N-able, Inc. (NABL)
NYSEInformation TechnologyInformation Technology ServicesSnapshot 2026-09-04
$4.06+1.75%
Close 2026-09-04 · 1-day change
NYSEInformation TechnologyInformation Technology ServicesSnapshot 2026-09-04
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.
Continue to grow total revenue and Annual Recurring Revenue (ARR) with a focus on partner-led growth and AI-powered cybersecurity solutions.
Stated as a priority in 5 of last 5 quarters. Total revenue increased from $116.2M in 2024-Q4 to $138.2M in 2026-Q2, a 19% growth. ARR grew 6.0% year-over-year in 2026-Q2. Management consistently emphasized accelerating partner-led growth and AI innovation, indicating delivery on this priority.
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=6360).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Delivers ARR Growth of 6% Year-Over-Year at Constant Currency”
“Delivers ARR Growth of 11% Year-Over-Year”
“Full-Year 2026 Constant Currency ARR Outlook of 8% to 9% Year-Over-Year Growth”
“Drive revenue and ARR growth”
“Drive revenue and ARR growth”
Focus on disciplined profitability with adjusted EBITDA margins around 29% to 31%, balancing growth and profit.
Stated as a priority in 5 of last 5 quarters. Adjusted EBITDA margin improved from 27.5% in 2026-Q1 to 28.9% in 2026-Q2, with full-year 2026 guidance at 29% to 30%. Management's focus on disciplined profitability is reflected in stable to improving margins, indicating delivery on this priority.
“Adjusted EBITDA margin of 28.9%”
“Adjusted EBITDA margin of 27.5%”
“Adjusted EBITDA margin of 29.6%”
“Maintain and improve profitability and adjusted EBITDA margins”
“Maintain and improve profitability and adjusted EBITDA margins”
Advance AI-powered cybersecurity capabilities and expand platform offerings to address evolving security needs.
Stated as a priority in 3 of last 5 quarters. Management launched multiple AI-powered products and expanded AI innovation capabilities, including a new Global Capability Centre. While financial metrics do not isolate AI impact, the consistent product announcements indicate ongoing investment and progress.
“AI is reshaping the security landscape; launched Shadow AI Visibility”
“Introduced in-product AI assistant N-zo and custom Model Context Protocol server”
“Further investments in AI innovation and go-to-market expansion”
Focus on generating strong operating cash flow and disciplined capital allocation including share repurchases.
Stated as a priority in 4 of last 5 quarters. Operating cash flow was $17.5M in 2026-Q1, slightly below $19.7M in 2025-Q1. Management increased share repurchase authorization by $50M in 2026-Q3, reflecting disciplined capital allocation. The trajectory shows ongoing focus with mixed cash flow results.
“Executing strategic initiatives while delivering disciplined profitability and active share repurchase program”
“Focused on strong execution while driving balanced growth and profit”
“Driving over 30% adjusted EBITDA margins and improving unlevered free cash flow”
Execute a global workforce reorganization to reduce employee count by approximately 6% and align costs with priority investments.
Newly stated in 2026-Q3. Management approved a workforce reduction plan to cut about 6% of employees to reduce costs and improve productivity. No prior quarters mention this, so delivery trajectory is not yet assessable.
“Approved plan to reduce global workforce by approximately 6%”
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 50% for the rest of the cohort, n=3128).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to 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 volatile grew net income 60% of the time over the next year (vs 58% for the rest of the cohort, n=2769).
Not investment advice. As of 2026-09-04.