Brief: Tenable Q2 Revenue USD 247.295 Million Vs. IBES Estimate USD 242.1 Million

Tenable Holdings

30/07/2025 21:06

Overview

Tenable Q2 revenue rises 12% yr/yr, beating analysts' expectations, per LSEG data

Non-GAAP operating margin at 19%, driven by exposure management platform adoption

Co expands stock repurchase program by $250 mln

Outlook

Tenable expects Q3 2025 revenue between $246 mln and $248 mln

Company forecasts Q3 2025 non-GAAP EPS between $0.36 and $0.37

Tenable anticipates 2025 revenue between $981 mln and $987 mln

Company sees 2025 unlevered free cash flow between $265 mln and $275 mln

Result Drivers

EXPOSURE MANAGEMENT - Adoption of exposure management platform drove revenue growth, as customers prioritize strategic security investments, per Co-CEO Steve Vintz

TENABLE ONE VALUE - Major expansions and wins against competitors highlight the exceptional value of Tenable One, according to Co-CEO Mark Thurmond

SECURITY INVESTMENTS - Customers are becoming more strategic with security investments, seeking unified views of attack surfaces to reduce risk

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$247.30 mln
$242.10 mln (21 Analysts)
Q2 Net Income
-$14.71 mln
Q2 Basic EPS
-$0.12
Q2 Gross Profit
$192.86 mln
Q2 Operating Expenses
$200.31 mln
Q2 Operating Income
-$7.45 mln
Q2 Pretax Profit
-$10.48 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 13 "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 $39.00, about 15.6% above its July 29 closing price of $32.90

The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 22 three months ago

Press Release: ID:nGNX5Zzhdb

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)