, networks, and operating systems for weak points, so businesses can patch them before they are exploited. But over the past few years, Nessus has become an important onramp into Tenable's growing portfolio of other products.
In 2022, the company launched Tenable One, which is a more comprehensive platform for exposure management. It now uses artificial intelligence (AI) to automate workflows, from mapping potential attack paths to remediating vulnerabilities, shifting these critical tasks away from humans who simply can't respond to threats as fast as algorithms can.
In March, Tenable introduced Hexa AI, which is Tenable One's new agentic engine. It's an all-powerful digital assistant that coordinates AI agents to automate even more cybersecurity workflows, and it's capable of taking action in certain situations. In simple terms, Tenable One used to uncover vulnerabilities for a business and suggest ways to rectify them, whereas Hexa AI can go ahead and fix them autonomously without any human intervention.
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Tenable has more than 40,000 enterprise customers, making it the world's leading player in the market for exposure management. During the first quarter of 2026 (ended March 31), a record 2,204 of those customers had annual contract values of more than $100,000, which was up by 8% from the year-ago period. Therefore, it's clear that large organizations are recognizing the importance of advanced exposure management software.
Steady revenue growth, with an improving bottom line Tenable generated $262.1 million in revenue during the first quarter, a 9.6% increase over the year-ago period, and it also topped the company's forecast range of $257 million to $260 million. The strong result prompted management to increase its full-year revenue guidance for 2026 by $3 million to $1.073 billion at the midpoint of the range.
Tenable also spent money more conservatively during the quarter to improve its bottom line, with its total operating expenses shrinking by 4% year over year. As a result, the company eked out a net profit of $1.4 million. That might not sound like much, but it was a huge positive swing from the $22.9 million loss it generated in the same quarter last year.
After excluding one-off and non-cash expenses such as stock-based compensation, Tenable delivered an adjusted (non-GAAP) profit of $55.5 million, which increased by 25% from the year-ago period.
Wall Street is bullish on Tenable stock The Wall Street Journal tracks 26 analysts who cover Tenable stock, and 11 have given it a buy rating. One other is in the overweight camp, while the remaining 14 recommend holding. None recommend selling. The analysts have an average price target of $27.26, which suggests the stock could climb by 31% over the next 12 months or so. But the Street-high target of $38 implies an even greater potential upside of 82%.
I think both targets are achievable because of Tenable's valuation. Its stock is trading at a price-to-sales (P/S) ratio of just 2.4 as I write this, making it one of the cheapest names in the entire cybersecurity industry.
CRWD PS Ratio data by YCharts
Tenable stock would have to soar by 422% just to trade in line with the average P/S ratio of the other four cybersecurity stocks in the preceding chart, which is 12.5. I'm not suggesting a gain of that magnitude is on the table, because Tenable is sacrificing some revenue growth right now to focus on profitability, which will affect the P/S ratio investors are willing to pay for its stock. However, it certainly makes Wall Street's price targets look realistic.
Tenable Holdings, Inc. specializes in identifying vulnerabilities across cloud, IT, and identity environments to preempt cyber threats. I downgraded TENB to Hold last year due to slowing growth, federal spending exposure, and integration risks from the Vulcan Cyber acquisition. Since my Hold rating, TENB shares have declined approximately 46%, significantly underperforming the S&P 500's 21% gain over the same period.
Matthew Charles Brown, Chief Financial Officer of Tenable (TENB 0.65%), reported the open-market purchase of 12,000 shares at around $21.54 per share on May 4, 2026, according to a SEC Form 4 filing.
Transaction summaryMetricValueShares traded12,000Transaction value$258,480Post-transaction shares (direct)30,541Post-transaction value (direct ownership)~$657,853Transaction and post-transaction values based on SEC Form 4 weighted average purchase price ($21.54).
Key questionsHow does this purchase compare to Matthew Brown's prior insider activity?
This is the only open-market acquisition reported in the past year, contrasting with the four preceding transactions, which were administrative in nature and did not alter the executive's beneficial ownership.What proportion of Brown's existing stake was impacted by this transaction?
The purchase increased direct holdings by 64.72%, expanding his position from 18,541 to 30,541 shares, with no indirect interests reported.What is the market context for the transaction date?
The purchase was executed at around $21.54 per share, close to the May 4, 2026 market close of $20.83, with Tenable shares down 33.4% over the prior twelve months.Does the transaction reflect a change in capacity or intent?
The size and timing indicate a deliberate increase in personal exposure following a stagnant period, raising the executive's direct ownership ratio to 1.65 times the pre-transaction level.Company overviewMetricValuePrice (as of market close May 4, 2026)$20.83Market capitalization$2.41 billionRevenue (TTM)$1.02 billion1-year price change(33.40%)* 1-year price change calculated using May 4, 2026 as the reference date.
