Software stocks rebound as Anthropic announces new partnerships

Anthropic announced new AI tools that connect with Salesforce-owned Slack, Intuit, Docusign, LegalZoom, FactSet and Google's Gmail. Cybersecurity and software names have sold off heavily in recent weeks as investors fretted about potential disruption from artificial intelligence.

CNBC • 11 hours ago

Tenable Research Reveals Growing AI Exposure Gap Fueled by Supply Chain Risks and Lack of Identity Controls

Report finds 86% of organizations have installed third-party code packages with critical-severity vulnerabilities; 65% expose high-value assets through forgotten cloud credentials Report finds 86% of organizations have installed third-party code packages with critical-severity vulnerabilities; 65% expose high-value assets through forgotten cloud credentials

GlobeNewsWire • Feb 19, 2026

4 reasons why cybersecurity stocks are primed for a turnaround

Shares of most of the cybersecurity companies Jefferies covers are trading at the lowest valuations seen over the past five years.

Market Watch • Feb 19, 2026

1 Small-Cap Growth Stock Down 65% to Buy on the Dip, According to Wall Street

Tenable is a cybersecurity company that specializes in vulnerability management solutions. The company offers a comprehensive platform called Tenable One, which is infused with AI.

The Motley Fool • Feb 12, 2026

Tenable: Deep Value At 12x P/E Despite Consistent Growth And Recurring Revenue Deals

Tenable Holdings offers a compelling bargain, trading at 11.4x FY26 P/E with strong recurring revenue and niche cybersecurity positioning. TENB's Q4 revenue grew 11% y/y, beating expectations, while AI-powered Tenable One drove record new enterprise platform customer wins. Management guides for 7% FY26 revenue growth, 23.4% pro forma operating margin, and 16% EPS growth, supported by robust backlog and buyback authorization.

Seeking Alpha • Feb 5, 2026

Tenable Holdings, Inc. (TENB) Q4 2025 Earnings Call Transcript

Tenable Holdings, Inc. (TENB) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 5, 2026

Tenable Announces Fourth Quarter and Full Year 2025 Financial Results

Tenable exceeds all guided metrics for the fourth quarter and full year 2025, announces increase of $150 million to share repurchase authorization

GlobeNewsWire • Feb 4, 2026

Tenable (TENB) Q4 Earnings and Revenues Surpass Estimates

Tenable (TENB) came out with quarterly earnings of $0.48 per share, beating the Zacks Consensus Estimate of $0.42 per share. This compares to earnings of $0.41 per share a year ago.

Zacks Investment Research • Feb 5, 2026

Compared to Estimates, Tenable (TENB) Q4 Earnings: A Look at Key Metrics

Although the revenue and EPS for Tenable (TENB) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Zacks Investment Research • Feb 5, 2026

Why Tenable Stock's Recent Sell-Off Seems Structural

Tenable's stock (NASDAQ: TENB) has declined more than 44% over the past few months, and the selling pressure has accelerated as the stock moves deeper into its current structural window. On the weekly charts, TENB is now in Phase 10 of its 18-phase Adhishthana cycle.

Benzinga • Feb 2, 2026