BURLINGTON, Mass.--(BUSINESS WIRE)--N-able, Inc. (NYSE:NABL), a global cybersecurity company delivering business resilience, today announced that it will host a conference call to discuss its financial results for the fourth quarter and full-year 2025 at 8:30 a.m. ET on February 19, 2026. A live webcast of the call will be available on the N-able Investor Relations website at http://investors.n-able.com. A replay of the webcast will be available on a temporary basis shortly after the event. N-a. ...

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? N-able (NABL) , which belongs to the Zacks Technology Services industry, could be a great candidate to consider.When looking at the last two reports, this provider of cloud-based software services has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 33.33%, on average, in the last two quarters.For the most ...

Two analysts gave positive recommendations on business tech company N-Able Inc. (NYSE:NABL), one of the 14 Best Tech Stocks Under $10 to Buy, the most recent of which is a January 23 coverage initiation by B. Riley with a Buy rating and a $10 price target. The analyst expects that demand for software-based managed services aimed at small businesses could pick up quickly, adding that the company’s wide range of services and proprietary platform give it an advantage in the market. “Artificial intelligence is ...

BURLINGTON, Mass.--(BUSINESS WIRE)--N-able, Inc. (NYSE: NABL), a global software company delivering an end-to-end cyber resilience platform, today announced enhanced AI capabilities across its platform to help organizations operate securely, efficiently, and resiliently as AI reshapes both cyberthreats and IT complexity. As AI accelerates the speed, scale, and sophistication of cyberattacks, businesses are struggling to defend themselves. N-able is responding by applying AI across endpoint management, secur ...

Core Insights - N-able has appointed Patrick Pulvermueller to its board of directors, enhancing its leadership team as it aims to empower organizations in maintaining security and resilience in business [1][3]. Company Overview - N-able is a global software company focused on delivering an end-to-end cyber resilience platform to protect businesses against evolving cyber threats [5]. - The company emphasizes a partner-first approach, combining its products with expert training and peer-led events to ensure customer success [5]. Leadership Experience - Patrick Pulvermueller brings extensive experience in technology leadership and cybersecurity, having previously served as CEO of Acronis and held executive roles at GoDaddy [2]. - He is the founder and managing director of Redsalt GmbH, further showcasing his expertise in the cybersecurity landscape [2]. Strategic Focus - Pulvermueller's appointment is seen as a strategic move to enhance N-able's focus on security-driven innovation and customer support, which are critical for business resilience in a digital-first world [3][4]. - The company aims to leverage Pulvermueller's insights to accelerate innovation and deliver solutions that protect organizations throughout the entire threat lifecycle [4].

Core Viewpoint - N-able (NABL) shares have increased by 1.5% recently, closing at $7.62, with analysts suggesting a potential upside of 25.5% based on a mean price target of $9.56 [1] Price Targets - The average price target consists of four estimates ranging from $8.75 to $10.00, with a standard deviation of $0.59, indicating a potential increase of 14.8% to 31.2% from the current price [2] - A low standard deviation suggests a strong agreement among analysts regarding the price targets, which can be a useful starting point for further research [9] Earnings Estimates - Analysts are optimistic about NABL's earnings prospects, as indicated by a positive trend in earnings estimate revisions, which historically correlates with stock price movements [4][11] - Over the last 30 days, the Zacks Consensus Estimate for the current year has risen by 22.2%, with no negative revisions [12] Zacks Rank - NABL holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates, suggesting a strong potential for upside [13] Conclusion on Price Targets - While the consensus price target may not be a reliable indicator of the extent of potential gains, it does provide a directional guide for price movement [14]