Company snapshotTenable offers a suite of cyber exposure solutions including Tenable.io, Tenable.cs, Tenable.ep, and Nessus Professional, with revenue primarily generated from subscription-based software and related services.It operates a recurring revenue business model focused on delivering cloud-based and on-premises cybersecurity platforms for vulnerability management and risk assessment.The company serves enterprise customers across the Americas, EMEA, and Asia-Pacific, targeting organizations with complex IT, cloud, and operational technology environments.Tenable is a leading provider of risk-based cybersecurity solutions, supporting organizations in identifying and prioritizing vulnerabilities across diverse digital environments. With over 1,800 employees and a global footprint, the company leverages a subscription-driven model to deliver scalable, cloud-native, and on-premises platforms.
Tenable's technology is positioned to address evolving cyber threats, enabling clients to maintain a proactive security posture in increasingly complex IT and OT landscapes.
What this transaction means for investorsThe May 4 purchase of 12,000 Tenable shares by the company’s CFO, Matthew Brown, suggests he believes the stock holds upside. He bought at a weighted average price of $21.54 per share, which is interesting because the stock dropped to a 52-week low of $15.73 on April 10. Even after Tenable recovered from this low, Brown decided to buy.
Tenable shares fell this year after a widespread sell-off in the cybersecurity sector over concerns AI could replace established providers. However, those fears are unfounded, given Tenable and its brethren in the industry have adopted AI as part of their solutions.
The company is doing well. Its first quarter revenue was $262.1 million, representing 9.6% year-over-year growth. It also achieved Q1 net income of $1.4 million, a substantial reversal from a $22.9 million loss in the prior year.
Tenable stock’s valuation is more reasonable this year compared to a year ago. Its price-to-sales ratio of 2.6 is almost half what it was last year. This suggests now is not a bad time to buy the stock.
Robert Izquierdo has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
COLUMBIA, Md., May 12, 2026 (GLOBE NEWSWIRE) -- Tenable® Holdings, Inc. (NASDAQ: TENB), the exposure management company, today announced the recipients of its Global Partner Awards during Tenable AssureWorld — the company’s sixth annual virtual partner conference. Those honored this year include: Deloitte — Global System Integrator of the Year; Atos — Service Delivery Partner of the Year; and eSentire — MSSP Partner of the Year.
Tenable also crowned its regional Partners of the Year, which recognizes those partners that consistently surpass expectations in collaboration and contribution throughout the year, including expanding global adoption of the Tenable One Exposure Management Platform to drive preemptive security programs. This year’s winners are:
Asia Pacific and Japan - Cyber CXEurope, the Middle East and Africa - ControlwareLatin America - Total Cyber-SecNorth America - GuidepointPublic Sector - CDW “While the industry tracks the rise of autonomous agents, we’re hyper-focused on empowering our partners with a platform, Tenable One, that delivers the visibility and intelligence they need to be successful in reducing risk,” said Jeff Brooks, senior vice president of global channels, Tenable. “These awards celebrate those who have demonstrated exceptional excellence in exposure management today, while partnering with us to build the automated, high-velocity security programs of tomorrow.”
Tenable AssureWorld is an exclusive event that enables Tenable and its partners to come together to learn and share information. The conference provides insights from top executives on Tenable's vision, revenue strategy, customer-focused business strategy, product roadmap, and other key areas of cybersecurity. This year marks the addition of over 30 live viewing parties for a more inclusive and interactive experience.
In addition to providing resellers, distributors, MSSPs, and systems integrators with innovative exposure management solutions, the Tenable Assure Partner Program arms partners with sales and marketing assistance, training and certification opportunities, services-delivery certification and technical support to grow their business and deliver exceptional exposure management and risk mitigation. More information on the Tenable Assure Partner Program is available at: https://www.tenable.com/partners/channel-partner-program.
About Tenable
Tenable® is the exposure management company, exposing and closing the cybersecurity gaps that erode business value, reputation and trust. The company’s AI-powered exposure management platform radically unifies security visibility, insight and action across the attack surface, equipping modern organizations to protect against attacks from IT infrastructure to cloud environments to critical infrastructure and everywhere in between. By protecting enterprises from security exposure, Tenable reduces business risk for over 40,000 customers around the globe. Learn more at tenable.com.
COLUMBIA, Md., May 12, 2026 (GLOBE NEWSWIRE) -- Tenable® Holdings, Inc. (NASDAQ: TENB), the exposure management company, today announced that Co-CEO Mark Thurmond and CFO Matt Brown will present at the J.P. Morgan Global Technology, Media and Communications Conference. Co-CEO Steve Vintz and Matt Brown will present at the William Blair Growth Stock Conference.
Tenable will also host an Investor Day on Thursday, May 21, 2026 in Boston, co-located with EXPOSURE 2026, its inaugural exposure management conference. Pre-registration is required. Additional details are available on the Tenable Investor Relations website.
Details for each event are as follows:
J.P. Morgan Global Technology, Media and Communications Conference
Tuesday, May 19, 2026
Boston
Tenable 2026 Investor Day
Thursday, May 21, 2026
Boston
William Blair Growth Stock Conference
Thursday, June 4, 2026
Chicago
About Tenable
Tenable® is the exposure management company, exposing and closing the cybersecurity gaps that erode business value, reputation and trust. The company’s AI-powered exposure management platform radically unifies security visibility, insight and action across the attack surface, equipping modern organizations to protect against attacks from IT infrastructure to cloud environments to critical infrastructure and everywhere in between. By protecting enterprises from security exposure, Tenable reduces business risk for over 40,000 customers around the globe. Learn more at tenable.com.
