N-ABLE(NABL)
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N-able Announces Partnership with Manchester City as Official Cybersecurity Partner
Businesswire· 2026-03-19 10:00
Core Insights - N-able has been selected as the official cybersecurity partner for Manchester City, focusing on protecting critical systems and data across the Club's digital environment [1][2]. Company Overview - N-able is a global cybersecurity company that provides AI-powered cybersecurity solutions aimed at enhancing business resilience for over 500,000 organizations worldwide [5][11]. - The company emphasizes a partner-first approach, combining technology with expert training and peer-led events to empower customers [6]. Partnership Details - The partnership will involve integrating N-able's technology into Manchester City's existing infrastructure, enhancing their cybersecurity capabilities [2]. - N-able's presence will be visible across various digital and physical assets associated with Manchester City's men's and women's teams [2]. Statements from Leadership - James Tennant from City Football Group highlighted the necessity of continual investment in technology to protect their operations, data, and personnel [3]. - Vikram Ramesh from N-able noted that the partnership signifies a shift towards resilience in cybersecurity, enabling elite organizations to maintain operational continuity [3]. Manchester City Overview - Manchester City FC is recognized as the Most Valuable Football Club Brand in the Premier League and is committed to sustainability and social responsibility [4]. - The Club is developing a premier fan experience and entertainment destination at the Etihad Campus, which includes state-of-the-art facilities for training and youth development [4].
N-able (NABL) Expands Anomaly Detection Capabilities For Cove Data
Yahoo Finance· 2026-03-01 08:21
Core Insights - N-able, Inc. (NYSE:NABL) has announced an expansion of its Anomaly Detection capabilities in Cove Data Protection, which now includes real-time alerts for suspicious changes to backup policies [1] - The new feature is designed to help IT teams identify identity-based cyberattacks early, particularly those targeting backups before ransomware attacks occur [2] - The update includes event-based notifications that allow users to detect potential cyberattack signals or misconfigurations before they escalate, building on last year's Honeypots development that detects brute-force login attempts on backups [4] Company Overview - N-able Inc. provides cloud-based security, data protection, and unified endpoint management software solutions for managed service providers in the US, the UK, and internationally [4]
N-ABLE(NABL) - 2025 Q4 - Annual Report
2026-02-26 21:39
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington D.C. 20549 FORM 10-K (Mark One) ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40297 N-able, Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organizati ...
N-able (NABL) Reports $130M Q4 Revenue and Strong 30% Adjusted EBITDA Margins
Yahoo Finance· 2026-02-26 19:31
N-able Inc. (NYSE:NABL) is one of the most promising penny stocks under $5 to buy. On February 19, N-able reported earnings for Q4 and the full year of 2025, reaching $130 million in quarterly revenue and a total ARR of $540 million. The company achieved a consistent 30% adjusted EBITDA margin throughout the year, supported by a healthy gross margin of 81%. The company also saw a 14% year-over-year increase in its higher-value customer segment, now totaling over 2,600 partners contributing $50,000 or more ...
GCT vs. NABL: Which Technology Services Stock is Better-Placed Now?
ZACKS· 2026-02-24 18:11
Core Insights - GigaCloud Technology (GCT) and N-able (NABL) are significant players in the Zacks Technology Services industry, with GCT focusing on B2B technology solutions for large-parcel merchandise and NABL specializing in cybersecurity solutions [1][3] GigaCloud Technology (GCT) - GCT's B2B e-commerce platform, GigaCloud Marketplace, integrates sourcing, payments, and logistics, connecting Asian manufacturers with resellers in the U.S., Asia, and Europe, which supports efficient international transactions [2] - The ongoing expansion of e-commerce is a major growth driver for GCT, with expectations of a strong 2025 holiday season due to rising online sales [5] - GCT recently acquired New Classic Home Furnishings for $18 million to enhance its domestic distribution network, aligning with its strategy to diversify operations beyond e-commerce [6] - GCT faces risks from U.S.-China trade tensions and high logistics costs, which could pressure profit margins [7] N-able (NABL) - NABL is experiencing increased demand for cybersecurity and IT management solutions, particularly among Managed Service Providers and their small-to-medium enterprise clients [8] - The company is integrating AI into its security portfolio, which is expected to enhance its product offerings [8] - NABL's cloud-based Remote Monitoring and Management solutions allow managed service providers to oversee IT environments from a centralized interface [9] - The company reported lower-than-expected earnings per share for Q4 2025 due to high acquisition-related costs and ongoing investments, although revenues slightly exceeded estimates [11] - For 2026, NABL projects total revenues between $554 million and $559 million, indicating approximately 8% to 9% year-over-year growth [13] Performance and Valuation - GCT shares have outperformed NABL shares over the past year, with GCT gaining in double digits while NABL shares have declined [14] - GCT trades at a lower forward sales multiple of 0.87 compared to NABL's 1.48, indicating that NABL shares are more expensive [17] - GCT has exceeded earnings estimates in three of the last four quarters with an average surprise of 45.6%, while NABL has also exceeded estimates but with a lower average beat of 15% [19] Conclusion - GCT's strong balance sheet and favorable valuation, along with its performance, position it as a more attractive investment compared to NABL, despite both companies currently holding a Zacks Rank 3 (Hold) [22]
N-able Q4 Earnings Call Highlights
Yahoo Finance· 2026-02-23 18:13
On profitability, O’Brien said fourth-quarter gross margin was 80% versus 82% in the prior-year period, and full-year gross margin was 81% versus 84% in 2024. Unlevered free cash flow was $28 million in the fourth quarter and $101 million for the full year.For the full year, O’Brien said N-able finished ahead of its outlook with total revenue of $511 million, up 10% reported and 9% in constant currency, while subscription revenue was $506 million, also up about 10% reported and 9% in constant currency. He n ...
