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]

Core Viewpoint - Tenable Holdings, Inc. (NASDAQ:TENB) is considered one of the best beaten-down technology stocks to buy according to hedge funds, with Stifel maintaining a Hold rating and a $35 price target [1]. Group 1: Financial Adjustments - Stifel has adjusted its cash flow projections for Tenable Holdings due to changes in the company's billing practices, leading to lowered expectations for cash flow from operations and free cash flow [2]. - The adjustments are a result of Tenable shifting from multi-year billing to annual billing, which was influenced by customer preferences in a higher interest rate environment [3]. Group 2: Business Developments - Tenable entered into a OneGov agreement with the US General Services Administration to provide its FedRAMP-authorized Cloud Security solution to federal agencies, offering the solution at a discount until March 31, 2027 [4]. - The company specializes in exposure management solutions, helping organizations identify, prioritize, and remediate vulnerabilities across IT, cloud, and operational technology environments using its AI-powered Tenable One platform [5].