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Stock Market Live July 1, 2026: S&P 500 (SPY) Lower as Investors Wait on the Fed and Fresh Economic Data
Tenable Holdings

Tenable Holdings (TENB) Q1 2026 Earnings

Reported Apr 29, 2026 at 4:11 PM ET · SEC Source

Q1 26 EPS

$0.47

BEAT +13.14%

Est. $0.42

Q1 26 Revenue

$262.1M

BEAT +1.05%

Est. $259.3M

vs S&P Since Q1 26

+86.9%

BEATING MARKET

TENB +90.9% vs S&P +4.0%

Market Reaction

Did TENB Beat Earnings? Q1 2026 Results

Tenable Holdings posted a strong first quarter for fiscal 2026, beating Wall Street expectations on both the top and bottom lines as accelerating demand for its exposure management platform powered results ahead of forecasts. The cybersecurity firm r… Read more Tenable Holdings posted a strong first quarter for fiscal 2026, beating Wall Street expectations on both the top and bottom lines as accelerating demand for its exposure management platform powered results ahead of forecasts. The cybersecurity firm reported adjusted EPS of $0.47, clearing the $0.42 consensus estimate by 13.14%, while revenue of $262.06 million edged past the $259.34 consensus and grew 9.6% year over year. The standout driver was broad adoption of the Tenable One platform, amplified by growing customer urgency around AI-related security threats, a tailwind management highlighted as increasingly tangible given how quickly advanced AI models are accelerating vulnerability discovery. Non-GAAP operating margin expanded 320 basis points to 23.6%, and recurring revenue held at 96% of total sales, with remaining performance obligations climbing 14.8% to $1.01 billion. Buoyed by the momentum, Tenable raised its full-year 2026 revenue outlook to $1.07 billion to $1.08 billion and lifted non-GAAP EPS guidance to $1.90 to $1.98, signaling confidence heading into a May 21 investor day where management plans to detail its AI strategy and long-term financial targets.

Key Takeaways

  • • Strong adoption of Tenable One exposure management platform
  • • Growing market urgency around AI-related cybersecurity threats
  • • Non-GAAP operating margin expansion of 320 basis points year-over-year
  • • Recurring revenue representing 96% of total revenue
  • • Remaining performance obligations grew 14.8% year-over-year to $1.013 billion

TENB Forward Guidance & Outlook

For Q2 2026, Tenable expects revenue of $263.0M–$266.0M, non-GAAP operating income of $61.0M–$64.0M, non-GAAP net income of $53.0M–$56.0M, and non-GAAP diluted EPS of $0.46–$0.48 on 116.0M diluted weighted average shares. For full-year 2026, the company raised its outlook to revenue of $1.068B–$1.078B, non-GAAP operating income of $252.0M–$262.0M, non-GAAP net income of $222.0M–$232.0M, non-GAAP diluted EPS of $1.90–$1.98 on 117.0M diluted shares, and unlevered free cash flow of $285.0M–$295.0M.

24/7 Wall St

TENB YoY Financials

Q1 2026 vs Q1 2025, source: SEC Filings

24/7 Wall St

TENB Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 25 Q1 26

“We delivered better-than-expected results in Q1, driven by the strong adoption of Tenable One and the growing market realization that exposure management is essential in an AI-accelerated threat landscape. The introduction of Hexa AI further positions Tenable as a leader in helping organizations move from reactive response to coordinated machine-speed risk reduction.”

— Steve Vintz, Q1 2026 Earnings Press Release

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