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NNNNBR

NN, Inc.

$NNBR·$198M·Conglomerates·Industrials
$3.60-1.6%YTD+203.1%1Y+47.3%
Mentions · last 7 days
2026-08-06: 30 posts2026-08-07: 9 posts2026-08-08: 0 posts2026-08-09: 3 posts2026-08-10: 8 posts2026-08-11: 11 posts2026-08-12: 2 posts67-11%
Price updated 8h ago·X counts updated 1d ago
NNNNBR
$NNBRNN, Inc.
$3.60-1.64%67 posts-11%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $NNBR, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptAcceleratingAI verdict · as of 2026-08-13

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

Precision-industrials up 203% YTD — Q2 blowout, $89M preferred retirement, Legion Partners activist, 40% Power growth.

NN, Inc. is the diversified precision-industrial-components manufacturer (Mobile Solutions for automotive/industrial systems, Power Solutions for electrical/aerospace/defense/medical). The stock is up 53% over 12 months and 203% YTD at 76% of the 52-week range as the Legion-Partners-activist-plus-data-center-turnaround thesis lands specifically.

  • The Q2 print is a specific blowout: EPS $0.11 vs -$0.003 estimate (+3403% beat, though on tiny base), revenue $129M (+19% YoY, above $116M), and the last four EPS surprises are +3403%, +140%, -1900%, 0% — extreme volatility but the recent pattern is decisively positive. Analysts model FY26 EPS $0.05 rising to $0.22 FY27 and $0.28 FY28 (small base, big-percentage growth).
  • The strategic transformation is fresh: data-center liquid-cooling driving Power Solutions revenue +40% YoY, $40M new contract wins, an $89M preferred stock retirement closed (removing the biggest bear overhang), full-year revenue guidance raised to $460-$470M, plus Legion Partners activist filing (July 22 13D at 4.8-6.8%) and the July 31 cooperation-agreement letter suggest engagement.
  • The counterweights are severe: -3.6x TTM P/E (unprofitable trailing base on FY25 write-downs), D/E of 1.52 reflects legacy debt burden (some now being retired), gross margin only 13% (very thin, though improving), Legacy Mobile Solutions losses remain a drag, S-3 shelf registration (July 13) adds theoretical dilution capacity, tiny 72M float amplifies moves, and beta 2.57 (extreme volatility).

The November 4 Q3 print is the next gate — continued Power Solutions +40% YoY growth, an EPS beat above the $0.02 estimate, and a maintained or raised FY26 revenue guide is what extends the accelerating tape above $4.50. A specific Power Solutions growth deceleration, a fresh Legacy Mobile Solutions cost blow-out, or an S-3 shelf-draw dilutive event is what would take a name at 76% of 52w range back below $2.50.

Agrees with X sentimentThe transformation-validated 'Q2 blowout with revenue up 19% to $128.7M, adjusted EBITDA up 36%, closing of $89M preferred stock retirement removing the biggest bear-thesis overhang, data-center liquid-cooling driving Power Solutions revenue up 40% YoY, $40M new contract wins, management raising full-year revenue guidance to $460-470M, legacy Mobile Solutions losses remain a drag but tape reads clearly bullish' framing on X aligns with the setup.

What to watch: November 4 Q3 print — continued Power Solutions +40% YoY growth, an EPS beat above $0.02, and a maintained/raised FY26 revenue guide extends the accelerating tape above $4.50; a Power Solutions growth deceleration, a Legacy Mobile Solutions cost blow-out, or an S-3 shelf-draw dilutive event takes it back below $2.50.

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

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment10 posts analyzed · as of 2026-08-13

NN Inc. draws bullish tone after Q2 with users citing the liquid-cooling data-center thesis (validated by SMCI's print) and grid/data-center machined-products commentary. Buyers add at $4.21 saying low end of guidance assumes 0 new 2H wins that won't happen, and one holder plans an X Space at 5pm ET to discuss the quarter. Company is still 'flying under the radar' per bulls.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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

No material change from last week — the June 29 separation of Aerospace from Process Controls and Industrial Automation is the sum-of-the-parts re-rating thesis executing in real time.

What this means for $NNBR

Partial — Precision components manufacturer supplying engineered parts and assemblies for automotive powertrain and industrial power generation applications; partial earnings exposure to conglomerates demand dynamics through its product portfolio.

