Clear Secure vs Tenable: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Clear Secure Inc (YOU)

Q3 202618 Jun – 5 Sep 2026

▲2▼2

CLEAR's profit surge and new CrowdStrike deal offset by slowing growth

Q2 profit surge and raised cash guidance CLEAR's second-quarter revenue rose 26.6% to $277.8 million, with bookings up 32.8% and adjusted EBITDA margin hitting 36.4%. The company raised full-year free cash flow guidance to at least $480 million and declared a $0.15 dividend. Strong profits and cash generation support the stock.
This is the core new financial result that directly drives the stock's value.
Slowing growth forecast and reduced buybacks CLEAR's own third-quarter guidance points to slower growth: revenue up 24.6% and bookings up just 20.5% at the midpoint. Share repurchases fell sharply to $1.2 million in the first half from $126.3 million a year earlier. Slowing growth and less buying back of shares can weigh on the stock.
This is the main counterweight that explains why the stock may not rise despite strong profits.
CrowdStrike partnership integrates CLEAR identity CrowdStrike announced a partnership with CLEAR to integrate its identity platform into CrowdStrike's Falcon security system. This could open a new business channel for CLEAR, potentially boosting future revenue and demand for its identity verification services.
A new partnership is a fresh potential growth driver for CLEAR.
Fed signals end to rate cuts, pressuring software stocks The Federal Reserve held rates steady and signaled it may not cut rates in 2026, even hinting at a possible hike. This pushed bond yields higher and pressured software stocks like CLEAR, whose future profits are worth less when rates rise. The stock fell 3.4% on the news.
Monetary policy directly affects the valuation of growth stocks like CLEAR.

July 202618 Jun – 5 Sep 2026

▲2▼2

CLEAR's profit surge and new CrowdStrike deal offset by slowing growth

Q2 profit surge and raised cash guidance CLEAR's second-quarter revenue rose 26.6% to $277.8 million, with bookings up 32.8% and adjusted EBITDA margin hitting 36.4%. The company raised full-year free cash flow guidance to at least $480 million and declared a $0.15 dividend. Strong profits and cash generation support the stock.
This is the core new financial result that directly drives the stock's value.
Slowing growth forecast and reduced buybacks CLEAR's own third-quarter guidance points to slower growth: revenue up 24.6% and bookings up just 20.5% at the midpoint. Share repurchases fell sharply to $1.2 million in the first half from $126.3 million a year earlier. Slowing growth and less buying back of shares can weigh on the stock.
This is the main counterweight that explains why the stock may not rise despite strong profits.
CrowdStrike partnership integrates CLEAR identity CrowdStrike announced a partnership with CLEAR to integrate its identity platform into CrowdStrike's Falcon security system. This could open a new business channel for CLEAR, potentially boosting future revenue and demand for its identity verification services.
A new partnership is a fresh potential growth driver for CLEAR.
Fed signals end to rate cuts, pressuring software stocks The Federal Reserve held rates steady and signaled it may not cut rates in 2026, even hinting at a possible hike. This pushed bond yields higher and pressured software stocks like CLEAR, whose future profits are worth less when rates rise. The stock fell 3.4% on the news.
Monetary policy directly affects the valuation of growth stocks like CLEAR.

Latest18 Jun – 5 Sep 2026

▲2▼2

CLEAR's profit surge and new CrowdStrike deal offset by slowing growth

Q2 profit surge and raised cash guidance CLEAR's second-quarter revenue rose 26.6% to $277.8 million, with bookings up 32.8% and adjusted EBITDA margin hitting 36.4%. The company raised full-year free cash flow guidance to at least $480 million and declared a $0.15 dividend. Strong profits and cash generation support the stock.
This is the core new financial result that directly drives the stock's value.
Slowing growth forecast and reduced buybacks CLEAR's own third-quarter guidance points to slower growth: revenue up 24.6% and bookings up just 20.5% at the midpoint. Share repurchases fell sharply to $1.2 million in the first half from $126.3 million a year earlier. Slowing growth and less buying back of shares can weigh on the stock.
This is the main counterweight that explains why the stock may not rise despite strong profits.
CrowdStrike partnership integrates CLEAR identity CrowdStrike announced a partnership with CLEAR to integrate its identity platform into CrowdStrike's Falcon security system. This could open a new business channel for CLEAR, potentially boosting future revenue and demand for its identity verification services.
A new partnership is a fresh potential growth driver for CLEAR.
Fed signals end to rate cuts, pressuring software stocks The Federal Reserve held rates steady and signaled it may not cut rates in 2026, even hinting at a possible hike. This pushed bond yields higher and pressured software stocks like CLEAR, whose future profits are worth less when rates rise. The stock fell 3.4% on the news.
Monetary policy directly affects the valuation of growth stocks like CLEAR.

