Added to YB: 2025-12-01
Pitch date: 2025-11-27
TENB [bullish]
Tenable Holdings, Inc.
-0.57%
current return
Author Info
No bio for this author
Company Info
Tenable Holdings, Inc. provides cyber exposure management solutions in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan.
Market Cap
$3.1B
Pitch Price
$26.43
Price Target
N/A
Dividend
N/A
EV/EBITDA
66.75
P/E
-93.34
EV/Sales
3.25
Sector
Software
Category
special_situation
Tenable, Inc. - $TENB
TENB: Cybersecurity exposure mgmt leader exploring sale after Bloomberg reported advisor hiring mid-2024. Unified Tenable One platform driving record 7-figure wins, +95% cyber spend still reactive vs <5% preemptive. $100M buybacks 2024, mgmt agreements include sale protections. M&A active: $520M spent on 5 acquisitions. Trading 3x sales, profitable w/ positive FCF. Thoma Bravo rumored acquirer.
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