Tenable Holdings, Inc.

TENB

$34.06

-1.25%

2026-09-04 09:40:58 EDT-$0.43

Tecnología

Software - Infraestructura

NASDAQ

Negociación activa

Tenable Holdings, Inc. es una empresa de ciberseguridad que se especializa en ofrecer soluciones integrales para identificar y gestionar la exposición de ...

Evolución del precio de TENB

$34.06

-1.25%-$0.43

Máximo—

Mínimo—

Máx. 52s-22.0%

Vol. rel.—

Intervalo

Rango10m

Volumen—SMA5SMA10

—

Tenable Holdings, Inc. is a leading cybersecurity firm specializing in exposure management. The company helps organizations understand and reduce cyber risk across their entire attack surface, including IT infrastructure, cloud environments, operational technology (OT), and identity systems. Tenable's product portfolio includes Tenable.io (a cloud-based SaaS platform for risk-centric vulnerability management), ...Tenable Holdings, Inc. is a leading cybersecurity firm specializing in exposure management. The company helps organizations understand and reduce cyber risk across their entire attack surface, including IT infrastructure, cloud environments, operational technology (OT), and identity systems. Tenable's product portfolio includes Tenable.io (a cloud-based SaaS platform for risk-centric vulnerability management), Tenable.cs (for cloud-native application security), Tenable.io WAS (for web application scanning), Tenable.ep (a unified exposure platform), and on-premises solutions like Tenable.ad, Tenable.ot, and Tenable.sc. The company's flagship Nessus vulnerability scanner, developed in 1998, is widely used for identifying security weaknesses and misconfigurations. Tenable serves a diverse clientele, including 65% of the Fortune 500 and 50% of the Global 2000, with over 40,000 customers globally. The company was founded in 2002 by Ron Gula, Jack Huffard, and Renaud Deraison, and is headquartered in Columbia, Maryland. As of the latest data, Tenable employs approximately 1,995 people and generates revenue primarily through software subscriptions and professional services. Financially, Tenable has a market capitalization of around $4 billion, with a price-to-sales ratio of ~3.8 and a negative tangible book value, reflecting significant intangible assets from acquisitions. The company invests heavily in research and development (21.5% of revenue) and sales/marketing (52.4% of revenue), with a gross margin of 78%. While not yet highly profitable, Tenable generates positive free cash flow and has shown improving operational metrics. Key executives include co-CEOs Steve Vintz (also CFO) and others. Tenable continues to expand its AI security offerings, such as Tenable One AI Exposure, to address emerging threats.ExpandirContraer

Fundación

2002

Empleados

1995

CEO

Stephen A. Vintz

Nombre completo

Tenable Holdings, Inc.

Sector

Tecnología

Industria

Software - Infraestructura

ROE

2.41%

Capitalización

$3.75B

Ratio corriente

0.79

WACC

8.65%

ROIC

4.39%

Información de contacto

https://www.tenable.com

410 872 0555

6100 Merriweather Drive, Columbia, MD 21044

Métricas clave de TENB

Instantánea

Último / TTM · 6 periodos

Capitalización

$3.75B

ROCE

6.3%

EV / EBITDA

33.52x

+6.1% YoY

Rendimiento FCF

7.2%

-1.8% YoY

Ciclo de conversión de efectivo

26.3d

Ratio corriente

0.79

Resumen rápido

TTM —

Current ratio below 1.0

Negative working capital

Aspectos financieros de TENB

Tendencia de rentabilidad

Último / TTM · 6 periodos

Margen bruto

78.1%

Margen neto

0.6%

PER

541.33x

n/d

Deuda / capital

2.12

n/d

Ratio corriente

0.79

Rendimiento del dividendo

0.0%

Comprensión

TTM —

El ratio corriente está por debajo de 1.0

La deuda sobre patrimonio es alta

Calendario de TENB

Próximamente

30 sept 2026En 26 días
Q3 FY2026 · Resultados estimados
BPA est. $0.51 · Ingresos $271.60M · 14 analistas
30 dic 2026
Q4 FY2026 · Resultados estimados
BPA est. $0.49 · Ingresos $276.48M · 14 analistas
31 dic 2026
FY2026 · Resultados anuales estimados
BPA est. $1.98 · Ingresos $1.08B · 13 analistas
30 mar 2027
Q1 FY2027 · Resultados estimados
BPA est. $0.50 · Ingresos $281.18M · 8 analistas

