Track market-moving stories before they get noisy

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.

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 (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.

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 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.

Media Contact:
Tenable
[email protected]

Tenable Holdings, Inc. (TENB) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript

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.

Media Contact:
Tenable
[email protected]

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. 

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.

Media Contact:
Tenable
[email protected]

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.

Media Contact:
Tenable
[email protected]

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 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.

3 Biotech Stocks That Could Benefit from the Patent CliffCRISPR Therapeutics NASDAQ: CRSP Chief Executive Officer Sam Kulkarni said the company is entering a “second phase” as it moves beyond the initial launch of CASGEVY and prepares for data from multiple pipeline programs over the next 12 to 18 months.

Speaking at a Bank of America fireside chat hosted by analyst Alec Stranahan, Kulkarni said the company’s first 11 years were centered on developing CASGEVY for sickle cell disease and beta thalassemia and bringing the therapy to patients. With that program now commercialized through partner Vertex, he said CRISPR Therapeutics is shifting more attention to a broader portfolio that includes cardiovascular, autoimmune, oncology and rare disease programs.

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CRISPR Therapeutics Gains After Earnings as Pipeline Hope GrowsKulkarni said the company expects six assets to generate data in the next 12 to 18 months. He described the pipeline as including CTX310, an ANGPTL3-targeting program for LDL cholesterol and triglyceride reduction; zugo-cel, an allogeneic CAR T cell therapy being developed for autoimmune disease and oncology; CTX611, a long-acting siRNA approach to blood thinning; CTX340, a hypertension program targeting angiotensinogen; an Lp(a) program; and an alpha-1 antitrypsin rare disease program.

CASGEVY Launch Gains Momentum, CEO Says Kulkarni said CASGEVY’s commercial rollout is “gaining a lot of momentum,” though he emphasized that the launch differs from a typical pharmaceutical launch because of the time required between patient initiation, cell collection, manufacturing, infusion and revenue recognition.

CRSPR Stock Could Be Ready to Deliver on Its Massive PromiseHe said Vertex, which is leading commercialization, initiated about 100 patients in 2024, more than 300 patients in 2025 and has now initiated more than 500 patients. Kulkarni said the growth in patient initiations should translate into future revenue as patients move through the treatment funnel, though he noted there can be a lag of two to three quarters from initiation to revenue recognition.

“It’s a certainty that it all falls through because you’re not seeing patients drop out of the journey,” Kulkarni said. “It’s just a matter of time.”

Stranahan noted that CASGEVY generated $43 million in the first quarter. Kulkarni said CRISPR Therapeutics does not see major headwinds for the product at this stage and said Vertex is executing well on supply chain and patient handling. He said the company feels “comfortable about the trajectory of the product.”

Pediatric Label and Reimbursement Seen as Tailwinds Kulkarni pointed to several potential tailwinds for CASGEVY, including a pediatric label expansion. The current U.S. label covers patients ages 12 and older, and the company has submitted for an expansion to patients ages 5 and older. Kulkarni said treating younger patients could help prevent vascular and organ damage associated with disease progression.

He also said the pediatric expansion could bring more children’s hospitals into the treatment network, potentially increasing center activation and treatment velocity.

Outside the United States, Kulkarni said CASGEVY is the only available option in certain markets. He also highlighted a reimbursement agreement in Germany, describing it as a significant achievement given prior challenges faced by a competitor in that market.

Kulkarni also discussed “gentler conditioning” as a future potential expansion of CASGEVY’s life cycle. He said CRISPR Therapeutics has not provided guidance on when such an approach might be available, but said it could meaningfully broaden the addressable population if it achieves results comparable to the current busulfan conditioning regimen.

Cardiovascular Programs Target Large Markets On CTX310, Kulkarni said the company presented data last year showing reductions of approximately 50% in LDL cholesterol or triglycerides after treatment. He said the therapy uses lipid nanoparticle delivery and described the early safety profile as favorable, with limited and self-resolving liver enzyme elevations observed.

For homozygous familial hypercholesterolemia, Kulkarni said the regulatory bar could be relatively low if the therapy can show additional LDL reduction on top of agents such as PCSK9 inhibitors. For severe hypertriglyceridemia, he said CRISPR Therapeutics needs more patient data before engaging regulators on a potential registrational path.

Kulkarni also discussed CTX340, which targets angiotensinogen for hypertension. He said a gene-editing approach could provide consistent blood pressure reduction, in contrast to therapies that may wear off toward the end of a dosing period. He said reducing systolic blood pressure by 10 to 15 millimeters of mercury could be clinically meaningful, while still allowing physicians to adjust other medications.

