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35

TENB

💻 Technology

Tenable Holdings, Inc.

Conservative #978Aggressive #1089Moderate RiskLow 39ML↑ 31pt
$19.00+3.88%
Day High$19.09
Day Low$17.89
Volume3.9M
Mkt Cap$2.3B
52W Low $1852W High $39
Market Cap
$2.4B
P/E Ratio
N/A
Rev Growth
11.0%
Sector avg: 14.8%
Earnings Growth
0.5%
Profit Margin
-3.6%
Sector avg: -110.0%
Debt/Equity
1.43

Why This Score

TENB scores 35.2 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Low volatility (5.9% annualized) — well-suited for risk-averse portfolios.
Risk Factors
  • Elevated leverage (D/E 1.43) increases financial risk in a rising-rate environment.

Minor adjustments (-2.3 points) applied. TENB's rank of #978 primarily reflects its factor profile relative to the conservative weight vector.

Score Breakdown

Overall Score35.2
Fundamental Score37.4
ML Score21.0

Score by Horizon

3 Month
67.9
6 Month
75.9
Primary
1 Year
79.9

Quality Assessment

B
Earnings Grade
Solid fundamentals with minor quality concerns
Quality Flags
High accrual ratio (842.2%) — earnings quality concern

Position Sizing

Suggested Allocation
5%
Confidence
medium

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
0
Declining
Sentiment (2.5%)
57
Neutral
Analyst (6.4%)
67
Favorable
Tradability (post-hoc)
84
Grade A
Base
34.1
SHAP
+1.2
Factors
+1.2
Conviction
-1.1
Divergence
-0.2
Final
35.2
Positive adjustment
Negative adjustment
Base blend
Final score

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)47.0
Technical (Momentum, Weinstein, Volatility)39.0
External (Sentiment, Analyst, Macro)81.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage89%

Growth Estimates

Short-term
-0.9% to +3.2%
Medium-term
-0.8% to +5.6%
Long-term
-0.7% to +7.9%

ML Model Core Features100 trained inputs → ML Score: 21

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score66.7/100
Target Upside+66.0%
Coverage27 analysts
Market Sentiment
Sentiment Score56.7/100
News Volume1 articles
Technical Stage
Weinstein Stage4 — Declining
12M Momentum-0.4%
6M Momentum-0.3%
Volatility+0.1%
Momentum & Technical
Momentum Acceleration-13.8%
Momentum ConsistencyModerate (0.66)
Relative Strength vs Sector-44.5%
Trend Strength (ADX Proxy)Strong (5.0)
Momentum Quality-0.258
Momentum BreadthNarrow
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
33%
High risk — cheap + stagnating
Sector RevGr Rank
P51
Revenue growth vs Technology peers
Sector PE Rank
P78
Valuation vs Technology peers
Sector FCF Rank
P86
Free cash flow vs Technology peers
Growth Deviation
+0.0σ
Z-score vs sector median
Stagnation Flag
NO
Not flagged
Value trap warning: This stock scores in the top quartile for value trap risk. The combination of below-sector-median revenue growth, low PE, and high free cash flow yield suggests the market is pricing in stagnation. The ML model's sector-relative features (trained on 30 years of data) reduce this stock's score accordingly.

Analysis Signals

Scoring Factors
Fundamental score of 49 relative to sector peers49/100
Machine learning model ranks this stock at the 80th percentileP80
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +1.2pt (features align with model priorities)—
Blend: 91% fund (49.2) + 9% ML (77.5) + SHAP(+1.2) = 52.9—
Factor quality: +1.2pt (multi-factor composite)—
Risk assessment: moderate. Annualized volatility 5.8%. Stability bonus of +10.3 points. Max drawdown 37% (-11.6 pts). Price momentum -41% (-7.2 pts)Moderate
Market cap adjustment: -4.0 points ($2.4B market cap)-4.0 pts
Conviction penalty: -1.1pt (conviction=39)—
Divergence penalty: -3.1pt (ML 31pt higher)—
Risk Factors
Earnings quality grade B: adequate earnings quality with minor concerns. Score adjusted by -5 pointsGrade B
Quality concern: High accrual ratio (842.2%) — earnings quality concern; R&D-adjusted ROIC: 0.1% (original: 0.1%). Software - Infrastructure has ~22% R&D intensity. Capitalizing R&D over 5 years increases invested capital by ~55%.Flag

