Key Takeaways GigaCloud is riding e-commerce growth and closed an $18M New Classic acquisition to expand reach. NABL topped Q4 revenue estimates and guided up to $559M in 2026 sales, but EPS missed on higher costs. GCT shares outperformed NABL and trade at a lower forward sales multiple of 0.87. GigaCloud Technology (GCT) and N-able (NABL) are notable players in the Zacks Technology Services industry. GigaCloud Technology, headquartered in California, is a leading provider of comprehensive global B2B techno ...

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 ...

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.’ ...

On February 2, Francis Gannon, co-CIO of Royce Investment Partners, joined CNBC’s “Power Lunch” to talk about the long-awaited upswing in small-cap stocks. He noted that small caps have outperformed large-cap stocks since the market hit its lows in April 2025.During the discussion, it was noted that sectors such as Industrials, Information Technology, and Financials still offer many attractive small-cap opportunities.Gannon said that small-cap companies have a strong earnings outlook in 2026. He believes th ...

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 (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 ...

Financial Data and Key Metrics Changes - In Q4 2025, total ARR was $540 million, growing at 12% year-over-year on a reported basis and 8% on a constant currency basis [23] - 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 [23] - Adjusted EBITDA in Q4 was $39 million, reflecting a 30% margin, with full year adjusted EBITDA also at $153 million and a 30% margin [4][26] 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] - Subscription revenue for Q4 was $129 million, showing approximately 12% year-over-year growth on a reported basis [23] - Customers contributing $50,000 or more of ARR grew approximately 14% year-over-year, now representing about 61% of total ARR [24] 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 [25] - The company reported a Dollar-based Net Revenue Retention of approximately 103% on a reported basis [25] Company Strategy and Development Direction - The company aims to leverage AI as a core differentiator, with plans to develop an AI workflow assistant named Enzo to enhance IT and security operations [12][42] - The strategy includes expanding into the VAR channel and enhancing product offerings to address the growing demand for cybersecurity solutions [10][20] - The company is focused on solving evolving customer problems and delivering security and efficiency [11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in steady demand trends and stable retention, with expectations for continued execution across platforms and sales channels [30] - The company anticipates a strong demand environment for its cybersecurity solutions, driven by increasing threats and the need for business resilience [9][19] - For 2026, the company expects total revenue in the range of $554 million to $559 million, representing approximately 8%-9% year-over-year growth [32] Other Important Information - The company has received recognition in the 2026 Gartner Magic Quadrant for Endpoint Management Tools, validating its three-pillar strategy [14] - The company plans to continue disciplined investments in AI and product innovation while improving unlevered free cash flow [30] Q&A Session Summary Question: What gives confidence for higher constant currency ARR growth in 2026? - Management highlighted steady assumptions, improved gross retention, and traction from new SKUs as key factors [38] Question: Can you elaborate on the AI product Enzo? - Enzo is currently in limited preview and aims to enhance operational efficiency for MSPs by allowing them to assess and take action in their environments quickly [42][44] Question: What is driving the success of the Adlumin acquisition? - The AI technology and its ability to assess and take action on threats quickly have resonated well with the MSP community, driving earlier-than-expected success [50][51] Question: What are the expectations for 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: How does the company plan to balance growth and profitability in capital allocation? - The company plans to continue share buybacks and explore M&A opportunities while maintaining a balanced approach to capital allocation [68][70]

N-able (NABL) came out with quarterly earnings of $0.06 per share, missing the Zacks Consensus Estimate of $0.1 per share. This compares to earnings of $0.1 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -36.84%. A quarter ago, it was expected that this provider of cloud-based software services would post earnings of $0.09 per share when it actually produced earnings of $0.13, delivering a surprise of +44.44%.Over the last fo ...

Investor Presentation February 2026 General This presentation and the accompanying oral presentation do not constitute an offer or invitation for the sale or purchase of securities and has been prepared solely for informational purposes. The information contained in this presentation (the "Presentation") has been prepared to assist financial analysts in making their own evaluation of N-able, Inc. in connection with publishing independent research reports and for no other purpose. This Presentation is subjec ...

Exhibit 99.1 N-able Announces Fourth Quarter and Full-Year 2025 Results Full-Year 2025 Results All Above Guidance Full-Year 2026 Constant Currency ARR Outlook of 8% to 9% Year-Over-Year Growth Full-Year 2026 Adjusted EBITDA Outlook of 30% to 31% BURLINGTON, Massachusetts - February 19, 2026 - N-able, Inc. (NYSE:NABL), a global cybersecurity company delivering business resilience, today reported results for its fourth quarter ended December 31, 2025. "We enter 2026 with momentum following another year of pro ...