Tenable Holdings Inc (TENB)

Why Smart Money Is Chasing This Defense Tech ShiftFebruary 2, 2026 9:25 AM
PR Newswire (US)

Issued on behalf of VisionWave Holdings, Inc.VANCOUVER, BC, Feb. 2, 2026 /PRNewswire/ -- Equity Insider News Commentary – The global defense playbook is being rewritten in real-time. Sovereign security isn't just about hardware anymore; it relies entirely on the AI systems running the show. This shift is funneling massive capital into a specific sector sweet spot. U.S. Defense tech spending is projected to hit $384 billion in fiscal 2026, a massive 71% jump from 2020 levels as funds rush toward advanced digital platforms[1]. This creates a high-conviction setup for the software backbone: Electronic Design Automation (EDA). This market is expected to reach $33.5 billion by 2033, driven by the AI workflows that cut design cycles from months to weeks[2]. This intersection creates asymmetric upside for the physical technology stack, including VisionWave Holdings, Inc. (NASDAQ: VWAV), Leidos (NYSE: LDOS), Moog (NYSE: MOG.A, MOG.B), GE Aerospace (NYSE: GE), and Tenable (NASDAQ: TENB).







The momentum extends beyond the battlefield into mission-critical commercial infrastructure. We are watching the hybrid electric aircraft market aggressively scale, projected to surge to $6.74 billion by 2030 as propulsion innovation becomes mandatory for cost reduction[3]. Simultaneously, the regulatory landscape is locking in these gains. The new NIST Cybersecurity Framework Profile for AI has effectively established automated exposure management as the primary value driver for government contractors navigating the 2026 cycle[4]. These structural tailwinds signal a pivotal moment for the companies building the digital architecture of the next decade.VisionWave Holdings Inc. (NASDAQ: VWAV) just announced a major execution milestone in its joint venture with Boca Jom Ltd., completing the transfer of three comprehensive intellectual property portfolios covering Electronic Design Automation (EDA) tools. These aren't just patents on paper. The transferred IP includes complete system architectures, source code, algorithm definitions, technical diagrams, detailed development methodologies, and structured development roadmaps that management believes will enable the joint venture to move directly into final development, testing, and integration phases.The IP supports three advanced semiconductor design tools addressing critical bottlenecks in chip manufacturing: AstraDRC for automated design rule corrections, VerityLVS for layout verification, and RelianceRV for reliability testing at advanced manufacturing nodes. As chips get smaller and more complex, manually checking designs for errors becomes increasingly impractical. These tools automate workflows that semiconductor companies currently struggle to handle efficiently, potentially accelerating layout closure and reducing costly design mismatches.Simultaneously, VisionWave assembled a specialized team of RF experts to advance its VisionRF platform, a radio-frequency imaging system designed to provide real-time situational awareness through walls and other visual obstructions. The team brings decades of combined experience in RF engineering, antenna design, radar systems, and advanced signal processing. Management is targeting a proof-of-concept demonstration with potential applications spanning emergency response, security, surveillance, reconnaissance, and tactical military operations.This development builds on VisionWave's recent strategic exchange agreement with Israeli tech company SaverOne 2014 Ltd. (NASDAQ: SVRE) in a three-stage deal worth $7.0 million. VisionWave could control roughly 51% of SaverOne on a fully diluted basis if milestones are achieved and shareholders approve. The partnership combines VisionWave's RF sensing and AI analytics with SaverOne's Vulnerable Road User platform to detect concealed threats where traditional optical cameras and LiDAR systems fail.The company also acquired the qSpeed computational acceleration engine, independently valued at $99.6 million, which shrinks computation cycles from minutes to seconds for time-critical threat response systems. U.S. Patent No. 12,499,578 secures enforceable protection for the RF sensing and AI architecture underlying both its Argus counter-drone technology and SkyWeave communications backbone.VisionWave is also expanding into Southern Europe through its Solar Drone Ltd. subsidiary, securing distribution agreements for Italy and Spain covering critical infrastructure maintenance markets. The company plans to deploy up to $10 million in U.S.-based development over the next six to twelve months to accelerate commercialization timelines across its technology platform.CONTINUED… Read this and more news for VisionWave Holdings at:
https://equity-insider.com/2025/09/25/the-ai-defense-technology-developments-on-the-rise-in-2025-26/Leidos (NYSE: LDOS) announced a partnership with OpenAI to deploy artificial intelligence supporting national priorities including boosting government agency efficiency and effectiveness. The companies plan to integrate OpenAI-powered generative and agentic AI into core workflows of customers in strategic markets including digital modernization, health services, national security and infrastructure, and defense as foundations of Leidos' NorthStar 2030 growth strategy."Leidos and OpenAI are harnessing the transformative power of AI to help improve how federal agencies operate," said Ted Tanner, Leidos Chief Technology Officer. "With OpenAI's most powerful models in a secure configuration designed to protect Leidos and customer data, we're working together to enhance productivity and accelerate product development and delivery."In addition to building OpenAI innovation into core operational systems, every Leidos customer will benefit from Leidos' internal automation and accelerated product design and delivery through thousands of Leidos employees leveraging OpenAI's ChatGPT and API Platform daily. Leidos reported annual revenues of approximately $16.7 billion for the fiscal year ended January 3, 2025.Moog (NYSE: MOG.A, MOG.B) reported record fiscal first quarter 2026 results with net sales of $1.1 billion representing 21% growth and adjusted diluted net earnings per share of $2.63 reflecting strong execution and continued progress against long-term financial objectives. Operating