Cybersecurity has shifted from a line item into a strategic priority as enterprises race to secure AI workloads, contain identity sprawl, and protect data pipelines that now carry mission-critical traffic. Yet several quality names in the sector still trade in single- and low-double-digit territory, giving retail investors a rare chance to buy growth at compressed valuations. With AI-driven threats accelerating and digital transformation budgets holding firm, the under-$30 corner of cybersecurity looks like genuine opportunity.
With that in mind, here are three cybersecurity stocks trading under $30 that look worth a closer look right now.
SentinelOne (NYSE: S) SentinelOne (NYSE:S | S Price Prediction) runs the AI-native Singularity platform, expanding from endpoint protection into data, cloud, and AI-driven SIEM. Shares recently traded near $15.60, a price that puts a roughly $5.07 billion market cap on a company that just crossed the $1.06 billion ARR mark.
Q3 FY26 revenue rose 22.9% year over year to $258.91 million, while non-GAAP EPS of $0.07 blew past the -$0.17 consensus. The non-GAAP operating margin hit a record 7%, expanding roughly 1,200 basis points year over year. Wall Street’s average target sits at $18.56, with 23 Buy or Strong Buy ratings versus 14 Holds.
The bull case is straightforward: profitability is inflecting, AI-native demand is real, and roughly 50% of bookings now come from emerging Data, AI, and Cloud products. CEO Tomer Weingarten said the platform “combines data, intelligence, and defense.” The risk: SentinelOne remains GAAP unprofitable, and a potential $136 million tax settlement with the Israel Tax Authority looms. For investors comfortable with a turnaround story, S looks compelling.
Tenable Holdings (NASDAQ: TENB) Tenable Holdings (NASDAQ:TENB) is the exposure management leader behind Tenable One and the newly launched Hexa AI agentic engine. The stock recently changed hands near $20.83, well below the $27.10 analyst target and a 52-week high of $35.69.
Q1 FY26 revenue grew 9.6% to $262.06 million, with non-GAAP EPS of $0.47 beating estimates by 13.14%. Non-GAAP operating margin expanded 320 basis points to 23.6%, recurring revenue held at 96%, and management raised full-year guidance to $1.068 billion to $1.078 billion in revenue. The company also bought back 6.1 million shares for $130 million, with $338 million still authorized.
CEO Steve Vintz said exposure management is “essential in an AI-accelerated threat landscape.” A forward P/E around 11x on a profitable, recurring-revenue model with aggressive buybacks looks dislocated. The risk: cash declined from $187.8 million to $139.2 million due to the buybacks, and revenue growth is moderating. Even so, TENB looks like quality on sale.
A10 Networks (NYSE: ATEN) A10 Networks (NYSE:ATEN) provides application networking and security infrastructure, increasingly tied to AI data center buildouts. Shares trade near $27.04, up 53.3% year to date and 67.1% over the past year, yet still under our $30 ceiling.
Q1 FY26 revenue jumped 13.4% to $75.0 million, with enterprise revenue surging to $42.20 million from $27.10 million a year earlier. Non-GAAP EPS of $0.24 beat estimates, and net income climbed 26.08%. Management reiterated full-year guidance for 10-12% revenue growth and 28-30% adjusted EBITDA margins, and continues to pay a $0.06 quarterly dividend.
CEO Dhrupad Trivedi noted that “A10 sits at a critical control point at the intersection of performance and security,” with security-led revenue now accounting for two-thirds of the mix. The risk: a trailing P/E near 44x leaves little room for execution stumbles, and component supply and tariff exposure linger. Still, profitable AI-infrastructure exposure with a dividend is a rare combo under $30. A low share price alone isn’t a thesis.
The Bottom Line What ultimately matters is the underlying business, the trajectory of margins, and the durability of demand, not the sticker price alone. These three names each tap into rapid digitalization and AI-driven security spending, but every thesis carries real risk. Do your own research, size positions accordingly, and let the fundamentals drive the decision.
Anthropic to help power Tenable Hexa AI and join EXPOSURE 2026 to discuss the future of AI and cybersecurity May 20, 2026 08:30 ET | Source: Tenable Holdings, Inc.
BOSTON, May 20, 2026 (GLOBE NEWSWIRE) -- EXPOSURE 2026 -- Tenable® Holdings, Inc. (NASDAQ: TENB), the exposure management company, today announced new AI initiatives with Anthropic to accelerate agentic capabilities across the Tenable One Exposure Management Platform as organizations confront a rapidly evolving threat landscape shaped by frontier AI.
The initiatives include new Claude-powered workflows in Tenable Hexa AI. Anthropic will also participate in EXPOSURE 2026 this week in Boston, where industry leaders are discussing how frontier AI is reshaping both cyber risk and defense.
Tenable Hexa AI is the agentic engine of the Tenable One Exposure Management Platform, built to turn exposure intelligence into coordinated action at machine speed. Fueled by the Tenable Exposure Data Fabric, which combines native telemetry, third-party data, and insights from Tenable Research, Tenable Hexa AI helps organizations prioritize and remediate cyber risk across the modern attack surface.
