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Tenable Holdings (TENB) Strong Q4 Performance Reflects Continued Adoption of Tenable One and AI-Driven Security Solutions
Yahoo Finance· 2026-02-10 19:56
Core Insights - Tenable Holdings, Inc. (NASDAQ:TENB) is recognized as one of the 14 oversold value stocks to consider for investment [1] - The company reported strong fourth-quarter and full-year results, highlighting the continued adoption of Tenable One and AI-driven security solutions [2] Financial Performance - In Q4, Tenable recorded a revenue growth of 11% year-over-year (YoY) to $260.50 million, with current billings increasing by 8% to $327.80 million [3] - The non-GAAP net income for Q4 rose 13% YoY to $57.30 million, although the company reported a GAAP net loss of $0.70 million [3] - For the full year 2025, Tenable achieved revenue of $999.4 million, also up 11% YoY, with non-GAAP net income at $194.40 million and unlevered free cash flow growing to $277.00 million [4] Shareholder Returns and Guidance - During Q4, Tenable added 502 enterprise customers and expanded its share repurchase program by $150 million [3] - For 2026, the company expects revenue to be between $1.065 billion and $1.075 billion, with non-GAAP EPS projected in the range of $1.81 to $1.90 [5] - Management's optimism is based on strong platform adoption, AI integration, and operational efficiency [5] Business Focus - Tenable specializes in developing cybersecurity solutions, with a portfolio that includes tenable.io, tenable.sc, and Nessus Professional, serving various sectors such as finance, healthcare, energy, cloud, and retail [5]