TENB Stock - Tenable Holdings, Inc.
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Financial Statements
| Metric | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Revenue | $900.02M | $798.71M | $683.19M | $541.13M | $440.22M |
| Gross Profit | $700.35M | $615.13M | $528.40M | $434.73M | $362.67M |
| Gross Margin | 77.8% | 77.0% | 77.3% | 80.3% | 82.4% |
| Operating Income | $-6,856,000 | $-52,160,000 | $-67,815,000 | $-41,768,000 | $-36,433,000 |
| Net Income | $-36,301,000 | $-78,284,000 | $-92,222,000 | $-46,677,000 | $-42,731,000 |
| Net Margin | -4.0% | -9.8% | -13.5% | -8.6% | -9.7% |
| EPS | $-0.31 | $-0.68 | $-0.83 | $-0.44 | $-0.42 |
Tenable Holdings, Inc. provides cyber exposure solutions for in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan. Its platforms include Tenable.io, a cloud-delivered software as a service that provides organizations with a risk-based view of traditional and modern attack surfaces; Tenable.cs, a cloud-native application platform that enables organizations to programmatically detect and fix cloud infrastructure misconfigurations; Tenable.io WAS, which provides scanning for modern web applications; and Tenable.ep, an unified platform that helps organizations identify, assess, and accurately prioritize cyber risks across the entire attack surface. The company also offers Tenable.ad, a solution to secure Active Directory environments; Tenable.ot, an on-premises solution that provides threat detection and mitigation, asset tracking, vulnerability management, and configuration control capabilities to protect OT environments, including industrial networks; Tenable.sc, an on-premises solution that provides a risk-based view of an organization's IT, security and compliance posture. In addition, it provides Nessus Professional, a vulnerability assessment solution for identifying security vulnerabilities, configuration issues, and malware; and Nessus Essentials, which includes vulnerability and configuration assessment for a limited number of assets. The company was founded in 2002 and is headquartered in Columbia, Maryland.
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Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| April 1st 2025 | Stephens | Initiation | Equal Weight | $42 |
| March 31st 2025 | Cantor Fitzgerald | Initiation | Overweight | $50 |
| March 18th 2025 | Morgan Stanley | Resumed | Equal Weight | - |
| January 17th 2025 | Stifel | Downgrade | Hold | $45← $46 |
| December 2nd 2024 | Morgan Stanley | Downgrade | Equal Weight | $47 |
| October 16th 2024 | Jefferies | Initiation | Hold | $45 |
| August 1st 2024 | DA Davidson | Downgrade | Neutral | $40← $56 |
| July 15th 2024 | Robert W. Baird | Initiation | Outperform | $55 |
| April 26th 2024 | Scotiabank | Initiation | Sector Perform | $47 |
| February 7th 2024 | Needham | Reiterated | Buy | $62← $56 |
| January 9th 2024 | Morgan Stanley | Upgrade | Overweight | $60← $46 |
| December 15th 2023 | Susquehanna | Initiation | Positive | $55 |
| October 9th 2023 | Barclays | Downgrade | Equal Weight | $47← $51 |
| September 18th 2023 | TD Cowen | Initiation | Outperform | $55 |
| September 11th 2023 | JP Morgan | Upgrade | Overweight | $56← $51 |
Earnings History & Surprises
TENBEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | Apr 27, 2026 | — | — | — | — |
Q1 2026 | Feb 4, 2026 | $0.42 | — | — | — |
Q4 2025 | Oct 29, 2025 | $0.37 | $0.42 | +13.5% | ✓ BEAT |
Q3 2025 | Jul 30, 2025 | $0.30 | $0.34 | +13.3% | ✓ BEAT |
Q2 2025 | Apr 29, 2025 | $0.28 | $0.36 | +28.6% | ✓ BEAT |
Q1 2025 | Feb 5, 2025 | $0.34 | $0.41 | +20.6% | ✓ BEAT |
Q4 2024 | Oct 30, 2024 | $0.29 | $0.32 | +10.3% | ✓ BEAT |
Q3 2024 | Jul 31, 2024 | $0.23 | $0.31 | +34.8% | ✓ BEAT |
Q2 2024 | May 1, 2024 | $0.17 | $0.25 | +44.7% | ✓ BEAT |
Q1 2024 | Feb 6, 2024 | $0.14 | $0.25 | +78.6% | ✓ BEAT |
Q4 2023 | Nov 1, 2023 | $0.19 | $0.23 | +21.1% | ✓ BEAT |
Q3 2023 | Jul 25, 2023 | $0.13 | $0.22 | +69.2% | ✓ BEAT |
Q2 2023 | Apr 24, 2023 | $0.03 | $0.11 | +270.0% | ✓ BEAT |
Q1 2023 | Feb 7, 2023 | $0.07 | $0.12 | +71.4% | ✓ BEAT |
Q4 2022 | Oct 25, 2022 | $0.03 | $0.15 | +403.4% | ✓ BEAT |
Q3 2022 | Jul 26, 2022 | $0.01 | $0.05 | +334.8% | ✓ BEAT |
Q2 2022 | Apr 26, 2022 | $0.05 | $0.06 | +20.0% | ✓ BEAT |
Q1 2022 | Feb 1, 2022 | $0.03 | $0.05 | +100.0% | ✓ BEAT |
Q4 2021 | Oct 26, 2021 | $0.02 | $0.07 | +231.3% | ✓ BEAT |
Q3 2021 | Jul 27, 2021 | $0.05 | $0.09 | +80.0% | ✓ BEAT |
Latest News
Tenable Secures OneGov Agreement With GSA To Provide FedRAMP-Authorized Cloud Security To U.S. Federal Agencies Through 2027
📈 PositiveScotiabank Maintains Sector Perform on Tenable Holdings, Lowers Price Target to $31
➖ NeutralCanaccord Genuity Maintains Buy on Tenable Holdings, Lowers Price Target to $40
➖ NeutralTenable Holdings shares are trading higher after the company reported better-than-expected Q3 financial results and raised its FY25 guidance above estimates.
📈 PositiveNeedham Maintains Buy on Tenable Holdings, Lowers Price Target to $38
➖ NeutralTenable Holdings Raises FY2025 GAAP EPS Guidance from $(0.46)-$(0.38) to $(0.34)-$(0.31) vs $(0.36) Est
📈 PositiveTenable Holdings Sees Q4 GAAP EPS $(0.05)-$(0.02) vs $(0.01) Est
📉 NegativeTenable Holdings Non-GAAP EPS of $0.42 beats by $0.05, revenue of $252.44M beats by $4.99M
📈 PositiveTenable Holdings Raises FY2025 Adj EPS Guidance from $1.45-$1.53 to $1.51-$1.54 vs $1.50 Est; Raises FY2025 Sales Guidance from $981.000M-$987.000M to $988.000M-$992.000M vs $985.363M Est
📈 PositiveTenable Holdings Sees Q4 Adj EPS $0.39-$0.43 vs $0.43 Est; Sees Sales $249.100M-$253.100M vs $251.287M Est
➖ NeutralTenable Holdings Q3 Adj. EPS $0.42 Beats $0.37 Estimate, Sales $252.440M Beat $247.327M Estimate
📈 PositiveJP Morgan Maintains Overweight on Tenable Holdings, Lowers Price Target to $40
➖ NeutralBarclays Maintains Equal-Weight on Tenable Holdings, Lowers Price Target to $33
➖ NeutralTenable Names Matthew Brown CFO as Steve Vintz Steps Up to Co-CEO Role Alongside Mark Thurmond
📈 PositiveFrequently Asked Questions about TENB
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