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NANABL

N-able, Inc.

$NABL·$769M·Information Technology Services·Technology
$4.68+7.3%YTD-42.3%1Y-42.1%
Mentions · last 7 days
2026-07-24: 0 posts2026-07-25: 0 posts2026-07-26: 0 posts2026-07-27: 1 posts2026-07-28: 0 posts2026-07-29: 2 posts2026-07-30: 0 posts3+50%
Price updated 5h ago·X counts updated 1d ago
NANABL
$NABLN-able, Inc.
$4.68+7.34%3 posts+50%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $NABL, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Broken storyStalledAI verdict · as of 2026-07-31

The move has stalled — likely just drifts unless something new shows up.

N-able is a cyber-recovery SaaS name that keeps missing on EPS while the stock drifts to the bottom of its range.

N-able sells cloud-powered software to managed service providers (MSPs) — the small IT-services companies that run day-to-day operations for small and medium businesses. The product suite includes backup, disaster recovery, monitoring, and endpoint security. The category is real, but the operating results haven't been consistently delivering.

The operating cadence:

  • Most recent quarter revenue of $134M was up ~13% year over year with EPS of essentially zero (-$0.003) versus a $0.09 estimate — a big miss on the bottom line despite meeting the top.
  • The prior quarter also missed ($0.06 vs $0.10 expected), the one before beat ($0.13 vs $0.09).
  • Consensus for the August 6 print is $0.10 EPS — the bar is being maintained despite the recent miss cadence.
  • Trailing operating margin ~10% and free-cash-flow yield ~12% are attractive absolute numbers — the business generates cash, EPS lag is more about GAAP costs than cash economics.

Corporate moves in the last few weeks:

  • Russell Rosa appointed CRO on July 13 to drive upmarket expansion — new CRO right before Q2 is a signal the go-to-market needs a reset.
  • A June 17 material definitive agreement created a new direct financial obligation — typically debt refinancing.
  • Third consecutive Omdia Managed BDR Champion award — product-quality signal, not revenue.

The tape reality:

  • 52w position ~24% — near the bottom. YTD down ~42%, trailing 12 months down ~46%.

Bottom line: a real SaaS business with attractive cash economics and a real EPS-miss cadence. August 6 print with the new CRO in place is the audition — a beat on the operating line matters more than the headline number.

Differs from X sentimentNo X sentiment sample was available for NABL.

What to watch: August 6 print versus $0.10 estimate, CRO Russell Rosa's initial go-to-market commentary, and any specific guidance on the upmarket-expansion revenue mix.

On the calendar: Q2 2026 earnings expected 2026-08-06.

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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

No material change from last week — SAIC, CACI, and LDOS benefit from multi-year DoD AI production contracts converting from pilots to deployed systems.

What this means for $NABL

Neutral — Provides cloud-based remote monitoring, management, and cybersecurity software platforms for IT managed service providers globally; limited read-through from information technology services macro dynamics to this specific revenue mix.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.4%YTD
-15.3%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
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%
Q2 2025Aug 7, 2025$0.11$0.09+22.2%
Next earningsThu, Aug 6·consensus EPS $0.10

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

2-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$556.1M$555.8M – $556.4M$0.41$0.41 – $0.424
FY27$602.7M$598.3M – $607.1M$0.48$0.47 – $0.514

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.0.8×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.24%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.+13.1%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.-21.9%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 today2.3% 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.β0.535-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.

+ 40 other (20 awards · 20 inkinds) 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
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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-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 earnings 8-Ks · 2 proxys · 1 10-Q · 1 ARS) in window

Recent news

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

N-able Named Omdia Managed BDR Champion for Third Consecutive Year as Cyber Recovery Becomes Business Criticalgurufocus.com·9d agoN-able Named Omdia Managed BDR Champion for Third Consecutive Year as Cyber Recovery Becomes Business Criticalbusinesswire.com·9d agoN-able Appoints Cybersecurity Sales Veteran Russell Rosa as Chief Revenue Officer to Drive Upmarket Expansion and Accelerate Partner-Led Growth Across the Channelbusinesswire.com·19d agoIs the Options Market Predicting a Spike in N-able Stock?zacks.com·22d agoN-able Earns Comparably Recognition for HR and Marketing Teamsbusinesswire.com·25d ago

In themes

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

Cybersecurity

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