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贝尔德表示,坦布尔在收益中具有“有吸引力”的风险回报
2024-07-27 02:02
- Tenable (NASDAQ:TENB) is slated to report second-quarter results next week and even though investor sentiment has been negative, the cybersecurity firm has an "attractive" risk-reward going into the event, investment firm Baird said.
- "We expect a beat, (historically averaging ~2-point), against the toughest comp of the year," analyst Shrenik Kothari wrote in an investor note. "Despite TENB relying on a strong 2H to hit FY-target, easing comps bolstered by stable win-rates/Federal momentum per our checks (better than feared), presents a compelling risk/reward and potential 2H upside. While competition from larger vendors remains an investor concern, discounted valuations already reflect this."
- Kothari has an Outperform rating and $55 price target on the stock.
- Delving into the quarter, Kothari said Tenable is likely to see strong momentum from its TenableOne platform, along with its Ermetic and Federal segments. Kothari is expecting $218.4M in revenue for the period, above the mid-point of Tenable's own guidance. A consensus of analysts expect the company to earn $0.24 per share on $218.54M in revenue for the period.
- Shares were up 1.2% in midday trading on Friday.
More on Tenable Holdings
- Tenable: Attractively Priced Consolidator With Improving Fundamentals
- Tenable: No Signs Of Weakness
- Tenable: Buy When The Price Is Right
- Investor sentiment towards Tenable is 'mixed,' Baird says ahead of Q2 results
- Tenable, Varonis among small/mid-caps preferred by Morgan Stanley ahead of Q2 earnings
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