Tenable (NASDAQ:TENB) Upgraded at Zacks Research

Posted by Defense World Staff on Feb 5th, 2026

Zacks Research upgraded shares of Tenable (NASDAQ:TENB – Free Report) from a hold rating to a strong-buy rating in a research report report published on Monday,Zacks.com reports.

A number of other research firms have also issued reports on TENB. Weiss Ratings reaffirmed a “sell (e+)” rating on shares of Tenable in a research report on Thursday, January 22nd. Canaccord Genuity Group cut their target price on shares of Tenable from $45.00 to $40.00 and set a “buy” rating on the stock in a research note on Thursday, October 30th. Needham & Company LLC decreased their price target on shares of Tenable from $38.00 to $28.00 and set a “buy” rating for the company in a research note on Thursday, January 8th. Wall Street Zen upgraded shares of Tenable from a “buy” rating to a “strong-buy” rating in a report on Sunday, January 25th. Finally, Scotiabank dropped their price objective on shares of Tenable from $37.00 to $31.00 and set a “sector perform” rating on the stock in a research report on Thursday, October 30th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Tenable currently has an average rating of “Moderate Buy” and a consensus target price of $34.41.

Read Our Latest Research Report on Tenable

Tenable Stock Performance

Shares of TENB stock opened at $19.72 on Monday. The firm has a 50 day moving average of $23.93 and a two-hundred day moving average of $27.64. The stock has a market capitalization of $2.35 billion, a PE ratio of -73.04 and a beta of 0.63. The company has a quick ratio of 0.94, a current ratio of 0.94 and a debt-to-equity ratio of 1.03. Tenable has a 52 week low of $19.55 and a 52 week high of $43.68.

Tenable (NASDAQ:TENB – Get Free Report) last announced its quarterly earnings data on Wednesday, February 4th. The company reported $0.48 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.42 by $0.06. The company had revenue of $260.53 million during the quarter, compared to analyst estimates of $251.79 million. The firm’s revenue was up 10.5% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.41 earnings per share. Tenable has set its FY 2026 guidance at 1.810-1.900 EPS and its Q1 2026 guidance at 0.390-0.420 EPS. On average, research analysts predict that Tenable will post 0.12 EPS for the current fiscal year.

Insider Activity

In other news, Director A Brooke Seawell sold 115,000 shares of the company’s stock in a transaction on Monday, December 15th. The shares were sold at an average price of $24.82, for a total value of $2,854,300.00. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Insiders own 1.50% of the company’s stock.

Institutional Investors Weigh In On Tenable

Several hedge funds and other institutional investors have recently bought and sold shares of TENB. UBS Group AG boosted its stake in Tenable by 327.6% in the fourth quarter. UBS Group AG now owns 3,092,577 shares of the company’s stock valued at $72,768,000 after acquiring an additional 2,369,402 shares in the last quarter. Norges Bank purchased a new stake in shares of Tenable in the 2nd quarter valued at about $47,983,000. Shapiro Capital Management LLC boosted its position in shares of Tenable by 38.8% in the 3rd quarter. Shapiro Capital Management LLC now owns 3,612,353 shares of the company’s stock valued at $105,336,000 after purchasing an additional 1,010,230 shares during the period. Marshall Wace LLP boosted its position in shares of Tenable by 272.1% in the 2nd quarter. Marshall Wace LLP now owns 1,237,173 shares of the company’s stock valued at $41,792,000 after purchasing an additional 904,662 shares during the period. Finally, Barclays PLC grew its stake in Tenable by 98.9% during the 3rd quarter. Barclays PLC now owns 1,675,871 shares of the company’s stock worth $48,868,000 after buying an additional 833,125 shares during the last quarter. 89.06% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Tenable

Here are the key news stories impacting Tenable this week:

Positive Sentiment: Q4 results beat expectations — non‑GAAP EPS $0.48 vs. consensus $0.42 and revenue $260.5M (up 11% YoY), signaling stronger demand for Tenable One. Tenable (TENB) Q4 Earnings and Revenues Surpass Estimates
Positive Sentiment: Management posted materially better guidance: Q1 non‑GAAP EPS $0.39–$0.42 vs. consensus ~$0.26 and FY non‑GAAP EPS $1.81–$1.90 vs. consensus ~1.20 — a bullish signal for near‑term profitability and margin expansion. Tenable Reports Strong Q4 and Full Year 2025 Financial Results, Increases Share Repurchase Authorization by $150 Million
Positive Sentiment: Board increased share‑repurchase authorization by $150M (total available ~$338M) and repurchased shares in 2025 — a shareholder‑friendly move that supports EPS and reduces float. Tenable Reports Strong Q4 and Full Year 2025 Financial Results, Increases Share Repurchase Authorization by $150 Million
Positive Sentiment: Broker/credit upgrades — Zacks moved TENB to a stronger buy stance and S&P Global upgraded the credit rating to BB, both supportive of investor sentiment. Zacks.com Tenable Reports Strong Q4 and Full Year 2025 Financial Results, Increases Share Repurchase Authorization by $150 Million
Neutral Sentiment: Mixed analyst view remains — some brokerages still rate the stock “hold,” so market reaction may be uneven as investors re‑price expectations. Tenable Holdings, Inc. (NASDAQ:TENB) Given Average Rating of “Hold” by Brokerages
Negative Sentiment: GAAP results and liquidity show caution: full‑year GAAP net loss persisted and cash + short‑term investments fell to ~$402M from $577M a year earlier — a potential concern if growth or buybacks consume more cash. Tenable Reports Strong Q4 and Full Year 2025 Financial Results, Increases Share Repurchase Authorization by $150 Million
Negative Sentiment: Insider selling activity and heavy trading volume today may reflect profit‑taking and concern over valuation despite the beat — keep an eye on continued insider activity and volume patterns. Tenable Reports Strong Q4 and Full Year 2025 Financial Results, Increases Share Repurchase Authorization by $150 Million

Tenable Company Profile

(Get Free Report)

Tenable Holdings, Inc is a global cybersecurity company specializing in vulnerability management and continuous threat exposure assessment. Headquartered in Columbia, Maryland, Tenable was founded in 2002 by Ron Gula and Jack Huffard to address the growing need for proactive network security solutions. Over the years, the company has evolved from a pioneer in open-source vulnerability scanning to a leading provider of comprehensive security platforms that help organizations identify, investigate and prioritize cyber risks across on-premises, cloud and operational technology environments.

At the core of Tenable’s product suite is Nessus, one of the industry’s most widely adopted vulnerability scanners.