The speed and scale of modern cyber risk has outpaced traditional security approaches, leaving organizations struggling to keep up. Tenable is advancing a future where AI doesn’t just identify risk, but helps organizations reduce it through intelligent orchestration and automated action.
“The volume of exposures is increasing, the time between discovery and exploit is shrinking, and security teams need a fundamentally different approach. That's why Tenable has developed a deep working relationship with Anthropic,” said Mark Thurmond, co-CEO of Tenable. "With Claude-fueled innovations we are accelerating R&D and our exposure management roadmap, while rapidly advancing solutions like Tenable Hexa AI so customers can strengthen their preemptive security programs, powered by agentic workflows."
Tenable will apply Claude to real-world cybersecurity operations, including prioritization, remediation orchestration, and exposure analysis across modern attack surfaces.
“As AI reshapes cybersecurity, organizations need to integrate AI into their security operations,” said Jason Clinton, Deputy CISO, Anthropic. “We’re excited to work with Tenable to apply Claude’s capabilities to help customers better understand risk, prioritize action, and respond faster.”
Today’s announcement builds on the general availability of Tenable Hexa AI, announced separately at EXPOSURE 2026.
About Tenable
Tenable® is the exposure management company, exposing and closing the cybersecurity gaps that erode business value, reputation and trust. The company’s AI-powered exposure management platform radically unifies security visibility, insight and action across the attack surface, equipping modern organizations to protect against attacks from IT infrastructure to cloud environments to critical infrastructure and everywhere in between. By protecting enterprises from security exposure, Tenable reduces business risk for over 40,000 customers around the globe. Learn more at tenable.com.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding the expected capabilities and benefits of Tenable's partnership with Anthropic, the anticipated functionality and performance of Tenable Hexa AI and Claude-powered workflows, and Tenable's product development plans and roadmap. These statements are subject to risks and uncertainties that could cause actual results to differ materially, including risks related to the development and adoption of new and unproven technologies, the integration of third-party AI models into Tenable's platform, competition in the cybersecurity market, and other factors described under "Risk Factors" in Tenable's most recent Annual Report on Form 10-K and subsequent reports filed with the SEC. Tenable undertakes no obligation to update these statements to reflect events occurring after the date hereof.
The agentic engine inside the Tenable One Exposure Management Platform automates the orchestration of critical steps, including prioritization and mobilization May 20, 2026 08:30 ET | Source: Tenable Holdings, Inc.
BOSTON, May 20, 2026 (GLOBE NEWSWIRE) -- EXPOSURE CONFERENCE 2026 -- Tenable® Holdings, Inc. (NASDAQ: TENB), the exposure management company, today announced the general availability of Tenable Hexa AI, the agentic AI engine of the Tenable One Exposure Management Platform. Tenable Hexa AI is an advanced agentic AI for cybersecurity solution, equipped with advanced multi-step reasoning and Model Context Protocol (MCP) support, enabling custom agent building and workflows that accelerate risk reduction at machine speed.
LLMs and AI frontier models, such as Anthropic’s Mythos Preview, are accelerating the discovery of previously unknown vulnerabilities at unprecedented scale, significantly outpacing manual security workflows and leaving organizations dangerously exposed. Tenable Hexa AI delivers on the promise of exposure management by bridging the critical gap between vulnerability discovery and remediation. It automates complex security workflows to contextualize and prioritize exposures, enabling security teams to take action at scale. As frontier models compress vulnerability discovery from months to minutes, organizations need automated systems capable of reducing exposure just as fast.
Tenable Hexa AI leverages the Tenable Exposure Data Fabric, the industry’s most comprehensive repository of contextualized exposure data and intelligence, to transform fragmented technical data into prioritized, business-aligned intelligence and end-to-end automated remediation across the entire attack surface. As an orchestration layer, Tenable Hexa AI connects directly to existing security and IT tools, enabling teams to use Tenable agents or build and deploy custom agents. This allows organizations to automate end-to-end workflows from discovery to remediation.
New capabilities of Tenable Hexa AI include:
Advanced multi-step reasoning: Tenable Hexa AI executes complex, end-to-end workflows that span modern exposure surfaces in a single request without practitioners stitching context across tools.Automated remediation workflows: Tenable Hexa AI orchestrates remediation workflows automatically creating and routing tickets, generating custom policies, and producing audit-ready reports, so security teams can act fast on every critical exposure.End-to-end exposure path insights: Practitioners can query their environment by identity attributes — service accounts, privileged users, AD groups — to surface exposure paths that traditional asset inventories miss. Tenable Hexa AI also provides guided assistance for complex Active Directory sensor configurations. “AI Agents operating without the right guardrails and harness can be unpredictable, brittle, or unsafe in real-world enterprise environments,” said Eric Doerr, Chief Product Officer, Tenable. “This is where Tenable Hexa AI shines. It’s an agentic force; a multi-domain, enterprise-ready AI engine built for end-to-end trust — one that wraps powerful models in the structure, controls and oversight they need to act reliably and safely at scale. It doesn’t just suggest the next step; it orchestrates the entire workflow to neutralize risk before it can be exploited, with the guardrails that make that autonomy something enterprises can actually trust.”
