Tenable is a cybersecurity firm that scans networks and cloud systems for vulnerabilities, like a digital security guard checking every door and window for weaknesses.
Tenable earns from recurring SaaS subscriptions for its cloud platforms and on-premises tools, with gross margins around 78% and revenue growing from USD 0.80B to USD 1.00B annually.
Tenable's Nessus brand and deep integrations create switching costs, but CrowdStrike and Rapid7 are aggressively expanding into exposure management, weakening its edge.
Hold (sector percentile 54) — value B-, growth B-, profitability B, momentum B+, revisions C. Updated daily, sector-relative, identical for every user.
Key events, in time order
Multiple independent X accounts cite pitch and partnership, boosting credibility
Q2 beat on record Tenable One adoption; multiple analysts revise forecasts
Tenable One unifies app security risk with enterprise exposure data to eliminate blind spots and reduce risk across the attack surface
Company to release financial results for quarter ended June 30, 2026
Q1 revenue grew 9.6% year-over-year to $262.1 million, exceeding guidance across all metrics
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