Industry benchmark

6-name peer basket
+7.4%YTD
+18.6%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, Nov 4·consensus EPS $0.02

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.0.7×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.74%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.+9.5%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.+72.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 72.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.7% 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.β2.565-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 19
+ 15 other (7 inkinds · 7 awards · 1 exempt) 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
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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

SC 13D/AActivist amendmentAug 10SC 13D/A
AI summary

Legion Partners Asset Management (acting through Christopher Kiper and related entities) filed an amended Schedule 13D/A on August 11, 2026 (event date August 6, Amendment No. 17), disclosing shared beneficial ownership of 3,708,799 shares of NN Inc. (NNBR). Legion Partners is an activist investor; this is their 17th amendment on NN Inc., indicating a sustained activist engagement. NN Inc. manufactures precision components for aerospace, medical, and industrial markets. Repeated 13D/A amendments signal active investor engagement, potential board negotiations, or position changes.

8-KPress release / Reg FDAug 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

NN, Inc. (NNBR) reported Q2 2026 financial results on 2026-08-05, reporting results detailed in attached press release. Additional items: Item 7.01. Quarterly earnings are a material disclosure; investors should review the full press release for segment details and management commentary.

SC 13D/AActivist amendmentJul 31SC 13D/A
AI summary

an institutional investor filed an amended SC 13D/A on 2026-07-31 disclosing a 5%+ beneficial ownership stake in NNBR (NNBR) representing 4.8 % of outstanding shares. The reported intent is passive investment. This amendment updates a prior position — watch for changes in share count or intent. The disclosure could presage further accumulation, board engagement, or a takeover bid depending on intent.

8-KMaterial agreementJul 318-K — Item 1.01: Material agreement
AI summary

NNBR (NNBR) entered into a material definitive agreement on 2026-07-31. (the “Company”) entered into a cooperation agreement, dated January 16, 2026 (the “Cooperation Agreement”), with Legion Partners Asset Management, LLC and certain of its affiliates (collectively, the “Legion Parties”). On July 29, 2026, the Company and the Legion Parties entered into a letter agreement pursuant to which the Company agreed to accele. This is a material event requiring 8-K disclosure.

8-KOfficer or director changeJul 248-K — Item 5.02: Officer or director change
AI summary

NNBR filed an 8-K under Item 5.02 disclosing a personnel change: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers On July 23, 2026 (the “ Grant Date ”), the Board of Directors (the “ Board ”) of NN, Inc. The filing also covers Item(s) 9.01. Personnel changes at the executive or board level are typically administrative but can signal strategic shifts depending on context.

8-KOfficer or director changeJul 238-K — Item 5.02: Officer or director change
AI summary

NNBR filed an 8-K under Item 5.02 disclosing a personnel change: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers On July 20, 2026, Raymond T. Personnel changes at the executive or board level are typically administrative but can signal strategic shifts depending on context.

SC 13D/AActivist amendmentJul 22SC 13D/A
AI summary

Legion Partners, L.P. I amended its Schedule 13D disclosing beneficial ownership of 4.8% (3,733,515 shares) of NN INC (NNBR). The position is held for potential strategic or activist purposes. This amendment updates a previously filed Schedule 13D on the same issuer. A 4.8% stake exceeds the 5% SEC disclosure threshold, requiring public identification of the holder, position size, and stated investment intent.

S-3Shelf registrationJul 13S-3
AI summary

NN Inc. (NNBR) filed a Form S-3 shelf registration statement on July 13, 2026, which has not yet been declared effective by the SEC. The filing is a preliminary shelf registration providing NN with future capital markets flexibility. Specific offering types, amounts, and pricing have not been disclosed. The registration will become effective following SEC review.

+ 30 other (8 8-Ks · 5 SC 13D/As · 4 proxys · 3 13Gs) in window

Recent news

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

NN Q2 Earnings Call Highlightsdefenseworld.net·7d agoNN Q2 Earnings Call Highlightsmarketbeat.com·7d agoNN, Inc. (NNBR) Q2 2026 Earnings Call Transcriptseekingalpha.com·8d agoNN Inc. (NNBR) Q2 Earnings and Revenues Surpass Estimateszacks.com·8d agoNN, Inc. Reports Second Quarter 2026 Resultsglobenewswire.com·9d ago

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