N-able Gestion
Gestion contrôle des critères 2/4
Le PDG N-able est John Pagliuca, nommé en Apr2021, a un mandat de 5.17 ans. La rémunération annuelle totale est $ 7.75M, composée du salaire de 6.5% et des bonus 93.5%, y compris les actions et options de la société. détient directement 0.62% des actions de la société, d'une valeur de $ 3.61M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.4 ans et 4.9 ans.
Informations clés
John Pagliuca
Directeur général
US$7.7m
Rémunération totale
| Pourcentage du salaire du PDG | 6.45% |
| Durée du mandat du directeur général | 5.2yrs |
| Propriété du PDG | 0.6% |
| Durée moyenne d'occupation des postes de direction | 2.4yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 4.9yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • Jun 02
NABL: AI Security Offerings And 2026 Execution Will Drive Re Rating
Analysts have modestly reduced their consolidated $ price target on N-able by $0.10, citing slightly lower revenue growth assumptions, a higher discount rate, and more conservative future P/E expectations, which are partly offset by higher projected profit margins. Analyst Commentary Recent Street research on N-able shows a mix of optimism and caution, with several firms adjusting price targets and at least one downgrading the stock.Mise à jour du récit • Apr 26
NABL: AI Security Adoption And 2026 Execution Will Support Re Rating
Analysts have trimmed their average price target for N-able by about $0.40, reflecting slightly lower fair value and P/E assumptions. They are looking for clearer evidence that AI can support growth and help re-accelerate the top line before assigning a higher valuation.Mise à jour du récit • Apr 10
NABL: AI Security Adoption And 2026 Execution Will Drive Re Rating
Analysts have reduced their average 12 month price target on N-able from $8.75 to $5.25, citing a need for clearer top line acceleration and more tangible AI benefits before assigning a higher P/E multiple. Analyst Commentary Recent research on N-able reflects a mix of optimism about the business model and caution around execution, growth visibility, and valuation.Mise à jour du récit • Mar 27
NABL: AI Security Adoption Will Support 2026 Re Rating Potential
Narrative Update on N-able The analyst price target for N-able has shifted toward the recent Scotiabank move to $5.25, as analysts factor in a more cautious stance on AI as a business tailwind and the view that clearer signs of top line acceleration are needed before the shares can re-rate, even as one firm maintains a bullish initiation. Analyst Commentary Street research on N-able has started to split into more optimistic and more cautious camps, with both sides focused on how quickly growth can improve and what that might mean for valuation.Mise à jour du récit • Mar 12
NABL: AI Progress And 2026 Inflection Will Drive Upside Potential
Narrative Update on N-able The analyst price target for N-able has moved down by $3.50 to $5.25, as analysts point to tempered expectations around AI as a growth driver and a need for clearer signs of top line acceleration before the shares can re-rate. Analyst Commentary Recent research paints a mixed picture for N-able, with analysts weighing solid competitive positioning against questions around growth drivers and timing of any valuation re-rating.
Nouveau récit • Mar 09
AI Security And Data Protection Tailwinds Will Support Stronger Long Term Potential
Catalysts About N-able N-able provides AI-powered cybersecurity, data protection and IT management software to managed service providers and mid-market customers. What are the underlying business or industry changes driving this perspective?Mise à jour du récit • Feb 26
NABL: AI Adoption And 2026 Execution Will Support Future Upside
Analysts have reduced their fair value estimate for N-able from $9.65 to $7.35, citing recent price target cuts, including Scotiabank's adjustment to $5.25, and a view that clearer evidence of AI benefits and stronger top-line momentum are needed before the shares can support a higher P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts highlight that N-able is viewed as relatively insulated from copycat competition, which they see as supportive for the company’s ability to defend its current business model and pricing power over time.
