Morgan Stanley Cuts Tenable (TENB) PT as Cybersecurity Platform Giants Outpace Best-Of-Breed Peers

Group 1 - Tenable Holdings Inc. is considered one of the best NASDAQ stocks to buy in 2026, despite recent price target reductions by Morgan Stanley and Jefferies [1][2] - Morgan Stanley lowered its price target on Tenable to $30 from $32, while Jefferies reduced its target to $29 from $31, both maintaining a neutral rating on the shares [1][2] - Cybersecurity stocks have shown varied performance, with platform-based companies rising by an average of 30%, while the rest of the sector saw a 12% decline [1] Group 2 - Tenable announced a significant OneGov agreement with the US General Services Administration, providing its Cloud Security solution to federal agencies, including the Department of Defense [3] - The partnership offers specialized pricing and discounts through March 31, 2027, and supports the federal government's cloud-first policy and the White House's AI Action Plan [3] - The cybersecurity software sector is expected to remain durable through 2026, supported by solid financial fundamentals, but may underperform compared to a broader software market rebound driven by AI breakthroughs [2]