TENABLE HOLDINGS INC (TENB)
Information Technology · Vulnerability Management / Exposure Management · NASDAQ
Tenable is the leading exposure management platform provider, unifying vulnerability and risk visibility across the modern attack surface—from cloud and AI infrastructure to identity and operational technology.
What TENABLE HOLDINGS INC does
Tenable is the leading provider of exposure management solutions, an increasingly critical category that extends vulnerability management to advance risk assessment and prioritization across the entire attack surface—from IT infrastructure and cloud environments to critical infrastructure and AI. The company's flagship AI-powered platform, Tenable One, gives enterprises unified visibility and risk assessment across all types of assets and attack pathways, combining vulnerability coverage, cloud configurations, identity systems, web applications, and AI-related assets. Solutions are sold primarily on a subscription basis with recurring revenue representing 96% of total revenue.
Themes: ["Exposure management / vulnerability management","Cloud security","AI security / AI risk","Identity and access governance","Operational technology (OT) security","Cyber risk prioritization","Attack surface management","Container security","Compliance and regulatory"]
Fundamentals
- Price$41.37 as of 2026-07-09 close
- Market cap$4.6B as of 2026-07-10
- 1-year return+16.7% as of 2026-07-09 close
- Net margin-1.1% as of 2026-07-10
- Gross margin+78.2% as of 2026-07-10
- ROE-3.7% as of 2026-07-10
- Debt / equity1.43 as of 2026-07-10
- Revenue growth (YoY)+10.7% as of 2026-07-10
- Revenue CAGR (3y)+13.5% SEC XBRL
- Beta0.92 as of 2026-07-10
Key risks (from latest filing)
["Competition from established security vendors and point solution providers that may fragment customers' security spend","Dependency on enterprise adoption of cloud, hybrid, and multi-cloud environments, which requires continuous product innovation in emerging threat landscapes (AI, OT)","High customer concentration risk with top customers representing significant contract value, and subscription churn if enterprise customers reduce exposure management investments"]
Competitors & peers
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.