Nouveau récit • Feb 22
AI And Cybersecurity Execution Risks May Ease Over Time For A Modest Upside Potential
Catalysts About N-able N-able provides an AI powered cybersecurity and IT management platform focused on small and midsized organizations, largely through managed service providers and VARs. What are the underlying business or industry changes driving this perspective? Although the company is already embedding AI across its security operations and unified endpoint management suites, the heavy reliance on AI driven automation means any quality issues or misconfigurations could weaken its security outcomes and limit the uplift to revenue and net margins.Article d’analyse • Feb 12
N-able, Inc. (NYSE:NABL) Not Doing Enough For Some Investors As Its Shares Slump 26%
The N-able, Inc. ( NYSE:NABL ) share price has fared very poorly over the last month, falling by a substantial 26...Mise à jour du récit • Feb 10
NABL: Bullish Coverage And AI Expansion Will Support Future Upside
Analysts have kept their fair value estimate for N-able steady at $9.65, citing updated assumptions around discount rate, revenue growth, profit margin and future P/E, along with fresh bullish Street research coverage, as support for this unchanged target. Analyst Commentary Recent Street research, including fresh coverage with a bullish stance, gives investors more color on how analysts see N-able at the current US$9.65 fair value estimate.Mise à jour du récit • Jan 27
NABL: CMMC 2.0 Progress And Bullish Coverage Will Support Future Upside
Analysts have nudged their price target on N-able slightly higher, reflecting a fair value move from US$9.56 to US$9.65. The adjustment is supported by updated assumptions on growth, margins and future P/E, as well as recent bullish Street research initiation.Mise à jour du récit • Jan 11
NABL: CMMC 2.0 Compliance Solutions Will Support Future Upside Potential
Analysts have kept their price target for N-able broadly aligned with prior views, citing only small model tweaks to the discount rate, revenue growth, profit margins, and future P/E assumptions rather than any major shift in their outlook. What's in the News N-able announced a public preview of a version of its N-central unified endpoint management solution that supports CMMC 2.0 controls for customers operating in secure environments tied to the Defense Industrial Base.Article d’analyse • Jan 07
Is N-able (NYSE:NABL) Using Too Much Debt?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Mise à jour du récit • Dec 23
NABL: Cybersecurity Alignment With CMMC 2.0 Will Drive Upside Potential
Analysts have modestly fine tuned their price target on N able, reflecting a slightly lower discount rate and marginally reduced future P E expectations that together imply a small downward adjustment in the stock's long term valuation in dollar terms. What's in the News Launched public preview of a CMMC 2.0 ready version of N central, enabling Defense Industrial Base customers and MSPs to run the UEM platform in their own secure environments while aligning with CMMC 2.0 level 2 standards (Company announcement) Integrated N central with Adlumin XDR and MDR services to deliver unified cyber resilience, combining real time monitoring, automated incident response, and 24/7 threat detection designed to protect Controlled Unclassified Information under CMMC guidelines (Company announcement) Issued fourth quarter 2025 guidance, projecting revenue of 126.5 million to 127.5 million dollars, about 9 percent year over year growth on a reported basis and 7 to 8 percent on a constant currency basis (Guidance release) Revised full year 2025 revenue outlook to 507.7 million to 508.7 million dollars, implying roughly 9 percent reported and 8 percent constant currency growth versus the prior year (Guidance release) Completed a buyback tranche repurchasing 2,487,179 shares, about 1.32 percent of shares outstanding, for 19.95 million dollars under the authorization announced March 12, 2025 (Buyback update) Valuation Changes Fair Value: Unchanged at an implied long term value of 9.56 dollars per share, indicating no net impact from the updated assumptions.Mise à jour du récit • Dec 09
NABL: Share Repurchases And Cyber Resilience Will Drive Future Upside
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.Mise à jour du récit • Nov 24
NABL: Expanding Profit Margins And Cybersecurity Will Drive Continued Upside
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.Mise à jour du récit • Nov 07
NABL: Margin Expansion And Cybersecurity Solutions Will Support Measured Industry Progress
Analysts have raised their price target for N-able from $9.19 to $9.44 per share, citing improved profit margin projections. This comes despite minor adjustments to revenue growth and discount rate assumptions.Article d’analyse • Sep 11
A Look At The Intrinsic Value Of N-able, Inc. (NYSE:NABL)
Key Insights Using the 2 Stage Free Cash Flow to Equity, N-able fair value estimate is US$10.12 Current share price of...Article d’analyse • Aug 10
N-able, Inc. (NYSE:NABL) Just Reported Second-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?