margin increased 90 basis points to 12.3% while adjusted operating margin reached 13.0%, both up 90 basis points compared to first quarter 2025."We delivered an outstanding start to fiscal 2026," said Pat Roche, CEO of Moog. "Our customer focus has resulted in exceptionally strong orders that further secures our future growth."Bookings totaled $2.3 billion driven primarily by future growth in Commercial Aircraft and new awards in Space and Defense while twelve-month backlog increased 30% to a record $3.3 billion. Space and Defense sales increased 31% to $324 million driven by broad-based defense demand with particular strength in missile controls and satellite components while Military Aircraft sales increased 16% to $247 million.GE Aerospace (NYSE: GE) successfully demonstrated a narrowbody hybrid electric engine system in ground testing, completing a modified Passport engine demonstration in 2025 at Peebles Test Operation as part of NASA's Turbofan Engine Power Extraction Demonstration project. Testing exceeded NASA's technical performance benchmarks while advancing understanding of hybrid electric engine system integration and controls beyond standalone components."Hybrid electric propulsion is central to how GE Aerospace is redefining the future of flight," said Arjan Hegeman, vice president of future of flight for GE Aerospace. "Our latest milestone successfully demonstrated a narrowbody hybrid electric engine architecture that doesn't require energy storage to operate."The demonstration represents GE Aerospace's first ground test of a commercial hybrid electric engine demonstrator, showcasing power transfer, extraction, and injection capabilities in a high-bypass commercial turbofan engine. GE Aerospace is developing the architecture through the CFM International RISE program, which has completed more than 350 tests and 3,000 endurance cycles targeting more than 20% better fuel burn compared to commercial engines in service today.Tenable (NASDAQ: TENB) announced general availability of Tenable One AI Exposure, unifying AI protection, discovery and usage governance across enterprises including SaaS platforms, cloud services, APIs and agents within the Tenable One Exposure Management Platform. The platform addresses the AI Exposure Gap, a largely invisible form of exposure emerging across applications, infrastructure, identities, agents and data that most security teams are not equipped to manage."Tenable One brings AI exposure out of silos and into a unified operational model for cyber risk where it can be seen, understood and reduced," said Eric Doerr, Chief Product Officer at Tenable. "By connecting the dots between AI risk and the larger business risk, Tenable delivers the visibility and context security leaders need for informed proactive defense."Tenable provides comprehensive exposure management for AI-related risk bringing AI exposure into the unified approach organizations already use to manage cyber risk across attack surfaces. Gartner recently named Tenable the company to beat for AI-Powered Exposure Assessment and a Leader in the first-ever 2025 Gartner Magic Quadrant for Exposure Assessment Platforms, positioned highest for Ability to Execute and furthest right for Completeness of Vision.Article Sources: https://equity-insider.com/2025/09/25/the-ai-defense-technology-developments-on-the-rise-in-2025-26/CONTACT:Equity Insider 
info @acblanke1DISCLAIMER: Nothing in this publication should be considered as personalized ?nancial advice. We are not licensed under securities laws to address your particular ?nancial situation. No communication by our employees to you should be deemed as personalized ?nancial advice. Please consult a licensed ?nancial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor quali?ed to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. Equity Insider is owned by Market IQ Media Group, Inc. ("MIQ"). This article is being distributed for MIQ, who has been paid a fee for VisionWave Holdings, Inc. advertising and digital media from the company directly. There may be 3rd parties who may have shares VisionWave Holdings, Inc., and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a con?ict of interest as to our ability to remain objective in our communication regarding the pro?led company. Because of this con?ict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. The owner/operator of MIQ owns shares of VisionWave Holdings, Inc. which were purchased in the open market. MIQ reserves the right to buy and sell, and will buy and sell shares of VisionWave Holdings, Inc. at any time thereafter without any further notice. We also expect further compensation as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material, including this article, which is disseminated by MIQ has been approved by VisionWave Holdings, Inc.; this is a paid advertisement, and we own shares of the mentioned company that we will sell, and we also reserve the right to buy shares of the company in the open market, or through other investment vehicles. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless veri?ed by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment. This publication may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are based on current expectations and beliefs and involve risks and uncertainties that could cause actual results to differ materially from those described. Forward-looking statements in this document are subject to risks and uncertainties, including technological, regulatory, market, and geopolitical factors, which may cause actual results to differ materially. VisionWave Holdings, Inc. makes no representations or warranties as to the accuracy of third-party projections or market data cited herein.SOURCES:1.   https://www.visualcapitalist.com/sp/gx03-charted-u-s-department-of-defense-technology-spending-2020-vs-2026/
2.   https://www.skyquestt.com/report/electronic-design-automation-market
3.   https://www.globenewswire.com/news-release/2026/01/19/3221060/0/en/Hybrid-Electric-Aircrafts-Market-Report-2026-6-74-Bn-Opportunities-Trends-Competitive-Landscape-Strategies-and-Forecasts-2020-2025-2025-2030F-2035F.html
4.   https://www.crowell.com/en/insights/client-alerts/nist-releases-draft-framework-for-ai-cybersecurity-solicits-public-comment-what-organizations-using-or-deploying-ai-should-knowLogo - https://mma.prnewswire.com/media/2840019/Equity_Insider_Logo.jpg



