Posted on 7/8/19
Tenable: Trading At An Attractive Entry Point
Summary Tenable reported a very strong Q1 earnings with revenue, margins, and EPS all above consensus expectations. Management slightly raised full-year guidance, though billings growth implies . . .
Posted on 7/8/19
Tenable: Trading At An Attractive Entry Point
SummaryTenable reported a very strong Q1 earnings with revenue, margins, and EPS all above consensus expectations.Management slightly raised full-year guidance, though billings growth implies acceleration throughout . . .
Posted on 12/7/18
HubSpot: Strong Growth But Valuation A Bit Excessive
SummaryHubSpot remains one of the best stock for the year, up 40% year to date, despite being down 20% from the recent highs.Q3 revenue grew 35% . . .
Posted on 7/30/18
Tenable: Tempting And Able But Not Quite Yet
SummaryTenable is the most recent cybersecurity IPO following the highly anticipated offerings from both Zscaler and Carbon Black earlier this year.Though Tenable trades at a lower . . .

