Coverage
— → Added to coverage
Investment conviction●●●○○3 of 5
Research target$44.05Stock price target
Investment thesis statusINTACTLast reviewed 7/22/26
Market cap$3.76BSnapshot value
Research history
See all TENB changes ↗What changed
Tenable is the leading vulnerability management platform with Nessus as the industry standard for security scanning. The expansion into OT/ICS security (Tenable OT Security) targets critical infrastructure protection — power grids, water treatment, and manufacturing — where vulnerabilities can cause physical damage.
OT/ICS security mandates (CISA directives) driving critical infrastructure compliance spend Cloud workload protection expansion (Tenable Cloud Security) Q3 FY26 earnings — growth re-acceleration from OT product
needs primary source validation — pending deep-dive research. Placeholder: (1) thesis chain breaks on primary-source evidence, (2) named revenue/customer concentration risk, (3) margin compression or competitive displacement
research_only - seeded from company_layer_membership
Snapshot · 7/22/26🟡 Mixed · 13F 17+/7-×0.0 · short↓0.14
Snapshot · 7/22/26