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Tenable Holdings (TENB)
NASDAQ:TENB
Earnings Data
Report Date
Apr 28, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.41Last Year’s EPS
0.36Same Quarter Last Year
Moderate Buy
Based on 17 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational momentum: platform adoption (Tenable One) accelerated (46% of new/expansion business), revenue and profitability metrics improved, cash flow and share repurchases demonstrate balance-sheet strength, and management provided a positive 2026 guide including a notable >$1B revenue milestone. Principal negatives were transitory and related to billing-pattern shifts, temporary restructuring costs, and a guidance profile that implies slower percentage growth versus 2025. Overall, the positives (robust platform traction, margin expansion, cash generation, analyst recognition, and AI-driven pipeline) materially outweigh the lowlights, which are largely timing/metric-reporting and thus manageable in the midterm.Company Guidance
Revenue Growth — Q4 and Full Year
Q4 revenue of $260.5M, up 10.5% year-over-year; full-year revenue growth of 11.0% YoY, demonstrating continued top-line expansion.
Tenable One Platform Traction
Tenable One accounted for a record 46% of new and expansion business in the quarter; the platform drew 502 new enterprise platform customers (best quarter in two years) and represents roughly one-third of overall business, driving larger deal sizes and platform consolidation.
AI and Large Deal Momentum
Closed first 7-figure deal driven by AI exposure; company emphasized AI exposure management as a key growth driver and hired a new CTO to advance AI strategy and Argentic remediation capabilities.
Recurring Revenue and Net Expansion
High-quality revenue base with 96% recurring revenue for the year; net dollar expansion rate came in at 106% (ahead of expectations), indicating expansion within the installed base.
Margins and Profitability Improvement
Q4 non-GAAP operating income was $63.7M or 24.4% of revenue; full-year non-GAAP operating margin expanded to 21.9% from 20.5% (up 140 bps YoY). Non-GAAP gross margin rose to 82.7% in Q4 from 81.7% YoY.
Earnings and Cash Flow Strength
Q4 non-GAAP EPS of $0.48, up 17.1% YoY; full-year non-GAAP EPS $1.59, up 23.3% YoY. Unlevered free cash flow for the year was $277M, up 16.5% YoY and representing 27.7% of revenue; Q4 unlevered free cash flow was $87.5M.
Balance Sheet and Capital Return
Cash & short-term investments totaled $402.2M. Repurchased 2.3M shares for $62.5M in Q4 (10.6M shares for $362.4M since Nov 2023); board approved a $150M increase to share repurchase authorization (raising authorization to $338M as of year-end).
Analyst and Customer Recognition
Named a leader in the 2025 Gartner Magic Quadrant for exposure assessment platforms, called the current company to beat in 2025 Gartner AI vendor race, recognized in Gartner Peer Insights and earlier by IDC and Forrester—reinforcing market positioning and customer validation.
Positive 2026 Financial Guide with Milestone
Full-year 2026 revenue guidance of $1.065B–$1.075B (exceeding $1B milestone) implies ~7.1% YoY growth at midpoint. Company also projects non-GAAP operating income of $245M–$255M (≈23.4% of revenue) at midpoint, a 150 bps YoY margin increase, and FY 2026 unlevered free cash flow of $285M–$295M.
TENB Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
TENB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 04, 2026 | $19.72 | $19.76 | +0.20% |
Nov 04, 2025 | $28.06 | $27.66 | -1.43% |
Jul 30, 2025 | $32.24 | $31.31 | -2.88% |
Apr 29, 2025 | $33.68 | $30.57 | -9.23% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Tenable Holdings (TENB) report earnings?
Tenable Holdings (TENB) is schdueled to report earning on Apr 28, 2026, After Close (Confirmed).
What is Tenable Holdings (TENB) earnings time?
Tenable Holdings (TENB) earnings time is at Apr 28, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TENB EPS forecast?
TENB EPS forecast for the fiscal quarter 2026 (Q1) is 0.41.
