Tenable Holdings Inc. (TENB)
Tenable (TENB) Surges 10.1%: Is This an Indication of Further Gains?
Tenable (TENB) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Tenable Holdings, Inc. (TENB) Analyst/Investor Day Transcript
Tenable Holdings, Inc. (TENB) Analyst/Investor Day Transcript
Tenable Holdings, Inc. (TENB) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
Tenable Holdings, Inc. (TENB) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
Tenable Holdings: I Think The Market Went Too Far (Rating Upgrade)
Tenable Holdings, Inc. specializes in identifying vulnerabilities across cloud, IT, and identity environments to preempt cyber threats. I downgraded TENB to Hold last year due to slowing growth, federal spending exposure, and integration risks from the Vulcan Cyber acquisition. Since my Hold rating, TENB shares have declined approximately 46%, significantly underperforming the S&P 500's 21% gain over the same period.
Tenable Holdings, Inc.: AI Fears Are Overdone, But Growth Is Slowing
Tenable Holdings remains a buy despite a 22% price drop and sector-wide SaaS headwinds. TENB posted solid Q1 results with 9.6% revenue growth, strong cash flow, and robust margins, but guidance signals slowing growth. AI disruption fears weigh on valuation, yet management views AI as a collaborative force, not a replacement, and is integrating AI into its platform.
Can Tenable (TENB) Run Higher on Rising Earnings Estimates?
Tenable (TENB) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Can Tenable (TENB) Climb 37.82% to Reach the Level Wall Street Analysts Expect?
The mean of analysts' price targets for Tenable (TENB) points to a 37.8% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Tenable: Worrying Deceleration (Downgrade)
Tenable Holdings is downgraded to "Neutral" as growth decelerates and backlog slows, despite a modest valuation. TENB maintains high gross margins in the low 80s and a recurring revenue base of 96% but faces functional overlap with emerging AI competitors. FY26 guidance implies tepid 7%-8% revenue growth and a 5% EPS raise to $1.94, with valuation at 2.3x EV/revenue and 10.7x P/E.
Tenable Holdings, Inc. (TENB) Q1 2026 Earnings Call Transcript
Tenable Holdings, Inc. (TENB) Q1 2026 Earnings Call Transcript
Tenable (TENB) Q1 Earnings and Revenues Beat Estimates
Tenable (TENB) came out with quarterly earnings of $0.47 per share, beating the Zacks Consensus Estimate of $0.41 per share. This compares to earnings of $0.36 per share a year ago.
Compared to Estimates, Tenable (TENB) Q1 Earnings: A Look at Key Metrics
Although the revenue and EPS for Tenable (TENB) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Tenable: Deep Value At 12x P/E Despite Consistent Growth And Recurring Revenue Deals
Tenable Holdings offers a compelling bargain, trading at 11.4x FY26 P/E with strong recurring revenue and niche cybersecurity positioning. TENB's Q4 revenue grew 11% y/y, beating expectations, while AI-powered Tenable One drove record new enterprise platform customer wins. Management guides for 7% FY26 revenue growth, 23.4% pro forma operating margin, and 16% EPS growth, supported by robust backlog and buyback authorization.
