Update shared on 09 Dec 2025
Narrative Update on N-able Analyst Price Target
Analysts have modestly raised their price target on N-able, adding approximately 0.10 dollars per share. They cite slightly higher discount rate assumptions while maintaining stable views on long term revenue growth, profit margins, and valuation multiples.
What's in the News
- Launched a public preview of a CMMC 2.0 ready version of N-central, enabling MSPs and internal IT teams working with U.S. Department of Defense contractors to meet evolving compliance requirements in secure environments (Product related announcement).
- Provided fourth quarter revenue guidance of 126.5 million dollars to 127.5 million dollars, implying approximately 9 percent year over year growth on a reported basis and 7 to 8 percent on a constant currency basis (Corporate guidance).
- Revised full year 2025 revenue outlook to a range of 507.7 million dollars to 508.7 million dollars, representing about 9 percent year over year growth on a reported basis and 8 percent on a constant currency basis (Corporate guidance).
- Completed repurchase of 2,487,179 shares for 19.95 million dollars under the existing buyback program, reducing the share count by roughly 1.32 percent (Buyback tranche update).
- Highlighted a case study where its cyber resilience platform helped a regional CPA firm fully recover from a major ransomware attack in under 24 hours, avoiding ransom payments and data loss (Client announcement).
Valuation Changes
- Fair Value: Unchanged at 9.56 dollars per share, indicating no adjustment to the intrinsic valuation estimate.
- Discount Rate: Risen slightly from approximately 9.17 percent to 9.22 percent, reflecting a modestly higher required return.
- Revenue Growth: Effectively unchanged at around 8.63 percent, with only an immaterial numerical adjustment.
- Net Profit Margin: Stable at roughly 5.00 percent, with minor rounding differences that do not impact the outlook.
- Future P/E: Increased marginally from about 69.44 times to 69.55 times, signaling a slightly higher forward earnings multiple in the model.
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