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Original: Why Smart Money Is Chasing This Defense Tech Shift

Tenable Named a Customers' Choice in the 2025 Gartner Peer Insights Voice of the Customer for Cloud-Native Application Protection Platforms
By Tenable Holdings, Inc. | January 12, 2026, 9:00 AM

https://finviz.com/news/273531/tenable-named-a-customers-choice-in-the-2025-gartner-peer-insights-voice-of-the-customer-for-cloud-native-application-protection-platforms

COLUMBIA, Md., Jan. 12, 2026 (GLOBE NEWSWIRE) -- Tenable® Holdings, Inc. (NASDAQ: TENB), the exposure management company, today announced it has been recognized as one of only two vendors recognized as a 2025 Customers’ Choice in the Gartner Peer Insights™ ‘Voice of the Customer’: Cloud-Native Application Protection Platforms (CNAPPs). Based solely on end-user reviews, Tenable credits this Customers' Choice distinction to its strong customer advocacy and satisfaction, with a 4.8 out of 5 overall rating and 88% willingness to recommend based on 71 reviews as of October 2025.

Tenable is the leader in Exposure Management, where cloud security is a critical pillar. In a market saturated with fragmented point solutions, customers value the Tenable One platform for breaking down security silos and unifying visibility, insight and action across cloud, AI, IT, identity, OT and beyond. Validated by consistent customer satisfaction, Tenable has proven that a unified exposure management approach leads to better security outcomes.

“There is no greater validation to us than the voice of our customers,” said Eric Doerr, Chief Product Officer, Tenable. “We believe this recognition is indicative of the deep trust our customers place in Tenable to exceed their expectations and deliver unmatched value to close critical gaps before they become breaches.”

According to the "Voice of the Customer" report, vendors placed in the upper-right “Customers’ Choice” quadrant of the “Voice of the Customer” have scores that meet or exceed the market average for both axes (User Interest and Adoption, and Overall Experience). Below is a sample of Tenable customer reviews in the CNAPP Category:

"Our overall experience with Tenable has been excellent. Their CNAPP and Cloud Security solutions provide deep visibility across our cloud infrastructure environments and integrate smoothly into our existing workflows. The platform's insights and automation have significantly improved how we manage vulnerabilities and compliance. Additionally, Tenable's sales and account management teams have been outstanding: responsive, knowledgeable, and genuinely invested in our success." IT Security & Risk Management Associate in the Software Industry

"Tenable Cloud Security is extremely easy to set up and use. The UI is intuitive, and you don't have to try to find where things are as the layout is logical and professional. The implementation was a few clicks away and it natively authenticated to our existing Tenable One platform. We are also able to pull in data from the cloud portion into exposure management which makes it easy to see all our assets in one view. I really like the ‘If you only have 5 mins’ and the ‘Toxic combinations.’ It makes remediation efforts more focused." Director, IT Security and Risk Management, Banking Industry

"Tenable is a leading tool, constantly updated, at the forefront, with an intuitive and easy-to-use interface." Chief Information Security Officer, Retail
"It offers clear insights and strong protection for cloud environments. The interface is intuitive, setup is straightforward, and reporting is detailed." IT Security & Risk Management Associate in the Software Industry

More information on the Tenable One Exposure Management Platform is available at: https://www.tenable.com/products/.