Separately, Kulkarni said the company’s collaboration with Sirius Therapeutics on a Factor XI siRNA program reflects a “right tool for the job” approach. He said CRISPR Therapeutics does not want to permanently edit Factor XI because anticoagulation may be needed for defined periods or specific patient populations. He said the company sees potential indications including secondary stroke prevention, atrial fibrillation patients not eligible for DOACs and peripheral artery disease after revascularization.

Zugo-cel Advances in Autoimmune Disease and Oncology Kulkarni described zugo-cel as a potential best-in-class allogeneic CD19 CAR T therapy, citing what he called autologous-like efficacy with the convenience and cost-of-goods profile of an allogeneic product.

In oncology, he said CRISPR Therapeutics previously showed a nearly 70% complete response rate, with at least two patients beyond 12 months at the time of the data cut. The company is also studying zugo-cel in combination with the BTK inhibitor pirtobrutinib, based on evidence that BTK inhibitors may potentiate CAR T therapies.

In autoimmune disease, Kulkarni said the company’s goal is to become a leading player. CRISPR Therapeutics has dosed patients in lupus, myositis and scleroderma through the AID-500 trial and has expanded into immune thrombocytopenia and warm autoimmune hemolytic anemia. He said the company has also opened an IND for neuroimmune indications, citing evidence that zugo-cel can enter the central nervous system and eliminate B cells in the spine or brain.

Kulkarni said CRISPR Therapeutics had dosed 14 patients in its autoimmune program as of its first-quarter update and expects to provide additional updates as development progresses.

About CRISPR Therapeutics NASDAQ: CRSPCRISPR Therapeutics AG is a biopharmaceutical company specializing in the development of gene-editing therapies based on the CRISPR/Cas9 platform. The company applies its proprietary technology to modify genes in human cells, aiming to create durable treatments for a range of serious diseases. Its research and development efforts focus on both ex vivo and in vivo applications, enabling targeted correction or disruption of disease-causing genes.

Among its lead programs is CTX001, an ex vivo edited cell therapy designed to treat sickle cell disease and transfusion-dependent β-thalassemia in collaboration with Vertex Pharmaceuticals.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

Should You Invest $1,000 in CRISPR Therapeutics Right Now?Before you consider CRISPR Therapeutics, you'll want to hear this.

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CRISPR Therapeutics AG (CRSP - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.

Over the past month, shares of this company have returned -15.8%, compared to the Zacks S&P 500 composite's +4% change. During this period, the Zacks Medical - Biomedical and Genetics industry, which CRISPR Therapeutics falls in, has lost 7.8%. The key question now is: What could be the stock's future direction?

While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.

Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.

For the current quarter, CRISPR Therapeutics is expected to post a loss of $1.12 per share, indicating a change of +13.2% from the year-ago quarter. The Zacks Consensus Estimate has changed +5.7% over the last 30 days.

The consensus earnings estimate of -$5.08 for the current fiscal year indicates a year-over-year change of +21.5%. This estimate has changed -3.2% over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $4.37 indicates a change of +14.1% from what CRISPR Therapeutics is expected to report a year ago. Over the past month, the estimate has changed +4%.

Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, CRISPR Therapeutics is rated Zacks Rank #3 (Hold).

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

In the case of CRISPR Therapeutics, the consensus sales estimate of $8.08 million for the current quarter points to a year-over-year change of +808.1%. The $34.6 million and $129.51 million estimates for the current and next fiscal years indicate changes of +885.6% and +274.4%, respectively.

Last Reported Results and Surprise HistoryCRISPR Therapeutics reported revenues of $1.46 million in the last reported quarter, representing a year-over-year change of +67.8%. EPS of -$1.28 for the same period compares with -$1.58 a year ago.

Compared to the Zacks Consensus Estimate of $8.39 million, the reported revenues represent a surprise of -82.62%. The EPS surprise was -12.28%.

Over the last four quarters, CRISPR Therapeutics surpassed consensus EPS estimates two times. The company topped consensus revenue estimates times over this period.

ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.

While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

CRISPR Therapeutics is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about CRISPR Therapeutics. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.

May 28, 2026 08:00 ET  | Source: CRISPR Therapeutics AG

ZUG, Switzerland and BOSTON, May 28, 2026 (GLOBE NEWSWIRE) -- CRISPR Therapeutics (Nasdaq: CRSP) today announced that members of its senior management team are scheduled to participate in the following investor conferences in June.

Jefferies Global Healthcare Conference
Date: Wednesday, June 3, 2026
Time: 9:55 a.m. ET

William Blair’s 46th Annual Growth Stock Conference
Date: Wednesday, June 3, 2026
Time: 4:40 p.m. CT

Goldman Sach’s 47th Annual Global Healthcare Conference
Date: Tuesday, June 9, 2026
Time: 2:40 p.m. ET

A live webcast will be available on the "Events & Presentations" page in the Investors section of the Company's website at https://crisprtx.gcs-web.com/events. A replay of the webcasts will be archived on the Company's website for 14 days following the presentation.