To deliver the verifiable trust required for production environments, Tenable Hexa AI operates within a complete agentic harness, providing security teams with the continuous visibility, guardrails and strict auditability necessary to confidently automate exposure management at scale.
Tenable Hexa AI is available to all Tenable One Foundation and Tenable One Advanced customers. More details on Tenable’s flex pricing model are available at: https://www.tenable.com/press-releases/tenable-accelerates-exposure-management-adoption-with-new-flexible-pricing-for-the-ai-era
More information on Tenable Hexa AI is available at: tenable.com/products/tenable-one/capabilities/hexa-ai
About Tenable
Tenable® is the exposure management company, exposing and closing the cybersecurity gaps that erode business value, reputation and trust. The company’s AI-powered exposure management platform radically unifies security visibility, insight and action across the attack surface, equipping modern organizations to protect against attacks from IT infrastructure to cloud environments to critical infrastructure and everywhere in between. By protecting enterprises from security exposure, Tenable reduces business risk for over 40,000 customers around the globe. Learn more at tenable.com.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding the expected capabilities and benefits of Tenable Hexa AI, the anticipated functionality and performance of the Tenable One Exposure Management Platform and its agentic AI capabilities, and Tenable's ability to automate exposure discovery, prioritization, and remediation at machine speed. These statements are subject to risks and uncertainties that could cause actual results to differ materially, including risks related to the development and adoption of new and unproven technologies, the integration of third-party AI models and frontier model capabilities into Tenable's platform, customer adoption of agentic AI workflows, the reliability and performance of AI systems in enterprise environments, competition in the cybersecurity and exposure management markets, and other factors described under "Risk Factors" in Tenable's most recent Annual Report on Form 10-K and subsequent reports filed with the SEC. Tenable undertakes no obligation to update these statements to reflect events occurring after the date hereof.
BOSTON, May 21, 2026 (GLOBE NEWSWIRE) -- Tenable® Holdings, Inc. (NASDAQ: TENB), the exposure management company, today announced the Tenable Open Partner Exchange Network (OPEN), the next evolution of its technology partner ecosystem, designed to help organizations unify security data, accelerate AI-driven workflows, and operationalize exposure management across their existing technology stack.
As AI accelerates the speed and scale of cyber threats, security teams are struggling with fragmented tools, disconnected workflows, and growing operational complexity. Tenable OPEN extends the power of the Tenable One Exposure Management Platform through an open ecosystem of integrations, data exchange, and orchestration capabilities that help organizations reduce cyber risk faster.
Built on more than 330 validated integrations, Tenable OPEN helps organizations connect security data, workflows and tools across the enterprise. Through bi-directional integrations and the new Open Connector, customers can ingest third-party telemetry into Tenable One while exporting exposure insights into downstream workflows, analytics and remediation systems. By connecting security data, context and action across the stack, organizations can reduce blind spots, streamline operations and accelerate remediation efforts, security workflows, analytics, and remediation.
(See today’s related announcement: Tenable One Powers AI-Driven Cyber Risk Decisions with the Release of the Open Connector)
“No single vendor can see everything. The data that defines cyber risk is inherently distributed across the enterprise. That’s why openness is foundational to our strategy,” said Eric Doerr, chief product officer, Tenable. “With OPEN and the Open Connector, organizations can bring together data from virtually any security tool, including third-party technologies, internal systems and emerging AI-driven workflows. We don’t ask customers to replace their existing security stack to get value from Tenable. We connect to it, unify the data and turn it into actionable exposure intelligence.”
To learn more about the Tenable OPEN technology ecosystem program, please visit: https://www.tenable.com/partners/technology.
Supporting Quotes:
“AI hasn't just changed the scale of attacks, it has accelerated adversary operations to machine speed. Defenders need intelligence they can operationalize just as quickly," said Doug Fleming, Director of Global Ecosystems and Alliances, Recorded Future. "Integrating the Recorded Future Intelligence Graph® into the Tenable OPEN ecosystem turns exposure management into a continuous, intelligence-led discipline. Joint customers can separate signal from noise, focus on the 1% of exposures adversaries are actually targeting, and drive faster, more confident remediation. That's the force multiplier security teams need to outpace adversaries, not just respond to them.”
“Third-party and supply chain exposure have become one of the most important drivers of enterprise cyber risk,” said Greg Keshian, Chief Product Officer, Bitsight. “Bitsight’s external telemetry across attack surface exposure, supply chain relationships, and threat activity gives organizations critical context that internal tools alone cannot provide. Through the Tenable OPEN ecosystem, customers can combine this external intelligence with internal exposure data to better identify interconnected risk, prioritize the exposures most likely to drive business impact, and accelerate remediation across their environments and vendor ecosystems.”
