N-able, Inc. (NABL)

N-able's stock price has experienced fluctuations over the past six months, decreasing by 36.7% since the beginning of the year. Key events impacting the stock include the Q1 2026 earnings report, which showed strong revenue growth but a small net loss due to higher expenses. The company's Q2 2026 revenue guidance fell short of analyst consensus, contributing to a lower stock close. N-able showcased new product innovations at its Empower conference in April 2026, including the launch of Cove Disaster Recovery as a Service (DRaaS) and the N-zo AI assistant. Analyst ratings have been mixed, with a consensus "Hold" rating, and price targets have varied. The stock's performance has also been influenced by broader technology sector movements and investor sentiment regarding AI adoption and cybersecurity.

The provided information does not explicitly detail demand seasonality for N-able's products and services. The company's business model is characterized by recurring subscription revenue, suggesting a relatively stable demand pattern. The demand for third-party IT management is growing as digital transformation remains a priority for SMBs. The company's focus on AI-powered cybersecurity and disaster recovery products indicates a response to continuous market demand for enhanced cyber resilience. While there might be some variability in the timing of larger deals, the subscription-based model generally mitigates strong seasonality.

N-able, Inc. is a global software company providing cloud-based solutions for Managed Service Providers (MSPs) and IT teams focused on small and medium-sized businesses (SMBs). The company delivers an end-to-end cyber resilience platform to manage, secure, and recover IT environments. N-able's portfolio includes Unified Endpoint Management (UEM) solutions like N-central and N-sight, Modern Security Operations offerings such as Adlumin Extended Detection and Response (XDR) and Managed Detection and Response (MDR) services, and Data Protection solutions like Cove Data Protection. Other products and services include professional services automation, automation and scripting management, password management policies, and reporting and analytics.

N-able is a global company with a significant international presence, generating the majority of its revenue in the United States, with additional operations in the United Kingdom and other international regions. The company serves MSPs across North America, Europe, and Asia Pacific, with offices and support centers in countries including Canada, the United Kingdom, Portugal, Romania, Austria, Poland, the Philippines, Australia, and India.

N-able has maintained a positive brand reputation over the past year, emphasizing its role in cyber resilience and its AI-powered platform. N-able earned multiple workplace awards and was recognized on the 2025 Gartner® Magic Quadrant™ for Endpoint Management Tools. The company announced a partnership with Manchester City as its Official Cybersecurity Partner. N-able published its 2026 State of the SOC report and introduced Cat-MIP, a vendor-agnostic standard to improve AI accuracy. The launch of the N-zo AI assistant and Disaster Recovery as a Service (DRaaS) further enhanced its reputation for innovation.

N-able's ownership is predominantly institutional, with institutional shareholders holding approximately 93.58% to 97.92% of the company's stock. Major institutional owners include Silver Lake Group, Thoma Bravo, BlackRock, Inc., Vanguard Group Inc, and State Street Corp.