N-able, Inc.

NYSE:NABL 株式レポート

時価総額：US$994.6m

N-able マネジメント

マネジメント 基準チェック /24

N-ableの CEO はJohn Pagliucaで、 Apr2021年に任命され、 の在任期間は 4.75年です。 の年間総報酬は$ 7.75Mで、 6.5%給与と93.5%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.61%を直接所有しており、その価値は$ 6.08M 。経営陣と取締役会の平均在任期間はそれぞれ5年と4.8年です。

主要情報

John Pagliuca

最高経営責任者

US$7.7m

報酬総額

CEO給与比率6.45%
CEO在任期間5yrs
CEOの所有権0.6%
経営陣の平均在職期間5yrs
取締役会の平均在任期間4.8yrs

経営陣の近況

Recent updates

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.

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.

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.

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.

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?

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.

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.

N-able, Inc. (NYSE:NABL) Not Doing Enough For Some Investors As Its Shares Slump 26%

Feb 12
N-able, Inc. (NYSE:NABL) Not Doing Enough For Some Investors As Its Shares Slump 26%

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.

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.

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.

Is N-able (NYSE:NABL) Using Too Much Debt?

Jan 07
Is N-able (NYSE:NABL) Using Too Much Debt?

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.

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.

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.

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.

A Look At The Intrinsic Value Of N-able, Inc. (NYSE:NABL)

Sep 11
A Look At The Intrinsic Value Of N-able, Inc. (NYSE:NABL)

N-able, Inc. (NYSE:NABL) Just Reported Second-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Aug 10
N-able, Inc. (NYSE:NABL) Just Reported Second-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

We Think N-able (NYSE:NABL) Is Taking Some Risk With Its Debt

Aug 03
We Think N-able (NYSE:NABL) Is Taking Some Risk With Its Debt

Insufficient Growth At N-able, Inc. (NYSE:NABL) Hampers Share Price

Jul 16
Insufficient Growth At N-able, Inc. (NYSE:NABL) Hampers Share Price

N-able (NYSE:NABL) Might Have The Makings Of A Multi-Bagger

Jun 28
N-able (NYSE:NABL) Might Have The Makings Of A Multi-Bagger

N-able: Stock Has Limited Upside In The Near Term

Mar 18

N-able, Inc.'s (NYSE:NABL) 26% Share Price Plunge Could Signal Some Risk

Mar 04
N-able, Inc.'s (NYSE:NABL) 26% Share Price Plunge Could Signal Some Risk

Is N-able (NYSE:NABL) Using Too Much Debt?

Feb 14
Is N-able (NYSE:NABL) Using Too Much Debt?

There's Reason For Concern Over N-able, Inc.'s (NYSE:NABL) Price

Dec 18
There's Reason For Concern Over N-able, Inc.'s (NYSE:NABL) Price

N-Able: Poor Near-Term Growth Outlook Continues To Weigh On The Stock

Nov 21

A Look At The Fair Value Of N-able, Inc. (NYSE:NABL)

Nov 13
A Look At The Fair Value Of N-able, Inc. (NYSE:NABL)

There's Been No Shortage Of Growth Recently For N-able's (NYSE:NABL) Returns On Capital

Oct 26
There's Been No Shortage Of Growth Recently For N-able's (NYSE:NABL) Returns On Capital

Does N-able (NYSE:NABL) Have A Healthy Balance Sheet?

Oct 07
Does N-able (NYSE:NABL) Have A Healthy Balance Sheet?
User avatar

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.

