reports
- Wedbush Research
VRNS VARONIS SYSTEMS INC.
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
CYBR CYBERARK SOFTWARE LTD.
CXW CORECIVIC INC.
CRM SALESFORCE.COM INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
MSFT MICROSOFT CORPORATION
TSEM TOWER SEMICONDUCTOR LTD
TENB TENABLE HOLDINGS
UBER UBER TECHNOLOGIES INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
SMCI SUPER MICRO COMPUTER
FUBO INC.
U FUBOTV
PLTR UNITY SOFTWARE
SNOW PALANTIR TECHNOLOGIES
RBLX SNOWFLAKE INC. CLASS A
STX ROBLOX
APP SEAGATE TECHNOLOGY HLDGS PLC
TTD APPLOVIN CORP
GFS THE TRADE DESK
DDI INC.
TLX GLOBALFOUNDRIES INC
DOUBLEDOWN INTERACTIVE CO LTD
TELIX PHARMACEUTICALS LIMITED
- Anish Jog
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
Solid Numbers and a Step in the Right Direction; Price Target to $32
A Closer Look at FY4Q25 (December) ResultsRevenueTotal revenue of $260.5 million grew 11% year-over-year, beating both the Street’s $251.8 million estimate and the company’s guidance range of $249.1 million to $253.1 million driven primarily by strong demand for the Tenable One Exposure Management
Tenable Announces Fourth Quarter and Full Year 2025 Financial Results
Tenable Announces Fourth Quarter and Full Year 2025 Financial Results Tenable exceeds all guided metrics for the fourth quarter and full year 2025, announces increase of $150 million to share repurchase authorization Fourth quarter revenue of $260.5 million, up 11% year-over-year; full year revenue of $999.4 million, up 11% year-over-yearFourth quarter calculated current billings of $327.8 million, up 8% year-over-year; full year calculated current billings of $1.049 billion, up 8% year-over-yearFull year net cash provided by operating activities of $266.8 million; full year unlevered free...
Tenable Extends Exposure Management to AI Attack Surface
Tenable Extends Exposure Management to AI Attack Surface Tenable One unifies AI discovery, protection and governance within a single exposure management platform COLUMBIA, Md., Jan. 27, 2026 (GLOBE NEWSWIRE) -- Tenable® Holdings, Inc. (NASDAQ: TENB), the , today announced general availability of . With this release, the unifies AI protection, discovery and usage governance across the enterprise – including SaaS platforms, cloud services, APIs and agents. AI is deeply embedded and interconnected throughout organizations, creating the “AI Exposure Gap,” a largely invisible form of expos...
Tenable to Announce Fiscal Fourth Quarter and Full Year 2025 Earnings ...
Tenable to Announce Fiscal Fourth Quarter and Full Year 2025 Earnings Results on Wednesday, February 4, 2026 COLUMBIA, Md., Jan. 21, 2026 (GLOBE NEWSWIRE) -- Tenable® Holdings, Inc. (NASDAQ: TENB), the , today announced that it will release its financial results for its fourth quarter and full year ended December 31, 2025, after the U.S. market close on Wednesday, February 4, 2026. Tenable will host a conference call that day at 4:30 p.m. ET to discuss the results. A live webcast of the event will be available on the Tenable Investor Relations website at . A dial-in will be available dom...
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
VRNS VARONIS SYSTEMS INC.
TSLA TESLA INC
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QLYS QUALYS INC.
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FTNT FORTINET INC.
FB FACEBOOK INC. CLASS A
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
BCRX BIOCRYST PHARMACEUTICALS INC.
AXTI AXT INC.
ACRS ACLARIS THERAPEUTICS INC.
NFLX NETFLIX INC.
INOD INNODATA
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
WVE WAVE LIFE SCIENCES
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
TENB TENABLE HOLDINGS
ESTC ELASTIC N.V.
LYFT LYFT
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
SMCI SUPER MICRO COMPUTER
U INC.
