Added to YB: 2026-06-12
Pitch date: 2026-06-10
TENB [bullish]
Tenable Holdings, Inc.
+1.22%
current return
Author Info
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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
$3.0B
Pitch Price
$26.55
Price Target
100.00 (+272%)
Dividend
N/A
EV/EBITDA
59.41
P/E
-263.19
EV/Sales
2.95
Sector
Software
Category
growth
The Bottleneck Was Never the Finding - Tenable Holdings, Inc.
TENB (new position): Initiating large multi-year core position at ~$27, targeting $100 in 2-3yrs. Market wrongly fears AI (Anthropic's Mythos) eats the scanner, derating to ~3x sales. Thesis: AI is demand not disruption—finding flaws is easy, prioritizing what matters is the job. Anthropic partnership + greenfield + underinvested growth engine.
Read full article (2 min)