N-able, Inc. (NABL)
NYSEInformation TechnologyInformation Technology ServicesSnapshot 2026-11-05
NYSEInformation TechnologyInformation Technology ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · NABL
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
We delivered another quarter of profitable growth and our priorities moving forward are clear: keep innovating, keep sharpening our go-to-market execution, and give more businesses the resilience to…
Stated in 4 of 4 supplied quarters. Management reported: “Financial Outlook for the Fourth Quarter of 2026 N-able management currently expects to achieve the following results for the fourth quarter of 2026: • Total revenue in the range of $133 to $134 million, representing approximately 3% to 4% year-over-year growth on a reported basis and 4% to 5% on a constant currency basis.” “Financial Outlook for Full-Year 2026 N-able management currently expects to achieve the following results for the full-year 2026: • Total ARR in the range of $558 to $560 million, representing approximately 3% to 4% year-over-year growth on a reported basis and 5% on a constant currency basis.” Revenue was $137.451 million in 2026-Q3.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated strong grew net income 65% of the time over the next year (vs 52% for the rest of the cohort, n=6380).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“We delivered another quarter of profitable growth and our priorities moving forward are clear: keep innovating, keep sharpening our go-to-market execution, and give more businesses the resilience to…”
“Additional recent business highlights: • N-able strengthened its go-to-market leadership with the appointment of Russell Rosa as Chief Revenue Officer, supporting its strategy to accelerate partner-l…”
““As we look ahead, we remain focused on strong execution while driving a balanced mix of growth and profit.””
““We enter 2026 with momentum following another year of profitable growth and with confidence that we can drive continued strong performance,” said N-able president and CEO John Pagliuca.”
• Adjusted EBITDA in the range of $39.6 to $40.6 million, representing approximately 30% of total revenue.
Stated in 4 of 4 supplied quarters. Management reported: “• Adjusted EBITDA in the range of $39.6 to $40.6 million, representing approximately 30% of total revenue.” “• Adjusted EBITDA in the range of $158.5 to $159.5 million, representing approximately 29% of total revenue.”
“• Adjusted EBITDA in the range of $39.6 to $40.6 million, representing approximately 30% of total revenue.”
“• Adjusted EBITDA in the range of $158 to $161 million, representing approximately 29% to 30% of total revenue.”
“• Adjusted EBITDA in the range of $167 to $171 million, representing approximately 30% to 31% of total revenue.”
““In 2026, we intend to make further investments in AI innovation and go-to-market expansion while driving over 30% adjusted EBITDA margins and meaningfully improving our unlevered free cash flow year…”
• N-able advanced its AI-powered cybersecurity capabilities with the launch of Shadow AI Visibility, enabling organizations to better understand, govern, and secure AI usage across their environments…
Stated in 2 of 4 supplied quarters. Management reported: “• N-able advanced its AI-powered cybersecurity capabilities with the launch of Shadow AI Visibility, enabling organizations to better understand, govern, and secure AI usage across their environments while addressing growing security, compliance, and AI governance blind spots.” “• N-able expanded its global security and innovation footprint with the official opening of a Global Capability Centre in Bengaluru, India, strengthening access to technical talent, expanding engineering, product management, and security operations capabilities, and accelerating AI-driven innovation across its platform.”
“• N-able advanced its AI-powered cybersecurity capabilities with the launch of Shadow AI Visibility, enabling organizations to better understand, govern, and secure AI usage across their environments…”
““In 2026, we intend to make further investments in AI innovation and go-to-market expansion while driving over 30% adjusted EBITDA margins and meaningfully improving our unlevered free cash flow year…”
(BUSINESS WIRE), N-able, Inc. (NYSE:NABL), a global cybersecurity company delivering business resilience, today announced that its Board of Directors has approved an increase of $50 million to the pr…
Stated in 1 of 4 supplied quarters. Management reported: “, (BUSINESS WIRE), N-able, Inc. (NYSE:NABL), a global cybersecurity company delivering business resilience, today announced that its Board of Directors has approved an increase of $50 million to the previously authorized share repurchase program of up to an aggregate of $75 million of shares of its common stock announced in March 2025.” ““This increased authorization reflects our conviction that repurchasing shares at current levels represents an attractive use of capital and a compelling opportunity to create shareholder value over the long-term,” said N-able CFO Tim O’Brien.”
“We also intend to be active with our share repurchase program, a reflection of our conviction in the long-term value of the business.””
We welcomed Russell Rosa as our new Chief Revenue Officer, we are making organizational changes to align resources with our highest-priority opportunities, and we are sharpening our roadmaps to bring…
Stated in 1 of 4 supplied quarters. Management reported: “We welcomed Russell Rosa as our new Chief Revenue Officer, we are making organizational changes to align resources with our highest-priority opportunities, and we are sharpening our roadmaps to bring new products to market faster.”
“We welcomed Russell Rosa as our new Chief Revenue Officer, we are making organizational changes to align resources with our highest-priority opportunities, and we are sharpening our roadmaps to bring…”
Over the trailing year it converted 8.03x of net income into operating cash flow. Historically, Information Technology names rated robust grew net income 62% of the time over the next year (vs 51% for the rest of the cohort, n=3136).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
15 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated neutral grew net income 56% of the time over the next year (vs 55% for the rest of the cohort, n=8114).
Not investment advice. As of 2026-11-05.