TLS UNITY SOFTWARE
DASH TELOS
AI DOORDASH
PLTR C3.AI
VRDN PALANTIR TECHNOLOGIES
IMNM VIRIDIAN THERAPEUTICS INC
PLTK IMMUNOME
STX PLAYTIKA HOLDING
APP SEAGATE TECHNOLOGY HLDGS PLC
GFS APPLOVIN CORP
PL GLOBALFOUNDRIES INC
S PLANET LABS PBC
TYRA SENTINELONE INC
ARTV TYRA BIOSCIENCES INC
SERV ARTIVA BIOTHERAPEUTICS INC
SNDK SERVE ROBOTICS INC
SANDISK CORP
- Alicia Reese
- Antoine Legault
- Daniel Ives
- David Nierengarten
- Laura Chico
- Martin Fan
- Matthew Bryson
- Matthew McCartney
- Robert Driscoll
- Scott Devitt
- Seth Basham
- Yun Zhong
VRNS VARONIS SYSTEMS INC.
TSLA TESLA INC
TRIP TRIPADVISOR INC.
QLYS QUALYS INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
BCRX BIOCRYST PHARMACEUTICALS INC.
ACRS ACLARIS THERAPEUTICS INC.
INOD INNODATA
WVE WAVE LIFE SCIENCES
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
TENB TENABLE HOLDINGS
ESTC ELASTIC N.V.
LYFT LYFT
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
U UNITY SOFTWARE
TLS TELOS
DASH DOORDASH
AI C3.AI
PLTR PALANTIR TECHNOLOGIES
VRDN VIRIDIAN THERAPEUTICS INC
STX SEAGATE TECHNOLOGY HLDGS PLC
APP APPLOVIN CORP
S SENTINELONE INC
TYRA TYRA BIOSCIENCES INC
ARTV ARTIVA BIOTHERAPEUTICS INC
SERV SERVE ROBOTICS INC
SNDK SANDISK CORP
Tenable Named a Customers’ Choice in the 2025 Gartner® Peer Insights™ ...
Tenable Named a Customers’ Choice in the 2025 Gartner® Peer Insights™ Voice of the Customer for Cloud-Native Application Protection Platforms COLUMBIA, Md., Jan. 12, 2026 (GLOBE NEWSWIRE) -- Tenable® Holdings, Inc. (NASDAQ: TENB), the , today announced it has been recognized as one of only two vendors recognized as a . Based solely on end-user reviews, Tenable credits this Customers' Choice distinction to its strong customer advocacy and satisfaction, with a 4.8 out of 5 overall rating and 88% willingness to recommend based on 71 reviews as of October 2025. Tenable is the leader in , whe...
- Wedbush Research
UBI UBISOFT ENTERTAINMENT SA
WDC WESTERN DIGITAL CORPORATION
VRNS VARONIS SYSTEMS INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QLYS QUALYS INC.
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
HURN HURON CONSULTING GROUP INC.
GOOGL ALPHABET INC. CLASS A
FTNT FORTINET INC.
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
BIIB BIOGEN INC.
AXTI AXT INC.
NFLX NETFLIX INC.
CDR CD PROJEKT S.A.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
RCKT ROCKET PHARMACEUTICALS
MSFT MICROSOFT CORPORATION
ZG ZILLOW GROUP INC. CLASS A
BKNG BOOKING HOLDINGS INC.
TENB TENABLE HOLDINGS
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
IDYA INC.
PRAX IDEAYA BIOSCIENCES
U PRAXIS PRECISION MEDICINES
TVTX UNITY SOFTWARE
DASH TRAVERE THERAPEUTICS INC
ABNB DOORDASH
PLTK AIRBNB INC. CLASS A
RBLX PLAYTIKA HOLDING
DAWN ROBLOX
FHTX DAY ONE BIOPHARMACEUTICALS INC
STX FOGHORN THERAPEUTICS
APP SEAGATE TECHNOLOGY HLDGS PLC
GFS APPLOVIN CORP
S GLOBALFOUNDRIES INC
RGTI SENTINELONE INC
DDI RIGETTI COMPUTING INC
EMBRAC B DOUBLEDOWN INTERACTIVE CO LTD
CART EMBRACER GROUP AB
RBRK MAPLEBEAR INC.
ORKA RUBRIK INC
ORUKA THERAPEUTICS INC
- Anish Jog
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
Cybersecurity Channel Partner Feedback for December Quarter
CRWD: Crowdstrike came in 5-9% above plan as many sales reps mentioned that they’re at 100% of their quota but still faced increased pressure from upper management to continue exceeding quotas well-beyond what was initially set. There seems to be more pressure on reps to continue overperforming bey
Tenable Appoints Microsoft Cloud Security Veteran Vlad Korsunsky as Ch...
