N-Able Q4 revenue up 11.8%, beats expectations as subscriptions climb

N-Able

19/02/2026 12:14

Overview

Cybersecurity firm's Q4 revenue grew 11.8% yr/yr, beating analyst expectations

Adjusted EPS for Q4 missed analyst expectations

Outlook

N-able expects Q1 2026 revenue between $131 mln and $132 mln

Company forecasts full-year 2026 ARR of $581 mln to $586 mln

N-able anticipates 2026 adjusted EBITDA margin of 30% to 31%

Result Drivers

AI ENHANCEMENTS - N-able introduced AI capabilities across endpoint management, security operations, and data protection, enhancing business resilience

SUBSCRIPTION REVENUE GROWTH - Subscription revenue grew 12.1% yr/yr, driven by AI-powered cybersecurity solutions

STRATEGIC INVESTMENTS - Co plans further investments in AI innovation and go-to-market expansion to drive growth

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$130.30 mln
$127.03 mln (6 Analysts)
Q4 Adjusted EPS
Miss
$0.06
$0.10 (6 Analysts)
Q4 EPS
-$0.04
Q4 Net Income
-$7.20 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy"

Wall Street's median 12-month price target for N-Able Inc is $9.50, about 78.6% above its February 18 closing price of $5.32

The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release: ID:nBw76bYtSa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)