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Tenable Holdings, Inc. (TENB)

Technology | Software - Infrastructure | Columbia, United States | NasdaqGS
39.20 USD -0.58 (-1.458%) ⇩ (July 13, 2026, 4 p.m. EDT)

Short-term:★★★⯪☆Long-term:★★⯪☆☆Dividends:☆☆☆☆☆
Hot Take | July 11, 2026, 3:02 a.m. EDT

The investment case here is defined by a stark disconnect between the company's operational reality and its recent price action. Fundamentally, the business is struggling: it is posting losses, has negative equity, and faces a debt-to-equity ratio of nearly 170%. While revenue is growing at a modest 9.6%, the market has punished the stock significantly, dragging the price down 23% year-over-year despite a slight recovery in the trailing twelve months. This creates a precarious situation where the stock trades at a premium to book value despite having no earnings to justify it. However, the short-term outlook is surprisingly bullish due to a confluence of catalysts. The stock recently rallied on major government security clearances (FedRAMP High), which validates its core product in the lucrative public sector. Combined with a general 'AI optimism' narrative in cybersecurity, the stock has found a new floor. The options data confirms this sentiment; traders are buying deep calls hoping for a continuation of this momentum, even though the statistical forecast models see no clear trend. This divergence suggests the stock is being driven by news flow and sentiment rather than valuation math. For the long term, the risks remain severe. The balance sheet is fragile, and the path to profitability is unclear. While the current price is lower than the 52-week high, the underlying fundamentals have not yet turned the corner to support a permanent re-rating. The stock is currently a high-risk, high-reward speculative play dependent on continued government wins and a successful turnaround in profitability, rather than a stable compounder.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoETS ✓0.219928
MSTL0.220761
AutoTheta0.241518
AutoARIMA0.310940

Forecast horizon: 45 days | Selected: AutoETS

Forecast Reliability
Score 37%
H-stat 61.24
Ljung-Box p 0.000
Jarque-Bera p 0.603
Excess Kurtosis -0.25
Attribute Value
Sector Technology
Debt to Equity Ratio 169.93
Revenue per Share 8.585
Market Cap 4,322,661,376
Forward P/E 18.05
Beta 0.93
Profit Margins -1.15%
Website https://www.tenable.com

As of July 11, 2026, 3:02 a.m. EDT: Speculators are positioning for a volatile range-bound outcome rather than a decisive directional move. Call volume is heavily skewed toward deep out-of-the-money strikes (e.g., $50, $60) suggesting speculative hopes for a breakout, while put volume concentrates in the $20-$30 range, creating a defensive floor. The massive implied volatility spike at extreme strikes indicates fear of a crash or a moonshot rally, but the lack of significant open interest at these extremes suggests these are lottery tickets rather than core hedges. The market is pricing in a choppy summer with potential for sharp, temporary moves in either direction.