About CRISPR Therapeutics
CRISPR Therapeutics is a leading biopharmaceutical company focused on developing transformative gene-based medicines for serious human diseases. Founded over a decade ago as an early pioneer in CRISPR/Cas9 gene editing, the Company has evolved from a pioneering research-stage organization into an industry leader, marking a historic milestone with the approval of CASGEVY® (exagamglogene autotemcel [exa-cel]), the world’s first CRISPR-based therapy, for eligible patients with sickle cell disease and transfusion-dependent beta thalassemia. Today, CRISPR Therapeutics is advancing a broad, diversified pipeline spanning hemoglobinopathies, cardiovascular disease, autoimmune disease, oncology, regenerative medicine and rare diseases. The Company is also expanding its gene editing toolkit through SyNTase™ editing, its novel, proprietary platform designed to enable precise, efficient, and scalable gene correction. To accelerate its impact, CRISPR Therapeutics has established strategic collaborations with leading biopharmaceutical partners, including Vertex Pharmaceuticals. CRISPR Therapeutics AG is headquartered in Zug, Switzerland, with its wholly-owned U.S. subsidiary, CRISPR Therapeutics, Inc., and R&D operations based in Boston, Massachusetts and San Francisco, California. To learn more, visit www.crisprtx.com.

Investor Contact:
+1-617-307-7503
[email protected]

Media Contact:
+1-617-315-4493
[email protected]

Many investors who follow CRISPR Therapeutics (CRSP +0.22%) still treat it as a gene-editing story. That makes sense, as the company's only commercialized drug, Casgevy, is a gene-editing therapy. But this biotech's ambitions are bigger than that modality alone.

In May 2025, it paid $95 million up front to Sirius Therapeutics for CTX611, a clinical-stage long-acting small interfering RNA (siRNA) therapy that's being investigated for the prevention of thrombosis and thromboembolic disorders. That often-overlooked program may turn out to be a major asset for the company; here's why.

Image source: Getty Images.

This program is an asymmetrical bet In a nutshell, CTX611 works by silencing the messenger RNA (mRNA) for the coagulation enzyme Factor XI in the liver. That silencing reduces the production of the coagulation factor, making the patient's blood less likely to form dangerous blood clots.

With CTX611, it may be possible to blunt the production of the coagulation factor without causing detrimental side effects like excessive bleeding, which is a problem with traditional anticoagulant medicines like warfarin. CRISPR Therapeutics' candidate is engineered for twice-yearly subcutaneous dosing, which may also be an advantage compared to alternatives that require daily pills or monthly antibody infusions.

One important thing to note is that CRISPR Therapeutics made a far smaller up-front commitment than its bigger competitors for a shot at the same market. Novartis paid up to $3.1 billion in 2025 to own abelacimab, a monthly antibody targeting the same coagulation factor. Eliquis, the leading anticoagulant (owned by Pfizer and Bristol Myers Squibb), alone generated $14.4 billion in revenue in 2025. While CRISPR Therapeutics owes Sirius additional milestone payments that could bring the deal's total value to over $800 million, and it'll also bear half of all development costs, that's still a fraction of what Novartis committed.

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There's a catch Competition in the anticoagulant segment is fierce and growing.

Aside from biologics being tested by players like Novartis, and improved small-molecule drugs (which build on the successes of the prior generation of those medicines) being tested by other big pharma businesses, CTX611 is not the only siRNA therapy targeting Factor XI. Suzhou Ribo Life Science's candidate, vortosiran, reached the clinic first, and is presently in phase 2b trials.

Even if CRISPR Therapeutics manages to get its program approved and out the door first, it'll immediately be competing intensely based on its therapy's cost, convenience, safety, availability, and effectiveness. The takeaway is that CTX611 is most likely to be a follower, rather than a category leader.

Nonetheless, given that the biotech only made $1.4 million in revenue in the first quarter of 2026 (though that figure excludes its 40% share of Casgevy revenue due to the way its collaboration is structured), even getting a foothold in the anticoagulants market with this candidate could be immensely impactful for the stock. The biotech expects to deliver an update on the program's progress through its phase 2 clinical trials in the second half of this year, so stay tuned.

Alex Carchidi has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Bristol Myers Squibb, CRISPR Therapeutics, and Pfizer. The Motley Fool has a disclosure policy.

