N-able, Inc. (NABL)
NYSEInformation TechnologyInformation Technology ServicesSnapshot 2026-11-04
$5.07+0.60%
Close 2026-11-04 · 1-day change
NYSEInformation TechnologyInformation Technology ServicesSnapshot 2026-11-04
QuarterlyIQ Insights · NABL
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -25.8% |
| Our one-year growth estimate | diamond | 6.7% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 32.4 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 24 industry peers · Company calendar date is not available
NABL — earnings in line
Dated 2026-08-10
Results of Operations and Financial Condition. On August 10, 2026, N-able, Inc. (“N-able”) issued a press release regarding, and will hold a conference call announcing, its financial results for the second quarter ended June 30, 2026. A copy of N-able's press release is attached hereto as Exhibit 99.1. The information contained in this report shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to…
Why it matters: Q2 ARR grew 6% year over year, and N-able cut its 2026 ARR outlook. Q3 results test whether growth holds.
Worry ifQ3 ARR is below $562 million, or N-able cuts its 2026 ARR outlook below $562 million.
Less concerning ifQ3 ARR is at least $562 million, and the 2026 ARR outlook stays at $562 million or higher.
Why it matters: N-able set Q3 revenue guidance at $134.5 million to $135.5 million. A result below that range would signal weaker sales.
Worry ifQ3 revenue is below $134.5 million, or full-year revenue guidance falls below $539 million.
Less concerning ifQ3 revenue reaches at least $134.5 million, and full-year guidance stays at $539 million or higher.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$272 on $10,000 · ±2.7% | How much price usually moves either way. |
| Bad day | $714 loss on $10,000 · 7.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $6,471 loss on $10,000 · 64.7% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.