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NNNNBR

NN, Inc.

$NNBR·$326M·Conglomerates·Industrials
$3.41-2.3%YTD+207.9%1Y+88.4%
Price updated 7h ago·X counts updated 5d ago
NNNNBR
$NNBRNN, Inc.
$3.41-2.29%61 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $NNBR on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

61X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $NNBR's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Mixed sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-30

NN Inc. holders are unsettled but constructive. Longs describe the recent selloff as institutional exits from Corre and Legion presenting attractive add levels, and one poster wants to deploy another full boat of shares as a gift. Others openly complain at being at a loss with no clear catalyst as the stock dumps into every close. Bulls invoke prior winners like MRVI and FOSL as pattern validation, but the mood is uncertain in the moment.

Read what X is saying about $NNBR

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $NNBR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptAcceleratingAI verdict · as of 2026-08-21

The move is getting stronger, with heavier trading behind it.

Micro-cap industrial precision-parts maker with an activist and a liquid-cooling angle — the numbers just started backing the tape.

NN Inc. makes precision-machined components and assemblies through two segments — Mobile Solutions (automotive/EV parts) and Power Solutions (electrical grid, data center, and industrial). The story got interesting when management started reorienting the Power segment toward data-center liquid cooling and grid infrastructure, a mix shift the equity is now pricing.

  • Q2 revenue grew 12% year-on-year to $128.7M and EPS came in at $0.11 vs -$0.003 consensus — a full swing to profitability from a base where the market had priced in continued losses, so the operating leverage on the mix shift is showing up hard.
  • Legion Partners just filed Amendment 18 to its 13D on Aug 14 — an 18th amendment on a single activist position (~3.7M shares combined) signals a long-running, sustained engagement, and each amendment is usually tied to a specific push on management or the board.
  • Stock is +203% year-to-date and +66% over 12 months, sitting at the 80th percentile of the 52-week range and 78% above its 200-day trend — a genuine turnaround tape, and the Q2 print was the fundamental confirmation.
  • Sell-side coverage is thin (2-3 analysts), so consensus is a weak reference — the 2027 EPS estimate of $0.22 works out to ~17x, which is a normal industrial multiple only if the mix shift keeps delivering.

What sustains the accelerating call is Nov 4 Q3 landing another positive-EPS print with data-center/grid revenue growth broken out — that's the specific confirmation the mix shift is the durable story, not a one-quarter recovery. What invalidates it is a Legion Partners 13D/A that flips from engagement to distribution (signalling the activist is done), or a return to negative operating margins on the Q3 print.

Agrees with X sentimentThe bullish X read on the liquid-cooling data-center thesis (validated by SMCI's print) and grid/data-center machined-products angle matches what Q2 showed. The 'still flying under the radar' framing is fair — this is a $200M market cap with a small activist and thin analyst coverage, so the story is early in being priced.

What to watch: Nov 4 Q3 earnings — data-center/grid revenue disclosure and operating-margin trajectory. Watch Legion Partners 13D/A cadence — a shift from engagement to trimming would be a top signal.

On the calendar: 2026-11-04 — Q3 earnings

float missing

Read the AI verdict on $NNBR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Precision components manufacturer supplying engineered parts and assemblies for automotive powertrain and industrial power generation applications.

Industry overviewAI analysisGenerated by AI from underlying data

Where Conglomerates sits in its cycle right now — and what that implies for $NNBR.

Conglomerates · Industrials

Conglomerate discount is narrowing as activist pressure drives portfolio simplification (GE three-way split, Honeywell separation) and capital allocation clarity improves. Remaining diversified industrials benefit from cross-cycle revenue smoothing, but the structural trend toward focused pure-plays continues to limit re-rating potential for complex holding structures.

What this means for $NNBR

Partial — upstream oil & gas exposure ties to commodity price cycle; NN, Inc.

Industry benchmark

6-name peer basket
+2.5%YTD
-11.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-3.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-4.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-3.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-4.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-22.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
12.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.11$-0.00+3403.3%
Q1 2026May 6, 2026$0.02$-0.05+140.0%
Q4 2025Mar 4, 2026$-0.36$0.02-1900.0%
Q3 2025Oct 29, 2025$-0.01$-0.010.0%
Next earningsWed, Oct 28·consensus EPS $0.01

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$118.5M+12.1%8.6%-1.7%$-0.25$-11.9M
Q4 FY25$104.7M-1.7%9.2%-9.9%$-0.36$105K
Q3 FY25$103.9M-8.5%16.8%-2.2%$-0.23$7.7M
Q2 FY25$107.9M-12.3%16.9%-1.4%$-0.16$-4.4M

Forward consensus

3-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$464.9M$464.4M – $465.4M$0.05$0.05 – $0.053
FY27$491.4M$489.6M – $492.7M$0.22$0.22 – $0.222
FY28$535.5M$523.0M – $548.1M$0.28$0.27 – $0.281

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.63%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-6.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+40.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 80.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.665-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 12Raymond T. WhiteDirector167.0K sh$487KSellApr 27Barrett John Frederick10% owner136.2K sh$358KSellApr 27Corre Partners Management, Llc10% owner136.2K sh$358KSellApr 24Barrett John Frederick10% owner12.2K sh$31KSellApr 24Corre Partners Management, Llc10% owner12.2K sh$31KSellApr 23Barrett John Frederick10% owner555.3K sh$1.5MSellApr 23Corre Partners Management, Llc10% owner555.3K sh$1.5MSellApr 22Barrett John Frederick10% owner94.4K sh$217KSellApr 22Corre Partners Management, Llc10% owner94.4K sh$217KSellApr 21Barrett John Frederick10% owner55.5K sh$123K
1–10 of 13
+ 4 other (3 inkinds · 1 award) in window

See when $NNBR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

S-3Shelf registrationOct 13S-3
8-KPress release / Reg FDOct 88-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
8-KMaterial agreementOct 58-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD
8-KCharter amendmentSep 308-K — Item 5.03: Charter amendment · Item 5.07: Shareholder vote
8-KPress release / Reg FDSep 228-K — Item 7.01: Press release / Reg FD
8-KPress release / Reg FDSep 98-K — Item 7.01: Press release / Reg FD
8-KPress release / Reg FDAug 208-K — Item 7.01: Press release / Reg FD
SC 13D/AActivist amendmentAug 14SC 13D/A
AI summary

Legion Partners Asset Management, LLC filed Amendment 18 to its Schedule 13D on NN Inc. on August 14, 2026. The group's entities include Legion Partners L.P. I (2,722,493 shares), Legion Partners L.P. II (267,496 shares, ~0.3%), and Legion Partners Special Opportunities L.P. XI (350,474 shares, ~0.4%). This is Legion's 18th amendment, signaling a sustained, long-running activist engagement with NNBR; frequent amendments reflect active position management and continued activist pressure on management.

+ 32 other (10 8-Ks · 8 SC 13D/As · 3 13Gs · 2 10-Qs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

NN, Inc. Enters Cable Assembly & Harness Businessglobenewswire.com·21h agoNN, Inc. to Hold Third Quarter 2026 Earnings Conference Call on Thursday, October 29, 2026globenewswire.com·1d agoBest Momentum Stocks to Buy for October 12thzacks.com·5d agoLooking for a Fast-paced Momentum Stock at a Bargain? Consider NN (NNBR)zacks.com·5d agoNew Strong Buy Stocks for October 12thzacks.com·5d ago

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Voices on X · last 7 days

No standout posts about $NNBR on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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