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 ( NABL ) 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/Mis Actual Consensu

s s

Estimate

Q2 Beat $131.20 $125.90

Revenue mln mln (5

Analysts

)

Q2 Beat $0.11 $0.09 (5

Adjusted Analysts

EPS )

Q2 EPS -$0.02

Q2 Net -$4 mln

Income

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 ( NABL ) 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:

(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.)