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Tenable Holdings’ Anthropic Claude Mythos Integration — Is Wall Street Missing the AI Opportunity?

Tenable Holdings, Inc. reported third-quarter 2026 results reflecting ongoing momentum in its cybersecurity platform business amid evolving market dynamics shaped by artificial intelligence. Revenue grew 9.5% year-over-year to $276.4 million, surpassing guidance expectations. Recurring revenue remained high at 95%, indicative of stable subscription demand. The company highlighted a record 59% of new business coming from its Tenable One platform, up from 50% the prior quarter and 39% a year earlier, signaling accelerating adoption of its comprehensive exposure management solution. Net dollar expansion rate increased to 107%, continuing a multi-quarter trend, supported by an 18% year-over-year rise in average contract sizes among six-figure accounts. The company added 413 new enterprise customers and 39 net new six-figure accounts during the quarter. Operating margins improved with non-GAAP income from operations at 27.1% of revenue, up 380 basis points year-over-year. Non-GAAP earnings per share grew to $0.63 from $0.