NYSE:NABL 1 Year Share Price vs Fair Value Explore N-able's Fair Values from the Community and select yours Last week...Article d’analyse • Aug 03
We Think N-able (NYSE:NABL) Is Taking Some Risk With Its Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Article d’analyse • Jul 16
Insufficient Growth At N-able, Inc. (NYSE:NABL) Hampers Share Price
With a price-to-sales (or "P/S") ratio of 3.2x N-able, Inc. ( NYSE:NABL ) may be sending bullish signals at the moment...Article d’analyse • Jun 28
N-able (NYSE:NABL) Might Have The Makings Of A Multi-Bagger
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Seeking Alpha • Mar 18
N-able: Stock Has Limited Upside In The Near Term
Summary I recommend a hold rating for N-able due to uncertain near-term performance despite positive long-term growth potential. NABL's Q4 results exceeded expectations, with 7.5% y/y revenue growth and strong subscription revenue, but gross margins declined, indicating pricing pressures. The acquisition of Adlumin expands NABL's market reach and strengthens its XDR and MDR offerings, crucial for future growth amidst rising cyber threats. Despite compelling long-term targets, near-term revenue trends and declining net dollar retention are concerns, limiting share price upside and justifying a hold rating. Read the full article on Seeking AlphaArticle d’analyse • Mar 04
N-able, Inc.'s (NYSE:NABL) 26% Share Price Plunge Could Signal Some Risk
N-able, Inc. ( NYSE:NABL ) shareholders that were waiting for something to happen have been dealt a blow with a 26...Article d’analyse • Feb 14
Is N-able (NYSE:NABL) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Article d’analyse • Dec 18
There's Reason For Concern Over N-able, Inc.'s (NYSE:NABL) Price
With a price-to-earnings (or "P/E") ratio of 50.3x N-able, Inc. ( NYSE:NABL ) may be sending very bearish signals at...Seeking Alpha • Nov 21
N-Able: Poor Near-Term Growth Outlook Continues To Weigh On The Stock
Summary N-able is currently facing significant transitionary headwinds, including pricing pressure and contract duration shifts, which are impacting its near-term growth outlook. I believe the market is primarily focused on the near-term growth outlook, leading to a valuation decline despite the company's positive medium-term growth potential. Given the current market dynamics and near-term challenges, a hold rating is recommended for N-able. Investors should wait for positive signs of growth inflection before considering a more bullish stance. Read the full article on Seeking AlphaArticle d’analyse • Nov 13
A Look At The Fair Value Of N-able, Inc. (NYSE:NABL)
Key Insights Using the 2 Stage Free Cash Flow to Equity, N-able fair value estimate is US$13.50 With US$11.01 share...Article d’analyse • Oct 26
There's Been No Shortage Of Growth Recently For N-able's (NYSE:NABL) Returns On Capital
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Article d’analyse • Oct 07
Does N-able (NYSE:NABL) Have A Healthy Balance Sheet?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Nouveau récit • Sep 10
Shifting To Long-term Contracts And Cybersecurity Focus Promises Enhanced Revenue Stability And Growth
Transitioning to annual and multiyear contracts aims to create a more predictable revenue stream, improving future growth and retention rates.Article d’analyse • Sep 06
Why Investors Shouldn't Be Surprised By N-able, Inc.'s (NYSE:NABL) P/E
N-able, Inc.'s ( NYSE:NABL ) price-to-earnings (or "P/E") ratio of 72.2x might make it look like a strong sell right...Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$10m |
| Dec 31 2025 | US$8m | US$500k | -US$17m |
| Sep 30 2025 | n/a | n/a | -US$7m |
| Jun 30 2025 | n/a | n/a | US$3m |
| Mar 31 2025 | n/a | n/a | US$16m |
| Dec 31 2024 | US$6m | US$485k | US$31m |
| Sep 30 2024 | n/a | n/a | US$37m |
| Jun 30 2024 | n/a | n/a | US$32m |
| Mar 31 2024 | n/a | n/a | US$27m |
| Dec 31 2023 | US$6m | US$485k | US$23m |
| Sep 30 2023 | n/a | n/a | US$21m |
| Jun 30 2023 | n/a | n/a | US$15m |
| Mar 31 2023 | n/a | n/a | US$15m |
| Dec 31 2022 | US$6m | US$483k | US$17m |
| Sep 30 2022 | n/a | n/a | US$12m |
| Jun 30 2022 | n/a | n/a | US$13m |
| Mar 31 2022 | n/a | n/a | US$9m |
| Dec 31 2021 | US$9m | US$466k | US$113k |
| Sep 30 2021 | n/a | n/a | -US$12m |
| Jun 30 2021 | n/a | n/a | -US$15m |
| Mar 31 2021 | n/a | n/a | -US$12m |
| Dec 31 2020 | US$7m | US$420k | -US$7m |
Rémunération vs marché: La rémunération totale de John ($USD 7.75M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 2.59M ).
