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.

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