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NANABL

N-able, Inc.

$NABL·$605M·Information Technology Services·Technology
$3.15-0.5%YTD-58.2%1Y-60.3%
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Price updated 4m ago
NANABL
N-able, Inc.$NABL
$3.15-0.47%0 posts
AI analysisFundamentalsVoices on X
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What it does

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

N-able, Inc. furnishes cloud-powered software offerings specifically for managed service providers (MSPs) across the United States, the United Kingdom, and globally. These solutions are crafted to enable MSPs to facilitate digital modernization and expansion for their small and medium-sized enterprise (SME) clientele. N-able's enterprise-grade software platform acts as a core operational system for its MSP partners, engineered to adapt and grow in tandem with their businesses. The company's comprehensive platform is categorized into several key areas: Remote monitoring and management: Tools to oversee and maintain IT infrastructure from a distance. Security and data protection: A suite of features encompassing data backup and recovery, patch deployment, endpoint security, web content filtering, email security and archiving, and vulnerability assessments. Business management: Capabilities such as professional services automation, advanced automation and scripting, robust password policy enforcement, and comprehensive reporting and analytics. Established in 2000, N-able, Inc. is based in Burlington, Massachusetts.

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

Federal AI modernization and DoD AI contract production ramp are the structural pull — SAIC, CACI, and LDOS benefit from multi-year DoD AI production contracts converting from pilots. Enterprise AI infrastructure (GPU cluster data centers) is a second vector, with APLD, SHAZ, KEEL, and WYFI all building hyperscale AI compute capacity benefiting from Goldman's $1T AI infra 2027 forecast.

What this means for $NABL

Neutral — N-able's cloud software for managed service providers serving SMBs through MSPs is driven by MSP customer growth; federal AI modernization and hyperscale GPU cluster buildout are enterprise-scale narratives separate from SMB managed services.

See how Information Technology Services shapes $NABL

  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $NABL's next move
  • Peer-basket or ETF benchmark you can use to gut-check the read
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Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-13.0%YTD
-13.7%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
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.1.0×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.4%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.-26.7%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.-49.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 73.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.7% 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.β0.545-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.

Know if $NABL is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
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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
  • 30 / 60 / 180-day windows so you can spot building conviction
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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-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.

3New insider — initial holdingsDec 19, 20253
+ 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.

US cybersecurity firm N-able opens India GCC, plans 50% local workforce expansion by end-2026reuters.com·2d agoN-able Opens Bengaluru Office to Accelerate Security Innovation and Talent Growthgurufocus.com·2d agoN-able Opens Bengaluru Office to Accelerate Security Innovation and Talent Growthbusinesswire.com·2d agoN‑able Honored with Three Stevie Awards at the 2026 American Business Awards®businesswire.com·6d agoN-able Announces Empower 2027 and Launches Global “Empower on the Move” Seriesbusinesswire.com·14d ago

In themes

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

Cybersecurity

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