“Security teams are drowning in alerts, but you can’t pivot your way out of an AI-powered attack. Data without action is just expensive storage,” said Kevin Murphy, director, Global ISVs and OEM Partners, Splunk. “Tenable OPEN thrives where others fail because it rejects the mindset of rigid, restrictive APIs. By unifying data regardless of source, we’re eliminating the operational friction that plagues the SOC, allowing our mutual customers to stop fighting their tools and start fighting the threat with a seamless, automated workflow.”
About Tenable
Tenable® is the exposure management company, exposing and closing the cybersecurity gaps that erode business value, reputation and trust. The company’s AI-powered exposure management platform radically unifies security visibility, insight and action across the attack surface, equipping modern organizations to protect against attacks from IT infrastructure to cloud environments to critical infrastructure and everywhere in between. By protecting enterprises from security exposure, Tenable reduces business risk for over 40,000 customers around the globe. Learn more at tenable.com.
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding the expected capabilities and benefits of the Tenable Open Partner Exchange Network (OPEN), the anticipated functionality and performance of the Open Connector and bi-directional integrations within the Tenable One Exposure Management Platform, and Tenable's ability to unify security data and operationalize exposure management across partner ecosystems. These statements are subject to risks and uncertainties that could cause actual results to differ materially, including risks related to the development and adoption of new and unproven technologies, the successful integration of third-party data sources and partner technologies into Tenable's platform, the continued participation and support of technology partners, customer adoption of ecosystem integrations and AI-driven workflows, competition in the cybersecurity and exposure management markets, and other factors described under "Risk Factors" in Tenable's most recent Annual Report on Form 10-K and subsequent reports filed with the SEC. Tenable undertakes no obligation to update these statements to reflect events occurring after the date hereof.
New Tenable Open Connector integrates third-party and custom data into exposure management to improve prioritization and accelerate action May 21, 2026 08:30 ET | Source: Tenable Holdings, Inc.
BOSTON, May 21, 2026 (GLOBE NEWSWIRE) -- EXPOSURE 2026 -- Tenable® Holdings, Inc. (NASDAQ: TENB), the exposure management company, today announced the Tenable One Open Connector, a new capability that enables customers to bring third-party, custom and internal data from any source into the Tenable One Exposure Management Platform. Combined with more than 300 pre-built integrations, customers can unify all exposure data in one place to better prioritize risk and accelerate remediation.
Tenable also announced the Tenable Open Partner Ecosystem Network (OPEN), reinforcing its commitment to an open-first approach that brings together disparate security tools into a more unified and proactive defense.
Traditional security platforms limit customers to a rigid set of integrations, creating fragmented visibility and critical context gaps. Unlike closed security platforms that restrict how data can be used, Tenable One gives customers the flexibility to bring in and operationalize data from any source, putting them in control of their security decisions.
Tenable One is the most open and connected exposure management platform in the market, providing a unified view of risk across the entire attack surface. By bringing together data from third-party tools, internal systems and native telemetry, Tenable delivers the context needed to drive clear priorities and faster, more automated remediation.
“Closed platforms dictate what data customers can use. We believe customers should decide,” said Eric Doerr. “Tenable Open Connector extends our ability to bring in even more types of security and business context into the Tenable One exposure graph. This data powers Tenable Hexa AI, our agentic engine to deliver sharper prioritization, more accurate insights and faster, more effective remediation.”
As AI-powered tools generate exponentially more findings, organizations need a way to bring that data together and make it actionable. With Tenable Open Connector, customers can incorporate data from AI security tools, code security platforms, cloud and identity systems, internal asset inventories and threat intelligence feeds to close context gaps and strengthen decision-making.
Key capabilities include:
Unify all exposure data in one place: Ingest data from AI models, internal systems, unsupported tools and common file formats to eliminate visibility gaps and enable complete risk analysis.Turn fragmented data into action: Combine third-party, custom and native telemetry to generate prioritized, business-aligned insights and drive automated remediation.Stay continuously up to date: Automatic synchronization keeps exposure data current as environments evolve, with optional manual uploads for added flexibility.Adapt data to your workflows: Customize how external data is mapped and structured to support specific analysis, reporting and remediation use cases. More information on Tenable One Open Connector is available at: http://tenable.com/blog/new-tenable-one-open-connector-extends-third-party-integrations-unified-risk-visibility
About Tenable
Tenable® is the exposure management company, exposing and closing the cybersecurity gaps that erode business value, reputation and trust. The company’s AI-powered exposure management platform radically unifies security visibility, insight and action across the attack surface, equipping modern organizations to protect against attacks from IT infrastructure to cloud environments to critical infrastructure and everywhere in between. By protecting enterprises from security exposure, Tenable reduces business risk for approximately 44,000 customers around the globe. Learn more at tenable.com.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding the expected capabilities and benefits of the Tenable Open Partner Exchange Network (OPEN), the anticipated functionality and performance of the Open Connector and bi-directional integrations within the Tenable One Exposure Management Platform, and Tenable's ability to unify security data and operationalize exposure management across partner ecosystems. These statements are subject to risks and uncertainties that could cause actual results to differ materially, including risks related to the development and adoption of new and unproven technologies, the successful integration of third-party data sources and partner technologies into Tenable's platform, the continued participation and support of technology partners, customer adoption of ecosystem integrations and AI-driven workflows, competition in the cybersecurity and exposure management markets, and other factors described under "Risk Factors" in Tenable's most recent Annual Report on Form 10-K and subsequent reports filed with the SEC. Tenable undertakes no obligation to update these statements to reflect events occurring after the date hereof.