Tenable Holdings Inc (TENB)

Q3 20266 Jul – 30 Sep 2026

▲3▼1

Tenable Surges on AI Security Demand and Strong Q2 Results

Hexa AI Launch and AI Security Expansion Tenable launched Hexa AI, cutting task times from weeks to seconds, and expanded AI security coverage across Google Gemini and major MCP deployments. This strengthens its competitive edge in AI-powered cybersecurity, attracting customers and driving demand.
This new product launch and AI integration directly fueled the stock's near-50% quarterly gain by enhancing Tenable's market position.
Strong Q2 Revenue and Raised Guidance Tenable reported Q2 revenue growth of 8.6% and raised full-year guidance, signaling robust business momentum. Record Tenable One adoption, now 50% of new business, and net dollar expansion at 106% further validate its platform strategy.
These financial results and metrics demonstrate accelerating demand and operational execution, key drivers of the stock's strong performance.
SentinelOne Joint Research Validates Exposure Data Joint research with SentinelOne validated Tenable's exposure data, enhancing its credibility and potentially strengthening partnerships. This collaboration underscores the value of Tenable's data in the cybersecurity ecosystem.
This validation boosts confidence in Tenable's technology and could lead to increased adoption, contributing to the stock's rise.
Convertible Notes Offering and Potential Dilution Tenable upsized a $725M convertible notes offering at 0.25% due 2031, funding debt repayment, buybacks, and capped calls. While this lowers interest costs and offsets dilution, potential future share conversion at $44.84 could pressure the stock if that price is reached.
This capital raise introduces a risk of future dilution and potential stock pressure, a counterweight to the positive drivers.

September 20268 Aug – 30 Sep 2026

▲3

Tenable's AI security push and strong Q2 drive gains; convertible debt funds buybacks

Record Tenable One adoption lifts guidance Tenable beat Q2 expectations and raised full-year guidance as its Tenable One platform hit 50% of new business, with net dollar expansion accelerating to 106%. This shows customers are buying more and staying longer, which supports future revenue and profits, pushing the stock up.
This is the core fundamental driver of the period, directly boosting investor confidence and the stock price.
AI security coverage expands to Google Gemini Tenable added Google Gemini to its AI security coverage, now covering all major AI platforms and developer tools. This positions Tenable to capture demand as AI adoption grows, and the company returned to net profit, reinforcing the positive story.
It shows Tenable is capitalizing on the AI trend, a key growth area that can drive future demand.
Joint research highlights Tenable's exposure data value New research with SentinelOne shows attackers target vendor ecosystems, using Tenable's exposure data. This validates Tenable's technology and could boost demand for its products as organizations seek better visibility into vulnerabilities.
It demonstrates the real-world value of Tenable's data, potentially driving new customers and revenue.
Upsized $725M convertible notes offering Tenable priced $725M in convertible notes at 0.25% due 2031, with proceeds to repay debt, repurchase shares, and fund capped calls. This lowers interest costs and offsets dilution, but the potential future share conversion at $44.84 could pressure the stock if reached.
It's a major capital structure event that affects debt, share count, and potential dilution, influencing investor sentiment.

Latest8 Aug – 30 Sep 2026

▲3

Tenable's AI security push and strong Q2 drive gains; convertible debt funds buybacks

Record Tenable One adoption lifts guidance Tenable beat Q2 expectations and raised full-year guidance as its Tenable One platform hit 50% of new business, with net dollar expansion accelerating to 106%. This shows customers are buying more and staying longer, which supports future revenue and profits, pushing the stock up.
This is the core fundamental driver of the period, directly boosting investor confidence and the stock price.
AI security coverage expands to Google Gemini Tenable added Google Gemini to its AI security coverage, now covering all major AI platforms and developer tools. This positions Tenable to capture demand as AI adoption grows, and the company returned to net profit, reinforcing the positive story.
It shows Tenable is capitalizing on the AI trend, a key growth area that can drive future demand.
Joint research highlights Tenable's exposure data value New research with SentinelOne shows attackers target vendor ecosystems, using Tenable's exposure data. This validates Tenable's technology and could boost demand for its products as organizations seek better visibility into vulnerabilities.
It demonstrates the real-world value of Tenable's data, potentially driving new customers and revenue.
Upsized $725M convertible notes offering Tenable priced $725M in convertible notes at 0.25% due 2031, with proceeds to repay debt, repurchase shares, and fund capped calls. This lowers interest costs and offsets dilution, but the potential future share conversion at $44.84 could pressure the stock if reached.
It's a major capital structure event that affects debt, share count, and potential dilution, influencing investor sentiment.