Core Insights - N-able has launched a public preview of its N-central unified endpoint management (UEM) solution that supports CMMC 2.0 controls, aimed at enhancing compliance and cyber resilience for customers in the Defense Industrial Base [1][2] - The new capabilities of N-central allow managed services providers (MSPs) and internal IT teams to maintain eligibility for Department of Defense (DoD) contracts by aligning with CMMC 2.0, level 2 standards [2][3] - N-able positions itself as a trusted partner in the compliance landscape, helping customers navigate regulatory shifts and maintain a competitive edge in the federal government and DoD sectors [7] Product Features - N-central provides real-time monitoring and visibility across endpoints, customizable monitoring, asset tracking, and alerting to ensure continuous oversight of IT environments [4] - The solution automates patching, configuration, access controls, and repetitive IT tasks, reducing manual effort and minimizing attack surfaces [4] - Existing customers can continue using N-central while meeting CMMC 2.0 requirements, and new customers can adopt the solution without compromising compliance or capability [4] Strategic Positioning - N-able's approach is to empower customers to lead with confidence in a security-first future, reinforcing its role as a vendor offering purpose-built products for CMMC 2.0 [2] - The company continues to invest in long-term security and compliance innovation across its cyber resilience platform [4] - The public preview of the CMMC-ready N-central version is available now, with general availability planned for early in the first quarter of 2026 [7]

Revenue Growth - Total revenue for the three months ended September 30, 2025, was $131.7 million, an increase of $15.3 million or 13.1% compared to $116.4 million for the same period in 2024[128][146]. - Annual recurring revenue (ARR) as of September 30, 2025, was $528.1 million, representing a 14.2% increase from $462.4 million as of September 30, 2024[130]. - Subscription revenue for the three months ended September 30, 2025, was $130.5 million, a 13.5% increase from $115.0 million in the same period in 2024[146][147]. - Total revenue increased by $31.5 million, or 9.0%, for the nine months ended September 30, 2025, compared to the same period in 2024[162]. - Subscription revenue increased by $33.3 million, or 9.7%, for the nine months ended September 30, 2025, representing 99.0% of total revenue[163]. Customer Metrics - The number of customers with ARR over $50,000 increased by 14.8% to 2,611 as of September 30, 2025, up from 2,275 as of September 30, 2024[131]. - The annual dollar-based net revenue retention rate for subscription products was approximately 102% for the trailing twelve-month period ended September 30, 2025, down from 105% for the same period in 2024[148][164]. Operating Income and Expenses - Operating income for the three months ended September 30, 2025, was $11.6 million, down from $23.9 million for the same period in 2024[133]. - Operating expenses rose by $17.8 million, or 24.5%, for the three months ended September 30, 2025, compared to the same period in 2024, driven by increases in sales and marketing, research and development, and general and administrative expenses[152]. - Total operating expenses for the nine months ended September 30, 2025, increased by $45.7 million, or 20.2%, to $271.6 million, representing 71.3% of revenue compared to 64.6% in 2024[167]. Net Income and Tax - Net income for the three months ended September 30, 2025, was $1.4 million, a decrease from $10.8 million for the same period in 2024, primarily due to increased expenses[133]. - The effective tax rate increased to 82.2% for the three months ended September 30, 2025, primarily due to an increase in unbenefited losses in the United States[159]. - Income tax expense decreased by $4.8 million, with an effective tax rate of 293.0% for the nine months ended September 30, 2025, primarily due to an increase in unbenefited losses in the U.S.[174]. Cash Flow and Investments - Cash flows from operations for the three months ended September 30, 2025, were $24.0 million, compared to $22.0 million for the same period in 2024[134]. - Net cash provided by operating activities for the nine months ended September 30, 2025, was $67.9 million, an increase from $53.5 million in 2024[195]. - Net cash used in investing activities increased to $22.0 million for the nine months ended September 30, 2025, compared to $15.6 million in 2024, primarily due to increased capitalized research and development costs[199]. - The company repurchased $10.0 million of common stock during the three months ended September 30, 2025, and $20.0 million during the nine months ended September 30, 2025, under its share repurchase program[192]. Acquisitions and Future Plans - The company completed the acquisition of Adlumin on November 20, 2024, contributing to revenue growth and customer expansion[130]. - The company expects to continue growing its sales and marketing organization to drive new customer additions and retain existing customers[139]. - Research and development expenses are anticipated to increase as the company brings new product offerings to market and enhances security features[140]. - The company has not entered into any material definitive agreements regarding potential investments or acquisitions but may consider such arrangements in the future[193].