BOSTON, May 21, 2026 (GLOBE NEWSWIRE) -- EXPOSURE 2026 – Tenable® Holdings, Inc. (NASDAQ: TENB), the exposure management company, today announced new capabilities for improved AI governance. Powered by a new integration with the Claude Compliance API, security and compliance teams gain visibility into Claude usage directly within the Tenable One Exposure Management Platform.
As enterprises deploy Claude at scale, security and compliance teams require the same level of visibility and governance for AI as they do for every other mission-critical application in their stack. This integration brings granular Claude activity data into Tenable One, allowing organizations to extend their existing exposure management workflows to their AI ecosystem.
The integration with the Claude Compliance API will leverage visibility into user interactions to detect malicious and suspicious activity. This capability allows organizations to safely adopt Claude Enterprise across the organization without losing visibility into how users engage with it.
This integration is available immediately for all Tenable One customers, enabling organizations to monitor for compliance and threats by auditing interactions to ensure alignment with corporate acceptable-use policies and global regulations like the EU AI Act. It also improves overall visibility into how users utilize AI platforms, specifically Claude, and it provides customers with a better understanding of which identities are accessing and employing Claude as well as the exposure and attack paths these identities are a part of.
“With rapid Frontier AI model innovation, AI is no longer just a productivity tool but a critical asset that requires rigorous governance,” said Eric Doerr, chief product officer, Tenable. “By integrating the Claude Compliance API with Tenable One, we’re giving our customers the visibility to secure their AI estate with deterministic precision. This is an integral step in helping organizations move from reactive security protocols to proactive, machine-speed exposure management.”
About Tenable
Tenable® is the exposure management company, exposing and closing the cybersecurity gaps that erode business value, reputation and trust. The company’s AI-powered exposure management platform radically unifies security visibility, insight and action across the attack surface, equipping modern organizations to protect against attacks from IT infrastructure to cloud environments to critical infrastructure and everywhere in between. By protecting enterprises from security exposure, Tenable reduces business risk for over 40,000 customers around the globe. Learn more at tenable.com.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding the expected capabilities and benefits of Tenable's integration with the Claude Compliance API, the anticipated functionality and performance of the integration within the Tenable One Exposure Management Platform, and Tenable's ability to provide visibility and governance for enterprise AI usage . These statements are subject to risks and uncertainties that could cause actual results to differ materially, including risks related to the development and adoption of new and unproven technologies, the integration of third-party AI models and APIs into Tenable's platform, customer adoption of new capabilities, competition in the cybersecurity and exposure management markets, and other factors described under "Risk Factors" in Tenable's most recent Annual Report on Form 10-K and subsequent reports filed with the SEC. Tenable undertakes no obligation to update these statements to reflect events occurring after the date hereof.
Archon Capital Management initiated a new position in Tenable (TENB 0.65%), acquiring 519,002 shares in the first quarter for an estimated $10.89 million based on quarterly average pricing, according to a May 14, 2026, SEC filing.
What happenedAccording to its SEC filing dated May 14, 2026, Archon Capital Management LLC initiated a new position in Tenable (TENB 0.65%), acquiring 519,002 shares during the first quarter. The estimated transaction value, based on the quarter's average share price, was $10.89 million. At quarter-end, the stake was valued at $8.78 million, reflecting the position's market value after accounting for price changes during the period.
What else to knowThis was a new position for Archon, representing 4.95% of its 13F reportable assets under management as of March 31, 2026.Top five holdings after the filing:NASDAQ:BAND: $10.39 million (5.9% of AUM)NASDAQ:APYX: $10.30 million (5.8% of AUM)NYSE:SVV: $9.65 million (5.5% of AUM)NASDAQ:BRZE: $9.51 million (5.4% of AUM)NASDAQ:OMDA: $9.11 million (5.1% of AUM)As of Thursday, TENB shares were priced at $25.17, down about 21% over the past year and well underperforming the S&P 500, which is instead up about 27% in the same period.Company overviewMetricValuePrice (as of Thursday)$25.17Market capitalization$2.8 billionRevenue (TTM)$1.02 billionNet income (TTM)($11.8 million)Company snapshotTenable offers cyber exposure solutions including Tenable.io, Tenable.cs, Tenable.ep, Tenable.ad, Tenable.ot, Tenable.sc, and Nessus for vulnerability management and risk assessment across IT, cloud, web applications, and operational technology environments.The firm operates a subscription-based business model, generating revenue primarily from cloud-delivered software and on-premises security solutions for continuous monitoring and risk prioritization.It serves enterprise, government, and industrial organizations globally, targeting clients with complex cybersecurity and compliance needs.Tenable is a leading provider of cyber exposure solutions, supporting organizations in managing and reducing cyber risk across diverse digital environments. The company leverages a broad portfolio of cloud-based and on-premises platforms to deliver continuous vulnerability assessment and risk prioritization. With a global footprint and a focus on innovation, Tenable maintains a competitive edge by addressing the evolving security requirements of large enterprises and public sector clients.
