Tenable Holdings Inc TENB

Tenable Remains a Solid Security Player With a Key Focus on Vulnerability and Exposure Management

We view Tenable as a strong cybersecurity vendor providing vulnerability management and security operations solutions to its clients. The firm’s combined portfolio delivers exposure management, enabling complete assessment of customers’ threat landscape and security posture. We believe this space has a solid growth runway ahead, thereby providing additional uplift to Tenable’s robust demand base. Although Tenable faces stiff competition as it aims to grow its enterprise customer base, we think the firm will continue to benefit from its sticky portfolio.