Tenable (NASDAQ:TENB) Issues FY 2026 Earnings Guidance

Tenable (NASDAQ:TENB) updated its FY 2026 earnings guidance on Friday. The company provided EPS guidance of 2.160-2.190 for the period, compared to the consensus EPS estimate of 1.690. The company issued revenue guidance of $1.1 billion, compared to the consensus revenue estimate of $1.1 billion. Tenable also updated its Q4 2026 guidance to 0.560-0.580 EPS.

Analysts Set New Price Targets

TENB has been the subject of several recent analyst reports. Yorkville Ives began coverage on shares of Tenable in a research note on Tuesday, October 6th. They issued an “outperform” rating and a $45.00 target price for the company. TD Cowen boosted their price objective on Tenable from $44.00 to $50.00 and gave the stock a “buy” rating in a research report on Thursday. Susquehanna upped their price objective on Tenable from $36.00 to $55.00 and gave the company a “positive” rating in a research note on Thursday. Canaccord Genuity Group raised their target price on Tenable from $36.00 to $54.00 and gave the company a “buy” rating in a research report on Thursday. Finally, UBS Group reiterated a “hold” rating on shares of Tenable in a research note on Thursday. Ten research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Tenable has a consensus rating of “Hold” and a consensus target price of $45.90.

Tenable Stock Performance

Shares of TENB opened at $51.78 on Friday. The firm has a market cap of $5.70 billion, a PE ratio of 105.91 and a beta of 1.01. The stock’s fifty day moving average price is $37.69 and its two-hundred day moving average price is $28.64. The company has a debt-to-equity ratio of 1.78, a current ratio of 0.79 and a quick ratio of 0.79. Tenable has a 1 year low of $15.73 and a 1 year high of $52.55.

Tenable (NASDAQ:TENB) last posted its quarterly earnings results on Wednesday, October 28th. The company reported $0.63 earnings per share for the quarter, topping the consensus estimate of $0.51 by $0.12. Tenable had a return on equity of 20.80% and a net margin of 1.48%. The company had revenue of $276.39 million during the quarter, compared to the consensus estimate of $271.58 million. During the same quarter in the prior year, the company earned $0.42 EPS. The firm’s quarterly revenue was up 9.5% compared to the same quarter last year. On average, equities research analysts forecast that Tenable will post 0.50 EPS for the current year.

Trending Headlines about Tenable

Here are the key news stories impacting Tenable this week:

• Positive Sentiment: Raised earnings guidance: Tenable now expects fourth-quarter adjusted EPS of $0.56–$0.58, well above the $0.42 consensus estimate. Full-year 2026 EPS guidance was raised to $2.16–$2.19 versus the $1.69 analyst consensus. Fourth-quarter revenue guidance of $277 million–$280 million is also slightly above expectations. Tenable Raises Earnings Guidance
• Positive Sentiment: Q3 results exceeded estimates: The cybersecurity company reported EPS of $0.63 versus the $0.51 consensus and revenue of $276.4 million versus expectations of $271.6 million. Revenue increased 9.5% year over year, while non-GAAP operating margin expanded to 27.1%, up 380 basis points. Operating cash flow was $72.5 million and unlevered free cash flow was $69.4 million. Tenable Q3 2026 Results
• Positive Sentiment: Several analysts raised targets: Needham and Susquehanna moved their targets to $55 with buy or positive ratings, while Canaccord raised its target to $54 and maintained a buy rating. These revisions reinforce optimism around earnings momentum and demand for Tenable’s exposure-management products.
• Neutral Sentiment: Mixed Wall Street views: JPMorgan raised its target to $41 with an overweight rating, while Stephens set a $48 equal-weight target and Truist raised its target to $45 but kept a hold rating. The targets generally remain below or only modestly above the recent share price, suggesting limited near-term upside for some analysts.
• Negative Sentiment: Competitive and valuation concerns remain: Wedbush warned that cybersecurity-vendor consolidation and product bundling could pressure Tenable’s standalone positioning. Other commentary highlights that the shares have already rallied sharply, increasing the risk that the improved outlook is partly reflected in the valuation. Wedbush Consolidation Risk Report

Tenable Company Profile

Tenable is a cybersecurity company that helps organizations identify, assess and reduce cyber risk across their technology environments. Its exposure management platform is designed to provide visibility into vulnerabilities and other security exposures affecting cloud systems, applications, endpoints, networks, operational technology, Internet of Things devices and identities.

The company’s product portfolio includes Nessus, a widely used vulnerability assessment solution, and Tenable One, an exposure management platform that brings together vulnerability management, cloud security, identity exposure and related capabilities.