US · Technology · Software - Infrastructure
EPS came in at 0.10 against a street estimate of 0.10 — a beat of 0.0%.
Analysts rate Tenable Holdings Inc a hold (8 buy, 13 hold, 2 sell out of 23) with an average price target of $35.50.
CONFIDENT Tenable beat all Q2 metrics and raised FY26 guidance. Tenable One hit 50% of new business with strong Advanced adoption. Net dollar expansion accelerated to 106% for first time in 4+ years. AI-driven threat environment (Mythos) and new pricing/packaging driving consolidation wins. Q2 2026 Call did not segment by geography. One European postal service competitive win mentioned; OT and cloud asset types saw strong expansion globally, especially federal government. Analysts pressed on revenue growth lag (still 8.6% YoY) vs. high pipeline activity; management clarified revenue lags deal bookings due to ratable recognition and timing of professional services. Microsoft VM launch and AI model commoditization concerns addressed by emphasizing harness/sensor moat above/below model layer. Competitive displacement and NDRR reversal viewed as early signs of inflection, not yet in revenue …
Full summary in the app.
| Fund | Stake |
|---|---|
| Ameriprise Financial Inc | 13.82% |
| BlackRock Inc | 12.27% |
| Vanguard Portfolio Management, LLC | 9.29% |
| Vanguard Capital Management, LLC | 4.54% |
| Arrowstreet Capital Limited Partnership | 4.00% |
| FMR Inc | 3.76% |
| State Street Corp | 2.94% |
| First Trust Advisors L.P. | 2.70% |
| Document | Date |
|---|---|
| Material agreement · Q4 2026 BALANCE SHEET & CASH • Tenable entered into a senior secured revolving credit facility of $400.0 million on October 13, 2026. • The facility include | 2026-10-13 |
| Board / officer change · Q4 2026 HEADLINE NUMBERS • Tenable increased its Board of Directors from 10 to 11 members on October 5, 2026. • Charles Bell, age 68, was appointed as a Cla | 2026-10-06 |
| Material agreement · Q3 2026 TENABLE HOLDINGS, INC. — FORM 8-K SUMMARY HEADLINE NUMBERS • Convertible Notes Offering: $800 million aggregate principal amount of 0.25% Convertibl | 2026-09-15 |
| Quarterly report · Q2 2026 TENABLE HOLDINGS, INC. – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue (6 months): $530.6 million, up 9.1% vs. $486.4 million in prior year • Net | 2026-08-04 |
| Results announced · Q3 2026 TENABLE HOLDINGS Q2 2026 FINANCIAL RESULTS HEADLINE NUMBERS • Revenue: $268.5 million, up 8.6% year-over-year • GAAP operating margin: 4.6% vs. -3.0 | 2026-07-29 |
| Reg FD disclosure · Q2 2026 TENABLE HOLDINGS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • This Form 8-K contains no specific financial metrics or headline numbers; it is a discl | 2026-05-21 |
| Shareholder vote results · Q2 2026 TENABLE HOLDINGS, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • 114,530,327 shares outstanding as of record date • 106,390,505 shares present or repres | 2026-05-13 |
| Quarterly report · Q1 2026 TENABLE HOLDINGS, INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue: $262.1 million (Q1 2026) vs. $239.1 million (Q1 2025) — 9.6% year-over-yea | 2026-05-05 |
Readable in the app.
| Announcement | Date |
|---|---|
| Board approves $150 million increase to share repurchase program Tenable Holdings reported its fourth quarter and full year 2025 financial results on February 4, 2026. While the specific financial metrics are referenced in the attached press release (not | 2026-02-04 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-19.