For years, CRISPR Therapeutics (CRSP +0.22%) has been the type of stock investors might call a home run swing. The company develops medicines using gene-editing technologies to treat or cure serious conditions and diseases that traditional pharmaceutical drugs cannot.

The stock has generated good returns over time, but it's been a very bumpy ride at times. Today, CRISPR Therapeutics' stock trades at a fraction of its former price. However, Wall Street analysts see opportunity. On CNN Business, 58% of Wall Street analysts have rated CRISPR Therapeutics as a buy, with price targets signaling as much as 437% upside.

Here's a look at why analysts might be bullish.

Image source: The Motley Fool.

Commercial revenue is finally taking off CRISPR Therapeutics has been around for years, but it only recently commercialized its first product. Casgevy is a gene editing treatment co-developed with Vertex Pharmaceuticals to treat sickle cell disease and transfusion-dependent beta thalassemia. It's a one-time treatment tailored to each patient's edited DNA that functionally mutes the disease, coming as close to a functional cure as you can get.

It takes time to treat patients with Casgevy; patients submit a sample of their DNA, which is edited and then reintroduced into the patient. CRISPR and Vertex received FDA approval in late 2023. Yet only 64 patients received Casgevy infusions in 2025.

The company generated $4.1 million in sales last year. Analysts see revenue growing to $43.9 million this fiscal year and to $151.6 million next fiscal year.

One-time treatments don't generate recurring revenue, but there's a vast patient pool. CRISPR estimates 60,000 eligible patients are in the United States and other countries where the therapy is approved.

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CRISPR stock is absurdly cheap -- if you look at the big picture The stock doesn't look cheap at first glance. At its current market cap of $5.4 billion, CRISPR still trades at roughly 35 times next year's revenue estimates. But things change as you zoom out.

CRISPR has a strong pipeline, with five other therapies at various stages of clinical trials. If even one or two of those hit, it's a potential game changer. CRISPR wholly owns four of those five therapies, meaning significantly more financial upside if they make it through trials and to the market. In the meantime, Casgevy will continue to grow and create a financial floor for the company.

Some of the world's largest pharmaceutical companies are worth hundreds of billions of dollars. CRISPR Therapeutics has a long way to go, but the ceiling is quite high. Gene editing produced a revolutionary treatment in Casgevy, and it can duplicate that success in some of the harshest known diseases, where traditional pharmaceuticals have failed.

This is all still highly speculative, so investors should tread carefully. That said, CRISPR's relatively modest market cap and its first big win with Casgevy make the stock a potential home run over the next decade, worth buying and holding to take that swing. If things go well, that 437% upside from analysts doesn't look so outlandish at all.

CRISPR Therapeutics AG (CRSP) Presents at Jefferies Global Healthcare Conference 2026 Transcript

By all accounts, CRISPR Therapeutics (CRSP +0.22%) shares should be soaring. The company shares rights to one of the healthcare industry's very few approved gene-editing therapies, and has several more in the works.

Initial interest in its sole approved treatment is solid, too. Despite a steep price tag of $2.2 million per patient, over 500 people have at least begun using its single marketed therapy, one that was only approved in late 2023. And the debt-light $5.5 billion company has over $2.4 billion worth of liquidity, while analysts' consensus price target of $80.62 is 40% above the stock's current price.

Yet shares of the biopharma are seemingly stuck, unable to make any progress since 2022, even though its story has become so much more compelling during this time frame. What gives? Nothing that's really all that surprising, all things considered. And the stock's stagnation isn't a reason not to take a swing on it sooner rather than later.

But first things first. What exactly does this company do?

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CRISPR Therapeutics is obviously a biopharma name -- but it's a unique one. Co-founder Emmanuelle Charpentier and her research collaborator Jennifer Doudna co-invented the CRISPR/Cas9 gene-editing technique. It not only became the scientific basis for the company's drugs, but also won the pair a Nobel Prize in Chemistry in 2020.

But what is "CRISPR?" It's an acronym for "clustered regularly interspaced short palindromic repeats" -- a pattern observed within the antiviral DNA of small organisms like bacteria. Cas9 is an enzyme that splices a DNA chain in a very specific spot identified by guide RNA, allowing a damaged or faulty sequence to be replaced with a corrected sequence created by CRISPR technology.

Its potential uses are considerable, although CRISPR Therapeutics got the ball rolling with a relatively modest one. Its gene-editing therapy Casgevy, approved in 2023, is aimed at the inherited blood disorders sickle cell disease and beta thalassemia.

Bigger and better targets are in the works, though. The company's clinical pipeline includes trials of the same gene-editing approach to treat cardiovascular disease and diabetes, while ailments like cystic fibrosis, muscular dystrophy, and hypertension are longer-term prospects currently in preclinical studies.