Historial reciente

4 ago 2026
Q2 FY2026 · Resultados publicados
BPA $0.04 · Ingresos $268.51M
Ver documento
5 may 2026
Q1 FY2026 · Resultados publicados
BPA $0.01 · Ingresos $262.06M
Ver documento
27 feb 2026
FY2025 · Resultados anuales
BPA $-0.30 · Ingresos $999.40M
Ver documento
4 nov 2025
Q3 FY2025 · Resultados publicados
BPA $0.02 · Ingresos $252.44M
Ver documento
8 ago 2025
Q2 FY2025 · Resultados publicados
BPA $-0.12 · Ingresos $247.29M
Ver documento
6 may 2025
Q1 FY2025 · Resultados publicados
BPA $-0.19 · Ingresos $239.14M
Ver documento

Estados financieros de TENB

Tendencia de 5 años (ingresos, beneficios, FCF)

Métrica	Último	InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo.	TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo.
IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores).	$999.4M	+11.0%	+2.5%
Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día.	$-36.1M	+0.5%	+169.1%
Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión.	+78.1%	+0.4%	-1.1%
Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas).	+0.1%	+115.8%	+7.6%
Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas.	-3.6%	+10.4%	+162.6%
Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones.	$254.6M	+19.4%	-49.2%
Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero.	+25.5%	+7.5%	-50.5%
Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro.	142.6%	+35.1%	+25.8%
Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico.	0.95x	-25.3%	+0.5%
Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo.	$1.7B	+0.3%	-2.9%

Real vs estimado

A Dec 31Q Sep 30

Métrica	Anual (real vs estimado)	Sorpresa anual	Trimestral (real vs estimado)	Sorpresa trimestral
EPS Surprise	-0.30 vs 1.54	-119.5%	0.04 vs 0.51	-92.5%
Revenue Surprise	$999.4M vs $990.6M	+0.9%	$268.5M vs $271.6M	-1.1%

Transacciones de insiders de TENB

Compras (A)

Since Aug 24, 2026

Ventas (D)

Since Aug 24, 2026

Acciones mensuales compradas/vendidas con tendencia del precio de cierre (fuente diaria compartida)

Resumen de trading de insiders

Fecha	Ejecutivo	Cargo	Valor	Lado	Acciones	Precio
Aug 24, 2026	Thurmond Mark C.	director, officer: Co-Chief Executive Officer	Common Stock	A	4,368	—
Aug 24, 2026	Thurmond Mark C.	director, officer: Co-Chief Executive Officer	Common Stock	A	7,764	—
Aug 24, 2026	Thurmond Mark C.	director, officer: Co-Chief Executive Officer	Common Stock	D	2,112	$33.94
Aug 24, 2026	Thurmond Mark C.	director, officer: Co-Chief Executive Officer	Common Stock	D	3,754	$33.94
Aug 24, 2026	Thurmond Mark C.	director, officer: Co-Chief Executive Officer	Common Stock	A	3,713	—

