It has been an incredibly difficult stock market to invest in 2026. The mainstream market has completely shunned most software stocks for fear of AI taking over and eroding their recurring business, while the hottest tradesWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seek ...

Executives repeatedly described AI as an increasingly common driver of demand. Vintz said AI is showing up in “nearly every customer conversation,” with organizations moving quickly but lacking visibility into where AI is running, what it touches, and who can access it—creating what he called an “invisible attack surface.” He argued that AI-specific point products often leave gaps across applications, identities, cloud workloads, and data, supporting Tenable’s view that a platform approach is required.The c ...

Core Insights - Tenable reported revenue of $260.53 million for the quarter ended December 2025, marking a year-over-year increase of 10.5% and exceeding the Zacks Consensus Estimate by 3.51% [1] - The company's EPS for the same period was $0.48, up from $0.41 a year ago, representing a surprise of 15.3% over the consensus estimate of $0.42 [1] Financial Performance Metrics - Current Billings were reported at $327.79 million, surpassing the average estimate of $321.42 million from six analysts [4] - Subscription revenue reached $238.89 million, exceeding the average estimate of $232.86 million, with a year-over-year change of 10.6% [4] - Revenue from professional services and other was $11.04 million, significantly higher than the estimated $8.08 million, reflecting a year-over-year increase of 38.5% [4] - Revenue from perpetual license and maintenance was $10.61 million, slightly below the estimated $10.79 million, showing a year-over-year decline of 10.3% [4] Stock Performance - Tenable's shares have returned -13.9% over the past month, contrasting with the Zacks S&P 500 composite's increase of 0.9% [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]

Tenable (NasdaqGS:TENB) Q4 2025 Earnings call February 04, 2026 04:30 PM ET Company ParticipantsAbhishek Murali - Equity Research AssociateBrian Essex - Executive Director of U.S. Software Equity ResearchErin Carney - VP of Investor RelationsMark Thurmond - Co-CEOMatt Brown - CFOSaket Kalia - DirectorSteve Vintz - Co-CEOConference Call ParticipantsJonathan Ho - Partner and Research AnalystJoseph Gallo - Secuity Software Equity Research AnalystMike Cikos - Senior AnalystPatrick Colville - Director and Equity ...

Tenable (NasdaqGS:TENB) Q4 2025 Earnings call February 04, 2026 04:30 PM ET Company ParticipantsAbhishek Murali - Equity Research AssociateBrian Essex - Executive Director of U.S. Software Equity ResearchErin Carney - VP of Investor RelationsMark Thurmond - Co-CEOMatt Brown - CFOSaket Kalia - DirectorSteve Vintz - Co-CEOConference Call ParticipantsJonathan Ho - Partner and Research AnalystJoseph Gallo - Secuity Software Equity Research AnalystMike Cikos - Senior AnalystPatrick Colville - Director and Equity ...

Tenable (NasdaqGS:TENB) Q4 2025 Earnings call February 04, 2026 04:30 PM ET Speaker4Greetings, and welcome to the Tenable fourth quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. A question and answer session will follow the formal presentation. If anyone should require operator assistance, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce Erin Carney, Vice President, Investor R ...

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 COLUMBIA, Maryland, February 4, 2026 — Tenable Holdings, Inc. ("Tenable") (Nasdaq: TENB), the exposure management company, today announced financial results for the quarter and year ended December 31, 2025. "We are very pleased with the execution in the quarter and the full year as we delivered ...

Tenable exceeds all guided metrics for the fourth quarter and full year 2025, announces increase of $150 million to share repurchase authorization Fourth quarter revenue of $260.5 million, up 11% year-over-year; full year revenue of $999.4 million, up 11% year-over-yearFourth quarter calculated current billings of $327.8 million, up 8% year-over-year; full year calculated current billings of $1.049 billion, up 8% year-over-yearFull year net cash provided by operating activities of $266.8 million; full year ...

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. When viewed through this framework, the recent weakness does not appear random. Instead, it reflects a larger structural shift that investors should take seriously. Here's why the stock should not be viewed as a value opportunity, at least for n ...

Tenable One unifies AI discovery, protection and governance within a single exposure management platformCOLUMBIA, Md., Jan. 27, 2026 (GLOBE NEWSWIRE) -- Tenable® Holdings, Inc. (NASDAQ: TENB), the exposure management company, today announced general availability of Tenable One AI Exposure. With this release, the Tenable One Exposure Management Platform unifies AI protection, discovery and usage governance across the enterprise – including SaaS platforms, cloud services, APIs and agents. AI is deeply embedde ...