N-able (NYSE:NABL) Shares Gap Up – What’s Next?

N-able, Inc. (NYSE:NABL)’s share price gapped up prior to trading on Thursday . The stock had previously closed at $5.32, but opened at $5.63. N-able shares last traded at $4.7750, with a volume of 1,071,132 shares changing hands.

Key Headlines Impacting N-able

Here are the key news stories impacting N-able this week:

• Positive Sentiment: Revenue beat and growth momentum: N-able reported Q4 revenue of $130.27M, +11.8% year‑over‑year and above estimates, which investors viewed favorably and helped lift the stock. Article Title
• Positive Sentiment: Company guidance and ARR ambition: N-able set 2026 ARR target of $581M–$586M and issued FY and Q1 revenue ranges (FY $554M–$559M; Q1 $131M–$132M) that were roughly in line or above consensus, supporting the growth narrative and AI/security tailwinds. Article Title
• Neutral Sentiment: Investor materials and call access: Management released the earnings slide deck and the full earnings call transcript, which provide detail for investors to judge margin recovery and ARR cadence. Slide Deck Call Transcript
• Negative Sentiment: EPS miss and margin pressure: N-able reported EPS of $0.06 vs. consensus $0.10, and net margin remains negative, which tempers the upside from revenue strength. Article Title
• Negative Sentiment: Analyst price‑target cuts: Needham trimmed its PT from $10 to $8 but kept a Buy; BMO cut its PT from $9.50 to $5.50 and moved to Market Perform—suggesting some skepticism on near‑term upside and valuation. Needham Coverage BMO Coverage

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on the stock. Needham & Company LLC cut their price target on shares of N-able from $10.00 to $8.00 and set a “buy” rating on the stock in a report on Friday. Scotiabank decreased their price objective on N-able from $8.75 to $5.25 and set a “sector perform” rating for the company in a report on Friday. Weiss Ratings reiterated a “sell (d)” rating on shares of N-able in a report on Thursday, January 22nd. B. Riley Financial initiated coverage on shares of N-able in a research report on Friday, January 23rd. They set a “buy” rating and a $10.00 price objective on the stock. Finally, Zacks Research downgraded N-able from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, January 27th. Four analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $7.75.

N-able Trading Up 0.7%

The stock has a market capitalization of $889.73 million, a PE ratio of -53.06 and a beta of 0.60. The stock has a 50-day moving average price of $6.58 and a two-hundred day moving average price of $7.38. The company has a debt-to-equity ratio of 0.48, a quick ratio of 1.27 and a current ratio of 1.19.

N-able (NYSE:NABL) last announced its quarterly earnings data on Thursday, February 19th. The company reported $0.06 EPS for the quarter, missing the consensus estimate of $0.10 by ($0.04). N-able had a negative net margin of 3.33% and a positive return on equity of 3.17%. The firm had revenue of $130.27 million for the quarter, compared to the consensus estimate of $127.07 million. During the same quarter in the previous year, the business earned $0.10 earnings per share. The firm’s revenue for the quarter was up 11.8% on a year-over-year basis. As a group, equities analysts forecast that N-able, Inc. will post 0.27 earnings per share for the current year.

Hedge Funds Weigh In On N-able

Several institutional investors have recently bought and sold shares of the stock. iSAM Funds UK Ltd lifted its stake in N-able by 13.5% in the 3rd quarter. iSAM Funds UK Ltd now owns 12,972 shares of the company’s stock worth $101,000 after purchasing an additional 1,541 shares in the last quarter. Ethic Inc. increased its holdings in shares of N-able by 10.6% in the third quarter. Ethic Inc. now owns 16,088 shares of the company’s stock worth $125,000 after purchasing an additional 1,545 shares during the last quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS increased its holdings in shares of N-able by 9.2% in the second quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 18,445 shares of the company’s stock worth $149,000 after purchasing an additional 1,553 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in shares of N-able by 4.5% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 42,485 shares of the company’s stock worth $301,000 after buying an additional 1,825 shares in the last quarter. Finally, PNC Financial Services Group Inc. boosted its stake in N-able by 93.8% during the fourth quarter. PNC Financial Services Group Inc. now owns 3,976 shares of the company’s stock valued at $30,000 after buying an additional 1,924 shares during the last quarter. 96.35% of the stock is owned by hedge funds and other institutional investors.

About N-able

N-able (NYSE:NABL) is a cloud-based software provider specializing in solutions for managed service providers (MSPs). The company’s platform offers remote monitoring and management (RMM), backup and disaster recovery, endpoint detection and response (EDR), security information and event management (SIEM), and automation tools. By integrating these services into a unified interface, N-able enables MSPs to streamline IT operations, enhance security posture, and deliver proactive maintenance across on-premises, cloud, and hybrid environments.

Headquartered in Toronto, Canada, N-able traces its origins to the managed services division of SolarWinds before completing a spin-off and initial public offering in mid-2021.