What this transaction means for investorsTenable has lagged the broader market over the past year by a solid margin, but the company's latest results suggest the business itself is moving in the right direction. Revenue climbed nearly 10% year over year to $262.1 million in the first quarter, while operating income swung to a profit of $8.8 million from a $17.7 million loss a year earlier. Non-GAAP operating margin expanded to 23.6%, and management raised its full-year outlook after exceeding both revenue and profit expectations.
Also of note, Tenable added 406 new enterprise platform customers and 43 new six-figure customers during the quarter while continuing to push deeper into AI-powered cybersecurity with the launch of its Hexa AI platform. Plus, the company finished the quarter with more than $1.01 billion in remaining performance obligations, up nearly 15% from a year ago, offering investors some solid visibility into future revenue.
Now, with Tenable looking to prove it can translate this growing demand for AI-era security tools into sustained earnings growth, Archon's new position suggests it believes the market may be underestimating that possibility.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Braze, Omada Health, and Savers Value Village. The Motley Fool recommends Bandwidth. The Motley Fool has a disclosure policy.
New threat detection and response capabilities reduce investigation time and mean time to remediation by transforming disjointed alerts into precise action June 09, 2026 09:00 ET | Source: Tenable Holdings, Inc.
COLUMBIA, Md., June 09, 2026 (GLOBE NEWSWIRE) -- Tenable® Holdings, Inc. (NASDAQ: TENB), the exposure management company, today announced new AI-powered cloud threat detection capabilities that extend the Tenable One Exposure Management Platform, enabling security teams to prioritize and remediate the exposures attackers are actively targeting. As part of Tenable One, Tenable One Cloud Exposure correlates runtime telemetry with deep exposure context, transforming threat investigations and empowering teams to reduce risk before attacks impact the business.
Static defenses cannot keep up with attackers who have weaponized AI, collapsing the exploit window from months to hours. Compounding the issue, fragmented security tools leave organizations overwhelmed with alerts while struggling to identify which risks require immediate action. Without intelligent correlation and prioritization, security teams burn critical cycles on endless triage, rather than reducing the exposures most likely to lead to compromise.
Tenable addresses these operational inefficiencies by bridging the gap between cloud threat activity and unified risk visibility for proactive exposure management. Tenable goes beyond static misconfigurations and vulnerabilities, contextualizing runtime telemetry within the broader attack surface, empowering security teams to stop chasing theoretical risks and prioritize remediation based on true business impact.
Tenable One Cloud Exposure delivers a new way to respond to threats with AI-powered threat stories, an AI-driven investigation layer that automatically correlates related detections across time, identity and cloud resources, transforming hundreds of raw alerts into a clear narrative of how an attack unfolded. Validated against near-real-time exposure context and risk insights, threat stories give defenders a clear, prioritized picture of what happened, what's at risk and where to act first.
Tenable One Cloud Exposure expands enterprise-wide risk visibility with new cloud detection and response (CDR) capabilities, including:
Vulnerability Validation and Runtime: Uses active scanning to confirm cloud resources that are reachable from the internet, delivering validated exposure context that sharpens alert prioritization and reduces noise.Dual Coverage: Combines agentless, Tenable-authored detections with an optional eBPF runtime sensor, giving security teams comprehensive visibility across cloud workloads without sacrificing deployment flexibility or coverage.Guided Response with Tenable Hexa AI: As the agentic engine of Tenable One, Tenable Hexa AI is the intelligence layer that reasons across live exposure context, threat findings, and environment history to deliver a prioritized, actionable response plan, in plain language, at attacker speed.
“Security teams don't need more alerts. They need to know which exposures are actually putting the business at risk,” said Eric Doerr, Chief Product Officer, Tenable. “By combining runtime cloud telemetry with the exposure intelligence already inside Tenable One, we're helping customers move from investigation to remediation faster and with greater confidence.”
Check out the demo to see Tenable cloud detection and response. More information about Tenable’s cloud detection and response capabilities is available at: tenable.com/cloud-security/solutions/cloud-detection-and-response
About Tenable
Tenable® is the exposure management company, exposing and closing the cybersecurity gaps that erode business value, reputation and trust. The company’s AI-powered exposure management platform radically unifies security visibility, insight and action across the attack surface, equipping modern organizations to protect against attacks from IT infrastructure to cloud environments to critical infrastructure and everywhere in between. By protecting enterprises from security exposure, Tenable reduces business risk for over 40,000 customers around the globe. Learn more at tenable.com.
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding the expected capabilities, benefits, and performance of our Tenable One Exposure Management Platform, Tenable One Cloud Exposure (including cloud detection and response capabilities), and Tenable Hexa AI. These statements are subject to risks and uncertainties that could cause actual results to differ materially, including risks related to the development, adoption and performance of new and unproven technologies and other factors described under "Risk Factors" in Tenable's most recent Annual Report on Form 10-K and subsequent reports filed with the SEC. Tenable undertakes no obligation to update these statements to reflect events occurring after the date hereof.
