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