Tenable Holdings, Inc. (TENB) Presents at Barclays 23rd Annual Global Technology Conference Transcript

Tenable Holdings, Inc. (TENB) Presents at Barclays 23rd Annual Global Technology Conference Transcript

Seeking Alpha • Dec 10, 2025

Tenable Holdings, Inc. (TENB) Presents at UBS Global Technology and AI Conference 2025 Transcript

Tenable Holdings, Inc. (TENB) Presents at UBS Global Technology and AI Conference 2025 Transcript

Seeking Alpha • Dec 3, 2025

Tenable: Strong Execution, Better Margins, Attractive Entry

Tenable Holdings remains a buy, as continued revenue and profit growth have made its valuation even more attractive after a recent price drop. TENB delivered a strong Q3 with double-digit revenue growth, improved profitability, and operating leverage, despite some softness in Q4 guidance. Stock-based compensation is declining as a percentage of revenue, and aggressive share repurchases are helping mitigate dilution and support EPS growth.

Seeking Alpha • Nov 16, 2025

1 Small-Cap Growth Stock Down 52% to Buy on the Dip

Tenable is a specialist in the exposure management segment of the cybersecurity industry The company offers a platform called Tenable One that aggregates many of its best products, including some powered by artificial intelligence. Tenable stock trades at a very steep discount to some of its peers in the cybersecurity industry, which could spell opportunity for investors.

The Motley Fool • Nov 6, 2025

Tenable: A Value Stock Not To Overlook

Tenable Holdings stands out as an attractive mid-cap software investment after a ~20% decline this year. TENB's Q3 results showed stable ~10% growth and a modest beat-and-raise, making the recent dip a compelling buying opportunity. The company's exposure management and cyber vulnerability tools offer broad industry applicability and resilience against AI disruption.

Seeking Alpha • Oct 31, 2025

Tenable Holdings, Inc. (TENB) Q3 2025 Earnings Call Transcript

Tenable Holdings, Inc. ( TENB ) Q3 2025 Earnings Call October 29, 2025 4:30 PM EDT Company Participants Erin Karney - Senior Director of IR Stephen Vintz - Co-CEO & Director Mark Thurmond - Co-CEO Matthew Brown - Chief Financial Officer Conference Call Participants Saket Kalia - Barclays Bank PLC, Research Division Brian Essex - JPMorgan Chase & Co, Research Division Michael Cikos - Needham & Company, LLC, Research Division Robbie Owens - Piper Sandler & Co., Research Division Meta Marshall - Morgan Stanley, Research Division Jonathan Ho - William Blair & Company L.L.C., Research Division Joseph Gallo - Jefferies LLC, Research Division William Vandrick - Scotiabank Global Banking and Markets, Research Division Roger Boyd - UBS Investment Bank, Research Division Joshua Tilton - Wolfe Research, LLC Adam Borg - Stifel, Nicolaus & Company, Incorporated, Research Division Jonathan Ruykhaver - Cantor Fitzgerald & Co., Research Division Todd Weller - Stephens Inc., Research Division Junaid Siddiqui - Truist Securities, Inc., Research Division Shrenik Kothari - Robert W.

Seeking Alpha • Oct 30, 2025

Tenable Announces Third Quarter 2025 Financial Results

Tenable Exceeds Q3 Revenue and Profit Expectations, Raises Full-Year Outlook Revenue of $252.4 million, year-over-year growth of 11% Calculated current billings growth of 8% year-over-year GAAP operating margin of 2.8%; Non-GAAP operating margin of 23.3%, year-over-year increase of 350 basis points COLUMBIA, Md., Oct. 29, 2025 (GLOBE NEWSWIRE) -- Tenable Holdings, Inc. ("Tenable") (Nasdaq: TENB), the exposure management company, today announced financial results for the quarter ended September 30, 2025.

GlobeNewsWire • Oct 29, 2025

Tenable (TENB) Surpasses Q3 Earnings and Revenue Estimates

Tenable (TENB) came out with quarterly earnings of $0.42 per share, beating the Zacks Consensus Estimate of $0.37 per share. This compares to earnings of $0.32 per share a year ago.

Zacks Investment Research • Oct 29, 2025

Tenable (TENB) Reports Q3 Earnings: What Key Metrics Have to Say

The headline numbers for Tenable (TENB) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Zacks Investment Research • Oct 29, 2025

Tenable: Buy The Dip In A Cybersecurity Underdog?

Tenable Holdings (TENB) is positioned as a leader in exposure management, evolving from vulnerability scanning to a comprehensive cybersecurity platform. TENB demonstrates double-digit revenue growth, strong recurring revenue, and improving non-GAAP profitability, but faces high stock-based compensation and stiff competition. The stock trades near 52-week lows and appears undervalued versus peers, offering potential upside, especially if operational efficiency and margin expansion continue.

Seeking Alpha • Oct 1, 2025