Name: Tenable Holdings Inc (TENB) Earnings, Actual EPS, EPS Estimates & Results
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Space Exploration Technologies Corp. (SpaceX) designs, manufactures, and launches advanced rockets and spacecraft, including the fully reusable Starship and Super Heavy rocket system, targeting missions to Earth orbit, the Moon, Mars, and beyond. The company is based in Hawthorne, CA and has subsidiaries in Luxembourg and the United States. The company operates Starlink, a low-Earth orbit satellite constellation that delivers high-speed broadband internet worldwide. SpaceX is dedicated to advancing space technology with the goal of enabling human life on other planets. The company was founded in 2002 by Elon Reeve Musk, Kimbal Musk, Michael Kives. Elon Reeve Musk has been the CEO since 2002.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceX is experiencing intense volatility as investors weigh robust revenue growth and record AI contract gains against massive upcoming share unlock events that threaten to flood the market. The community remains deeply divided, with some betting on long-term technological dominance in satellite connectivity and AI infrastructure while others aggressively short the stock, citing extreme valuations and concerns over unsustainable capital expenditures.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is seeing significant volatility after reporting a revenue and earnings beat, as investors react negatively to a sharp increase in capital expenditure and a lack of explosive guidance compared to the stock's recent rally. While the company's long-term AI data center trajectory remains a core point of debate, the community is currently divided between those viewing the post-earnings dip as a 'buy the dip' opportunity and those warning that premium valuations are resetting amidst profit-taking.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is capturing investor attention following a high-profile partnership announcement with SpaceX, in which Elon Musk committed to utilizing NVIDIAs latest AI architectures for future satellite computing payloads. Community discourse is heavily focused on the stock's role as the fundamental backbone of AI infrastructure, with traders debating its potential to breakout ahead of upcoming earnings as capital continues to rotate into high-conviction semiconductor leaders.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is trending as investors focus on its strong growth trajectory and upcoming earnings after a recent streak of beating expectations. While community sentiment remains divided between short-term traders watching volatility and long-term believers citing the company's AI-powered partnerships and expanding free cash flow, many are actively positioning themselves around key support levels ahead of the next financial update.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

Kratos Defense is trending as investors react to a significant influx of new government funding and contract awards for its hypersonic and autonomous systems. Despite recent price volatility, the community is debating whether the stock's current valuation represents a deep value buying opportunity driven by a long-term defense spending super-cycle.

Digital Turbine, Inc. is a mobile growth platform that offers solutions for advertisers, publishers, carriers, and device original equipment manufacturers (OEMs). The firm operates through the On Device Solutions (ODS) and App Growth Platform (AGP) segments. The ODS segment generates revenue from the delivery of mobile application media or content to end users with solutions for all participants in the mobile application ecosystem that want to connect with end users and consumers who hold the device. This includes mobile carriers and device OEMs that participate in the app economy, app publishers and developers, and brands and advertising agencies. The AGP segment provides platforms that allow mobile app publishers and developers to monetize their monthly active users via display, native, and video advertising. The company was founded on November 6, 1998 and is headquartered in Austin, TX.

Digital Turbine Inc

Digital Turbine is trending as investors react to strong quarterly results, raised full-year guidance, and a shift toward profitable AI-driven growth. The community remains highly focused on the company's turnaround narrative, debating potential price targets as the stock navigates a volatile recovery and institutional accumulation.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart is trending as investors digest a blowout Q2 earnings report that beat revenue expectations, reignited GAAP profitability, and showcased surging loan originations. Community sentiment remains deeply divided, with long-term holders debating the stock's potential for a massive short squeeze against persistent skepticism regarding macroeconomic headwinds and historical volatility.

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include Core, Cognitive Adjacencies, and Network Software and Services. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks Inc

Arista Networks is trending as investors react to strong earnings results and an aggressive guidance hike that underscores the company's critical role in the accelerating AI networking and data center infrastructure buildout. Market participants are actively discussing the stock's resilience, its position as a beneficiary of hyperscaler capital expenditure, and its potential for sustained momentum following a massive post-earnings rally.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

AT&T shares are under intense downward pressure as investors weigh rumors of SpaceX's Starlink potentially encroaching on the broadband and mobile markets. While the community is actively debating the viability of satellite competition versus the reliability of AT&T's fiber infrastructure, many investors are focused on the stock's significant dividend yield and potential value at these multi-year lows.

