N-able, Inc. (NABL)

N-able's stock price experienced fluctuations over the past six months, with an approximate decline of 11.1% by January 7, 2026. In August 2025, N-able announced strong second-quarter results, surpassing financial milestones with over $500 million in Annual Recurring Revenue (ARR). In November 2025, the company announced its third-quarter results, reporting revenue growth and raised its full-year revenue guidance. N-able introduced a Cyber Warranty Program and delivered on CMMC 2.0 readiness for N-central in November 2025. In December 2025, the stock saw a slight increase due to Sunriver Management LLC increasing its stake. In January 2026, Patrick Pulvermueller was appointed to the board of directors, but the stock closed down, attributed to broader market weakness in technology services stocks.

While specific demand seasonality for N-able's products and services is not explicitly detailed, the broader IT management software and cybersecurity industries exhibit certain seasonal patterns. Enterprise-grade software often experiences budget cycle-driven fluctuations, with the fourth quarter typically being a peak season for procurement. Sectors like education and government show seasonal demand for security installations and project approvals. The overall cybersecurity services market is experiencing continuous and increasing demand driven by escalating cyber threats, suggesting a generally robust market rather than strong seasonal dips for the industry as a whole.

N-able, Inc. is a global software company providing cloud-based solutions to Managed Service Providers (MSPs) for managing, securing, and recovering IT systems of small and medium-sized enterprise (SME) clients. N-able operates in the Technology sector, focusing on Computer Software: Prepackaged Software and Software & IT Services industries, with a mission to empower MSPs to deliver cyber resilience. The company's platform includes Unified Endpoint Management (UEM) providing visibility into network performance, Security Solutions encompassing patch management and threat detection, Data Protection as-a-Service for backup and disaster recovery, and Business Management tools for automation and reporting.

N-able, Inc. has a global presence, serving tens of thousands of MSPs across more than 100 countries, including the United States and the United Kingdom. The company was founded in Ottawa, Canada, in 2000 and is headquartered in Burlington, Massachusetts, United States.

N-able has maintained a positive brand reputation, receiving workplace awards for culture, leadership, and inclusion. The company was named a Canalys Champion for its Cove Data Protection solution. Delivering on CMMC 2.0 readiness and introducing a Cyber Warranty Program have positively impacted its reputation. N-able technology helped CRS Technology Consultants save a CPA firm from a ransomware attack, highlighting the effectiveness of its solutions. No significant negative events impacting N-able's brand reputation in the past year were identified.

Institutional investors hold a significant majority of N-able, Inc.'s stock, owning between 96.35% and 98.37% of the company's shares. Major institutional owners include Silver Lake Group, L.L.C., Thoma Bravo, L.P., BlackRock, Inc., and The Vanguard Group, Inc. Insider selling has been observed, with insiders selling a total of 287,079 shares for over $3.3 million in the last 24 months.