Gartner defines Cloud-Native Application Protection Platforms (CNAPPs) as a unified and tightly integrated set of security and compliance capabilities, designed to protect cloud-native infrastructure and applications. CNAPPs incorporate an integrated set of proactive and reactive security capabilities, including artifact scanning, security guardrails, configuration and compliance management, risk detection and prioritization, and behavioral analytics.

Gartner Peer Insights recognizes vendors who meet or exceed the market average Overall Experience and the market average User Interest and Adoption scores through a Customers’ Choice distinction. Vendors in this quadrant are rated for sales experience, deployment experience, support experience and product capabilities.

Gartner® and Peer Insights™ are trademarks of Gartner, Inc. and/or its affiliates. All rights reserved. Gartner® Peer Insights™ content consists of the opinions of individual end users based on their own experiences, and should not be construed as statements of fact, nor do they represent the views of Gartner or its affiliates. Gartner does not endorse any vendor, product or service depicted in this content nor makes any warranties, expressed or implied, with respect to this content, about its accuracy or completeness, including any warranties of merchantability or fitness for a particular purpose.

About Tenable
Tenable® is the exposure management company, exposing and closing the cybersecurity gaps that erode business value, reputation and trust. The company’s AI-powered exposure management platform radically unifies security visibility, insight and action across the attack surface, equipping modern organizations to protect against attacks from IT infrastructure to cloud environments to critical infrastructure and everywhere in between. By protecting enterprises from security exposure, Tenable reduces business risk for approximately 44,000 customers around the globe. Learn more at tenable.com.

Earnings will be announced tomorrow:

https://seekingalpha.com/news/3537416-tenable-holdings-q4-2019-earnings-preview?dr=1&utm_medium=email&utm_source=seeking_alpha#email_link

TENB Accumulation even after smart acquisition of OT company: INDEGY.

NOW THIS INSTITUTIONAL INVESTOR likes the TENB future.

Columbine Capital Services, Inc. upgrades TENABLE HOLDINGS INC from 3 to 2.
BY Investars Analyst Actions - private
— 2:20 PM ET 01/25/2020
On January 25, 2020 Columbine Capital Services, Inc. upgraded TENABLE HOLDINGS INC from 3 to 2.

TENB Accumulation even after smart acquisition of OT company:

Columbine Capital Services, Inc. upgrades TENABLE HOLDINGS INC from 3 to 2.
BY Investars Analyst Actions - private
— 2:20 PM ET 01/25/2020
On January 25, 2020 Columbine Capital Services, Inc. upgraded TENABLE HOLDINGS INC from 3 to 2.

Clobbered today, after beat by five cents on EPS.

TOO BAD IT WAS A NEGATIVE .10 loss...

TENB is forming a bottom this month,

And is in good cybersecurity company going forward:

https://eresearch.fidelity.com/eresearch/evaluate/news/basicNewsStory.jhtml?symbols=TENB&storyid=201901020856MIDNIGHTUSEQUITY_A1811547&provider=MIDNIGHT&product=USEQUITY&sb=1

The slow but constant accumulation continues:

I just noticed the TENB is now one of the top 3 holdings in HACK, the Cybersecurity ETF.

3.74% continued bounce up today, but

it could not hold $34.40’s interday highs as opposed to yesterday closing very near the highs.

Continued accumulation or up cycle ending with declining price/volume?

4.35% bounce back today,

With a constructive daily chart for pattern for the day: gradual and persistent buying- closing neat the highs of the day.

No news today, so this stock was over sold, or better yet, seeing accumulation if this keeps up.

IPO FALL OUT LINGERS,

as much as 30 days post IPO?

Today’s Comprehensive news release:

https://eresearch.fidelity.com/eresearch/evaluate/news/basicNewsStory.jhtml?symbols=TENB&storyid=201808081200PRIMZONEFULLFEED7339891&provider=PRIMZONE&product=FULLFEED&sb=1

Tenable Research Reveals Nearly Half of Organizations Use Strategic Vulnerability Assessment as Foundation of Cyber Defense

BY GlobeNewswire
— 12:00 PM ET 08/08/2018

LAS VEGAS, Aug. 08, 2018 (GLOBE NEWSWIRE) -- Tenable®, Inc., the Cyber Exposure company, released The Cyber Defender Strategies Report today that uses data science against real-world telemetry data to analyze how 2,100 organizations are assessing their exposure to vulnerabilities, a critical component to improving overall cybersecurity posture.