Why investors are remaining on the sidelines Sounds good. So why isn't the stock moving? There are a handful of factors working against it here. One of them is the price tag of the treatment: At $2.2 million a pop, insurers are obviously requiring a considerable amount of justification.

Another stumbling block is the sheer complexity of the treatment process, which is slowing revenue reporting. Casgevy isn't a simple injection that's mass-manufactured; it's customized for each patient using a sample of their own blood stem cells, and can take months from start to finish. CRISPR Therapeutics doesn't get to book any patient revenue until the end of the treatment process.

Image source: Getty Images.

Investors may also be disappointed in what seem like agonizingly poor results and sizable losses right now and for the foreseeable future. Although next year's projected revenue of $151.7 million is a marked improvement over this year's likely top line of $44 million, that's still weak for a $5.5 billion company that developed a breakthrough treatment, with more game-changing drugs in the works. 

Another factor is Vertex Pharmaceuticals (VRTX 0.50%), its partner in the Casgevy business. (Vertex has 60% of the partnership, compared to its own 40%.) CRISPR Therapeutics needs Vertex's sample-collection and treatment centers. The two companies are splitting profits and losses on the drug, though, and like most young drugs, this one remains unprofitable to start. Although Vertex has other revenue-bearing and profitable products in its portfolio, CRISPR Therapeutics doesn't -- at least, not yet.

Then there's the recent fundraiser, which may not be the last one for a while. In March, CRISPR Therapeutics issued $600 million in notes that could be converted into over 7.8 million shares of stock, potentially diluting the 96.5 million shares currently outstanding. This paper essentially acts like debt in the meantime, requiring the company to make semi-annual interest payments.

This is the norm for up-and-coming biopharma companies That's a lot of stumbling blocks -- paired with a pipeline that's promising, but far from guaranteed to produce a bunch of approved drugs in the near or distant future. It's not difficult to see why interested investors are balking.

The thing is, there's nothing particularly unusual about any of this for an up-and-coming biopharma name. They all tend to suffer losses early on, so they all need to regularly raise new capital. No start-up pharma outfit can guarantee that every clinical trial will turn into an approved, marketable drug. Neither can the biggest names in the pharmaceutical business.

So there's risk here, to be sure, but it's commensurate with the potential reward. Mordor Intelligence expects the nascent gene-editing therapy market to grow at an average annual pace of 16% through 2031, when it will be worth nearly $26 billion per year (although this outlook arguably still understates the potential of gene-editing treatments).

The bottom line? If you can stomach the above-average risk and stick with it for a while, there's meaningful upside here. As a 12-month target, the consensus analyst price target of $80.62 is just the beginning. While the company and the stock make forward progress, look for this bullishness to grow. The tough part is just waiting for something -- or someone -- to get the ball rolling in the meantime. It seems like most investors are waiting on the sidelines for a clear catalyst.

Of course, all too often, waiting for such a catalyst means you'll miss out on some sizable early gains. 

With all that said, given the strength of its intellectual property and pipeline, there's also an argument to be made that CRISPR Therapeutics is a candidate for acquisition by a bigger player, one with deeper developmental pockets and more marketing firepower. But that's still not enough reason to step into this stock.

In the latest close session, CRISPR Therapeutics AG (CRSP - Free Report) was down 3.9% at $49.47. The stock's change was less than the S&P 500's daily loss of 1.62%. Elsewhere, the Dow saw a downswing of 1.87%, while the tech-heavy Nasdaq depreciated by 1.98%.

The company's stock has dropped by 2.56% in the past month, falling short of the Medical sector's gain of 5.04% and the S&P 500's loss of 0.03%.

The investment community will be closely monitoring the performance of CRISPR Therapeutics AG in its forthcoming earnings report. On that day, CRISPR Therapeutics AG is projected to report earnings of -$1.11 per share, which would represent year-over-year growth of 13.95%. At the same time, our most recent consensus estimate is projecting a revenue of $9.28 million, reflecting a 942.7% rise from the equivalent quarter last year.

For the full year, the Zacks Consensus Estimates are projecting earnings of -$4.92 per share and revenue of $38.88 million, which would represent changes of +23.96% and +1007.58%, respectively, from the prior year.

Investors might also notice recent changes to analyst estimates for CRISPR Therapeutics AG. These revisions typically reflect the latest short-term business trends, which can change frequently. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.

Based on our research, we believe these estimate revisions are directly related to near-term stock moves. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.

Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the past month, there's been a 3.42% rise in the Zacks Consensus EPS estimate. CRISPR Therapeutics AG presently features a Zacks Rank of #3 (Hold).