Why Investors Shouldn't Be Surprised By N-able, Inc.'s (NYSE:NABL) P/E

Sep 06
Why Investors Shouldn't Be Surprised By N-able, Inc.'s (NYSE:NABL) P/E

N-able: Waiting For Near-Term Headwinds To Be Over

Aug 14

CEO報酬分析

N-able の収益と比較して、John Pagliuca の報酬はどのように変化したか？
日付総報酬給与会社業績
Dec 31 2025US$8mUS$500k

-US$17m

Sep 30 2025n/an/a

-US$7m

Jun 30 2025n/an/a

US$3m

Mar 31 2025n/an/a

US$16m

Dec 31 2024US$6mUS$485k

US$31m

Sep 30 2024n/an/a

US$37m

Jun 30 2024n/an/a

US$32m

Mar 31 2024n/an/a

US$27m

Dec 31 2023US$6mUS$485k

US$23m

Sep 30 2023n/an/a

US$21m

Jun 30 2023n/an/a

US$15m

Mar 31 2023n/an/a

US$15m

Dec 31 2022US$6mUS$483k

US$17m

Sep 30 2022n/an/a

US$12m

Jun 30 2022n/an/a

US$13m

Mar 31 2022n/an/a

US$9m

Dec 31 2021US$9mUS$466k

US$113k

Sep 30 2021n/an/a

-US$12m

Jun 30 2021n/an/a

-US$15m

Mar 31 2021n/an/a

-US$12m

Dec 31 2020US$7mUS$420k

-US$7m

報酬と市場: Johnの 総報酬 ($USD 7.75M ) は、 US市場 ($USD 3.70M ) の同規模の企業の平均を上回っています。

報酬と収益: Johnの報酬は増加しましたが、会社は利益を上げていません。

CEO

John Pagliuca (48 yo)

5yrs
在職期間
US$7,748,106
報酬

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...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
John Pagliuca
CEO, President & Director5yrsUS$7.75m0.61%
$ 6.1m
Timothy O'Brien
Executive VP & CFO6yrsUS$3.47m0.21%
$ 2.1m
Michael Adler
Executive VP and Chief Technology & Product Officer5.1yrsUS$2.78m0.17%
$ 1.7m
Kathleen Pai
Executive VP & Chief People Officer5.1yrsUS$2.13m0.22%
$ 2.2m
Frank Colletti
Executive VP & Chief Revenue Officer2.3yrsUS$2.47m0.17%
$ 1.7m
Christopher Stagno
Group VP & Chief Accounting Officer1yrデータなし0.0024%
$ 23.4k
Griffin Gyr
Investor Relations Managerno dataデータなしデータなし
Peter Anastos
Executive VP5.1yrsデータなし0.14%
$ 1.4m
Vikram Ramesh
Senior VP & Chief Marketing Officerless than a yearデータなしデータなし
Dave MacKinnon
Chief Security Officer2.2yrsデータなしデータなし
5.0yrs
平均在職期間
49yo
平均年齢

経験豊富な経営陣: NABLの経営陣は経験豊富で経験豊富です（平均在職期間は5年）。

取締役

名称ポジション在職期間報酬所有権
John Pagliuca
CEO, President & Director4.8yrsUS$7.75m0.61%
$ 6.1m
Michael Bingle
Independent Director4.8yrsUS$228.99k0.11%
$ 1.1m
William Bock
Independent Chairman of Board5yrsUS$280.99k0.049%
$ 489.2k
J. McMartin
Independent Director4.8yrsUS$242.99k0.038%
$ 381.7k
Michael Widmann
Independent Director4.8yrsUS$220.99k0.038%
$ 381.7k
Patrick Pulvermueller
Independent Directorless than a yearUS$361.90kデータなし
Darryl Lewis
Independent Director4.8yrsUS$232.99k0.038%
$ 381.7k
Ann Johnson
Independent Director4.4yrsUS$228.99k0.0076%
$ 75.1k
4.8yrs
平均在職期間
55.5yo
平均年齢

経験豊富なボード: NABLの 取締役会 は 経験豊富 であると考えられます ( 4.8年の平均在任期間)。

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/04/30 15:20
終値2026/04/30 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

N-able, Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7

アナリスト機関
Edward MagiBerenberg
Keith BachmanBMO Capital Markets Equity Research
Erik SuppigerB. Riley Securities, Inc.