Do Rising EPS Estimates Reveal a Turning Point in N-able’s Cyber Resilience Story (NABL)?

• In recent days, analysts have become more optimistic about N-able, lifting earnings per share estimates and assigning the company a Zacks Rank #2 (Buy), which places it among the stronger names on earnings revision trends. This shift highlights how improving expectations for N-able’s profit outlook are increasingly shaping how the market views its long-term earnings potential.
• Next, we’ll examine how this wave of upward earnings revisions may influence N-able’s investment narrative built around cyber resilience and channel growth.

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N-able Investment Narrative Recap

To own N-able, you need to believe in growing demand for MSP-focused cyber resilience and N-able’s ability to turn that demand into durable, profitable recurring revenue. The recent uplift in EPS estimates and Zacks Rank #2 recognition supports the near term earnings catalyst, but it does not materially change the core risk that industry consolidation and vertical integration by large cloud providers could shrink N-able’s MSP customer base and pressure margins.

Among recent announcements, the launch of CMMC 2.0 enabled N-central UEM (public preview in November 2025) stands out as most relevant. It reinforces N-able’s cyber resilience narrative by targeting regulated, higher compliance customers and may support the earnings revision trend if adoption scales, but it also raises the execution bar at a time when unified platforms from larger competitors are intensifying.

Yet against this improving earnings sentiment, the growing threat of large cloud providers moving further into MSP style services is something investors should be aware of...

Read the full narrative on N-able (it's free!)

N-able’s narrative projects $620.4 million in revenue and $15.9 million in earnings by 2028. This requires 8.7% yearly revenue growth and a $13.0 million earnings increase from $2.9 million today.

Uncover how N-able's forecasts yield a $9.56 fair value, a 26% upside to its current price.

Exploring Other Perspectives

Two fair value estimates from the Simply Wall St Community cluster tightly between US$9.56 and US$9.81, underlining how concentrated some private investor views can be. Against this, the recent wave of higher earnings estimates and N-able’s Zacks Rank #2 highlight how quickly sentiment can shift around the company’s ability to grow within MSP focused cyber resilience markets, so it is worth weighing several viewpoints before forming a view on the business.

Explore 2 other fair value estimates on N-able - why the stock might be worth as much as 29% more than the current price!

Build Your Own N-able Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your N-able research is our analysis highlighting 4 key rewards that could impact your investment decision.
• Our free N-able research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate N-able's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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