July 20266 Jul – 4 Aug 2026

▲4

Tenable's AI security push and raised guidance drive strong demand

Cybersecurity demand surges, Tenable leads Tenable stock jumped almost 50% as cybersecurity stocks outpaced semiconductors, signaling strong demand for its offerings. This broad sector momentum lifts TENB's price by attracting investors seeking exposure to the growing cybersecurity market.
Shows sector-wide demand tailwind that directly benefits TENB.
Hexa AI launch transforms security operations Tenable launched Hexa AI, an agentic AI tool that cuts task times from weeks to seconds. This innovation strengthens Tenable's product edge, potentially boosting sales and pricing power, which supports a higher stock price.
New product launch is a key growth catalyst for TENB.
Q2 beat and raised full-year guidance Tenable reported 8.6% revenue growth, improved margins, and raised full-year revenue and EPS guidance. Strong results and upbeat outlook increase investor confidence, pushing the stock up as future earnings expectations rise.
Earnings beat and guidance raise are direct positive financial drivers.
AI exposure management expands to Gemini and MCP Tenable extended its AI security platform to cover Google Gemini and all major MCP deployments, detecting 457 million AI-related issues. This broadens its addressable market and reinforces its leadership in AI security, supporting long-term growth and stock appreciation.
Product expansion into new AI ecosystems adds future revenue potential.

6 Jul – 4 Aug 2026

▲4

Tenable's AI security push and raised guidance drive strong demand

Cybersecurity demand surges, Tenable leads Tenable stock jumped almost 50% as cybersecurity stocks outpaced semiconductors, signaling strong demand for its offerings. This broad sector momentum lifts TENB's price by attracting investors seeking exposure to the growing cybersecurity market.
Shows sector-wide demand tailwind that directly benefits TENB.
Hexa AI launch transforms security operations Tenable launched Hexa AI, an agentic AI tool that cuts task times from weeks to seconds. This innovation strengthens Tenable's product edge, potentially boosting sales and pricing power, which supports a higher stock price.
New product launch is a key growth catalyst for TENB.
Q2 beat and raised full-year guidance Tenable reported 8.6% revenue growth, improved margins, and raised full-year revenue and EPS guidance. Strong results and upbeat outlook increase investor confidence, pushing the stock up as future earnings expectations rise.
Earnings beat and guidance raise are direct positive financial drivers.
AI exposure management expands to Gemini and MCP Tenable extended its AI security platform to cover Google Gemini and all major MCP deployments, detecting 457 million AI-related issues. This broadens its addressable market and reinforces its leadership in AI security, supporting long-term growth and stock appreciation.
Product expansion into new AI ecosystems adds future revenue potential.

Q2 202622 Jun – 30 Jun 2026

▲4▼1

Tenable gains on OpenAI tie-up, FedRAMP win, and analyst upgrade

OpenAI partnership boosts AI credentials Tenable joined OpenAI's Daybreak Cyber Partner Program to integrate GPT-5.5 into its exposure management platform. This positions Tenable at the forefront of AI-powered cybersecurity, potentially attracting customers and driving revenue growth. The stock rose 4.8% on the news.
This is a major new partnership that directly enhances Tenable's product offering and investor sentiment.
AI-driven software selloff pressures sector A broader selloff in software stocks, triggered by fears that AI agents could cannibalize traditional subscription models, dragged Tenable down 2.5%. This reflects ongoing market anxiety about AI disrupting incumbent software companies, creating a headwind for Tenable's valuation.
This highlights a key risk factor that could offset positive company-specific news and affect Tenable's stock price.
US-Iran de-escalation lifts growth stocks Tenable jumped 7.7% as US-Iran de-escalation removed geopolitical overhang, lowering oil prices and reducing rate hike fears. This benefits long-duration software stocks like Tenable, and a rotation from chips to software further supported the rally.
This macro event significantly boosted Tenable's stock and reflects how geopolitical shifts can impact growth stocks.
FedRAMP High and IL5 authorization opens federal market Tenable One Cloud Exposure platform achieved FedRAMP High and IL5 authorization, enabling it to serve sensitive U.S. federal, defense, and intelligence workloads. This expands Tenable's addressable market in the public sector, though it also ties performance to government spending cycles.
This certification is a new regulatory milestone that unlocks high-value government contracts, directly supporting future revenue.
JPMorgan raises price target and adds to Focus List JPMorgan raised its Tenable price target to $40 from $35 and added the stock to its Analyst Focus List, citing China threat-driven demand. The upgrade signals strong analyst confidence and contributed to a 7% stock gain, extending the previous day's rally.
Analyst upgrades can influence investor sentiment and drive short-term price momentum, reinforcing the positive outlook.

