Recent discussions on X about Tenable Holdings (TENB) have been buzzing with interest following the company's announcement of its expanded Tenable One platform, which now includes a solution to manage risks associated with generative AI tools. Many users are highlighting the significance of this move in the cybersecurity space, especially as AI-driven risks become a growing concern for enterprises. The conversation reflects a keen focus on how this positions Tenable in a rapidly evolving market.
Additionally, posts on X have touched on the company's stock performance, with some expressing concern over its recent 52-week low, while others point to strong revenue growth and high profit margins as reasons for optimism. There’s a split in opinions, with debates on whether external factors like government spending cuts could impact future growth. This dynamic discussion keeps the spotlight on Tenable as a key player to watch in the cybersecurity sector.
Note: This discussion summary was generated from an AI condensation of post data.
Tenable Holdings Insider Trading Activity
Tenable Holdings insiders have traded $TENB stock on the open market 16 times in the past 6 months. Of those trades, 0 have been purchases and 16 have been sales.
Here’s a breakdown of recent trading of $TENB stock by insiders over the last 6 months:
- STEPHEN A VINTZ (Co-Chief Executive Officer) has made 0 purchases and 6 sales selling 29,323 shares for an estimated $1,063,803.
- MARK C. THURMOND (Co-Chief Executive Officer) has made 0 purchases and 6 sales selling 23,869 shares for an estimated $865,374.
- BARRON ANSCHUTZ has made 0 purchases and 3 sales selling 2,870 shares for an estimated $93,157.
- LINDA KAY ZECHER sold 2,500 shares for an estimated $92,500
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Tenable Holdings Hedge Fund Activity
We have seen 154 institutional investors add shares of Tenable Holdings stock to their portfolio, and 173 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 3,682,430 shares (-23.7%) from their portfolio in Q1 2025, for an estimated $128,811,401
- ASSENAGON ASSET MANAGEMENT S.A. added 2,956,367 shares (+1043.7%) to their portfolio in Q2 2025, for an estimated $99,866,077
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC removed 2,434,850 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $82,249,233
- FISHER ASSET MANAGEMENT, LLC removed 1,233,591 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $41,670,703
- PICTET ASSET MANAGEMENT HOLDING SA removed 1,078,493 shares (-98.2%) from their portfolio in Q1 2025, for an estimated $37,725,685
- MACKENZIE FINANCIAL CORP removed 1,057,747 shares (-28.2%) from their portfolio in Q2 2025, for an estimated $35,730,693
- MARSHALL WACE, LLP added 904,662 shares (+272.1%) to their portfolio in Q2 2025, for an estimated $30,559,482
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Tenable Holdings Analyst Ratings
Wall Street analysts have issued reports on $TENB in the last several months. We have seen 8 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Wedbush issued a "Outperform" rating on 07/31/2025
- Wells Fargo issued a "Overweight" rating on 07/31/2025
- UBS issued a "Buy" rating on 07/31/2025
- Needham issued a "Buy" rating on 07/31/2025
- Baird issued a "Outperform" rating on 04/30/2025
- JP Morgan issued a "Overweight" rating on 04/28/2025
- Cantor Fitzgerald issued a "Overweight" rating on 03/31/2025
To track analyst ratings and price targets for Tenable Holdings, check out Quiver Quantitative's $TENB forecast page.
Tenable Holdings Price Targets
Multiple analysts have issued price targets for $TENB recently. We have seen 15 analysts offer price targets for $TENB in the last 6 months, with a median target of $42.0.
Here are some recent targets:
- Patrick Colville from Scotiabank set a target price of $37.0 on 07/31/2025
- Adam Borg from Stifel set a target price of $35.0 on 07/31/2025
- Andrew Nowinski from Wells Fargo set a target price of $45.0 on 07/31/2025
- Roger Boyd from UBS set a target price of $43.0 on 07/31/2025
- Joseph Gallo from Jefferies set a target price of $38.0 on 07/31/2025
- Rudy Kessinger from DA Davidson set a target price of $34.0 on 07/31/2025
- Daniel Ives from Wedbush set a target price of $42.0 on 07/31/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