The report shows that nearly 48 percent of organizations globally have embraced strategic vulnerability assessment -- defined as mature or moderately mature programs that include targeted and tailored scanning and prioritizing computing resources based on business criticality -- as a foundational element of their cyber defense and a critical step toward reducing risk. Of those organizations, however, only five percent display the highest degree of maturity, with comprehensive asset coverage as a cornerstone of their programs. On the other end of the spectrum, 33 percent of organizations take a minimalistic approach to vulnerability assessments, doing the bare minimum as required by compliance mandates and increasing the risk of a business-impacting cyber event.
Image: Tenable Cyber Defender Strategies Report: Highlights
Vulnerability assessment style percentages among enterprises in the data set


Tenable’s last report, “Quantifying the Attacker’s First-Mover Advantage,” revealed that attackers generally have a median seven-day window of opportunity to exploit a known vulnerability, before defenders have even determined they are vulnerable. The resulting seven-day gap is directly related to how enterprises are conducting vulnerability assessments -- the more strategic and mature the approach, the smaller the gap is likely to be and the lesser the risk to the business.o

“In the not too distant future, there will be two types of organizations -- those who rise to the challenge of reducing cyber risk and those who fail to adapt to a constantly evolving and accelerating threat landscape in modern computing environments,” said Tom Parsons, senior director of product management, Tenable. “This research is a call to action for our industry to get serious about giving the advantage back to cyber defenders, starting with the rigorous and disciplined assessment of vulnerabilities as the basis for mature vulnerability management and ultimately, Cyber Exposure.”

Tenable Research analyzed telemetry data for over three months from organizations in more than 60 different countries using data science to identify distinct security maturity styles and strategic insights which can help organizations manage, measure and ultimately reduce cyber risk. The objective was to analyze and ultimately help to improve how defenders are responding.
Key findings include:
•
There are four distinct strategies of vulnerability assessment:

The Minimalist executes bare minimum vulnerability assessments as required by compliance mandates. Thirty-three percent of organizations fall into this category, running limited assessments on only selected assets. That represents a lot of enterprises which are exposed to risk and still have some work to do, with critical decisions to make on which KPIs to improve first.

The Surveyor conducts frequent broad-scope vulnerability assessments, but with little authentication and customization of scan templates. Nineteen percent of organizations follow the Surveying style, placing them at a low to medium maturity.

The Investigator executes vulnerability assessments with a high maturity, but only assesses selective assets. Forty-three percent follow the Investigative style, indicating a solid strategy based on a good scan cadence, targeted scan templates, broad asset authentication and prioritization. Considering the challenges involved in managing vulnerabilities, securing buy-in from management, cooperating with disparate business units such as IT operations, maintaining staff and skills, and the complexities of scale, this is a great achievement and provides a solid foundation upon which to mature further.

The Diligent represents the highest level of maturity, achieving near-continuous visibility into where an asset is secure or exposed and to what extent through high assessment frequency. Only five percent of organizations fall into this category, displaying comprehensive asset coverage, targeted, customized assessments and tailoring scans as required by use case.

• Across all levels of maturity, organizations benefit from avoiding a scattershot approach to vulnerability assessment and instead making strategic decisions and employing more mature tactics such as frequent, authenticated scans to improve the efficacy of vulnerability assessment programs.

For more information on the research, read the Tenable Research blog post here, https://www.tenable.com/blog/how-mature-are-your-cyber-defender-strategies.
Visit Tenable at Black Hat USA 2018 in Las Vegas (booth 404).

After the IPO, LET THERE BE LIGHT!

Post #1...here we go, up 8.29% today.

From Seking Alpha:

Tenable (TENB) is the latest cybersecurity company to go public this year following the highly anticipated offerings from Zscaler (ZS) and Carbon Black (CBLK). I believe all of these companies are great pure plays in the cybersecurity industry and their unique SaaS platform is a competitive advantage over their legacy counterparts. I recent wrote an article on why CBLK is a great investment since their price has settled since their hot IPO.

TENB offers cloud-based vulnerability management services which helps protect an enterprises assets such as network containers and web applications. Their SaaS based approach is favorable compared to legacy players who still provide hardware offerings. TENB continues to grow and take market share, and their software offerings deserve a premium trading multiple.