Sector Peer Comparison(Technology — Rank #222 of 289 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
TENB35.2N/A11.0%-3.6%$2.4B
MPWR84.891.721.2%81.0%$57.1B
ZM84.218.03.1%21.7%$27.7B
NVDA80.645.2114.2%55.8%$4.5T
CRUS79.719.16.0%17.5%$7.4B
ASML77.848.115.6%29.4%$546.0B
IDCC77.431.8-4.0%48.8%$9.7B
CSCO77.127.65.3%18.0%$303.6B
RMBS75.548.320.7%32.3%$11.0B
DBX75.313.91.9%17.7%$6.4B
FSLR75.017.326.7%30.7%$24.2B
SIMO74.79.210.2%13.8%$4.5B
ADI74.374.116.9%20.6%$165.1B
AAPL72.533.16.4%27.0%$3.9T
OLED72.527.012.4%34.3%$5.9B
AMAT72.336.44.4%24.7%$281.7B
Sector Average47.487.814.8%-110.0%—

Market Sentimentvia FMP

Analyst Consensus
Buy27 analysts
Buy: 18Hold: 9
Price Target
$29consensus
Low $23Median $29High $37
+54.3% to consensus target

Company Overviewvia FMP

Tenable Holdings, Inc. provides cyber exposure solutions for in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan. Its platforms include Tenable.io, a cloud-delivered software as a service that provides organizations with a risk-based view of traditional and modern attack surfaces; Tenable.cs, a cloud-native application platform that enables organizations to programmatically detect and fix cloud infrastructure misconfigurations; Tenable.io WAS, which provides scanning for modern web applications; and Tenable.ep, an unified platform that helps organizations identify, assess, and accurately prioritize cyber risks across the entire attack surface. The company also offers Tenable.ad, a solution to secure Active Directory environments; Tenable.ot, an on-premises solution that provides threat detection and mitigation, asset tracking, vulnerability management, and configuration control capabilities to protect OT environments, including industrial networks; Tenable.sc, an on-premises solution that provides a risk-based view of an organization's IT, security and compliance posture. In addition, it provides Nessus Professional, a vulnerability assessment solution for identifying security vulnerabilities, configuration issues, and malware; and Nessus Essentials, which includes vulnerability and configuration assessment for a limited number of assets. The company was founded in 2002 and is headquartered in Columbia, Maryland.

CEO
Stephen A. Vintz
Employees
1,872
Beta
0.65
Industry
Software - Infrastructure
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
46.7
Neutral
Trend
Bearish
10-day vs 50-day MA
From 52W High
-51.4%
High: $39.13
From 52W Low
+10%
Low: $17.27
Moving Averages
10-Day
$20.80
Below
20-Day
$21.10
Below
50-Day
$22.60
Below
200-Day
$28.50
Below
60-Day Support
$17.27
60-Day Resistance
$27.24
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 4 — DecliningScore: 10/100

Stock is in a downtrend below the 200-day moving average. Price is below both the 50-day and 200-day SMAs, indicating sustained selling pressure.

Unfavorable technical position; wait for Stage 1 basing
Price vs 200 SMA
-33.3%
200 SMA Slope (60d)
-11.09%
Falling
Volume Ratio
1.37x
10d avg vs 50d avg
Days in Stage
100
Confidence: 90%

Financial Statementslast 4 quarters via FMP

MetricQ4 2025Q3 2025Q2 2025Q1 2025
Revenue$261M$252M$247M$239M
Gross Profit$205M$196M$193M$187M
Operating Income$19M$7M$-7M$-18M
Net Income$-737,000$2M$-15M$-23M
EPS (Diluted)$-0.01$0.02$-0.12$-0.19
Gross Margin78.8%77.5%78.0%78.1%
Operating Margin7.4%2.8%-3.0%-7.4%
Net Margin-0.3%0.9%-5.9%-9.6%

Why This Stock

TechnologyRevenue growth 11.0%

Tradability FilterGrade A — 84/100Score impact: -4.1pt

Volume
100
2.1M avg/day
Dollar Vol
91
$37M/day
Float
60
0K shares
Mkt Cap
60
$2.4B
Range
100
127% spread
Composite Liquidity Score84/100
FDCBA

Multi-Year Range Analysis

Sideways: 0/100
YearLowHighRangeStatus
2021$35.32$56.9146.8%Wide
2022$28.80$63.6175.3%Wide
2023$33.85$49.7738.1%Wide
2024$35.25$53.5041.1%Wide
2025$23.46$45.4463.8%Wide
3-Year Range
78.1%
Narrow Years
0 / 5
Sideways Penalty
None

Growth Projection Adjustment

0.7x dampening
weinstein basing

Growth estimates have been dampened based on technical and fundamental signals. This is a post-hoc adjustment to prevent overly optimistic projections for stocks showing declining momentum or deteriorating fundamentals.

Free Float
0.0%
Outstanding Shares
0M
Bid-Ask Spread
127.0%
Institutional Tradable
Yes

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.