N-able stock gains 3.43 percent as guidance resets growth expectations

Published on 10/05/2026 at 18:01 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

N-able stock is trading at USD 4.38 on October 5, 2026, while Q2 revenue reached USD 138 million. Full-year revenue guidance is USD 539 million-USD 542 million.

NABL, US62878D1000, Illustration mit AI erstellt.

N-able (ISIN US62878D1000) stock was trading at USD 4.38 on October 5, 2026 at 11:58 a.m. ET, up 3.43 percent in the session. The move comes as investors assess second-quarter growth, reduced full-year guidance and the software company’s plan to strengthen recurring revenue execution.

Guidance resets the growth bar

According to Yahoo Finance in the August 10, 2026 earnings call, N-able reported second-quarter revenue of USD 138 million, up 6 percent year over year. Annual recurring revenue reached USD 544 million, also growing 6 percent year over year on a reported and constant-currency basis.

The quarter produced USD 40 million of adjusted EBITDA, equal to a 29 percent margin, and USD 23 million of unlevered free cash flow. Gross margin was 80 percent, down from 82 percent in the second quarter of 2025, making retention and mix important to the next growth phase.

Yahoo Finance reports that N-able expects third-quarter revenue of USD 134.5 million-USD 135.5 million and full-year 2026 revenue of USD 539 million-USD 542 million. The full-year ARR outlook is USD 562 million-USD 565 million, compared with the stronger growth framework presented earlier in the year.

Renewals remain the key test

Management attributed the reset to softer renewal rates in unified endpoint management and endpoint detection and response, together with a go-to-market leadership transition. The company also plans organizational changes that will reduce headcount by 6 percent and annualized operating expenses by USD 11 million-USD 13 million, according to Yahoo Finance.

The balance between cost control and customer retention is central to the stock case. N-able’s second-quarter adjusted EBITDA margin was 29 percent, while its full-year adjusted EBITDA outlook is USD 158 million-USD 161 million, implying a 29 percent-30 percent margin range.

Hold rating and price target

MarketBeat lists a Hold consensus based on 2 Buy, 4 Hold and 2 Sell ratings, with a USD 5.08 average price target from 8 analysts. Against the October 5 price of USD 4.38, that target lies 16.0 percent above the price.

The same consensus page gives a USD 3.65 low target and a USD 10.00 high target. It also records N-able’s USD 50 million share repurchase authorization from August 28, 2026, adding capital allocation support while the market waits for renewal trends to stabilize.

N-able stock trades above USD 4

N-able stock was trading at USD 4.38 on the NYSE on October 5, 2026 at 11:58 a.m. ET, with a session range of USD 4.26-USD 4.44 and volume of 570,919 shares. Its 52-week range is USD 2.92-USD 8.74, while market capitalization is USD 824.2 million.