Tenable (TENB) shares have risen 106% so far in 2026 as of Oct. 28, versus a 13% gain for the S&P 500, as AI raises cyber risks and demand for security vendors surges. Third-quarter revenue reached $276.4 million, up 9.5% year over year and above management's forecast, while 5,000 customers had adopted the Tenable One platform, up 67% from a year earlier. GAAP net income rose 400% to $11.3 million, while total operating expenses grew just 5.2%. Tenable trades at a price-to-sales ratio of 5.5, below the Nasdaq-100's 6.7 and peers CrowdStrike, Palo Alto Networks, Zscaler and SentinelOne, which trade at 7.8 to 50.8. The author argues the gap with CrowdStrike is hard to justify, so the stock could appeal to investors seeking cybersecurity exposure at an attractive price.
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