$TENB

Tenable Holdings (NASDAQ:TENB) shares fell 0.7% after short-selling research firm The Bear Cave questioned Tenable’s competitive position amid AI-driven changes to vulnerability management. The report, involving Hunterbrook Capital, cited threats from CrowdStrike, SentinelOne, Microsoft, AI-native startups, open-source models, and frontier AI. Tenable said it has partnered with Anthropic and launched agentic tools.

Tenable Holdings said it expanded Tenable One Exposure Management’s AI security features, adding support for Google Gemini and extending discovery to major Model Context Protocol (MCP) deployments and AI-native IDE tools. Tenable cited detecting 457 million AI-related security issues across 7,000+ organizations over 30 days. It also added remediation workflows via Jira, ServiceNow, and alerts.

Tenable Holdings launched the CyberAgents Exchange, a free, open-source registry for cybersecurity AI agents, skills, MCP servers and multi-agent playbooks, aimed at reducing isolated development and vendor lock-in. SentinelOne and Recorded Future joined as founding members. Tenable says it offers 50+ open-source components, including Navi and SOC-Hunter, and is powered by Tenable One APIs.

Tenable Holdings (NASDAQ: TENB) said it expanded Tenable One Exposure Management Platform’s AI security capabilities, adding coverage for Google Gemini and extending discovery across major LLMs, Model Context Protocol (MCP) deployments, and AI-native IDE tools. The company cited detecting 457 million AI-related security issues across 7,000+ organizations over 30 days and said remediation can be routed to Jira and ServiceNow.

Tenable Holdings (NASDAQ: TENB) launched the CyberAgents Exchange, a free open-source, cybersecurity-native registry for AI agents, skills, MCP servers and multi-agent playbooks, aimed at reducing isolated development and vendor lock-in. Founding members include SentinelOne and Recorded Future. Tenable also highlighted existing open-source components and is hosting an event at Black Hat USA 2026.

Tenable (TENB) rose about 6.5% and is up over 40% in 2026, driven by demand for exposure management as AI accelerates vulnerability discovery. In Q2, revenue was $268.5M vs $263M-$266M forecast, with net profit of $3.8M. Adjusted profit rose 40% to $57.9M. The article cites a P/S of 3.7 vs 7.1 average and higher P/S for CrowdStrike and Palo Alto Networks.

United States / Software / NasdaqGS:TENB Tenable (TENB) Stock Jumps On Margin Strength As Growth Questions Persist July 31, 2026 Tenable Holdings went into this print with a stock that had cooled over the past month, yet it popped about 3.4% to US$32.55 after the Q2 release. That reaction indicates that investors cared less about the recent share price drift and more about what the cybersecurity earnings actually said. The headline this quarter is margin power.

Tenable Holdings (NASDAQ: TENB) said it is adding always-on, autonomous agent capabilities to Tenable Hexa AI, part of its Tenable One Exposure Management Platform. The agents retain environmental context, schedule daily routines, and automate exposure remediation, drift analysis, and compliance reporting. Availability is planned for August 2026 for Tenable One Foundation and Advanced customers.

Tenable Holdings (Nasdaq: TENB) reported Q2 2026 results for the quarter ended June 30. Revenue rose 8.6% to $268.5 million. GAAP operating income was $12.4 million and non-GAAP operating margin was 24.7%. Net cash from operations was $44.7 million and unlevered free cash flow $45.3 million. The company raised its FY 2026 outlook and guided Q3 revenue to $270.0–$273.0 million.

Tenable (NASDAQ: TENB) reported Q2 CY2026 revenue of $268.5 million, up 8.6% year on year, exceeding Wall Street estimates by 1.4%. Non-GAAP EPS was $0.51. Next-quarter revenue guidance was $271.5 million at the midpoint, 0.6% above estimates. The stock fell about 4% to $30.21 after results.