TransMedics Group, Inc. operates as a commercial stage medical technology company. The firm engages in the development and commercialization of organ care system platform. It focuses on the preservation of human organs for transplant in a near-physiologic condition to address the limitations of cold storage organ preservation. The company was founded by Waleed H. Hassanein in August 1998 and is headquartered in Andover, MA.

Transmedics Group Inc

Transmedics Group is facing significant downward pressure as the market reacts to broader macroeconomic concerns, specifically rising oil prices and geopolitical tensions affecting its logistics operations. Despite strong underlying revenue growth and a high-conviction long-term thesis from the investor community regarding its organ transplant infrastructure, the stock's volatility and reliance on flight data have triggered intense debate among shareholders over whether current valuation levels represent a strategic buying opportunity or a deeper correction phase.

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TENB Q2 Earnings Beat on Tenable One Momentum, Outlook Raised

Tenable beats Q2 earnings and revenue estimates as record Tenable One adoption, AI momentum and customer expansion fuel growth and lift its outlook.

Tenable (TENB) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

While the top- and bottom-line numbers for Tenable (TENB) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Tenable (TENB) Tops Q2 Earnings and Revenue Estimates

Tenable (TENB) delivered earnings and revenue surprises of +8.51% and +1.26%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

TENB Stock Outlook as Tenable Builds an AI-Led Security Platform

Tenable is evolving beyond vulnerability scanning with Tenable One, Hexa AI and AI security as it expands its exposure management platform.

Is TENB Stock a Buy Now or Fairly Valued After Its Big 2026 Rally?

Tenable's rally has rewarded stronger fundamentals, but a near-peer sales multiple, limited price-target upside and execution risks argue for patience.

TENB and the AI Security Trend Reshaping Exposure Management

Tenable Holdings is racing to turn AI-driven cybersecurity demand into lasting exposure management leadership as competition intensifies across cloud and automation.

Congressman Ro Khanna Bought SNDK Below $50 — He Also Bought This Mid-Cap Software Stock Before An OpenAI Deal Sent It Soaring

Equity

Khanna has been accumulating Tenable Holdings since last year, way before its shares jumped after its partnership with OpenAI.


This Gilead Analyst Turns Bullish; Here Are Top 5 Upgrades For Monday

Wall Street analysts upgraded several top stocks, including T-Mobile, US Bancorp, Gilead Sciences, Tenable Holdings, and Murphy USA. See their ratings and price targets.read more...

Tenable (TENB) Surges 10.1%: Is This an Indication of Further Gains?

Tenable (TENB) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

ADP (ADP) Stock Jumps 3.4%: Will It Continue to Soar?

ADP (ADP) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

$TENB Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.03 up 125.00% YoY
• Reported revenue of $268.51M up 8.58% YoY
• Tenable Holdings, Inc. expects Q3 2026 revenue of $270.0 million to $273.0 million, and for FY 2026, Tenable Holdings, Inc. projects revenue in the range of $1.075 billion to $1.081 billion.

Tenable Holdings, Inc. engages in the development of security software solutions. The firm offers Cyber Exposure which is a discipline for managing and measuring cybersecurity risk in the digital era. Its products include tenable.io, tenable.sc, tenable.ot, and nessus professional. The firm delivers solutions in the field of application security, cloud security, compliance, energy, finance, healthcare, and retail. It operates through the following geographical segments: The Americas, Europe, Middle East and Africa, and Asia Pacific. The company was founded by John C. Huffard, Jr. and Renaud M. Deraison in 2002 and is headquartered in Columbia, MD.

Tenable Holdings Inc

Bearish Sentiment

$CRWD

$PANW

$NET

Cybersecurity is one of the market's most crowded trades right now, and $CRWD, $PANW, $NET, and $ZS each represent a different bet on where the next leg of growth comes from. If you had to put your money behind just one for the next 12 months, which are you choosing? Explain your reasoning in the comments.

Which cybersecurity stock will post the best performance over the next 12 months? 
 
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Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	$0.51	--	--	N/A
Q2 '26	$0.47	$0.51	8.28%	BEAT
Q1 '26	$0.41	$0.47	15.21%	BEAT
Q4 '25	$0.42	$0.48	15.26%	BEAT
Q3 '25	$0.37	$0.42	13.84%	BEAT

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Latest Earnings Results: Q2 '26

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