TENB Stock Recent News

Downgraded to a hold rating due to deteriorating near-term visibility, despite strong 1Q25 results and solid execution in large deals, especially with Tenable One. Revenue grew 11% y/y to $239.1 million, with adj. EBIT at ~$49 million, driven by success in large deals and cloud security. Concerns arise from lowered FY25 guidance, murky enterprise visibility, and slower logo growth, suggesting a potential near-term growth slowdown.

The headline numbers for Tenable (TENB) give insight into how the company performed in the quarter ended March 2025, 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 $0.36 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to earnings of $0.25 per share a year ago.

Tenable Holdings, Inc. (NASDAQ:TENB ) Q1 2025 Earnings Conference Call April 29, 2025 4:30 PM ET Company Participants Erin Karney - Vice President, Investor Relations Steve Vintz - Co-Chief Executive Officer Mark Thurmond - Co-Chief Executive Officer Conference Call Participants Brian Essex - JPMorgan Saket Kalia - Barclays Andrew Nowinski - Wells Fargo Matt Calitri - Needham & Co. Patrick Colville - Scotiabank Rudy Kessinger - D.A. Davidson Patrick O'Neill - Wolfe Research Oscar Saavedra - Morgan Stanley Kingsley Crane - Canaccord Genuity Adam Borg - Stifel Trevor Rambo - BTIG Zack Schneider - Baird Operator Greetings, and welcome to the Tenable First Quarter 2025 Earnings Conference Call.

COLUMBIA, Md., April 29, 2025 (GLOBE NEWSWIRE) -- Tenable Holdings, Inc. ("Tenable") (Nasdaq: TENB), the exposure management company, today announced financial results for the quarter ended March 31, 2025.

COLUMBIA, Md., April 29, 2025 (GLOBE NEWSWIRE) -- Tenable® , the exposure management company, today announced the appointment of Eric Doerr as Chief Product Officer (CPO). Doerr brings nearly three decades of experience building and scaling security products at some of the world's most respected technology companies, including Microsoft and, most recently, Google Cloud.

Amid volatility, focus on 'growth at a reasonable price' stocks with solid fundamentals, like Tenable, which offers value and growth potential. This cybersecurity company focuses in exposure and vulnerability management, which is a large $33 billion market in which it is only ~4% penetrated. Tenable offers low-teens growth and mid-20s operating margins, showcasing strong growth/profitability balance with strong competitive win rates and expansion potential.

Tenable (TENB) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

COLUMBIA, Md., April 16, 2025 (GLOBE NEWSWIRE) -- Tenable® , the exposure management company, today announced that its Board of Directors has unanimously appointed Steve Vintz and Mark Thurmond as co-Chief Executive Officers on a permanent basis. Following an extensive search process that considered both internal and external candidates, the Board concluded that Vintz and Thurmond are best positioned to move the company forward. The decision reflects the Board's confidence in the strength of their leadership following a successful interim period during which they drove significant operational and strategic momentum. The Board also intends to appoint Vintz and Thurmond to the Board immediately following the company's annual shareholder meeting to be held on May 14, 2025.

Many tech stocks were rattled by recent concerns about rising tariffs, sticky inflation, and elevated interest rates. However, the cybersecurity sector has traditionally been well-insulated from those macro headwinds since companies generally won't shut down their digital defenses just to save a few dollars.