The Medical - Biomedical and Genetics industry is part of the Medical sector. This group has a Zacks Industry Rank of 155, putting it in the bottom 37% of all 250+ industries.

The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.

CRISPR Therapeutics AG (CRSP - Free Report) ended the recent trading session at $50.27, demonstrating a +1.68% change from the preceding day's closing price. This move lagged the S&P 500's daily gain of 1.75%. Elsewhere, the Dow saw an upswing of 1.86%, while the tech-heavy Nasdaq appreciated by 2.54%.

Heading into today, shares of the company had lost 6.27% over the past month, lagging the Medical sector's gain of 3.73% and the S&P 500's loss of 1.63%.

The investment community will be paying close attention to the earnings performance of CRISPR Therapeutics AG in its upcoming release. The company is expected to report EPS of -$1.11, up 13.95% from the prior-year quarter. In the meantime, our current consensus estimate forecasts the revenue to be $9.28 million, indicating a 942.7% growth compared to the corresponding quarter of the prior year.

Regarding the entire year, the Zacks Consensus Estimates forecast earnings of -$4.9 per share and revenue of $38.88 million, indicating changes of +24.27% and +1007.58%, respectively, compared to the previous year.

It is also important to note the recent changes to analyst estimates for CRISPR Therapeutics AG. These latest adjustments often mirror the shifting dynamics of short-term business patterns. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.

Our research shows that these estimate changes are directly correlated with near-term stock prices. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.

The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. The Zacks Consensus EPS estimate has moved 3.99% higher within the past month. CRISPR Therapeutics AG is currently sporting a Zacks Rank of #3 (Hold).

The Medical - Biomedical and Genetics industry is part of the Medical sector. Currently, this industry holds a Zacks Industry Rank of 153, positioning it in the bottom 38% of all 250+ industries.

The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.

Frontdoor (NASDAQ: FTDR - Get Free Report) and Compagnie de Saint-Gobain (OTCMKTS:CODYY - Get Free Report) are both construction companies, but which is the better investment? We will contrast the two businesses based on the strength of their analyst recommendations, earnings, profitability, institutional ownership, dividends, valuation and risk. Risk and Volatility Frontdoor has a beta of

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Global executive brings wealth of knowledge and expertise in information technology, cybersecurity, operations and innovation

MEMPHIS, Tenn.--(BUSINESS WIRE)--Frontdoor, Inc. (NASDAQ: FTDR), the nation’s leading provider of home warranties and new home builder warranties, today announced that its board unanimously approved the election of Dennis Howard as a director and appointed him as a member of the Audit Committee, effective today.

“We are thrilled to welcome Dennis to Frontdoor’s board,” said Bill Cobb, Frontdoor’s Chairman and Chief Executive Officer. “Dennis brings over 30 years of experience in information technology and cybersecurity across several consumer-focused businesses. He possesses a deep understanding of digital platforms, enterprise systems and data analytics trends – which will greatly help us as we continue to optimize and improve our use of technology in the future. Further, his keen innovative and operational mindset will be a strong asset to our board.”

Howard currently serves as the Managing Director, Chief Technology, Operations, and Data Officer for Charles Schwab, a global financial services firm. He is responsible for Charles Schwab’s information technology, including a centralized technology organization and an enterprise project management office. In addition, Howard is responsible for the firm’s data assets, teams that handle all operational transactions for current clients of Charles Schwab, and transformation-related initiatives. He joined Charles Schwab in September 2014 as Senior Vice President of core technology solutions and served as the firm’s Executive Vice President and Chief Information Officer from 2016-2025.

“I am very excited to join the Frontdoor board,” Howard said. “I look forward to working closely with my fellow directors and the company’s leadership team to help take Frontdoor to the next level in this rapidly changing digital environment. Frontdoor already has a strong operational and technology foundation, and I’m excited to be able to contribute to Frontdoor’s continued and future business success.”

Prior to Charles Schwab, Howard was Senior Vice President and Chief Information Officer for Visa Inc. During his 12-year tenure at Visa, he served in various information technology roles across a number of disciplines, including development of enterprise systems, data and analytics, and client-facing product development.

Howard received his bachelor's degree from the University of Texas at San Antonio, and his master's degree from Baylor University.

Howard will stand for re-election at the company’s 2026 annual meeting of stockholders.

About Frontdoor

Frontdoor and its family of brands are on a mission to make life easier for every homeowner through innovative technology and quality customer service. With over 55 years of experience, we are the leading provider of home warranties in the United States, handling approximately 3.8 million service requests for more than 2.1 million members through a network of approximately 17,000 qualified and independent service contractors. We also offer new home builder warranty solutions, which deliver value to both builders and homeowners through a suite of builder warranty products and support services.

