Tenable beats Q4 revenue estimates, sets $150mln buyback
Overview
Exposure management firm's Q4 2025 revenue rose 11% yr/yr, beating analyst expectations
Company announced $150 mln increase to share repurchase authorization
Q4 non-GAAP net income rose to $57.3 mln from $50.7 mln in 2024
Outlook
Tenable expects Q1 2026 revenue between $257 mln and $260 mln
Company forecasts 2026 revenue between $1.065 bln and $1.075 bln
Tenable anticipates 2026 unlevered free cash flow of $285 mln to $295 mln
Result Drivers
PLATFORM ADOPTION - Tenable attributed revenue growth to strong adoption of Tenable One and AI integration, enhancing customer engagement
INDUSTRY RECOGNITION - Co highlighted its leadership in exposure management, recognized by major industry analyst firms
CUSTOMER INVESTMENT - Customers are investing in Tenable One for a unified security approach, contributing to revenue growth
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Beat | $260.53 mln | $251.73 mln (20 Analysts) |
Q4 Net Income |
| -$737,000 |
|
Q4 Gross Profit |
| $205.24 mln |
|
Q4 Operating Expenses |
| $196.39 mln |
|
Q4 Operating Income |
| $8.86 mln |
|
Q4 Pretax Profit |
| $4.06 mln |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 11 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the software peer group is "buy"
Wall Street's median 12-month price target for Tenable Holdings Inc is $35.00, about 74.6% above its February 3 closing price of $20.05
The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 17 three months ago
Press Release: ID:nGNXbcGdg3
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
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