Tenable Holdings Inc. (TENB)
Tenable (TENB) Q2 Earnings and Revenues Surpass Estimates
Tenable (TENB) came out with quarterly earnings of $0.34 per share, beating the Zacks Consensus Estimate of $0.3 per share. This compares to earnings of $0.31 per share a year ago.
Tenable: This Year's Dip Is A Buying Opportunity
I remain bullish on Tenable, seeing it as an overlooked value play in cybersecurity amid a frothy large-cap market. Tenable offers a compelling mix of a large TAM, high gross margins, recurring revenue, and consistent free cash flow generation. The company's valuation is attractive, trading at modest multiples despite strong fundamentals and improving profitability.
1 Small-Cap Growth Stock Down 49% You Might Want to Buy on the Dip
Cybercrime is a multi-trillion dollar problem that by some estimates has more than tripled in scope in the past 10 years. Therefore, cybersecurity spending is one thing most businesses can't afford to cut back, even amid the growing economic and political uncertainty triggered by President Trump's tariffs.
Tenable: Rating Downgrade As Near-Term Growth Outlook Gets Murky
Downgraded to a hold rating due to deteriorating near-term visibility, despite strong 1Q25 results and solid execution in large deals, especially with Tenable One. Revenue grew 11% y/y to $239.1 million, with adj. EBIT at ~$49 million, driven by success in large deals and cloud security. Concerns arise from lowered FY25 guidance, murky enterprise visibility, and slower logo growth, suggesting a potential near-term growth slowdown.
Tenable (TENB) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for Tenable (TENB) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Tenable (TENB) Surpasses Q1 Earnings and Revenue Estimates
Tenable (TENB) came out with quarterly earnings of $0.36 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to earnings of $0.25 per share a year ago.
Tenable Holdings, Inc. (TENB) Q1 2025 Earnings Call Transcript
Tenable Holdings, Inc. (NASDAQ:TENB ) Q1 2025 Earnings Conference Call April 29, 2025 4:30 PM ET Company Participants Erin Karney - Vice President, Investor Relations Steve Vintz - Co-Chief Executive Officer Mark Thurmond - Co-Chief Executive Officer Conference Call Participants Brian Essex - JPMorgan Saket Kalia - Barclays Andrew Nowinski - Wells Fargo Matt Calitri - Needham & Co. Patrick Colville - Scotiabank Rudy Kessinger - D.A. Davidson Patrick O'Neill - Wolfe Research Oscar Saavedra - Morgan Stanley Kingsley Crane - Canaccord Genuity Adam Borg - Stifel Trevor Rambo - BTIG Zack Schneider - Baird Operator Greetings, and welcome to the Tenable First Quarter 2025 Earnings Conference Call.
Tenable: One Of The Few 'Growth At A Reasonable Price' Cybersecurity Stocks
Amid volatility, focus on 'growth at a reasonable price' stocks with solid fundamentals, like Tenable, which offers value and growth potential. This cybersecurity company focuses in exposure and vulnerability management, which is a large $33 billion market in which it is only ~4% penetrated. Tenable offers low-teens growth and mid-20s operating margins, showcasing strong growth/profitability balance with strong competitive win rates and expansion potential.
Tenable (TENB) Earnings Expected to Grow: Should You Buy?
Tenable (TENB) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
1 Small-Cap Stock Down 34% to Buy on the Dip
Investors snapped up shares of some of America's largest artificial intelligence (AI) companies over the past couple of years, which isn't surprising since their incredibly strong returns have provided most of the propulsion that has driven the S&P 500 to back-to-back annual gains of more than 25%. The last time the market had a two-year stretch like that was in 1997 and 1998, as it headed toward the early 2000 peak of the dot-com bubble.
Tenable Holdings: Security Tight, Upside Loose (Ratings Downgrade)
Tenable Holdings, Inc. shows solid fundamentals but has underperformed the S&P 500, prompting a shift from a “Buy” to a “Hold” rating. Q4 2024 results were strong, with revenue up 10.5% YoY and EPS beating estimates, but growth is slowing. The Vulcan Cyber acquisition could boost long-term growth but introduces short-term costs and integration risks.
Tenable Holdings, Inc. (TENB) Q4 2024 Earnings Call Transcript
Tenable Holdings, Inc. (NASDAQ:TENB ) Q4 2024 Earnings Conference Call February 5, 2025 4:30 PM ET Company Participants Erin Karney - Vice President, Investor Relations Steve Vintz - Co-Chief Executive Officer and CFO Mark Thurmond - Co-Chief Executive Officer and COO Conference Call Participants Saket Kalia - Barclays Brian Essex - JPMorgan Hamza Fodderwala - Morgan Stanley Shaul Eyal - TD Cowen Gary Powell - BTIG Rudy Kessinger - D.A. Davidson Roger Boyd - UBS Joe Vandrick - Scotiabank Patrick O'Neill - Wolfe Research Jonathan Ho - William Blair Mike Cikos - Needham & Co. Shrenik Kotari - Robert Baird Erin Karney Thank you, Operator.
