Introduction
N-able Inc. (NYSE: NABL) is a leading provider of cloud-based software for managed service providers (MSPs). With a focus on monitoring, security, and data protection, the company has carved a strong niche in the fast‑growing IT services market.
Latest News Snapshot (June 2025)
Financial Performance
Revenue & Profitability. According to the Q1 2025 transcript, revenue grew 12% YoY to $118.2 million while adjusted EBITDA margin reached 27%. This momentum allowed management to lift its full‑year outlook, signalling confidence in continued MSP demand.
Annual Recurring Revenue (ARR). Management reported ARR growth of ~11% in constant currency, underscoring the sticky, subscription‑based nature of N‑able’s business model.
Valuation & Analyst Sentiment
MarketBeat’s latest survey shows five covering analysts with an average target of $9.38, implying ~15% upside from the current $8.15 share price (2 Jun 2025). Two analysts rate the stock "Buy", three "Hold".
Growth Catalysts
Risks to Monitor
Technical View (as of 2 Jun 2025)
• The stock is trading above its 50‑day moving average ($7.90) but below the 200‑day ($8.45), suggesting a neutral‑to‑bullish bias.
• RSI sits at 56, leaving room for further upside before overbought territory.
SEO‑Friendly Key Phrases
N-able stock analysis, NABL earnings 2025, N-able price target, MSP software growth, cloud IT management provider.
Conclusion
N‑able continues to deliver double‑digit revenue growth, rising margins, and improving guidance. With secular MSP demand, expanding security offerings, and analyst targets pointing higher, the stock merits a place on growth‑oriented watchlists. Nevertheless, investors should weigh competitive pressures and currency risk before taking a position.
Disclaimer: This article is for informational purposes only and does not constitute investment advice. Always conduct your own due diligence.
N-able Inc. (NYSE: NABL) is a leading provider of cloud-based software for managed service providers (MSPs). With a focus on monitoring, security, and data protection, the company has carved a strong niche in the fast‑growing IT services market.
Latest News Snapshot (June 2025)
- Q1 2025 Results – "First quarter revenue was $118.2 million, and adjusted EBITDA was $31.6 million" (InsiderMonkey, 10 May 2025). [[Link](https://www.insidermonkey.com/blog/n-able-inc-nysenabl-q1-2025-earnings-call-transcript-1281234/)]
- Guidance Raised – "Raises Mid‑point of Full‑Year 2025 Revenue Outlook from $489.5M to $494.5M" (Yahoo Finance, 9 May 2025). [[Link](https://finance.yahoo.com/news/n-able-announces-first-quarter-2025-results-110000470.html)]
- Analyst Target – "The average 12‑month price target is $9.38" (MarketBeat, 30 May 2025). [[Link](https://www.marketbeat.com/instant-alerts/nyse-nabl-consensus-analyst-rating-2025-05-30/)]
Financial Performance
Revenue & Profitability. According to the Q1 2025 transcript, revenue grew 12% YoY to $118.2 million while adjusted EBITDA margin reached 27%. This momentum allowed management to lift its full‑year outlook, signalling confidence in continued MSP demand.
Annual Recurring Revenue (ARR). Management reported ARR growth of ~11% in constant currency, underscoring the sticky, subscription‑based nature of N‑able’s business model.
Valuation & Analyst Sentiment
MarketBeat’s latest survey shows five covering analysts with an average target of $9.38, implying ~15% upside from the current $8.15 share price (2 Jun 2025). Two analysts rate the stock "Buy", three "Hold".
Growth Catalysts
- MSP Market Expansion. Global MSP spending is projected to grow at a 10% CAGR through 2028, providing a long runway for user acquisition.
- Security Upsell. N‑able is cross‑selling security modules (EDR, backup) into its existing base, driving higher ARPU.
- International Penetration. Less than 30% of revenue comes from EMEA/APAC, leaving room for geographic expansion.
Risks to Monitor
- Competition from larger vendors such as Datto and Kaseya.
- Currency headwinds (≈25% of sales are non‑USD).
- Execution risk around new product launches.
Technical View (as of 2 Jun 2025)
• The stock is trading above its 50‑day moving average ($7.90) but below the 200‑day ($8.45), suggesting a neutral‑to‑bullish bias.
• RSI sits at 56, leaving room for further upside before overbought territory.
SEO‑Friendly Key Phrases
N-able stock analysis, NABL earnings 2025, N-able price target, MSP software growth, cloud IT management provider.
Conclusion
N‑able continues to deliver double‑digit revenue growth, rising margins, and improving guidance. With secular MSP demand, expanding security offerings, and analyst targets pointing higher, the stock merits a place on growth‑oriented watchlists. Nevertheless, investors should weigh competitive pressures and currency risk before taking a position.
Disclaimer: This article is for informational purposes only and does not constitute investment advice. Always conduct your own due diligence.