TENB — Tenable Holdings, Inc.

Technology · Software - Infrastructure

About Tenable Holdings, Inc.

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.

The cybersecurity industry

Cybersecurity vendors sell the defenses every AI-era company now needs — endpoint and network protection, identity, data security, exposure management and recovery. AI cuts both ways here: it powers a new generation of attacks and it is being built into the products that stop them. Demand is unusually resilient because breaches are not optional to prevent, but the group trades on growth and platform-consolidation stories — valuations run rich, competition is brutal, and single-product vendors face pressure from the big platforms. Tenable is exposure management — scanning and prioritizing the vulnerabilities attackers (increasingly AI-assisted) exploit.

Key data · delayed ~15 min, as of 14 September 2026

Valuation read

What the price implies: the market is pricing in roughly ~3%/yr earnings growth (modest), on a reverse-DCF of forward earnings ($2.18). Run your own assumptions in the fair-value calculator.

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Market data is delayed ~15 minutes and provided for education, not as financial advice. "Hot" means attention, not direction.