TENB Earnings

TENB reported its earnings on 2026-02-04, showcasing a revenue of 260.53M against an estimate of 251.70M, resulting in a 3.51% surprise. The EPS was 0.48, surpassing the expected 0.41 by 17.07%. The stock experienced a 0.2% price change on the earnings day and a 16.13% change over the next five days, reflecting market reactions to the results.

Following TENB's earnings announcement on 2026-02-04, the stock price moved by 0.2% on the day of the release. Over the subsequent five days, it saw a 16.13% change. Historically, TENB's stock price tends to shift by an average of 1.15% in the 10 days leading up to earnings and -1.54% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate TENB's annual revenue to reach 256.87M, while the EPS is projected at 0.40. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between TENB's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, TENB's stock price typically moves by 1.15% in the 10 days before its earnings and -1.54% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.40 and revenue of 256.87M.

The earnings call summary and Q&A indicate strong financial performance, with increased revenue, EPS, and gross margins. The company's strategic focus on AI-driven innovations and preemptive security approaches shows promise, as evidenced by new customer additions and a significant 7-figure deal in AI exposure management. Despite some concerns about growth deceleration, the raised guidance and share repurchase plan are positive signals. The overall sentiment is positive, with a likelihood of stock price increase in the short term.