Tenable
Unifies vulnerability, cloud, identity, operational-technology, application, and AI exposure management.
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Profile
Sells subscription-based exposure-management software spanning vulnerability, cloud, identity, web application, external attack-surface, operational-technology, and AI security. Tenable One unifies these capabilities with third-party data, while Nessus anchors vulnerability assessment and the research feedback loop that broadens coverage.
Provides exposure-management and vulnerability-management software through Tenable One, Tenable Vulnerability Management, Tenable Cloud Security, Tenable Identity Exposure, Tenable Web App Scanning, Tenable Attack Surface Management, Tenable Security Center, Tenable OT Security, and Tenable AI Exposure. Nessus, its long-running vulnerability scanner, underpins the enterprise platform and contributes user and research feedback that expands assessment coverage.
Sells primarily subscriptions to enterprises and public-sector organizations through a global sales force and channel partners, with the Americas generating most revenue and the United States roughly half. Execution centers on correlating native sensor findings with third-party security and business data, then extending prioritization and remediation across cloud, identity, applications, operational technology, and AI. The model depends on ongoing product integration, channel distribution, third-party data connectivity, cloud infrastructure, and compliance with privacy, export-control, and sanctions rules.
Company facts
Categories
Key statistics
Year to date +65.6% · Average volume (30d) 3.9M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jul 30, 2026 | Susquehanna | Reiterate | Positive | $26 | $36 | |
| Jul 30, 2026 | UBS | Reiterate | Neutral | $37 | $34 | |
| Jul 30, 2026 | Needham | Reiterate | Buy | $30 | $36 | |
| Jul 30, 2026 | Jefferies | Reiterate | Hold | $27 | $30 | |
| Jul 30, 2026 | Stifel Nicolaus | Target | $26 | $31 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 29, 2026Q2 FY26 | $0.47 | $0.51 | +8.3% | $264.9M | $268.5M | +1.4% | +3.40% |
| Apr 29, 2026Q1 FY26 | $0.41 | $0.47 | +14.6% | $258.8M | $262.1M | +1.2% | −2.70% |
| Feb 4, 2026Q4 FY25 | $0.42 | $0.48 | +14.3% | $251.8M | $260.5M | +3.5% | +0.20% |
| Oct 29, 2025Q3 FY25 | $0.37 | $0.42 | +13.5% | $251.8M | $252.4M | +0.3% | +0.73% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $239.1M | $247.3M | $252.4M | $260.5M | $262.1M | $268.5M | |
| Gross profit | $186.7M | $192.9M | $195.7M | $205.2M | $205.4M | $208.2M | |
| Operating income | −$17.7M | −$7.4M | $7.1M | $19.2M | $11.2M | $12.4M | |
| Net income | −$22.9M | −$14.7M | $2.3M | −$737.0K | $1.4M | $3.8M | |
| Diluted EPS | −$0.19 | −$0.12 | $0.02 | −$0.01 | $0.01 | $0.04 | |
| Gross margin | 78.1% | 78.0% | 77.5% | 78.8% | 78.4% | 77.5% | |
| Operating margin | -7.4% | -3.0% | 2.8% | 7.4% | 4.3% | 4.6% |
Fiscal years (4-quarter sums)FY21 $541.1M · FY22 $683.2M · FY23 $798.7M · FY24 $900.0M · FY25 $999.4M
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $298.2M · Total debt $421.6M · Total assets $1.57B · Shareholders' equity $198.4M
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 110.27M · Float 108.69M · 98.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Ameriprise Financial Inc | 15.23M | 13.81% | 13F | Aug 14, 2026 |
| BlackRock, Inc. | 13.51M | 12.25% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 10.24M | 9.28% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 5.00M | 4.53% | 13F | Aug 13, 2026 |
| Arrowstreet Capital, Limited Partnership | 4.41M | 4.00% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 19, 2026 | Linda Kay Zecher | director | −690 | $35.76 |
| Aug 18, 2026 | Linda Kay Zecher | director | −700 | $35.46 |
| Aug 7, 2026 | Linda Kay Zecher | director | −550 | $36.50 |
| Aug 4, 2026 | Linda Kay Zecher | director | −600 | $36.00 |
| Aug 3, 2026 | Linda Kay Zecher | director | −1,470 | $34.00 |
Peers
- Qualys
Cloud VM and TruRisk rival exposure management
- Rapid7
InsightVM and Exposure Command overlap core CTEM workflows
- CrowdStrike
Falcon turns endpoint telemetry into exposure management
- Palo Alto Networks
Cortex Cloud and Xpanse contest cloud and ASM coverage
- Microsoft
Defender bundles exposure tools into Microsoft estates
- SentinelOne
Singularity adds agent-led VM and AI exposure services
- Fortinet
FortiCNAPP contests cloud vulnerability and posture risk
- Zscaler
Zscaler adds CAASM, UVM, and Risk360 exposure analytics
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Tenable | $37.70 | +0.13% | $4.15B | 604.7 | 18.4 | 4.0 | +8.6% |
| Qualys | $187.05 | +0.06% | $6.59B | 32.4 | 23.3 | 9.4 | +11.0% |
| Rapid7 | $13.45 | +1.13% | $888.2M | 43.6 | 7.1 | 1.0 | −1.6% |
| CrowdStrike | $217.75 | −0.30% | $222.39B | 6,720.0 | 157.7 | 41.2 | +25.8% |
| Palo Alto Networks | $372.18 | +0.16% | $302.85B | 323.1 | 94.9 | 28.6 | +31.2% |
| Microsoft | $513.06 | −0.06% | $3.81T | 28.6 | 26.2 | 11.5 | +17.8% |
| SentinelOne | $21.42 | −0.63% | $7.25B | — | 49.4 | 6.6 | +20.6% |
| Fortinet | $165.78 | −0.16% | $121.80B | 58.5 | 47.4 | 16.2 | +25.6% |
| Zscaler | $184.45 | +0.15% | $29.79B | — | 41.4 | 9.4 | +25.4% |
| Median | 51.0 | 44.4 | 10.4 | +23.0% |