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Tenable Holdings, Inc. (TENB) Stock Analysis

Recovery setup

SellVALUE-TRAP 2/5Moderate Confidence

Technology · Software - Infrastructure

Sell if holding. At $21.33, A.R:R 1.4:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 1.7): -1.0; Negative momentum.

Tenable provides cybersecurity exposure management solutions including the Tenable One platform spanning IT, cloud, OT/ICS, identity, and AI workloads, with $999.4M in revenue in 2025 (+11% YoY). Revenue primarily from subscriptions to enterprise customers; significant R&D... Read more

$21.33+20.3% A.UpsideScore 5.4/10#52 of 80 Software - Infrastructure
Stop $19.93Target $25.79(analyst − 10%)A.R:R 1.4:1
Analyst target$28.65+34.3%20 analysts
$25.79our TP
$21.33price
$28.65mean
$19
$40

Sell if holding. At $21.33, A.R:R 1.4:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 1.7): -1.0; Negative momentum. Chart setup: Death cross but MACD improving, RSI 77. Score 5.4/10, moderate confidence.

Passes 6/9 gates (clean insider activity, no SEC red flags, news boost analyst 0.50, news boost analyst cluster(3), earnings proximity 89d clear, semi cycle peak clear). Fails on weak momentum and favorable risk/reward ratio and death cross (50MA < 200MA). Suitability: aggressive.

Thesis

Rewards
Strong earnings beat streak (4/4)
Attractive valuation
Analyst upside: 20%
Risks
Leverage penalty (D/E 1.7): -1.0
Negative momentum
Overbought (RSI 77)

Key Metrics

P/E (TTM)
P/E (Fwd)9.7
Mkt Cap$2.4B
EV/EBITDA57.4
Profit Mgn-1.2%
ROE-3.7%
Rev Growth9.6%
Beta0.75
DividendNone
Rating analysts30

Quality Signals

Piotroski F6/9

Options Flow

P/C0.05bullish
IV70%elevated
Max Pain$10-53.1% vs spot

Concentration Risks(10-K Item 1A)

  • MEDIUMGeographicTel Aviv, Israel R&D
    10-K Item 1A: 'our research and development teams maintain a significant presence in Tel Aviv, Israel. Recent and ongoing hostilities in the region may have a material impact on our ability to deliver on our product roadmaps'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

3 floor-breakers·1 ceiling hit

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Bollinger
1.4
Support Resistance
1.4
52w Position
1.9
Gap
5.0

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Quality Rank
2.1
Growth Rank
3.2
Value Rank
7.1

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Volume
0.0
Obv
1.0
Rsi
2.5
Ma Position
6.0
Macd
10.0
Overbought bear rally (RSI 77)Volume distribution (falling OBV)Below 200-MA, MA slope -7.8%/30d — confirmed downtrend
GatesMomentum 3.9<4.5A.R:R 1.4 < 1.5@spotDeath cross (50MA < 200MA)Insider activity: OKNo SEC red flagsNEWS BOOST ANALYST 0.50NEWS BOOST ANALYST CLUSTER(3)EARNINGS PROXIMITY 89d clearSEMI CYCLE PEAK CLEARRecoverySuitability: Aggressive
RSI
77 · Overbought
20D MA 50D MA 200D MADEATH CROSSSupport $15.72Resistance $22.34

Price Targets

$20
$26
A.Upside+20.9%
A.R:R1.4:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeCautious

Risk Alerts

! Momentum score 3.9/10 — below 4.5 minimum
! Reward/Risk 1.4:1 at current price — below 1.5:1 minimum
! Death cross — 50-day MA below 200-day MA

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-07-29 (89d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is TENB stock a buy right now?

Sell if holding. At $21.33, A.R:R 1.4:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 1.7): -1.0; Negative momentum. Chart setup: Death cross but MACD improving, RSI 77. Prior stop was $19.93. Score 5.4/10, moderate confidence.

What is the TENB stock price target?

Take-profit target: $25.79 (+20.3% upside). Prior stop was $19.93. Stop-loss: $19.93.

What are the risks of investing in TENB?

Leverage penalty (D/E 1.7): -1.0; Negative momentum; Overbought (RSI 77).

Is TENB overvalued or undervalued?

Tenable Holdings, Inc. trades at a P/E of N/A (forward 9.7). TrendMatrix value score: 8.8/10. Verdict: Sell.

What do analysts say about TENB?

30 analysts cover TENB with a consensus score of 3.7/5. Average price target: $29.

What does Tenable Holdings, Inc. do?Tenable provides cybersecurity exposure management solutions including the Tenable One platform spanning IT, cloud,...

Tenable provides cybersecurity exposure management solutions including the Tenable One platform spanning IT, cloud, OT/ICS, identity, and AI workloads, with $999.4M in revenue in 2025 (+11% YoY). Revenue primarily from subscriptions to enterprise customers; significant R&D presence in Tel Aviv, Israel.

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