N-Able Q4 revenue up 11.8%, beats expectations as subscriptions climb

+1.55%

N-able, Inc.

NABL

4.92

+1.55%

Overview

Cybersecurity firm's Q4 revenue grew 11.8% yr/yr, beating analyst expectations
Adjusted EPS for Q4 missed analyst expectations

Outlook

N-able expects Q1 2026 revenue between $131 mln and $132 mln
Company forecasts full-year 2026 ARR of $581 mln to $586 mln
N-able anticipates 2026 adjusted EBITDA margin of 30% to 31%

Result Drivers

AI ENHANCEMENTS - N-able introduced AI capabilities across endpoint management, security operations, and data protection, enhancing business resilience
SUBSCRIPTION REVENUE GROWTH - Subscription revenue grew 12.1% yr/yr, driven by AI-powered cybersecurity solutions
STRATEGIC INVESTMENTS - Co plans further investments in AI innovation and go-to-market expansion to drive growth

Key Details

Metric	Beat/Miss	Actual	Consensus Estimate
Q4 Revenue	Beat	$130.30 mln	$127.03 mln (6 Analysts)
Q4 Adjusted EPS	Miss	$0.06	$0.10 (6 Analysts)
Q4 EPS		-$0.04
Q4 Net Income		-$7.20 mln

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the software peer group is "buy"
Wall Street's median 12-month price target for N-Able Inc is $9.50, about 78.6% above its February 18 closing price of $5.32
The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release: ID:nBw76bYtSa

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