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NANABL

N-able, Inc.

$NABL·$797M·Information Technology Services·Technology
$4.51+2.0%YTD-40.3%1Y-42.8%
Mentions · last 7 days
2026-07-08: 4 posts2026-07-09: 4 posts2026-07-10: 3 posts2026-07-11: 1 posts2026-07-12: 4 posts2026-07-13: 4 posts2026-07-14: 0 posts20+31%
Price updated 5h ago·X counts updated 5h ago
NANABL
$NABLN-able, Inc.
$4.51+2.04%20 posts+31%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

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.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-13

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

N-able down 48% in 12 months as MSP-software compounder trades at 1.1x sales — Shadow AI Visibility launch, India GCC opens, Aug 6 print.

N-able is an MSP-software provider (unified endpoint management plus security operations for managed service providers serving SMEs) — the -48% 12M drawdown reflects post-spinoff multiple compression despite consistent 10%+ revenue growth.

  • The Shadow AI Visibility launch is the differentiated product catalyst — the June 23 launch 'Across Unified Endpoint Management and Security Operations, Eliminating a Critical Security Blind Spot' is a legitimate product-cycle catalyst that addresses an emerging enterprise-security gap; a real go-to-market angle for MSP customers.
  • The India GCC expansion supports the operating model — Reuters 'US cybersecurity firm N-able opens India GCC, plans 50% local workforce expansion by end-2026' captures the operating-leverage lever; India development scale-up preserves margin expansion during ARR growth.
  • The Q1 print was mixed but operating fundamentals intact — revenue $134M up 13% YoY (consistent with prior quarters at +12%, +13%, +10%), 76% gross margin, 10% operating margin, EPS -$0.003 vs $0.09 estimate (huge miss); the EPS miss is concerning but revenue trajectory continues to compound.
  • The analyst curve is measured — FY26 revenue $556M with $0.42 EPS, FY27 $603M with $0.48 EPS — only 8% forward revenue growth and modest EPS growth; the 10x forward earnings multiple is cheap for a SaaS compounder but requires the EPS trajectory to hold.

Aug 6 is the pivot — a beat on $0.10 EPS estimate plus reaffirming double-digit ARR growth and Shadow AI Visibility customer-adoption commentary begins the rehabilitation from the -48% 12M drawdown; a Q1-style EPS miss combined with any deceleration in ARR growth digests NABL back toward the $3.50 low. Zacks 'Options Market Predicting a Spike' captures the pre-earnings volatility setup.

What to watch: Aug 6 Q2 print — a beat on $0.10 estimate plus reaffirming double-digit ARR growth and Shadow AI Visibility customer-adoption commentary begins rehabilitation from -48% 12M drawdown; a Q1-style EPS miss combined with ARR growth deceleration digests NABL toward $3.50 low.

On the calendar: 2026-08-06 — Q2 earnings

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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

Partial — Provides cloud-based remote monitoring, management, and cybersecurity software platforms for IT managed service providers globally; the DoD AI production contract conversions driving multi-year IT backlog creates tailwinds for one product line, not the full operation.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.1%YTD
-14.1%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.0.7×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.26%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.+17.2%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.-22.1%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 today2.2% 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.β0.535-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

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  • 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-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 Appoints Cybersecurity Sales Veteran Russell Rosa as Chief Revenue Officer to Drive Upmarket Expansion and Accelerate Partner-Led Growth Across the Channelbusinesswire.com·2d agoIs the Options Market Predicting a Spike in N-able Stock?zacks.com·5d agoN-able Earns Comparably Recognition for HR and Marketing Teamsbusinesswire.com·8d agoN-able Launches Shadow AI Visibility Across Unified Endpoint Management and Security Operations, Eliminating a Critical Security Blind Spotbusinesswire.com·22d agoN-able: Cheaper Despite Being Well-Positioned In Cyber Resilienceseekingalpha.com·29d 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

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