Software firm N-Able beats Q2 revenue estimates, ARR up 14.5%

N-Able

07/08/2025 12:25

Overview

N-Able Q2 2025 revenue and adjusted EPS beat analyst expectations, per LSEG data

Company achieves 14.5% yr/yr ARR growth, surpassing $500 mln milestone

N-Able raises full-year 2025 ARR outlook, begins share repurchase program

Outlook

N-able expects Q3 revenue between $127 mln and $128 mln

Company projects Q3 adjusted EBITDA of $36 mln to $37 mln

N-able sees full-year ARR of $525 mln to $530 mln

Company anticipates full-year revenue of $500 mln to $503 mln

Result Drivers

AI AND CYBER-RESILIENCY - Co attributes solid results to AI-enhanced cyber-resiliency platform, per CEO John Pagliuca

CHANNEL EXPANSION - Further expansion into the channel strengthens co's position as cybersecurity vendor of choice

SECURITY SUITE DEVELOPMENT - Continued development of security suite contributes to strong performance

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$131.20 mln
$125.90 mln (5 Analysts)
Q2 Adjusted EPS
Beat
$0.11
$0.09 (5 Analysts)
Q2 EPS
-$0.02
Q2 Net Income
-$4 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "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 $8.75, about 8.5% above its August 6 closing price of $8.01

The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release: ID:nBw64r24ha

(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.)