N-able, Inc.

NYSE:NABL 株式レポート

時価総額：US$774.2m

N-able 過去の業績

過去 基準チェック /06

N-ableは11.6%の年平均成長率で業績を伸ばしているが、Software業界はgrowingで24.9%毎年増加している。売上は成長しており、年平均10.1%の割合である。

主要情報

11.62%

収益成長率

12.89%

EPS成長率

Software 業界の成長17.33%
収益成長率10.09%
株主資本利益率-1.31%
ネット・マージン-1.99%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

ナラティブの更新 • Jun 30

NABL: Higher Margin Outlook Will Drive Stronger Long Term Earnings Power

The analyst price target for N-able has been revised from $5.25 to $5.75, with analysts citing updated assumptions around discount rates, profit margins, and future P/E expectations as key drivers of the change. Analyst Commentary Recent Street research on N-able shows a mix of views, with the latest price target revision to US$5.75 sitting alongside earlier, more cautious moves.
ナラティブの更新 • Jun 16

NABL: AI Security Partnerships And 2026 Execution Will Support Stock Re Rating

The N-able analyst price target has been adjusted in a mixed set of moves, with one firm lifting its target by $0.50 while others cut theirs by $1.50 and $2.00, as analysts reassess the stock using updated discount rate and P/E assumptions. Analyst Commentary Recent research on N-able highlights a split view, with some analysts seeing support for the stock at current valuation levels, while others are more cautious on execution risk and P/E assumptions.
Seeking Alpha • Jun 16

N-Able: Debt Remains A Risk, But The Valuation Is Hard To Ignore

Summary N-able is rated a buy, with a 12% FY 2026 upside target to $3.7 per share, driven by near-term rebound potential. Q1 results showed 13% YoY revenue growth, 80% gross margin, and improving profitability, with 62% of ARR from customers spending $50k+. Key catalysts include DRaaS product launch targeting the $800M data protection market and cost efficiencies from the new Bengaluru center. High debt remains a primary risk, with net leverage at 1.8x and $399M debt, requiring close monitoring for longer-term positioning. Read the full article on Seeking Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
新しいナラティブ • 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?
ナラティブの更新 • 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.
新しいナラティブ • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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 Alpha
分析記事 • 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...
分析記事 • 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...
分析記事 • 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 Alpha
分析記事 • 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...
分析記事 • 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...

収支内訳

N-able の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NYSE:NABL 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 26527-10257103
31 Dec 25511-17253101
30 Sep 25498-723699
30 Jun 25482322996
31 Mar 254711622093
31 Dec 244663121591
30 Sep 244583720887
30 Jun 244493220984
31 Mar 244362721082
31 Dec 234222320678
30 Sep 234092120276
30 Jun 233951519772
31 Mar 233811519566
31 Dec 223721719663
30 Sep 223661219861
30 Jun 223601320060
31 Mar 22354920157
31 Dec 21346019354
30 Sep 21337-1218850
30 Jun 21325-1517246
31 Mar 21313-1214943
31 Dec 20303-713943
31 Dec 19264-310937
31 Dec 18228-149232

質の高い収益: NABLは現在利益が出ていません。

利益率の向上: NABLは現在利益が出ていません。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: NABLは利益を出していないが、過去 5 年間で年間11.6%の割合で損失を削減してきた。

成長の加速: NABLの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。

収益対業界: NABLは利益が出ていないため、過去 1 年間の収益成長をSoftware業界 ( 14.4% ) と比較することは困難です。

株主資本利益率

高いROE: NABLは現在利益が出ていないため、自己資本利益率 ( -1.31% ) はマイナスです。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/07/06 16:19
終値2026/07/06 00:00
収益2026/03/31
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

この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

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.