Tenable Holdings, Inc. (TENB) in Focus: Earnings Strength, Market Confidence, and Strategic Expansion

Neha Gupta

Thu, February 12, 2026 at 2:27 AM GMT+9 2 min read

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Tenable Holdings, Inc. (NASDAQ:TENB) is one of the best high-growth cybersecurity stocks to buy. On February 6, Cantor Fitzgerald reaffirmed its Overweight rating on Tenable Holdings, Inc. (NASDAQ:TENB) and kept its $30 price target unchanged following the company’s stronger-than-expected fourth-quarter 2025 results.

Tenable Holdings, Inc. (TENB) Q4 and Full Year Results Exceed Guidance Billings Growth

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On February 4, Tenable Holdings, Inc. (NASDAQ:TENB) delivered solid fourth-quarter and full-year results that exceeded all guidance metrics. Fourth quarter revenue was up 11% year over year to $260.5 million, as full year revenue also increased 11% to $999.4 million.

The robust revenue growth came as current billings increased 8%  in the fourth quarter and full year to $327.8 million and $1.049 billion, respectively. Likewise, fourth-quarter diluted earnings per share improved to $0.48 from $0.41 a year ago. Full-year diluted earnings per share totaled $1.59 compared to $1.29 a share in 2024.

The better-than-expected results came as the company added 502 new enterprise platform customers and 5 net new six-figure customers. Tenable also announced a $150 million expansion of its share repurchase  program.

For the first quarter of 2026, Tenable expects revenue to range between $257 million and $260 million, with diluted earnings per share in the range of $0.39 and $0.42. For the full year, it expects revenue of $1.065 billion to $1.075 billion and diluted earnings per share of $1.81 to $1.90.

Tenable Holdings, Inc. (NASDAQ:TENB) is a cybersecurity company specializing in exposure management, helping organizations identify, prioritize, and remediate security vulnerabilities across their entire digital infrastructure. Founded in 2002, the company is best known for creating Nessus, a widely used vulnerability assessment tool.

While we acknowledge the potential of TENB as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: Top 10 Materials Stocks to Buy According to Analysts and 10 Best Organic Food and Farming Stocks to Buy Now.

Disclosure: None. This article is originally published at Insider Monkey.

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