Update shared on 24 Nov 2025
Fair value Increased 1.32%Analysts have modestly raised their price target for N-able, increasing it from $9.44 to $9.56. They cite slight improvements in profit margin projections, along with a marginally lower discount rate and steady revenue growth expectations.
What's in the News
- N-able announced the public preview of N-central UEM supporting CMMC 2.0 controls. This enables customers in the Defense Industrial Base to meet evolving cybersecurity compliance and maintain eligibility for DoD contracts (Key Developments).
- The company provided revised earnings guidance for Q4 and Full Year 2025, forecasting approximately 9% year-over-year revenue growth. Q4 revenue is expected between $126.5 million and $127.5 million, and full-year revenue is projected between $507.7 million and $508.7 million (Key Developments).
- CRS Technology Consultants leveraged N-able’s platform to help a regional CPA firm quickly contain and recover from a ransomware attack. The firm experienced no data loss and no ransom paid, highlighting the effectiveness of N-able’s cyber resiliency solutions (Key Developments).
- N-able enhanced its Cove Data Protection offering by launching Anomaly Detection as a Service (ADaaS). This integrates proactive threat identification features like Honeypots into Cove for improved backup security (Key Developments).
- The introduction of Cat-MIP, a vendor-neutral dictionary standard, aims to standardize AI automation language and improve cybersecurity and interoperability for IT service providers (Key Developments).
Valuation Changes
- Fair Value: Increased slightly from $9.44 to $9.56 per share.
- Discount Rate: Decreased marginally from 9.18% to 9.17%.
- Revenue Growth: Remained virtually unchanged, moving from 8.63% to 8.63%.
- Net Profit Margin: Rose moderately from 4.42% to 5.00%.
- Future P/E: Declined significantly from 84x to 69x.
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