Info Dump

Attribute Value
52 Week Change 0.20578289
Address1 6,100 Merriweather Drive
All Time High 63.61
All Time Low 15.73
Ask 49.45
Ask Size 2
Audit Risk 1
Average Analyst Rating 2.2 - Buy
Average Daily Volume10 Day 4,396,320
Average Daily Volume3 Month 3,615,972
Average Volume 3,615,972
Average Volume10Days 4,396,320
Beta 0.933
Bid 29.03
Bid Size 2
Board Risk 8
Book Value 2.166
City Columbia
Compensation As Of Epoch Date 1,767,139,200
Compensation Risk 8
Country United States
Crypto Tradeable 0
Currency USD
Current Price 39.2
Current Ratio 0.849
Custom Price Alert Confidence HIGH
Date Short Interest 1,782,777,600
Day High 40.5
Day Low 38.5
Debt To Equity 169.93
Display Name Tenable
Earnings Call Timestamp End 1,777,494,600
Earnings Call Timestamp Start 1,777,494,600
Earnings Timestamp 1,777,492,800
Earnings Timestamp End 1,785,355,200
Earnings Timestamp Start 1,785,355,200
Ebitda 40,535,000
Ebitda Margins 0.03965
Enterprise To Ebitda 108.158
Enterprise To Revenue 4.288
Enterprise Value 4,384,200,192
Eps Current Year 1.95763
Eps Forward 2.17161
Eps Trailing Twelve Months -0.1
Esg Populated 0
Exchange NMS
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 28.0056
Fifty Day Average Change 11.194401
Fifty Day Average Change Percent 0.39972007
Fifty Two Week Change Percent 20.578289
Fifty Two Week High 42.94
Fifty Two Week High Change -3.7399979
Fifty Two Week High Change Percent -0.08709823
Fifty Two Week Low 15.73
Fifty Two Week Low Change 23.470001
Fifty Two Week Low Change Percent 1.4920535
Fifty Two Week Range 15.73 - 42.94
Financial Currency USD
First Trade Date Milliseconds 1,532,611,800,000
Float Shares 108,777,788
Forward Eps 2.17161
Forward P E 18.051123
Free Cashflow 255,797,248
Full Exchange Name NasdaqGS
Full Time Employees 1,995
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,782,864,000
Gross Margins 0.78172994
Gross Profits 799,180,032
Has Pre Post Market Data 1
Held Percent Insiders 0.01353
Held Percent Institutions 1.12673
Implied Shares Outstanding 110,271,973
Industry Software - Infrastructure
Industry Disp Software - Infrastructure
Industry Key software-infrastructure
Is Earnings Date Estimate 1
Language en-US
Last Fiscal Year End 1,767,139,200
Long Business Summary Tenable Holdings, Inc. provides cyber exposure management solutions in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan. Its platforms include Tenable AI Exposure, a solution that helps organizations identify, assess, and reduce security risks associated with the use of artificial intelligence technologies; Tenable Vulnerability Management, a cloud-delivered software as a service that provides organizations with a risk-based view of traditional and modern attack surfaces; Tenable Cloud Security, a cloud security solution for use in exposing and closing priority security gaps caused by misconfigurations, risky entitlements, and vulnerabilities; Tenable Identity Exposure, a solution for end-to-end protection from identity-based threats; and Tenable Web App Scanning, which provides configuration and management of web app scans. The company also provides Tenable Attack Surface Management, an external attack surface management solution; Tenable Security Center, an on-premises vulnerability management solution; and Tenable OT Security, a unified security solution for converged OT/IoT environments that provide threat detection, asset tracking, vulnerability management, and configuration control capabilities to protect OT environments, including industrial networks. In addition, it offers Nessus, a vulnerability assessment solution for cybersecurity industry and enterprise platform; and Nessus Expert, which enables users to programmatically detect cloud infrastructure misconfigurations and vulnerabilities in the design and build phase of the software development lifecycle. Tenable Holdings, Inc. was founded in 2002 and is headquartered in Columbia, Maryland.
Long Name Tenable Holdings, Inc.
Market us_market
Market Cap 4,322,661,376
Market State PRE
Max Age 86,400
Message Board Id finmb_369965505
Most Recent Quarter 1,774,915,200
Net Income To Common -11,769,000
Next Fiscal Year End 1,798,675,200
Non Diluted Market Cap 4,319,353,182
Number Of Analyst Opinions 20
Open 39.99
Operating Cashflow 267,314,000
Operating Margins 0.042719997
Overall Risk 7
Payout Ratio 0.0
Peg Ratio 0.99
Phone 410 872 0555
Pre Market Change -1.0900002
Pre Market Change Percent -2.7806125
Pre Market Price 38.11
Pre Market Time 1,784,029,521
Previous Close 39.78
Price Eps Current Year 20.024214
Price Hint 2
Price To Book 18.097878
Price To Sales Trailing12 Months 4.228261
Profit Margins -0.011510001
Quick Ratio 0.696
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key buy
Recommendation Mean 2.21739
Region US
Regular Market Change -0.579998
Regular Market Change Percent -1.45801
Regular Market Day High 40.5
Regular Market Day Low 38.5
Regular Market Day Range 38.5 - 40.5
Regular Market Open 39.99
Regular Market Previous Close 39.78
Regular Market Price 39.2
Regular Market Time 1,783,972,800
Regular Market Volume 2,482,303
Return On Assets 0.0117
Return On Equity -0.03728
Revenue Growth 0.096
Revenue Per Share 8.585
Sand P52 Week Change 0.20365608
Sector Technology
Sector Disp Technology
Sector Key technology
Share Holder Rights Risk 8
Shares Outstanding 110,271,973
Shares Percent Shares Out 0.1007
Shares Short 11,100,510
Shares Short Previous Month Date 1,780,012,800
Shares Short Prior Month 12,130,763
Short Name Tenable Holdings, Inc.
Short Percent Of Float 0.118
Short Ratio 3.19
Source Interval 15
State MD
Symbol TENB
Target High Price 50.0
Target Low Price 23.0
Target Mean Price 32.4
Target Median Price 30.0
Total Cash 360,260,992
Total Cash Per Share 3.267
Total Debt 421,800,000
Total Revenue 1,022,326,016
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps -0.1
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 24.7683
Two Hundred Day Average Change 14.431702
Two Hundred Day Average Change Percent 0.58266824
Type Disp Equity
Volume 2,482,303
Website https://www.tenable.com
Zip 21,044