June 202622 Jun – 30 Jun 2026

▲4▼1

Tenable gains on OpenAI tie-up, FedRAMP win, and analyst upgrade

OpenAI partnership boosts AI credentials Tenable joined OpenAI's Daybreak Cyber Partner Program to integrate GPT-5.5 into its exposure management platform. This positions Tenable at the forefront of AI-powered cybersecurity, potentially attracting customers and driving revenue growth. The stock rose 4.8% on the news.
This is a major new partnership that directly enhances Tenable's product offering and investor sentiment.
AI-driven software selloff pressures sector A broader selloff in software stocks, triggered by fears that AI agents could cannibalize traditional subscription models, dragged Tenable down 2.5%. This reflects ongoing market anxiety about AI disrupting incumbent software companies, creating a headwind for Tenable's valuation.
This highlights a key risk factor that could offset positive company-specific news and affect Tenable's stock price.
US-Iran de-escalation lifts growth stocks Tenable jumped 7.7% as US-Iran de-escalation removed geopolitical overhang, lowering oil prices and reducing rate hike fears. This benefits long-duration software stocks like Tenable, and a rotation from chips to software further supported the rally.
This macro event significantly boosted Tenable's stock and reflects how geopolitical shifts can impact growth stocks.
FedRAMP High and IL5 authorization opens federal market Tenable One Cloud Exposure platform achieved FedRAMP High and IL5 authorization, enabling it to serve sensitive U.S. federal, defense, and intelligence workloads. This expands Tenable's addressable market in the public sector, though it also ties performance to government spending cycles.
This certification is a new regulatory milestone that unlocks high-value government contracts, directly supporting future revenue.
JPMorgan raises price target and adds to Focus List JPMorgan raised its Tenable price target to $40 from $35 and added the stock to its Analyst Focus List, citing China threat-driven demand. The upgrade signals strong analyst confidence and contributed to a 7% stock gain, extending the previous day's rally.
Analyst upgrades can influence investor sentiment and drive short-term price momentum, reinforcing the positive outlook.

22 Jun – 30 Jun 2026

▲4▼1

Tenable gains on OpenAI tie-up, FedRAMP win, and analyst upgrade

OpenAI partnership boosts AI credentials Tenable joined OpenAI's Daybreak Cyber Partner Program to integrate GPT-5.5 into its exposure management platform. This positions Tenable at the forefront of AI-powered cybersecurity, potentially attracting customers and driving revenue growth. The stock rose 4.8% on the news.
This is a major new partnership that directly enhances Tenable's product offering and investor sentiment.
AI-driven software selloff pressures sector A broader selloff in software stocks, triggered by fears that AI agents could cannibalize traditional subscription models, dragged Tenable down 2.5%. This reflects ongoing market anxiety about AI disrupting incumbent software companies, creating a headwind for Tenable's valuation.
This highlights a key risk factor that could offset positive company-specific news and affect Tenable's stock price.
US-Iran de-escalation lifts growth stocks Tenable jumped 7.7% as US-Iran de-escalation removed geopolitical overhang, lowering oil prices and reducing rate hike fears. This benefits long-duration software stocks like Tenable, and a rotation from chips to software further supported the rally.
This macro event significantly boosted Tenable's stock and reflects how geopolitical shifts can impact growth stocks.
FedRAMP High and IL5 authorization opens federal market Tenable One Cloud Exposure platform achieved FedRAMP High and IL5 authorization, enabling it to serve sensitive U.S. federal, defense, and intelligence workloads. This expands Tenable's addressable market in the public sector, though it also ties performance to government spending cycles.
This certification is a new regulatory milestone that unlocks high-value government contracts, directly supporting future revenue.
JPMorgan raises price target and adds to Focus List JPMorgan raised its Tenable price target to $40 from $35 and added the stock to its Analyst Focus List, citing China threat-driven demand. The upgrade signals strong analyst confidence and contributed to a 7% stock gain, extending the previous day's rally.
Analyst upgrades can influence investor sentiment and drive short-term price momentum, reinforcing the positive outlook.