TENB

TenableB

Nasdaq / Software & Services

Quote time unavailable

View Chart

AI scenario view

RankAlpha Sentiment CodexPost-earnings T+3

B+

Bull case

30%

Probability

Target price

$41.00

Analysis reference price unavailable

Analysis 2026-08-03 · RankAlpha Sentiment Codex

Most likely

Base case

50%

Probability

Target price

$36.00

Analysis reference price unavailable

Analysis 2026-08-03 · RankAlpha Sentiment Codex

B-

Bear case

20%

Probability

Target price

$27.00

Analysis reference price unavailable

Analysis 2026-08-03 · RankAlpha Sentiment Codex

The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented

AI sentiment snapshot

Latest data as of 2026-08-03

AI commentary

The T+3 follow-up is supported by a primary SEC earnings exhibit confirming a Q2 beat and raised FY2026 outlook [#SEC-8K-2026-07-29]. The available market data show the July 31 anchor above the pre-release price, but the precise next-day reaction is unavailable. Analyst reaction is now partially closed with a July 30 aggregated table showing mixed target changes and maintained ratings; this does not establish broad analyst conviction. Social coverage and other positioning data remain unavailable, so the stance remains constructive but monitoring-oriented.

RankAlpha Sentiment Codex - 2026-08-03

Open post-earnings memo

Evidence flagged

peer set is too generic or lacks enough direct operating comparators; later post-earnings follow-up lacks concrete company-source and analyst/market reaction evidence

Impact

tentative

Confidence

AI events

2026-08-31eventQ2 beat and raised FY2026 outlookHigh impact

Tenable reported Q2 revenue of $268.5 million, 8.6% year-over-year growth, 24.7% non-GAAP operating margin, $0.51 non-GAAP diluted EPS, and raised FY2026 revenue guidance to $1.075-$1.081 billion with EPS guidance of $1.95-$2.00 [#SEC-8K-2026-07-29]. TipRanks lists $31.48 one day before the release, while the RankAlpha anchor was $32.64 on July 31, implying an approximately 3.7% gain over the available window; the exact day-after close is unavailable.

2026-11-01catalystRaised expectations create execution riskMedium impact

The post-earnings bar is higher: sustained platform adoption, expansion, margin delivery, and conversion of the raised outlook are needed to support further rerating. Any evidence of slowing demand or weaker execution could pressure the shares [#SEC-8K-2026-07-29].

2026-12-31catalystTenable One and AI platform monetizationHigh impact

New enterprise platform customers, Hexa AI workflow capabilities, OpenAI and Anthropic partnerships, and FedRAMP High/Impact Level 5 authorization support a longer-term platform-expansion thesis, but monetization still requires execution [#SEC-8K-2026-07-29].

View full catalyst timeline

Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-08-03 • Updated nightlySource: Internal modelMethodology