Our customizable home warranties are annual service plan agreements that cover the repair or replacement for breakdowns due to normal wear and tear of major components. We cover up to 29 home systems and appliances, including electrical, plumbing, HVAC systems, water heaters, refrigerators, dishwashers and ranges/ovens/cooktops, as well as optional coverages for pools, spas and pumps. Our home warranties provide peace of mind, budget protection, convenience, repair expertise and service guarantee. Our non-warranty services provide homeowners greater value through replacement and upgrade programs, as well as other home maintenance offerings.

Our 2-10 new home builder warranty solutions offer flexible builder‑backed and insurance‑backed warranty options covering workmanship, home distribution systems and structural components.

Frontdoor family of brands include American Home Shield, HSA, OneGuard, Landmark and 2-10 HBW brands. For more information about Frontdoor, Inc., please visit frontdoorhome.com.

Forward Looking Statements

This news release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are based on management's current expectations and beliefs, as well as a number of assumptions concerning future events. These statements are subject to risks, uncertainties, assumptions, and other important factors. Readers are cautioned not to put undue reliance on such forward-looking statements, because actual results may vary materially from those expressed or implied. The reports filed by Frontdoor pursuant to United States securities laws contain discussions of these risks and uncertainties. Frontdoor assumes no obligation to, and expressly disclaims any obligation to, update or revise any forward-looking statements, whether as a result of new information, future events or otherwise. Readers are advised to review Frontdoor's filings with the United States Securities and Exchange Commission (which are available on the SEC's EDGAR database at www.sec.gov and via Frontdoor’s website at investors.frontdoorhome.com).

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Owens Corning (NYSE: OC - Get Free Report) and Frontdoor (NASDAQ: FTDR - Get Free Report) are both mid-cap construction companies, but which is the superior stock? We will contrast the two businesses based on the strength of their dividends, risk, institutional ownership, earnings, profitability, valuation and analyst recommendations. Profitability This table compares Owens Corning and Frontdoor's

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The “Don’t Worry. Be Warranty.” campaign evolves from brand awareness to category education, using the iconic “Warrantina” to simplify homeownership.

MEMPHIS, Tenn.--(BUSINESS WIRE)--Frontdoor, Inc. (NASDAQ: FTDR), the parent company of American Home Shield, the nation’s leading provider of home warranties, today announced the third year of its “Don’t Worry. Be Warranty.” marketing campaign. The latest iteration reunites American Home Shield with Emmy®-nominated comedienne Rachel Dratch – bringing back her well-known “Warrantina” character to further educate homeowners and demystify the home warranty category.

Entering its third year, the campaign is moving beyond broad awareness into a deeper phase of homeowner education. By featuring Warrantina across various comedic tropes—from mystical fortune tellers to community theater—the series, directed by Benji Weinstein, aims to dismantle the misconceptions of home protection for a new generation of homeowners.

“A lot of people don’t realize owning a home is basically just waiting for one mysterious, expensive breakdown after another,” said Rachel Dratch. “In our new round of scenes, Warrantina has moved beyond ‘what’s a home warranty?’ to ‘here’s how it actually works.’ We’re using these new scenarios to dispel that sense of worry in the simplest terms, and I’m just happy to be back making sure people don't panic when their water heater decides to retire.”

While iterations of the campaign introduced the "Warrantina" character, this year’s campaign puts the American Home Shield service experience center stage to demonstrate its value in real time. A key focus of this year's storytelling is the “No Matter How Old” assurance—a direct response to the concerns of first-time buyers moving into older homes with inherited appliances.

“By bringing back Warrantina and our partnership with Rachel Dratch for a third year, we’re shifting the conversation from brand recognition to brand utility,” said Kathy Collins, senior vice president and chief revenue officer for Frontdoor, Inc. “This evolution is about proving the value of a home warranty through transparency and tech-enabled solutions that reflect the actual lives of today’s diverse homeowners. We’re not just telling them we have their back; we’re showing them exactly how we do it.”

In a creative shift, one centerpiece spot within the campaign leans into Dratch’s sketch-comedy roots to break the fourth wall. The brand flips the traditional informercial format on its head to visualize the seamless connection to home solutions that the AHS experience provides.

“For Year three, we wanted to subvert the typical 'how-to' and lean into the beautiful chaos of homeownership,” said Leslie Shaffer, chief creative officer at Fallon. “Reuniting Rachel and Director Benji Weinstein allowed us to explore different home stories, including a more ‘meta’ style of comedy—breaking the fourth wall to show exactly how the service works with a wink and a healthy dose of whimsy.”

The “Don’t Worry. Be Warranty.” Year three campaign is currently airing across national broadcast, streaming and digital channels. For more information, visit ahs.com.

