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NANABL

N-able, Inc.

$NABL·$765M·Information Technology Services·Technology
$3.860.0%YTD-48.9%1Y-54.3%
Price updated 2d ago·X counts updated 1d ago
NANABL
$NABLN-able, Inc.
$3.860.00%5 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $NABL on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

5X posts · last 7 days
Aug 30Sep 12

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $NABL — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Broken storySelling offAI verdict · as of 2026-09-13

Falling on heavy selling — points lower unless it turns around.

N-able generates 12% FCF yield and 13% growth, but sits in a securities-fraud investigation cloud that has cut the stock in half in a year.

N-able sells remote-monitoring-and-management software plus security tools to managed-service-providers (MSPs) — infrastructure that MSPs run to manage their small-and-medium-business customers.

  • Revenue was $134M last quarter, up 13% year-over-year, with the prior two prints at 12% and 13% — the top line is consistent and honest.
  • Operating margin 9.7%, gross margin 78%, free-cash-flow yield 12.3% — the software economics are excellent, and the $50M share-repurchase increase reflects real capital-return capacity.
  • Stock down 49% YTD and 54% over twelve months at $765M market cap — the derating is not about the operating business, it's about the SBS Law-linked fraud investigation dominating the tape.

The P&L is not the problem; the litigation overhang is what's setting the multiple.

Agrees with X sentimentX coverage of NABL is dominated by the ongoing fraud investigation solicitations, which correctly identifies the overhang. The underlying software business is genuinely healthy, but the litigation makes any operating-story-driven case irrelevant until it resolves.

What to watch: Any 8-K disclosure clarifying the securities-fraud allegation. Class-action certification status. Net revenue retention and MSP-partner growth metrics in the next print.

active securities litigation

Read the AI verdict on $NABL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Provides cloud-based remote monitoring, management, and cybersecurity software platforms for IT managed service providers globally.

Industry overviewAI analysisGenerated by AI from underlying data

Where Information Technology Services sits in its cycle right now — and what that implies for $NABL.

Information Technology Services · Technology

AI infrastructure buildout is splitting the sector: data-centre/GPU-compute operators (IREN, KEEL, APLD) are accelerating on power-deal announcements and AI workload demand, while legacy IT-outsourcers face margin pressure as clients insource AI tooling. Canada's C$ tens-of-billions infrastructure commitment adds pipeline visibility for North American operators.

What this means for $NABL

Partial — N-able cloud software for managed service providers benefits from SME IT outsourcing trends; AI-enhanced security and monitoring tools are incremental product upgrades.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.7%YTD
-9.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-57.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-4.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
9.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
12.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-1.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
77.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 10, 2026$0.10$0.10+1.7%
Q1 2026May 7, 2026$0.09$0.090.0%
Q4 2025Feb 19, 2026$0.06$0.10-40.0%
Q3 2025Nov 6, 2025$0.13$0.09+44.4%
Next earningsThu, Nov 5·consensus EPS $0.11

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$133.7M+13.1%75.8%9.8%$-0.00$13.2M
Q4 FY25$130.3M+11.8%75.9%12.3%$-0.04$20.9M
Q3 FY25$131.7M+13.1%80.7%8.8%$0.01$17.4M
Q2 FY25$131.2M+9.9%78.1%7.7%$-0.02$20.4M

Forward consensus

3-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$540.9M$540.7M – $541.0M$0.39$0.37 – $0.404
FY27$574.1M$572.1M – $576.0M$0.43$0.41 – $0.454
FY28$626.2M$622.1M – $632.7M$0.48$0.48 – $0.491

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.16%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-6.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-23.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 73.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.495-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 19 other (12 inkinds · 7 awards) in window

See when $NABL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDAug 288-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

N-able’s Board of Directors authorized an additional $50 million for the company’s share repurchase program on August 26, 2026, supplementing the approximately $45 million that remained available under the prior authorization as of June 30, 2026, for a combined repurchase capacity of approximately $95 million. The repurchase program has no fixed expiration date. Repurchases may be made in open market transactions, block trades, or privately negotiated deals at management’s discretion. The expanded buyback signals Board confidence in N-able’s free cash flow generation and commitment to returning capital to shareholders.