BMO and Needham Lower N-able (NABL) Price Targets
Yahoo Finance· 2026-02-23 14:58
N-able, Inc. (NYSE:NABL) is one of the 13 Best American Penny Stocks to Invest In. On February 20, BMO Capital reduced its price target on N-able, Inc. (NYSE:NABL) from $9.50 to $5.50 and kept its Market Perform rating. This update comes after the company reported Q4 results. N-able, Inc. (NYSE:NABL) beat consensus estimates on most key metrics for the quarter. The company also provided fiscal 2026 revenue growth guidance in constant currency that was mostly in line with BMO’s expectations. N-able, Inc.’ ...
13 Best American Penny Stocks to Invest In
Insider Monkey· 2026-02-23 07:40
分组1: Small-Cap Stocks Outlook - Small-cap stocks have outperformed large-cap stocks since the market lows in April 2025, with sectors like Industrials, Information Technology, and Financials presenting attractive opportunities [1] - Small-cap companies are expected to have a strong earnings outlook in 2026, with sustainable performance anticipated into 2026 and beyond, supported by improving earnings prospects and historical trends of small-cap outperformance lasting around a decade [2] 分组2: Penny Stocks Investment - A list of the 13 best American penny stocks was compiled using a stock screener, focusing on stocks priced under $5 and favored by institutional investors, with data sourced from hedge fund sentiment [5] - N-able, Inc. (NYSE:NABL) has a share price of $4.74 and is favored by 23 hedge funds, with recent price target adjustments reflecting its Q4 performance and revenue growth guidance for fiscal 2026 [8][9] - EVgo, Inc. (NASDAQ:EVGO) has a share price of $2.78 and is favored by 27 hedge funds, with a Buy rating from JPMorgan and plans to expand its fast charging network in partnership with Kroger [12][13][15]
N-ABLE(NABL) - 2025 Q4 - Earnings Call Transcript
2026-02-19 14:32
N-Able (NYSE:NABL) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsAdam Holets - Equity Research AssociateGriffin Gyr - Senior Manager of Investor RelationsJohn Pagliuca - President and CEOMatt Hedberg - Head of Global TIMT Research and Director of Equity ResearchTim O'Brien - EVP and CFOConference Call ParticipantsJoe Vruwink - Research AnalystMike Cikos - Senior AnalystOperatorLadies and gentlemen, thank you for joining us, and welcome to the N-able fourth quarter 2025 earnings cal ...
N-ABLE(NABL) - 2025 Q4 - Earnings Call Transcript
2026-02-19 14:32
Financial Data and Key Metrics Changes - For Q4 2025, total ARR was $540 million, growing at 12% year-over-year on a reported basis and 8% on a constant currency basis [24] - Total revenue for Q4 was $130 million, representing approximately 12% year-over-year growth on a reported basis and 9% on a constant currency basis [24] - Adjusted EBITDA for Q4 was $39 million, reflecting a 30% margin, with full year adjusted EBITDA also at $153 million and a 30% margin [24][27] - Gross margin for Q4 was 80%, down from 82% in Q4 2024, while full year gross margin was 81%, down from 84% in 2024 [27] Business Line Data and Key Metrics Changes - The company solidified its presence in the AI SOC market and crossed $200 million in ARR for data protection [5] - Customers contributing $50,000 or more of ARR increased by approximately 14% year-over-year, now representing about 61% of total ARR [25] - Dollar-based Net Revenue Retention was approximately 103% on a reported basis and 102% on a constant currency basis [26] Market Data and Key Metrics Changes - Approximately 45% of total revenue was generated outside of North America for both the quarter and the full year [26] - The company is seeing strong demand for its AI-powered solutions, particularly in the context of increasing cybersecurity threats [10][19] Company Strategy and Development Direction - The company aims to leverage AI as a core differentiator, with plans to develop an AI workflow assistant named N-zo to enhance IT and security operations [14][45] - The strategy includes expanding into the VAR channel and enhancing product offerings to address the skills gap in IT and security [15][21] - The company is focused on maintaining a balanced approach to growth and profitability, with potential for M&A and share buybacks [70][72] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in steady demand trends and stable retention, with expectations for improved gross retention and new product traction [38][30] - The company anticipates continued growth in ARR and adjusted EBITDA for 2026, with guidance reflecting an 8%-9% year-over-year growth [31][32] - The management highlighted the importance of AI in enhancing customer security and operational efficiency, positioning the company well for future growth [10][36] Other Important Information - The company has received recognition in the 2026 Gartner Magic Quadrant for Endpoint Management Tools, validating its strategic execution [15] - A new cyber warranty program was introduced to bolster customer confidence and de-risk adoption [16] Q&A Session Summary Question: What gives confidence for higher constant currency ARR growth in 2026? - Management cited steady assumptions, improved gross retention, and traction from new SKUs as key factors [38] Question: Can you elaborate on the N-zo product and its expected value? - N-zo is currently in limited preview and aims to allow MSPs to assess and take action on vulnerabilities quickly using natural language [42][44] Question: What is driving the success of the Adlumin acquisition? - The AI solution's ability to assess and take action on threats quickly, along with its compatibility with various environments, has resonated well with MSPs [50][51] Question: How does the company view seasonality in 2026? - Management expects similar seasonality to 2025, with stronger performance anticipated in the second half of the year due to new product initiatives [56] Question: What are the capital allocation plans for 2026? - The company plans to balance share buybacks, organic investments, and potential M&A to meet customer needs [70][72]