Financial Data and Key Metrics Changes - Total ARR for the third quarter was $528.1 million, reflecting a 14% year-over-year growth on a reported basis and 13% on a constant currency basis [29] - Total revenue reached $131.7 million, exceeding guidance by $3.7 million, representing approximately 13% year-over-year growth on a reported basis and 12% on a constant currency basis [29] - Adjusted EBITDA margin was approximately 31.4%, with adjusted EBITDA of $41.4 million, which was $4.4 million above the high end of guidance [30] - Dollar-based net revenue retention was approximately 102% on a reported basis, indicating improvement year-over-year and quarter-over-quarter [30][25] Business Line Data and Key Metrics Changes - The data protection solution led net new ARR growth in the quarter, showcasing strong demand for security operations and unified endpoint management (UEM) [20][25] - The company launched anomaly detection as a service, enhancing its data protection capabilities and shifting focus from reactive defense to proactive resilience [19] Market Data and Key Metrics Changes - Approximately 45% of revenue was generated outside of North America, indicating a diversified market presence [31] - The company reported a significant increase in detected threats against small and mid-market businesses, highlighting the growing need for cybersecurity solutions [8] Company Strategy and Development Direction - The company is focused on driving security success, scaling its go-to-market strategy, and boosting customer expansion, with a channel-first model proving effective [19][21] - N-able is embedding AI capabilities across its platform to enhance cybersecurity solutions, positioning itself as a leader in the evolving cybersecurity landscape [10][17] - The company aims to democratize security by providing advanced AI SOC capabilities at a fraction of the cost, targeting small and mid-market businesses [15] Management's Comments on Operating Environment and Future Outlook - Management emphasized the critical role of AI in driving demand for cybersecurity solutions and the importance of embedding AI into their platform [10][26] - The outlook for the fourth quarter includes expected total revenue in the range of $126.5-$127.5 million, representing approximately 9% year-over-year growth [33] - The company raised its full-year ARR outlook to $530-$531 million, reflecting a commitment to balancing profitability with growth [34] Other Important Information - The company executed a share repurchase program, demonstrating confidence in its long-term value [26] - N-able's recent initiatives, such as sponsoring CATNIP, aim to standardize AI language across organizations, enhancing automation and efficiency [11] Q&A Session Summary Question: What are the keys behind the building momentum in ARR revenue? - Management attributed the acceleration to successful execution around the Adlumen acquisition and broadening channel presence [39][46] Question: How confident is management that net revenue retention has bottomed? - Management expressed high confidence that net revenue retention bottomed in the first quarter and has been improving due to successful cross-selling and gross retention efforts [49][50] Question: How is the Adlumen acquisition performing relative to initial expectations? - Management indicated that the acquisition thesis is holding true, with strong demand and successful scaling within the MSP community [70][71] Question: What is the company's approach to investing in AI? - Management confirmed ongoing investments in AI, viewing it as a significant opportunity for both short-term and mid-term growth, while maintaining a focus on achieving 30% EBITDA margins [76][80]

Core Insights - N-able (NABL) reported quarterly earnings of $0.13 per share, exceeding the Zacks Consensus Estimate of $0.09 per share, with an earnings surprise of +44.44% [1] - The company achieved revenues of $131.71 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 3.30% and showing a year-over-year increase from $116.44 million [2] - N-able has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Financial Performance - The earnings report indicates that N-able's earnings have remained stable year-over-year, with the same earnings per share of $0.13 compared to the previous year [1] - The company has shown a positive trend in revenue growth, with a notable increase in revenues compared to the same quarter last year [2] Market Position - N-able shares have underperformed the market, losing approximately 16.7% since the beginning of the year, while the S&P 500 has gained 15.6% [3] - The current Zacks Rank for N-able is 3 (Hold), suggesting that the stock is expected to perform in line with the market in the near future [6] Future Outlook - The consensus EPS estimate for the upcoming quarter is $0.07 on revenues of $124.6 million, and for the current fiscal year, it is $0.35 on revenues of $501.5 million [7] - The outlook for the Technology Services industry, where N-able operates, is favorable, ranking in the top 38% of Zacks industries, indicating potential for outperformance [8]