28,173 Shares of Tenable Holdings, Inc. $TENB Acquired by Yousif Capital Management LLC

Yousif Capital Management LLC acquired a new stake in shares of Tenable Holdings, Inc. (NASDAQ:TENB) in the third quarter, Holdings Channel reports. The firm acquired 28,173 shares of the company’s stock, valued at approximately $1,025,000.

Other large investors also recently added to or reduced their stakes in the company. Pinnacle Associates Ltd. grew its stake in Tenable by 7.7% in the 3rd quarter. Pinnacle Associates Ltd. now owns 539,174 shares of the company’s stock worth $19,621,000 after acquiring an additional 38,664 shares in the last quarter. Nisa Investment Advisors LLC raised its stake in shares of Tenable by 20.6% during the third quarter. Nisa Investment Advisors LLC now owns 2,559 shares of the company’s stock valued at $93,000 after acquiring an additional 437 shares in the last quarter. CWA Asset Management Group LLC raised its stake in shares of Tenable by 42.4% during the third quarter. CWA Asset Management Group LLC now owns 75,943 shares of the company’s stock valued at $2,764,000 after acquiring an additional 22,604 shares in the last quarter. Jackson Square Capital LLC raised its stake in shares of Tenable by 61.2% during the third quarter. Jackson Square Capital LLC now owns 29,539 shares of the company’s stock valued at $1,075,000 after acquiring an additional 11,218 shares in the last quarter. Finally, State of Alaska Department of Revenue boosted its holdings in shares of Tenable by 313.2% in the third quarter. State of Alaska Department of Revenue now owns 24,782 shares of the company’s stock valued at $901,000 after purchasing an additional 18,785 shares during the period. 89.06% of the stock is owned by hedge funds and other institutional investors.

Tenable News Roundup

Here are the key news stories impacting Tenable this week:

• Positive Sentiment: Tenable reported third-quarter EPS of $0.63, above the $0.51 consensus estimate, while revenue of $276.4 million also exceeded expectations and increased 9.5% year over year. Tenable Q3 Earnings and Revenues Surpass Estimates
• Positive Sentiment: The company raised fourth-quarter guidance to EPS of $0.56–$0.58 and revenue of $277 million–$280 million, ahead of consensus estimates of $0.42 and $276.5 million, respectively. Full-year 2026 EPS guidance was raised to $2.16–$2.19 versus the $1.69 consensus, providing the strongest near-term catalyst. Tenable Raises 2026 Earnings Guidance
• Positive Sentiment: Needham and Susquehanna raised their price targets to $55 and maintained positive or buy-equivalent ratings. Canaccord also increased its target to $54 and assigned a buy rating, reflecting optimism about earnings momentum and Tenable One adoption. Tenable Guidance Announcement
• Neutral Sentiment: Analysts continue to lift targets following the earnings report, but Stephens reaffirmed a hold rating and Wells Fargo maintained equal weight. Their targets of $48 and $45 remain below the recent trading level, signaling more cautious views despite the upward revisions. Stephens Reaffirms Hold Rating
• Negative Sentiment: Wedbush warned that vendor bundling and potential cybersecurity-industry consolidation could pressure Tenable’s competitive position. Commentary also notes that the stock has already experienced a substantial rally, increasing valuation and profit-taking concerns. Tenable Faces Consolidation Risk

Tenable Trading Down 2.0%

NASDAQ:TENB opened at $50.75 on Friday. The company has a market capitalization of $5.59 billion, a P/E ratio of 390.41 and a beta of 1.01. The company has a current ratio of 1.04, a quick ratio of 0.79 and a debt-to-equity ratio of 1.78. Tenable Holdings, Inc. has a 12 month low of $15.73 and a 12 month high of $53.22. The firm has a fifty day simple moving average of $38.02 and a 200-day simple moving average of $28.77.

Tenable (NASDAQ:TENB) last released its earnings results on Wednesday, October 28th. The company reported $0.63 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.51 by $0.12. The firm had revenue of $276.39 million for the quarter, compared to the consensus estimate of $271.58 million. Tenable had a return on equity of 28.72% and a net margin of 1.48%. The firm’s revenue was up 9.5% on a year-over-year basis. During the same period in the prior year, the firm earned $0.42 EPS. On average, equities research analysts anticipate that Tenable Holdings, Inc. will post 0.58 earnings per share for the current year.

Analysts Set New Price Targets

Several research analysts recently issued reports on TENB shares. Piper Sandler increased their price objective on Tenable from $30.00 to $47.00 and gave the stock a “neutral” rating in a research note on Thursday. Robert W. Baird set a $55.00 price objective on Tenable in a report on Thursday. Cantor Fitzgerald lifted their target price on Tenable from $45.00 to $53.00 and gave the company an “overweight” rating in a research report on Thursday. TD Cowen upped their target price on Tenable from $44.00 to $50.00 and gave the stock a “buy” rating in a report on Thursday. Finally, Wall Street Zen raised Tenable from a “buy” rating to a “strong-buy” rating in a research report on Saturday, October 17th. Ten equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $46.25.

Tenable Company Profile

Tenable is a cybersecurity company that helps organizations identify, assess and reduce cyber risk across their technology environments. Its exposure management platform is designed to provide visibility into vulnerabilities and other security exposures affecting cloud systems, applications, endpoints, networks, operational technology, Internet of Things devices and identities.

The company’s product portfolio includes Nessus, a widely used vulnerability assessment solution, and Tenable One, an exposure management platform that brings together vulnerability management, cloud security, identity exposure and related capabilities.