Tenable Holdings Inc. (TENB) reported fourth-quarter 2025 revenue of $260.5 million, up 10.5% year-over-year and above the revenue estimate of $256.8 million. Shares moved 11.05% since market close.
Cash flow and balance sheet highlights show continued cash generation alongside reduced liquidity.
Tenneb missed on profitability versus expectations: the consensus diluted EPS estimate was $0.42 per share while reported EPS was -$0.01, even as revenue modestly beat estimates.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Tenable Holdings Inc. Insider Trading Activity
Tenable Holdings Inc. insiders have traded $TENB stock on the open market 10 times in the past 6 months. Of those trades, 0 have been purchases and 10 have been sales.
Here’s a breakdown of recent trading of $TENB stock by insiders over the last 6 months:
- A BROOKE SEAWELL has made 0 purchases and 3 sales selling 134,622 shares for an estimated $3,455,514.
- STEPHEN A VINTZ (Co-Chief Executive Officer) has made 0 purchases and 2 sales selling 32,660 shares for an estimated $986,544.
- MARK C. THURMOND (Co-Chief Executive Officer) has made 0 purchases and 2 sales selling 31,041 shares for an estimated $937,948.
- BARRON ANSCHUTZ has made 0 purchases and 3 sales selling 2,907 shares for an estimated $86,539.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Tenable Holdings Inc. Hedge Fund Activity
We have seen 165 institutional investors add shares of Tenable Holdings Inc. stock to their portfolio, and 134 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 3,082,200 shares (-67.1%) from their portfolio in Q3 2025, for an estimated $89,876,952
- UBS GROUP AG added 2,369,402 shares (+327.6%) to their portfolio in Q4 2025, for an estimated $55,752,029
- MORGAN STANLEY removed 1,905,694 shares (-45.2%) from their portfolio in Q3 2025, for an estimated $55,570,037
- ROYAL BANK OF CANADA added 1,528,187 shares (+1291.4%) to their portfolio in Q3 2025, for an estimated $44,561,932
- ALYESKA INVESTMENT GROUP, L.P. removed 1,251,883 shares (-58.0%) from their portfolio in Q3 2025, for an estimated $36,504,908
- SQUAREPOINT OPS LLC removed 1,151,760 shares (-95.3%) from their portfolio in Q3 2025, for an estimated $33,585,321
- SHAPIRO CAPITAL MANAGEMENT LLC added 1,010,230 shares (+38.8%) to their portfolio in Q3 2025, for an estimated $29,458,306
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Tenable Holdings Inc. Analyst Ratings
Wall Street analysts have issued reports on $TENB in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Canaccord Genuity issued a "Buy" rating on 10/30/2025
- JP Morgan issued a "Overweight" rating on 10/27/2025
To track analyst ratings and price targets for Tenable Holdings Inc., check out Quiver Quantitative's $TENB forecast page.
Tenable Holdings Inc. Price Targets
Multiple analysts have issued price targets for $TENB recently. We have seen 8 analysts offer price targets for $TENB in the last 6 months, with a median target of $29.5.
Here are some recent targets:
- Joseph Gallo from Jefferies set a target price of $24.0 on 02/02/2026
- Rudy Kessinger from DA Davidson set a target price of $25.0 on 01/30/2026
- Mike Cikos from Needham set a target price of $28.0 on 01/08/2026
- Saket Kalia from Barclays set a target price of $28.0 on 01/05/2026
- Rob Owens from Piper Sandler set a target price of $35.0 on 01/05/2026
- Kingsley Crane from Canaccord Genuity set a target price of $40.0 on 10/30/2025
- Patrick Colville from Scotiabank set a target price of $31.0 on 10/30/2025