Tenable Appoints Microsoft Cloud Security Veteran Vlad Korsunsky as Chief Technology Officer Visionary and transformative leader to drive Tenable’s next phase of AI and platform innovation COLUMBIA, Md., Dec. 15, 2025 (GLOBE NEWSWIRE) -- Tenable® Holdings, Inc. (NASDAQ: TENB), the , today announced it has appointed Vlad Korsunsky as Chief Technology Officer and Managing Director of Tenable Israel. Korsunsky’s arrival marks a significant milestone for Tenable, accelerating the company’s exposure management vision to secure the modern attack surface. As the strategic leader of Tenable’s l...
Tenable Announces Agreement With GSA OneGov to Further Invest in FedRA...
Tenable Announces Agreement With GSA OneGov to Further Invest in FedRAMP-Authorized Cloud Security Capabilities Partnership strengthens public sector cloud security to proactively reduce cyber risk COLUMBIA, Md., Dec. 11, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: TENB), the exposure management company, today announced a OneGov agreement with the U.S. General Services Administration (GSA) to deliver its to U.S. federal agencies, including the Department of Defense (DoD) at a discount through March 31, 2027. provides unified visibility and control across multi-cloud environments, enables agenc...
Tenable co-CEO and CFO to Present at Upcoming Investor Events
Tenable co-CEO and CFO to Present at Upcoming Investor Events COLUMBIA, Md., Nov. 18, 2025 (GLOBE NEWSWIRE) -- Tenable Holdings, Inc. (NASDAQ: TENB), the , today announced that Matt Brown, CFO of Tenable, will present at the UBS Global Technology and AI Conference. In addition, Steve Vintz, co-CEO of Tenable, and Brown will present at Barclays Annual Global Technology Conference. Details for each event are as follows: UBS Global Technology and AI ConferenceTuesday, December 2, 2025Scottsdale, AZ Barclays Annual Global Technology ConferenceWednesday, December 10, 2025San Francisco, CA ...
Tenable Named a Leader in the 2025 Gartner® Magic Quadrant™ for Exposu...
Tenable Named a Leader in the 2025 Gartner® Magic Quadrant™ for Exposure Assessment Platforms Tenable positioned highest in Ability to Execute and furthest right for Completeness of Vision COLUMBIA, Md., Nov. 10, 2025 (GLOBE NEWSWIRE) -- Tenable®(NASDAQ: TENB), the , today announced it has been named a Leader in the first-ever 2025 Gartner Magic Quadrant for Exposure Assessment Platforms. Tenable was positioned highest for Ability to Execute and furthest to the right for Completeness of Vision. Tenable was also positioned as a Leader in both the and . Tenable’s mission has always bee...
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MNKD MANNKIND CORP.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
FATE FATE THERAPEUTICS INC
EBAY EBAY INC.
BIIB BIOGEN INC.
ARDX ARDELYX INC
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
NTLA INTELLIA THERAPEUTICS INC.
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
AMD ADVANCED MICRO DEVICES INC.
MSFT MICROSOFT CORPORATION
APLS APELLIS PHARMACEUTICALS
TENB TENABLE HOLDINGS
SMCI SUPER MICRO COMPUTER
STTK INC.
BEAM SHATTUCK LABS
FUBO BEAM THERAPEUTICS
U FUBOTV
TVTX UNITY SOFTWARE
RZLT TRAVERE THERAPEUTICS INC
UFPI REZOLUTE
SANA UFP INDUSTRIES INC.
STX SANA BIOTECHNOLOGY
TCRX SEAGATE TECHNOLOGY HLDGS PLC
APP TSCAN THERAPEUTICS INC
ARTV APPLOVIN CORP
PRME ARTIVA BIOTHERAPEUTICS INC
SYRE PRIME MEDICINE INC
RNAC SPYRE THERAPEUTICS INC.
ZBIO CARTESIAN THERAPEUTICS INC
MAZE ZENAS BIOPHARMA INC.
