N-able Achieves CMMC 2.0 Readiness for N-central, Strengthening Its Role as a Reliable Partner in a Complex Compliance Landscape
N-able's New UEM Solution: N-able has announced a public preview of its N-central unified endpoint management (UEM) solution, designed to support CMMC 2.0 compliance for customers in the Defense Industrial Base, enhancing their cyber resilience and business readiness.
Enhanced Capabilities for Compliance: The updated N-central allows managed services providers and IT teams to align with CMMC 2.0 level 2 standards, ensuring eligibility for Department of Defense contracts while automating security and operational tasks.
Customer Success Stories: Companies like Intech Hawaii and Kimmell Cybersecurity have highlighted the importance of N-central in achieving CMMC Level 2 certification, emphasizing its role in scaling security measures and driving new business opportunities.
Future Developments: N-able plans to make the CMMC-ready version of N-central generally available in early 2026, continuing its investment in security and compliance innovations to help customers navigate evolving regulatory landscapes.
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- New Cybersecurity Challenges: N-able's report, 'Cybersecurity in the Age of AI: Moving from Fragile to Resilient,' reveals that 62% of mid-market organizations perceive a rise in AI-driven phishing and deepfake scams, indicating an urgent need for businesses to update their security strategies to counter new attack vectors.
- Accelerated Adversary Tactics: The analysis shows that adversaries are leveraging AI-enhanced reconnaissance and scalable social engineering, making it easier to execute complex attacks, particularly for small businesses with limited resources, highlighting the necessity for proactive defense measures.
- Increased Internal Complexity: As companies adopt AI tools, their IT environments become denser and more interconnected, with new APIs and unmanaged AI tools expanding the attack surface, making it difficult for traditional monitoring methods to detect these opaque risks, necessitating a reevaluation of security architectures.
- Resilience Strategy Framework: The report presents a three-pillar model emphasizing actions before, during, and after an attack, assisting businesses in minimizing exposure, reducing impact, and ensuring operational continuity through automation and AI-assisted insights.
- Price Target Downgrade: BMO Capital reduced its price target for N-able, Inc. from $9.50 to $5.50 while maintaining a Market Perform rating, reflecting a cautious outlook on the company's future growth, particularly regarding concerns over new product contributions.
- Earnings Beat: N-able exceeded consensus estimates in its Q4 earnings report; however, BMO expressed concerns about its fiscal 2026 revenue growth guidance, questioning the defensibility of its solutions for mid-market and small business customers.
- Needham Rating Adjustment: Needham also lowered its price target on N-able from $10 to $8 while keeping a Buy rating, indicating optimism about the company's execution in the up-market but acknowledging broader valuation pressures affecting the market.
- Market Competition Analysis: While N-able shows potential in its AI-powered cybersecurity platform, analysts suggest that other AI stocks may offer greater upside potential and lower downside risk, urging investors to carefully assess its investment value.
- Sustained Profit Growth: N-able reported total revenue of $130 million in Q4 2025, reflecting a 12% year-over-year increase, exceeding expectations, with annual revenue reaching $540 million and a 12% growth rate, showcasing strong performance in data protection and security operations.
- ARR Target Increase: The company anticipates its annual recurring revenue (ARR) for 2026 to be between $581 million and $586 million, representing an 8% to 9% year-over-year growth, indicating enhanced confidence in new product launches and market expansion.
- AI-Driven Innovation: The introduction of the N-zo AI workflow assistant is termed a “game changer” for technician productivity, further driving the company’s investments and product innovations in AI, which are expected to enhance customer security and efficiency.
- Financial Health: N-able achieved $101 million in unlevered free cash flow for 2025, demonstrating robust financial health, while planning a $30 million share repurchase in 2026 to enhance shareholder returns.
- Significant Revenue Growth: N-able reported Q4 revenue of $130.3 million, an 11.8% year-over-year increase that exceeded market expectations by $3.23 million, indicating strong performance in expanding market share.
- Strong Subscription Revenue: The company achieved subscription revenue of $129 million, reflecting a 12.1% year-over-year growth and a 9.3% increase on a constant currency basis, demonstrating sustained customer demand and loyalty for its services.
- Increase in Annual Recurring Revenue: N-able's total ARR reached $539.7 million, marking an 11.9% year-over-year growth, or 7.7% growth on a constant currency basis, highlighting a stable revenue foundation and future growth potential.
- Healthy Margin Performance: The company reported a GAAP gross margin of 76.2% and a non-GAAP gross margin of 79.8%, showcasing effective cost management and profitability, which enhances investor confidence in its financial health.
- Earnings Call Announcement: N-able will host a conference call on February 19, 2026, at 8:30 a.m. ET to discuss its financial results for Q4 and full-year 2025, reflecting the company's commitment to transparency and investor communication.
- Live Webcast Availability: The call will be available via a live webcast on N-able's Investor Relations website, ensuring global investors can access real-time financial information, thereby enhancing investor confidence.
- Timing of Earnings Release: N-able plans to issue its earnings report for Q4 and full-year 2025 prior to the call, allowing investors to engage in discussions based on the most current data, thus improving the timeliness and relevance of the information shared.
- Global Cybersecurity Services: N-able's AI-powered cybersecurity platform delivers business resilience to over 500,000 organizations, emphasizing the company's capability to address evolving cyber threats, which further solidifies its market leadership position.
- Channel Chiefs Recognition: N-able, Inc. announced that three members of its global channel leadership team, Frank Colletti, David Weeks, and Sandra O'Connell, have been named to the 2026 CRN Channel Chiefs list, highlighting the company's influence and leadership in the IT channel.
- Commitment to Customer Success: CEO John Pagliuca stated that the achievements of these executives reflect the company's dedication to enhancing business resilience within the IT community, thereby elevating the strategic importance of customer success.
- Driving Industry Innovation: CRN Vice President Jennifer Follett emphasized that the recognized leaders have demonstrated unwavering commitment to their partners and the broader IT channel, with their vision and innovation shaping the future of the industry, showcasing N-able's positive impact.
- Platform Technology Advantage: N-able aims to protect businesses from evolving cyber threats through its end-to-end cyber resilience platform, leveraging AI capabilities and market-leading third-party integrations, further solidifying its market position in IT security.