About Frontdoor

Frontdoor and its family of brands are on a mission to make life easier for every homeowner through innovative technology and quality customer service. With over 55 years of experience, we are the leading provider of home warranties in the United States, handling approximately 3.8 million service requests for more than 2.1 million members through a network of approximately 17,000 qualified and independent service contractors. We also offer new home builder warranty solutions, which deliver value to both builders and homeowners through a suite of builder warranty products and support services.

Our customizable home warranties are annual service plan agreements that cover the repair or replacement for breakdowns due to normal wear and tear of major components. We cover up to 29 home systems and appliances, including electrical, plumbing, HVAC systems, water heaters, refrigerators, dishwashers and ranges/ovens/cooktops, as well as optional coverages for pools, spas and pumps. Our home warranties provide peace of mind, budget protection, convenience, repair expertise and service guarantee. Our non-warranty services provide homeowners greater value through replacement and upgrade programs, as well as other home maintenance offerings.

Our 2-10 new home builder warranty solutions offer flexible builder‑backed and insurance‑backed warranty options covering workmanship, home distribution systems and structural components.

Frontdoor family of brands include American Home Shield, HSA, OneGuard, Landmark and 2-10 HBW brands. For more information about Frontdoor, Inc., please visit frontdoorhome.com.

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MEMPHIS, Tenn.--(BUSINESS WIRE)--Frontdoor, Inc. (NASDAQ: FTDR), the nation’s leading provider of home warranties, today announced it will release its first quarter financial results and hold a conference call on Thursday, April 30, 2026 at 7:30 a.m. Central time (8:30 a.m. Eastern time).

Participants can register for the webcast by clicking https://www.webcaster5.com/Webcast/Page/3067/53785, which will include a slide presentation highlighting the company’s results. Once completed, each participant will receive access details via email. Participants may join via conference call by dialing 888.506.0062 (or international participants, 973.528.0011) and entering conference ID 109396. To participate via webcast and view the presentation, visit https://investors.frontdoorhome.com/.

The call will be available for replay for approximately 60 days. To access the replay of this call, please call 877.481.4010 and enter conference passcode 53785 (international participants: 919.882.2331, conference passcode 53785). To view a replay of the webcast, visit https://investors.frontdoorhome.com/.

About Frontdoor

Frontdoor and its family of brands are on a mission to make life easier for every homeowner through innovative technology and quality customer service. With over 55 years of experience, we are the leading provider of home warranties in the United States, handling approximately 3.8 million service requests for more than 2.1 million members through a network of approximately 17,000 qualified and independent service contractors. We also offer new home builder warranty solutions, which deliver value to both builders and homeowners through a suite of builder warranty products and support services.

Our customizable home warranties are annual service plan agreements that cover the repair or replacement for breakdowns due to normal wear and tear of major components. We cover up to 29 home systems and appliances, including electrical, plumbing, HVAC systems, water heaters, refrigerators, dishwashers and ranges/ovens/cooktops, as well as optional coverages for pools, spas and pumps. Our home warranties provide peace of mind, budget protection, convenience, repair expertise and service guarantee. Our non-warranty services provide homeowners greater value through replacement and upgrade programs, as well as other home maintenance offerings.

Our 2-10 new home builder warranty solutions offer flexible builder‑backed and insurance‑backed warranty options covering workmanship, home distribution systems and structural components.

Frontdoor family of brands include American Home Shield, HSA, OneGuard, Landmark and 2-10 HBW brands. For more information about Frontdoor, Inc., please visit frontdoorhome.com.

Forward-Looking Statements

This news release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are based on management's current expectations and beliefs, as well as a number of assumptions concerning future events. These statements are subject to risks, uncertainties, assumptions and other important factors. Readers are cautioned not to put undue reliance on such forward-looking statements because actual results may vary materially from those expressed or implied. The reports filed by Frontdoor pursuant to United States securities laws contain discussions of these risks and uncertainties. Frontdoor assumes no obligation to, and expressly disclaims any obligation to, update or revise any forward-looking statements, whether as a result of new information, future events or otherwise. Readers are advised to review Frontdoor's filings with the United States Securities and Exchange Commission, which are available on the SEC's EDGAR database at www.sec.gov and via Frontdoor’s website at investors.frontdoorhome.com.

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Frontdoor, Inc., a leading home service warranty provider, suffered post-Covid as its real estate channel faced serious headwinds. But FTDR pivoted to direct-to-consumer and non-warranty on-demand services. These two avenues are driving FTDR's turnaround and EBIT growth opportunities. Non-warranty revenues now comprise 9% of sales, with HVAC and other on-demand repair upsells offering significant untapped potential.