Transcripción de la llamada de resultados de TENB

1 segmentos de transcripción

Q2 2026

Ponente desconocido

Operator: Greetings, and welcome to the Tenable Q2 2026 Earnings Conference Call. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Erin Karney, Vice President, Investor Relations. Thank you. You may begin. Erin Karney: Thank you, operator, and thank you all for joining us on today's conference call to discuss Tenable's second quarter financial results. With me on the call today are Co-Chief Executive Officers, Steve Vintz and Mark Thurmond; and Chief Financial Officer, Matt Brown. Prior to this call, we issued a press release announcing our financial results for the quarter. You can find the press release on our IR website at tenable.com. We will make forward-looking statements during the course of this call, including statements relating to our guidance and expectations for the third quarter and full year 2026, growth and drivers in our business, changes in the threat landscape in the security industry, particularly regarding AI security, the expected impact of Frontier AI models and accelerated vulnerability discovery and the shift to preemptive security, our competitive position in the market, growth in customer demand for and adoption of our solutions, including the impact of new pricing and packaging models, the expansion of Tenable One, including agentic AI security orchestration through Hexa AI and planned AI exposure coverage across third-party models, the expected benefits of our strategic partnerships with Frontier AI Labs, our ongoing research and development investments, our capital allocation strategy, including share repurchases and our future results of operations and financial position. These forward-looking statements involve risks and uncertainties, some of which are beyond our control, which could cause actual results to differ materially from those anticipated by these statements. You should not rely upon forward-looking statements as a prediction of future events. Forward-looking statements represent our beliefs and assumptions only as of today and should not be considered representative of our views as of any subsequent date, and we disclaim any obligation to update any forward-looking statements or outlook. For a further discussion of the material risks and other important factors that could affect our actual results, please refer to those contained in our most recent annual report on Form 10-K and subsequent reports that we file with the SEC. Today's discussion includes non-GAAP financial measures. These non-GAAP financial measures are in addition to and not a substitute for or superior to measures of financial performance prepared in accordance with GAAP. There are a number of limitations related to the use of these non-GAAP financial measures versus their closest GAAP equivalents. Additionally, please see our press release for reconciliations of GAAP to non-GAAP financial measures that we discuss today. I will now turn the call over to Steve. Stephen Vintz: Thanks, Erin. …

Equipo directivo de TENB

11 directivos

Nombre	Cargo	Remuneración	Género	Año de nacimiento	Estado
Mark Thurmond	Co-CEO y Director	USD 858,005	Male	1971	Active
Stephen A. Vintz	Co-CEO y Director	USD 858,005	Male	1969	Active
Matthew Charles Brown	Director Financiero	USD 580,665	Male	1981	Active
John C. Huffard Jr.	Co-Fundador y Director	USD 57,000	Male	1968	Active
Vlad Korsunsky	Director de Tecnología y Director Gerente de Tenable Israel	—	Male	—	Active
C. Matthew Olton	Vicepresidente Senior de Desarrollo Corporativo y Estrategia	—	Male	1967	Active
J. Barron Anschutz	Director de Contabilidad	—	Male	1969	Active
Meg O'Leary	Director de Marketing	—	Female	—	Active
Michelle VonderHaar	Director Legal y Secretario Corporativo	—	Female	—	Active
Patricia Grant	Director de Informática	—	Female	—	Active
Andrea DiMarco	Jefe de Relaciones con Inversores	—	Female	—	Active

Noticias recientes de TENB

Fool - Investing News3/8/2026Neutral

This Cybersecurity Growth Stock Is Up 40% in 2026, But It's Still a Bargain Compared to CrowdStrike and Palo Alto Networks

Artificial intelligence is fueling a surge in demand for advanced cybersecurity tools.

Zacks Investment Research30/7/2026Neutral

TENB Q2 Earnings Beat on Tenable One Momentum, Outlook Raised

Tenable beats Q2 earnings and revenue estimates as record Tenable One adoption, AI momentum and customer expansion fuel growth and lift its outlook.

Benzinga30/7/2026Neutral

These Analysts Revise Their Forecasts On Tenable Holdings Following Q2 Earnings

Tenable Holdings Inc (NASDAQ:TENB) on Wednesday posted upbeat results for the second quarter.

MarketBeat29/7/2026Neutral

Tenable Q2 Earnings Call Highlights

Tenable NASDAQ: TENB reported second-quarter results above its guidance ranges and raised its full-year outlook, citing record adoption of its Tenable One exposure management platform, larger deal sizes and improving expansion trends.

Seeking Alpha29/7/2026Neutral

Tenable Holdings, Inc. (TENB) Q2 2026 Earnings Call Transcript

Evolución del número de empleados de TENB

Actual

1,995

Cambio

+6.57%

Mínimo

1,617

Máximo

1,999

Presentaciones recientes

Fecha del informe	Empleados	Tipo de formulario	Fecha de presentación	Archivo SEC
31 dic 2025	1,995	10-K	27 feb 2026	Ver
31 dic 2024	1,872	10-K	24 feb 2025	Ver
31 dic 2023	1,999	10-K	28 feb 2024	Ver
31 dic 2022	1,900	10-K	24 feb 2023	Ver
31 dic 2021	1,617	10-K	25 feb 2022	Ver

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Tenable Holdings, Inc.