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, 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. (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.
Although the revenue and EPS for Tenable (TENB) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Tenable (TENB) came out with quarterly earnings of $0.41 per share, beating the Zacks Consensus Estimate of $0.34 per share. This compares to earnings of $0.25 per share a year ago.
Tenable (TENB) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Tenable (TENB) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Tenable CEO Amit Yoran died on Friday, the company confirmed in a statement. Yoran, 54, was on a brief medical leave as he battled cancer.
This small-cap cybersecurity stock could be poised for significant growth over the long term.
Tenable Holdings, Inc. (NASDAQ:TENB ) Q3 2024 Earnings Conference Call October 30, 2024 4:30 PM ET Company Participants Erin Karney - Vice President of Investor Relations Amit Yoran - Chairman & Chief Executive Officer Steve Vintz - Chief Financial Officer Conference Call Participants Saket Kalia - Barclays Hamza Fodderwala - Morgan Stanley Brian Essex - JPMorgan Joel Fishbein - Truist Securities Michael Cikos - Needham & Co. Jonathan Ho - William Blair Patrick Colville - Scotiabank Gary Powell - BTIG Shaul Eyal - TD Cowen Shrenik Kotari - Robert W. Baird Bed Kingsley Crane - Canaccord Genuity Roger Boyd - UBS Operator Greetings and welcome to Tenable's Third Quarter 2024 Earnings Conference Call.
The headline numbers for Tenable (TENB) give insight into how the company performed in the quarter ended September 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Tenable (TENB) came out with quarterly earnings of $0.32 per share, beating the Zacks Consensus Estimate of $0.29 per share. This compares to earnings of $0.23 per share a year ago.