Added to YB: 2025-12-01
Pitch date: 2025-11-27
TENB [bullish]
Tenable Holdings, Inc.
+48.77%
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
$4.5B
Pitch Price
$26.43
Price Target
N/A
Dividend
N/A
EV/EBITDA
72.07
P/E
704.56
EV/Sales
4.42
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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