JBIO MAZE THERAPEUTICS INC
JADE BIOSCIENCES INC
- Anish Jog
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
3Q25 Earnings; Step in the Right Direction With Some Bumps
A Closer Look at FY3Q25 (September) ResultsRevenueTotal revenue of $252.4 million grew 11% year-over-year, beating both the Street’s $247.3 million estimate and the company’s guidance range of $246.0 million to $248.0 million driven by strong demand for the Tenable One platform. Subscription revenu
Tenable Announces Third Quarter 2025 Financial Results
Tenable Announces Third Quarter 2025 Financial Results Tenable Exceeds Q3 Revenue and Profit Expectations, Raises Full-Year Outlook Revenue of $252.4 million, year-over-year growth of 11%Calculated current billings growth of 8% year-over-yearGAAP operating margin of 2.8%; Non-GAAP operating margin of 23.3%, year-over-year increase of 350 basis points COLUMBIA, Md., Oct. 29, 2025 (GLOBE NEWSWIRE) -- Tenable Holdings, Inc. ("Tenable") (Nasdaq: TENB), the exposure management company, today announced financial results for the quarter ended September 30, 2025. "We delivered better-than-exp...
Tenable to Announce Fiscal Third Quarter Earnings Results on Wednesday...
Tenable to Announce Fiscal Third Quarter Earnings Results on Wednesday, October 29, 2025 COLUMBIA, Md., Oct. 15, 2025 (GLOBE NEWSWIRE) -- Tenable Holdings, Inc. (NASDAQ: TENB), the , today announced it will release financial results for its third quarter ended September 30, 2025, after the U.S. market close on Wednesday, October 29, 2025. Tenable will host a conference call that day at 4:30 p.m. ET to discuss the results. A live webcast of the event will be available on the Tenable Investor Relations website at . A live dial-in will be available domestically at 1-877-407-9716 or internat...
- Wedbush Research
RARE ULTRAGENYX PHARMACEUTICAL INC.
QLYS QUALYS INC.
PANW PALO ALTO NETWORKS INC.
NVCR NOVOCURE LTD.
NBIX NEUROCRINE BIOSCIENCES INC.
KURA KURA ONCOLOGY INC.
FTNT FORTINET INC.
CYBR CYBERARK SOFTWARE LTD.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
BIIB BIOGEN INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
ARDX ARDELYX INC
ISR ISORAY
APLS APELLIS PHARMACEUTICALS
DNLI DENALI THERAPEUTICS INC
RCUS ARCUS BIOSCIENCES
ZS ZSCALER INC.
TENB TENABLE HOLDINGS
ARVN ARVINAS HOLDING
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
DDOG DATADOG INC CLASS A
APRE APREA THERAPEUTICS
IDYA IDEAYA BIOSCIENCES
RVMD REVOLUTION MEDICINES
ORIC ORIC PHARMACEUTICALS
ZNTL ZENTALIS PHARMACEUTICALS
TVTX TRAVERE THERAPEUTICS INC
IMNM IMMUNOME
NUVB NUVATION BIO INC (A)
CGEM CULLINAN ONCOLOGY INC
DAWN DAY ONE BIOPHARMACEUTICALS INC
FHTX FOGHORN THERAPEUTICS
TNGX TANGO THERAPEUTICS
TCRX INC
GLUE TSCAN THERAPEUTICS INC
S MONTE ROSA THERAPEUTICS INC
TYRA SENTINELONE INC
NUVL TYRA BIOSCIENCES INC
CRBP NUVALENT INC
RBRK CORBUS PHARMACEUTICALS HOLDINGS INC.
BCAX RUBRIK INC
BBOT BICARA THERAPEUTICS INC.
BRIDGEBIO ONCOLOGY THERAPEUTICS INC
- Anish Jog
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
Cybersecurity Channel Partner Feedback for September Quarter
CRWD: Continuing to Win, Separating from CompetitionCRWD came in 5-9% above plan as the company continues to gain momentum across Falcon Flex with improving sales options with its partner ecosystem, including OKTA and ZS, to drive stronger pipeline activity without any kind of channel stuffing. The
QLYS QUALYS INC.
PANW PALO ALTO NETWORKS INC.
FTNT FORTINET INC.
CYBR CYBERARK SOFTWARE LTD.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
OKTA OKTA INC. CLASS A
ZS ZSCALER INC.
TENB TENABLE HOLDINGS
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
DDOG DATADOG INC CLASS A
S SENTINELONE INC
RBRK RUBRIK INC
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