NABL - N-able Inc.

Presenter highlights N-able's recurring revenue model, solid earnings, profitability, and favorable position in the growing IT services and cybersecurity automation ecosystem. Scotiabank raised its price target and Needham reiterated a buy rating. The stock is seen as relatively inexpensive compared to other software companies benefiting from AI.

Presenter highlights N-able's solid annual recurring revenue growth, healthy profitability, subscription-based model, and favorable position as AI drives demand for automated IT management and cybersecurity. Wall Street analysts including Scotiabank and Needham maintain positive ratings. Stock is seen as inexpensive compared to other software companies benefiting from AI.

Cybersecurity platform for MSPs with 12% YoY revenue growth, $540M ARR, 103% net revenue retention, and profitability on an adjusted basis. Analyst targets of $5.50-$8 suggest meaningful upside from $4.47. Management expects revenue acceleration in fiscal 2026.