以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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TENB
18 atoms · 跨 4 天 · 首见 2026-05-20 · 最近 2026-07-06
三色: 🟦 fact 11 · 🟥 take 7 · stance ▲7/▼2/◆0
来源: X 16 · 卖 1
时态: fresh:18
标签: 好数字:9 · 好观点:7 · 好信源:2
叙事 (narrative) (6)
- 2026-06-30 · 目标价上调
JPMorgan Raises $TENB PT to $40 from $35, Keeps Overweight Rating
tags: 好信源 · → daily
value: qty=$40 · date=2026-06-30
- 2026-06-30 · 加速漏洞数量将推动暴露管理需求
We think an acceleration in vulnerability volumes will likely lift exposure management vendors with VM exposure, and we view Tenable as best positioned to benefit.
tags: 好观点 · → daily
- 2026-06-30 · JPMorgan 分析师观点：走势有利盈亏不对称
We see the setup as favorable and the risk-reward asymmetric.
tags: 好观点 · → daily
- 2026-06-30 · JPMorgan 将其加入重点名单并给出2027年12月目标价40美元
We are adding Tenable to the Focus List with a December 2027 price target of $40.
tags: 好信源 · → daily
value: qty=$40 · date=December 2027
- 2026-06-04 · AI安全竞争压力
Funda.AI argues traditional vulnerability management and scanning-centric vendors including TENB could face growing competitive and valuation pressure.
tags: 好观点 · → daily
- 2026-06-04 · 传统安全业务承压
TENB 等传统漏洞扫描公司面临功能商品化和多重压缩压力
tags: 好观点 · → daily
预测 (forecast) (3)
- 2026-06-30 · 2029财年目标收入增速
FY29 framework targeting HSD/LDD revenue growth
tags: 好数字 · → daily
value: qty=HSD/LDD · date=FY29
- 2026-06-30 · 2029财年目标营业利润率
28% operating margin
tags: 好数字 · → daily
value: qty=28% · date=FY29
- 2026-06-30 · 2029财年目标无杠杆自由现金流利润率
31% unlevered FCF margin
tags: 好数字 · → daily
value: qty=31% · date=FY29
立场 (position) (1)
- 2026-07-06 · 评级上调
Scotiabank upgraded TENB to Buy
tags: 好观点 · → daily
value: rating=Buy
事实 (fact) (8)
- 2026-06-30 · Hexa AI 已于2026年5月20日上市
Hexa AI went generally available on May 20, 2026, inside Tenable One Foundation and Advanced and is not available to standalone VM customers, making the product a concrete reason in the cycle to upgrade off legacy scanning.
tags: 好数字 · → daily
value: date=2026-05-20
- 2026-06-30 · 30% 客户使用 Tenable One
Roughly 30% of customers are on Tenable One today, leaving two-thirds of a 40,000-plus customer footprint as upsell runway, with 2,000-plus customers at over $100,000 in ACV anchoring the migration economics.
tags: 好数字 · → daily
value: qty=30%
- 2026-06-30 · Tenable One 占1Q26新业务41%
Tenable One was 41% of new business in 1Q26, with average selling price uplifts in the 6% to 60% range, and Hexa’s agentic engine resolves non-CVE exposures, where Tenable’s own telemetry attributes 63% of breach entry points despite their making up only 37% of findings.
tags: 好数字 · → daily
value: qty=41% · date=Q1 2026
- 2026-06-30 · 平均销售价格提升区间
average selling price uplifts in the 6% to 60% range
tags: 好数字 · → daily
value: qty=6% to 60%
- 2026-06-30 · 企业价值/自由现金流倍数
TENB trades at 12.8x EV/FCF on CY27 against an FY29 framework targeting HSD/LDD revenue growth, 28% operating margin, 31% unlevered FCF margin, and Rule of 40, a multiple that does not yet reflect the category re-rate.
tags: 好数字 · → daily
value: qty=12.8x · date=CY27
- 2026-06-30 · 63% 的入侵入口点来自非CVE暴露
Tenable’s own telemetry attributes 63% of breach entry points despite their making up only 37% of findings
tags: 好数字 · → daily
value: qty=63%
- 2026-05-20 · 与 Anthropic 合作将 Claude 集成到 Tenable Hexa AI
$TENB is partnering with Anthropic to integrate Claude into Tenable Hexa AI, its exposure management automation engine
tags: 好观点 · → daily
- 2026-05-20 · 集成 Claude 帮助安全团队优先处理风险、编排修复并更快分析暴露面
The integration will help security teams prioritize risks, orchestrate remediation and analyze exposures faster as discovery-to-exploit timelines keep shrinking
tags: 好观点 · → daily
时间轴 (近 20)
- 2026-07-06 ·
position · 评级上调 · → daily
- 2026-06-30 ·
narrative · 目标价上调 · → daily
- 2026-06-30 ·
narrative · 加速漏洞数量将推动暴露管理需求 · → daily
- 2026-06-30 ·
fact · Hexa AI 已于2026年5月20日上市 · → daily
- 2026-06-30 ·
fact · 30% 客户使用 Tenable One · → daily
- 2026-06-30 ·
fact · Tenable One 占1Q26新业务41% · → daily
- 2026-06-30 ·
fact · 平均销售价格提升区间 · → daily
- 2026-06-30 ·
fact · 企业价值/自由现金流倍数 · → daily
- 2026-06-30 ·
forecast · 2029财年目标收入增速 · → daily
- 2026-06-30 ·
forecast · 2029财年目标营业利润率 · → daily
- 2026-06-30 ·
forecast · 2029财年目标无杠杆自由现金流利润率 · → daily
- 2026-06-30 ·
narrative · JPMorgan 分析师观点：走势有利盈亏不对称 · → daily
- 2026-06-30 ·
narrative · JPMorgan 将其加入重点名单并给出2027年12月目标价40美元 · → daily
- 2026-06-30 ·
fact · 63% 的入侵入口点来自非CVE暴露 · → daily
- 2026-06-04 ·
narrative · 传统安全业务承压 · → daily
- 2026-06-04 ·
narrative · AI安全竞争压力 · → daily
- 2026-05-20 ·
fact · 与 Anthropic 合作将 Claude 集成到 Tenable Hexa AI · → daily
- 2026-05-20 ·
fact · 集成 Claude 帮助安全团队优先处理风险、编排修复并更快分析暴露面 · → daily
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