Tenable (NASDAQ:TENB) Issues FY 2026 Earnings Guidance

Tenable (NASDAQ:TENB) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 1.810-1.900 for the period, compared to the consensus estimate of 1.200. The company issued revenue guidance of $1.1 billion-$1.1 billion, compared to the consensus revenue estimate of $1.1 billion. Tenable also updated its Q1 2026 guidance to 0.390-0.420 EPS.

Wall Street Analysts Forecast Growth

A number of analysts have issued reports on TENB shares. Weiss Ratings reissued a “sell (e+)” rating on shares of Tenable in a report on Thursday, January 22nd. Truist Financial set a $27.00 price target on Tenable in a report on Tuesday, January 20th. Wall Street Zen upgraded Tenable from a “buy” rating to a “strong-buy” rating in a research report on Sunday, January 25th. Jefferies Financial Group decreased their target price on Tenable from $29.00 to $24.00 and set a “hold” rating for the company in a research note on Monday. Finally, Scotiabank decreased their price target on shares of Tenable from $37.00 to $31.00 and set a “sector perform” rating for the company in a research note on Thursday, October 30th. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $34.41.

Tenable Trading Down 1.6%

Shares of NASDAQ:TENB traded down $0.33 on Wednesday, hitting $19.72. The company had a trading volume of 4,688,469 shares, compared to its average volume of 1,749,104. Tenable has a 1 year low of $19.55 and a 1 year high of $43.68. The firm’s 50-day simple moving average is $23.93 and its two-hundred day simple moving average is $27.64. The company has a quick ratio of 0.94, a current ratio of 0.94 and a debt-to-equity ratio of 1.03. The firm has a market capitalization of $2.35 billion, a price-to-earnings ratio of -73.04 and a beta of 0.63.

Tenable (NASDAQ:TENB) last posted its quarterly earnings data on Wednesday, February 4th. The company reported $0.48 earnings per share for the quarter, beating analysts’ consensus estimates of $0.42 by $0.06. The company had revenue of $260.53 million for the quarter, compared to the consensus estimate of $251.79 million. During the same period last year, the business earned $0.41 EPS. The firm’s quarterly revenue was up 10.5% on a year-over-year basis. Tenable has set its FY 2026 guidance at 1.810-1.900 EPS and its Q1 2026 guidance at 0.390-0.420 EPS. Equities analysts anticipate that Tenable will post 0.12 earnings per share for the current fiscal year.

Insider Buying and Selling at Tenable

In related news, Director A Brooke Seawell sold 115,000 shares of the company’s stock in a transaction on Monday, December 15th. The shares were sold at an average price of $24.82, for a total transaction of $2,854,300.00. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 1.50% of the stock is currently owned by company insiders.

Key Stories Impacting Tenable

Here are the key news stories impacting Tenable this week:

• Positive Sentiment: Q4 results beat expectations — non‑GAAP EPS $0.48 vs. consensus $0.42 and revenue $260.5M (up 11% YoY), signaling stronger demand for Tenable One. Tenable (TENB) Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Management posted materially better guidance: Q1 non‑GAAP EPS $0.39–$0.42 vs. consensus ~$0.26 and FY non‑GAAP EPS $1.81–$1.90 vs. consensus ~1.20 — a bullish signal for near‑term profitability and margin expansion. Tenable Reports Strong Q4 and Full Year 2025 Financial Results, Increases Share Repurchase Authorization by $150 Million
• Positive Sentiment: Board increased share‑repurchase authorization by $150M (total available ~$338M) and repurchased shares in 2025 — a shareholder‑friendly move that supports EPS and reduces float. Tenable Reports Strong Q4 and Full Year 2025 Financial Results, Increases Share Repurchase Authorization by $150 Million
• Positive Sentiment: Broker/credit upgrades — Zacks moved TENB to a stronger buy stance and S&P Global upgraded the credit rating to BB, both supportive of investor sentiment. Zacks.com Tenable Reports Strong Q4 and Full Year 2025 Financial Results, Increases Share Repurchase Authorization by $150 Million
• Neutral Sentiment: Mixed analyst view remains — some brokerages still rate the stock “hold,” so market reaction may be uneven as investors re‑price expectations. Tenable Holdings, Inc. (NASDAQ:TENB) Given Average Rating of “Hold” by Brokerages
• Negative Sentiment: GAAP results and liquidity show caution: full‑year GAAP net loss persisted and cash + short‑term investments fell to ~$402M from $577M a year earlier — a potential concern if growth or buybacks consume more cash. Tenable Reports Strong Q4 and Full Year 2025 Financial Results, Increases Share Repurchase Authorization by $150 Million
• Negative Sentiment: Insider selling activity and heavy trading volume today may reflect profit‑taking and concern over valuation despite the beat — keep an eye on continued insider activity and volume patterns. Tenable Reports Strong Q4 and Full Year 2025 Financial Results, Increases Share Repurchase Authorization by $150 Million

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of the company. Quarry LP acquired a new stake in shares of Tenable during the third quarter worth $25,000. California State Teachers Retirement System lifted its position in shares of Tenable by 1.0% in the third quarter. California State Teachers Retirement System now owns 117,936 shares of the company’s stock valued at $3,439,000 after acquiring an additional 1,125 shares in the last quarter. Horizon Investments LLC purchased a new stake in shares of Tenable during the third quarter worth $45,000. Captrust Financial Advisors increased its holdings in shares of Tenable by 32.4% in the second quarter. Captrust Financial Advisors now owns 10,821 shares of the company’s stock valued at $366,000 after purchasing an additional 2,646 shares during the last quarter. Finally, CANADA LIFE ASSURANCE Co raised its holdings in shares of Tenable by 0.7% during the 2nd quarter. CANADA LIFE ASSURANCE Co now owns 447,870 shares of the company’s stock worth $15,123,000 after acquiring an additional 3,324 shares during the period. Hedge funds and other institutional investors own 89.06% of the company’s stock.

About Tenable

Tenable Holdings, Inc is a global cybersecurity company specializing in vulnerability management and continuous threat exposure assessment. Headquartered in Columbia, Maryland, Tenable was founded in 2002 by Ron Gula and Jack Huffard to address the growing need for proactive network security solutions. Over the years, the company has evolved from a pioneer in open-source vulnerability scanning to a leading provider of comprehensive security platforms that help organizations identify, investigate and prioritize cyber risks across on-premises, cloud and operational technology environments.

At the core of Tenable’s product suite is Nessus, one of the industry’s most widely adopted vulnerability scanners.