8-KRestructuring / exit costsAug 108-K — Item 2.02: Earnings release · Item 2.05: Restructuring / exit costs
AI summary

N-able (NABL), a Burlington, Massachusetts-based IT management software provider for managed service providers, reported Q2 2026 results (quarter ended June 30, 2026) and simultaneously disclosed a ~6% global workforce reduction. The restructuring, approved July 20, 2026, is expected to generate one-time cash charges of approximately $4 million to $6 million, primarily severance and benefits, with the majority recognized in Q3 2026 subject to local legal requirements. The layoffs are framed as a cost-reduction initiative to focus investment on highest-priority opportunities and improve productivity, signaling margin improvement intentions amid a competitive SaaS environment.

8-K/AOfficer or director change (amended)Jul 248-K/A — Item 5.02: Officer or director change
AI summary

NABL filed an 8-K under Item 5.02 disclosing a personnel change: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. The filing also covers Item(s) 9.01. Personnel changes at the executive or board level are typically administrative but can signal strategic shifts depending on context.

3New insider — initial holdingsJul 213
AI summary

Rosa Russell filed an initial Form 3 as 10%+ owner of NABL, reporting no beneficial ownership of securities as of the event date. This is an administrative Section 16 filing required upon becoming a new 10%+ owner. No shares are currently held, indicating this is a disclosure of a newly appointed insider with no current equity position.

8-KOfficer or director changeJul 138-K — Item 5.02: Officer or director change · Item 8.01: Other event
AI summary

N-able Inc. (NABL) announced executive changes on July 13, 2026, including the appointment of Russell Rosa as Chief Revenue Officer, effective immediately. Rosa will be responsible for global sales, channel and partner ecosystem development, support, and sales operations — functions previously overseen by the departing executive Colletti. Any modifications to Colletti's severance arrangement will be disclosed in an amendment if applicable. This leadership change strengthens N-able's go-to-market organization.

8-KMaterial agreementJun 178-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

N-able, Inc. (NYSE: NABL) entered a material definitive agreement and created a new direct financial obligation (Items 1.01 and 2.03) as of June 16, 2026. The simultaneous Items 1.01 and 2.03 filing typically indicates a new or amended credit facility, term loan, or revolving credit renewal; counterparty, dollar amount, and terms are in exhibits not included in the excerpt. This is material if it represents a significant change in N-able's debt structure or leverage profile for this Burlington, MA IT management software company.

8-KShareholder voteJun 28-K — Item 5.07: Shareholder vote
AI summary

N-able, Inc. held its 2026 Annual Meeting on May 28, 2026, with approximately 182.4 million of 188.4 million eligible shares voting. Three Class II directors — Michael Bingle, Darryl Lewis, and James Cameron McMartin — were elected for three-year terms ending at the 2029 annual meeting; PricewaterhouseCoopers LLP was ratified as auditor for fiscal 2026; and executive compensation received non-binding advisory approval (170.6M For). Routine annual governance with no operational or financial changes.

8-KOfficer or director changeMay 118-K — Item 5.02: Officer or director change
AI summary

Ann Johnson resigned from N-able, Inc.'s Board of Directors and all board committee memberships effective May 7, 2026. Her departure was not due to any disagreement with the company on any matter relating to its operations, policies, or practices. Routine board change with no material operational or financial impact.

+ 8 other (2 10-Qs · 2 proxys · 1 10-K · 1 earnings 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

N-able Announces $50 Million Increase to Share Repurchase Programbusinesswire.com·17d agoN-able Announces $50 Million Increase to Share Repurchase Programgurufocus.com·17d agoNABL Investors Have Opportunity to Join N-able, Inc. Fraud Investigation with SBS Lawgurufocus.com·29d agoNABL Investors Have Opportunity to Join N-able, Inc. Fraud Investigation with SBS Lawbusinesswire.com·29d agoN-able Investigation Notice: SueWallSt Notifies Investors of Pending Investigation Into N-able (NABL)prnewswire.com·33d ago

In themes

Explore the broader themes this ticker is being talked about under.

Cybersecurity

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Voices on X · last 7 days

No standout posts about $NABL on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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