Tenable: Deep Value At 12x P/E Despite Consistent Growth And Recurring Revenue Deals

Tenable Holdings offers a compelling bargain, trading at 11.4x FY26 P/E with strong recurring revenue and niche cybersecurity positioning. TENB's Q4 revenue grew 11% y/y, beating expectations, while AI-powered Tenable One drove record new enterprise platform customer wins. Management guides for 7% FY26 revenue growth, 23.4% pro forma operating margin, and 16% EPS growth, supported by robust backlog and buyback authorization.

Seeking Alpha • Feb 5, 2026

Tenable Holdings, Inc. (TENB) Q4 2025 Earnings Call Transcript

Tenable Holdings, Inc. (TENB) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 5, 2026

Tenable Announces Fourth Quarter and Full Year 2025 Financial Results

Tenable exceeds all guided metrics for the fourth quarter and full year 2025, announces increase of $150 million to share repurchase authorization

GlobeNewsWire • Feb 4, 2026

Tenable (TENB) Q4 Earnings and Revenues Surpass Estimates

Tenable (TENB) came out with quarterly earnings of $0.48 per share, beating the Zacks Consensus Estimate of $0.42 per share. This compares to earnings of $0.41 per share a year ago.

Zacks Investment Research • Feb 5, 2026

Compared to Estimates, Tenable (TENB) Q4 Earnings: A Look at Key Metrics

Although the revenue and EPS for Tenable (TENB) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Zacks Investment Research • Feb 5, 2026

Why Tenable Stock's Recent Sell-Off Seems Structural

Tenable's stock (NASDAQ: TENB) has declined more than 44% over the past few months, and the selling pressure has accelerated as the stock moves deeper into its current structural window. On the weekly charts, TENB is now in Phase 10 of its 18-phase Adhishthana cycle.

Benzinga • Feb 2, 2026

Tenable Extends Exposure Management to AI Attack Surface

Tenable One unifies AI discovery, protection and governance within a single exposure management platform Tenable One unifies AI discovery, protection and governance within a single exposure management platform

GlobeNewsWire • Jan 27, 2026

Tenable and Creighton University Discuss the Security Vulnerabilities of Using AI for Business

Today's Marketplace interviewed academic experts and public company executives at the NYSE to explore the impact of artificial intelligence on business.

GlobeNewsWire • Dec 18, 2025

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