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$TENBTenable Holdings, Inc. · Software - Infrastructure · $4.3B
$38.87
+4.5%
Event thread
Key events, in time order
17 items
8-K filing
8-K: Item 1.01, Item 2.03, Item 7.01, Item 9.01
D1 -7.7% · since +1.2%
Capital
Tenable Closes New $400M Secured Revolving Credit Facility
Company announcement confirms new $400M credit facility, enhancing financial flexibility
D1 +1.3% · since -6.5%
15 earlier events›
8-K filing
8-K: Item 5.02, Item 7.01, Item 9.01
D1 +2.5% · +5d +4.6%
8-K filing
8-K: Item 1.01, Item 1.02, Item 2.03, Item 3.02
D1 -4.5% · +5d -0.4%
Capital
Tenable Upsizes Convertible Notes Offering to $725M
Offering upsized from $650M to $725M, coupon 0.25%
D1 -4.9% · +5d +12.6%
›2 waves of this story
2026-09-10 Large financing may dilute equity; market reacts negatively
2026-09-10 Offering upsized from $650M to $725M, coupon 0.25%
CompanyBull
Tenable Joins White House-Led Project Watershed to Bolster Water Cybersecurity
Government and industry unite to address vulnerabilities amid growing cyber threats
D1 +1.3% · +5d -11.7%
CapitalBull
S&P SmallCap 600 Inclusion Drives Weekly Gain
Multiple sources confirm index inclusion; analysts cite bullish pattern
D1 +0.1% · +5d -9.1%
›2 waves of this story
2026-08-28 Multiple sources flag unusual options and fund flows amid index-add volatility
2026-08-29 Multiple sources confirm index inclusion; analysts cite bullish pattern
AnalystBull
Bull pitch corroborated; Anthropic partnership in focus
Multiple independent X accounts cite pitch and partnership, boosting credibility
D1 +3.1% · +5d -4.0%
›2 waves of this story
2026-08-11 Multiple social media analysts pitched TENB as a long idea, with growth assumptions at single digits, and the company has partnered with Anthropic.
2026-08-11 Multiple independent X accounts cite pitch and partnership, boosting credibility
EarningsBull
Tenable Q2 Revenue and EPS Beat, Raises FY26 Guidance
Q2 beat on record Tenable One adoption; multiple analysts revise forecasts
2026-07-31 Q2 beat on record Tenable One adoption; multiple analysts revise forecasts
AnalystBear
Piper Sandler downgrades to Neutral
D1 +3.4% · +5d +11.1%
8-K filing
8-K: Item 2.02, Item 9.01
D1 +0.4% · +5d +14.4%
Earnings
Earnings report
Q2 2026 revenue was $268.5 million, up 8.6% year-over-year, with Tenable One accounting for a record 50% of new business, up from 41% in the prior quarter.
D1 +0.4% · +5d +14.4%
AnalystBear
UBS downgrades to Neutral
D1 +2.0% · +5d +1.2%
AnalystBear
Truist Securities downgrades to Hold
D1 -9.7% · +5d -8.0%
Earnings
Tenable Announces Fiscal Q2 2026 Earnings Release Date
Company to release financial results for quarter ended June 30, 2026
D1 -5.8% · +5d -18.3%
ProductBull
Tenable Expands Exposure Management Platform to Unify AppSec Risk
Tenable One unifies app security risk with enterprise exposure data to eliminate blind spots and reduce risk across the attack surface
D1 -5.8% · +5d -18.3%
AnalystBull
Scotiabank upgrades to Sector Outperform
D1 +7.0% · +5d -5.1%
①
Bull vs bear
by direction · sourced
Bull signals0
None yet
Bear signals0
None yet
Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
⑩
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Facts and opinions separated · All items sourced · Not investment advice
Event thread
Key events, in time order
17 items
8-K filing
8-K: Item 1.01, Item 2.03, Item 7.01, Item 9.01
D1 -7.7% · since +1.2%
Capital
Tenable Closes New $400M Secured Revolving Credit Facility
Company announcement confirms new $400M credit facility, enhancing financial flexibility
D1 +1.3% · since -6.5%
8-K filing
8-K: Item 5.02, Item 7.01, Item 9.01
D1 +2.5% · +5d +4.6%
8-K filing
8-K: Item 1.01, Item 1.02, Item 2.03, Item 3.02
D1 -4.5% · +5d -0.4%
Capital
Tenable Upsizes Convertible Notes Offering to $725M
Offering upsized from $650M to $725M, coupon 0.25%
D1 -4.9% · +5d +12.6%
›2 waves of this story
2026-09-10 Large financing may dilute equity; market reacts negatively
2026-09-10 Offering upsized from $650M to $725M, coupon 0.25%
12 earlier events›
CompanyBull
Tenable Joins White House-Led Project Watershed to Bolster Water Cybersecurity
Government and industry unite to address vulnerabilities amid growing cyber threats
D1 +1.3% · +5d -11.7%
CapitalBull
S&P SmallCap 600 Inclusion Drives Weekly Gain
Multiple sources confirm index inclusion; analysts cite bullish pattern
D1 +0.1% · +5d -9.1%
›2 waves of this story
2026-08-28 Multiple sources flag unusual options and fund flows amid index-add volatility
2026-08-29 Multiple sources confirm index inclusion; analysts cite bullish pattern
AnalystBull
Bull pitch corroborated; Anthropic partnership in focus
Multiple independent X accounts cite pitch and partnership, boosting credibility
D1 +3.1% · +5d -4.0%
›2 waves of this story
2026-08-11 Multiple social media analysts pitched TENB as a long idea, with growth assumptions at single digits, and the company has partnered with Anthropic.
2026-08-11 Multiple independent X accounts cite pitch and partnership, boosting credibility
EarningsBull
Tenable Q2 Revenue and EPS Beat, Raises FY26 Guidance
Q2 beat on record Tenable One adoption; multiple analysts revise forecasts
2026-07-31 Q2 beat on record Tenable One adoption; multiple analysts revise forecasts
AnalystBear
Piper Sandler downgrades to Neutral
D1 +3.4% · +5d +11.1%
8-K filing
8-K: Item 2.02, Item 9.01
D1 +0.4% · +5d +14.4%
Earnings
Earnings report
Q2 2026 revenue was $268.5 million, up 8.6% year-over-year, with Tenable One accounting for a record 50% of new business, up from 41% in the prior quarter.
D1 +0.4% · +5d +14.4%
AnalystBear
UBS downgrades to Neutral
D1 +2.0% · +5d +1.2%
AnalystBear
Truist Securities downgrades to Hold
D1 -9.7% · +5d -8.0%
Earnings
Tenable Announces Fiscal Q2 2026 Earnings Release Date
Company to release financial results for quarter ended June 30, 2026
D1 -5.8% · +5d -18.3%
ProductBull
Tenable Expands Exposure Management Platform to Unify AppSec Risk
Tenable One unifies app security risk with enterprise exposure data to eliminate blind spots and reduce risk across the attack surface
D1 -5.8% · +5d -18.3%
AnalystBull
Scotiabank upgrades to Sector Outperform
D1 +7.0% · +5d -5.1%
$TENB — what investors on X are saying · SpikePanel