Rémunération et revenus: La rémunération de John a augmenté alors que l'entreprise n'est pas rentable.
PDG
John Pagliuca (49 yo)
5.2yrs
Titularisation
US$7,748,106
Compensation
Mr. John Pagliuca is Independent Director of 8x8, Inc. from November 18, 2024. Mr. Pagliuca serves as Director of N-able, Inc. since July 12, 2021 and serves as President and serves as its Chief Executive...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO, President & Director | 5.2yrs | US$7.75m | 0.62% $ 3.6m | |
| Executive VP & CFO | 6.2yrs | US$3.47m | 0.22% $ 1.3m | |
| Executive VP and Chief Technology & Product Officer | 5.3yrs | US$2.78m | 0.18% $ 1.0m | |
| Executive VP & Chief People Officer | 5.3yrs | US$2.13m | 0.22% $ 1.3m | |
| Executive VP & Chief Revenue Officer | 2.4yrs | US$2.47m | 0.17% $ 995.8k | |
| Group VP & Chief Accounting Officer | 1.2yrs | pas de données | 0.0047% $ 27.5k | |
| Investor Relations Manager | no data | pas de données | pas de données | |
| Executive VP | 5.3yrs | pas de données | 0.14% $ 828.9k | |
| Senior VP & Chief Marketing Officer | 1yr | pas de données | pas de données | |
| Chief Security Officer | 2.3yrs | pas de données | pas de données | |
| Chief Innovation Officer | less than a year | pas de données | pas de données | |
| Chief AI Officer | less than a year | pas de données | pas de données |
2.4yrs
Durée moyenne de l'emploi
50yo
Âge moyen
Gestion expérimentée: L'équipe de direction de NABL est considérée comme expérimentée (ancienneté moyenne 2.4 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO, President & Director | 4.9yrs | US$7.75m | 0.62% $ 3.6m | |
| Independent Director | 4.9yrs | US$228.99k | 0.13% $ 761.8k | |
| Independent Chairman of Board | 5.2yrs | US$280.99k | 0.061% $ 355.6k | |
| Independent Director | 4.9yrs | US$242.99k | 0.051% $ 293.2k | |
| Independent Director | 4.9yrs | US$220.99k | 0.051% $ 293.2k | |
| Independent Director | less than a year | US$361.90k | pas de données | |
| Independent Director | 4.9yrs | US$232.99k | 0.051% $ 293.2k |
4.9yrs
Durée moyenne de l'emploi
54yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de NABL sont considérés comme expérimentés (ancienneté moyenne 4.9 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/11 11:09 |
| Cours de l'action en fin de journée | 2026/06/11 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
N-able, Inc. est couverte par 7 analystes. 6 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Edward Magi | Berenberg |
| Keith Bachman | BMO Capital Markets Equity Research |
| Erik Suppiger | B. Riley Securities, Inc. |