Tenable: AI Is Becoming A Tailwind, Not A Threat

Kurt Christensen 1.04K Followers Follow Summary Tenable Holdings remains a Buy as it adapts to AI-driven cybersecurity threats and maintains strong operational execution. TENB's profitability is accelerating, with GAAP operating margin reaching 4.6% and non-GAAP operating margin at 24.7%, despite slowing revenue growth. Adoption of Tenable One and integration with leading AI models (Anthropic, OpenAI) position TENB at the forefront of industry innovation. Valuation is less compelling after strong price appreciation, but continued backlog growth, operating leverage, and share repurchases support further upside. WANAN YOSSINGKUM/iStock via Getty Images Tenable Holdings, Inc. ( TENB ) has been a strong-performing stock for my portfolio in 2026. The company has continued to deliver strong results and overcome fears around AI. In fact, AI has started to be seen as This article was written by Kurt Christensen 1.04K Followers Follow I am a graduate in finance. Currently working in international tax. A personal investor. Analyst’s Disclosure: I/we have a beneficial long position in the shares of TENB either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.