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NNNNDM

Nano Dimension Ltd.

$NNDM·$343M·Computer Hardware·Technology
$1.580.0%YTD+2.6%1Y+12.9%
Mentions · last 7 days
2026-08-19: 4 posts2026-08-20: 5 posts2026-08-21: 5 posts2026-08-22: 2 posts2026-08-23: 2 posts36+3%
Price updated 17h ago·X counts updated 6d ago
NNNNDM
$NNDMNano Dimension Ltd.
$1.580.00%36 posts+3%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $NNDM, 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.

Hinges on a big eventEvent coming upAI verdict · as of 2026-08-28

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Nano Dimension reconstituted its board with Murchinson activist agreement, appointed Interim CEO Rozenbaum, terminated the corporate HQ lease.

Nano Dimension is a $343M-cap Israel-based additive-electronics maker (DragonFly IV, FLIGHT software, conductive/dielectric inks) at $1.58 — up 3% YTD, 10% over twelve months, sitting at 35% of the 52-week range.

  • Fundamentals: TTM P/E -1x, P/S 2.8x, gross margin 34%, op margin -91%, FCF yield -27%, ROE -59%.
  • Revenue growth: Q1 $29.6M (+106% YoY), Q4 $35.3M (+142%), Q3 $26.9M (+81%), Q2 $25.8M (+73%). Sustained triple-digit YoY growth on a small base.
  • EPS surprises: Q2 print (Aug 6) EPS -$0.03 vs -$0.07 est (+57%).
  • Filings tape: July 20 Nano Dimension + Murchinson agreement to reconstitute Board. July 21 8-K on cost-savings initiatives (HQ lease termination). July 22 Oramed Pharmaceuticals 13D/A disclosing 3.3% stake. July 27 Tang Capital Management 13D/A disclosing 16.7M shares. Aug 17 Nano Dimension appoints Nadav Kidron to Board to chair Strategy and Capital Allocation Committee. Aug 24 three Form 3 initial ownerships (Interim CEO Rozenbaum, directors Fruchthandler, Tarlow).
  • Insider: no P-Purchase or S-Sale in the window.
  • Structural: 203M float (high), volume 0.70x normal, position 35% of range, beta 1.01.
  • X sentiment (Jun 22) is mixed: non-binding term sheet to merge with Infinite Epigenetics in $890M deal, combined entity as IEAI with $400M+ expected cash at closing. Major shareholder Oramed publicly opposed the transaction with $8.7M share purchase. Holder frustration with management strategy.

Activist-driven Board reconstitution + cost-savings + merger optionality.

Agrees with X sentimentThe mixed X read (Infinite Epigenetics merger term sheet, Oramed's $8.7M share purchase to oppose, management-strategy frustration) is directionally aligned with the July 20 Murchinson agreement and the multiple Form 3 filings reflecting the Board reconstitution.

What to watch: Q3 2026 earnings on Nov 5 (consensus EPS -$0.07) plus any 8-K on a revised merger term sheet or governance-committee ruling on Oramed's opposition — a permanent CEO appointment plus a merger termination or renegotiation is what re-rates. A prolonged proxy contest, a large workforce-reduction 8-K, or a Nasdaq bid-price deficiency notice is what breaks it downward.

On the calendar: 2026-11-05 — Q3 2026 earnings

X sentiment

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

Mixed sentiment11 posts analyzed · as of 2026-06-22

Nano Dimension signed a non-binding term sheet to merge with Infinite Epigenetics in an eight-hundred-ninety-million-dollar deal, with the combined entity intended to operate as Infinite Epigenetics and trade as IEAI with over four-hundred-million in expected cash at closing. Major shareholder Oramed Pharmaceuticals publicly opposed the transaction, having bought over eight-point-seven million in shares to boost its stake. Holders express frustration with management's strategic direction.

Read the AI verdict + X sentiment for $NNDM

  • 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.

Makes 3D-printed electronics circuit boards and acquires advanced manufacturing companies for aerospace and defense.

Industry overviewAI analysisGenerated by AI from underlying data

Where Computer Hardware sits in its cycle right now — and what that implies for $NNDM.

Computer Hardware · Technology

No material change from last week — STX and WDC (SanDisk spinoff) benefit from LLM training requiring petabyte-scale nearline storage infrastructure.

What this means for $NNDM

Neutral — Makes 3D-printed electronics circuit boards and acquires advanced manufacturing companies for aerospace and defense; limited read-through from computer hardware macro dynamics to this specific revenue mix.

Top industry ETF

$SOXXiShares Semiconductor ETF
+75.7%YTD
+101.4%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-1.0How 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
-19.5%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
-91.4%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
-27.3%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
2.8Same 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
-58.7%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
34.1%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
0.1Total 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 6, 2026$-0.03$-0.07+57.1%
Q1 2026May 7, 2026$-0.34——
Q4 2025Mar 31, 2026$-0.16——
Q3 2025Nov 19, 2025$-0.09——
Next earningsThu, Nov 5·consensus EPS $-0.07

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$29.6M+105.8%39.1%-70.6%$-0.33$-7.2M
Q4 FY25$35.3M+142.4%37.7%-62.3%$-0.16$-11.4M
Q3 FY25$26.9M+81.0%30.3%-91.9%$-0.24$-24.4M
Q2 FY25$25.8M+73.0%27.3%-155%$-0.83$-46.1M

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.0.5×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.35%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.+4.5%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.-5.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 202.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% 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.β1.015-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.

Insider activity

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

Recent transactions

No open-market buys or sells in the last 180 days.

+ 9 other (8 inkinds · 1 inthemoney) in window

See when $NNDM 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

3New insider — initial holdingsAug 253
AI summary

Nano Dimension Ltd. (NNDM) filed a Form 3 initial beneficial ownership statement for Nadav Kidron, a Director, as of August 16, 2026, at 60 Tower Rd., Waltham, Massachusetts. The filing establishes Kidron's initial equity ownership baseline as a new Section 16 reporting director. This is a routine administrative director ownership filing for the Israeli 3D electronics printing company.

3New insider — initial holdingsAug 243
AI summary

Moshe H. Rozenbaum filed a Form 3 initial statement of beneficial ownership for Nano Dimension Ltd. (NNDM) as a new Interim CEO and Director, with a triggering event date of July 17, 2026. No securities are currently beneficially owned. This is a routine administrative Section 16 filing reflecting Rozenbaum's appointment to the dual role of Interim CEO and board member.

3New insider — initial holdingsAug 243
AI summary

Eliezer Eli Tarlow filed a Form 3 initial statement of beneficial ownership for Nano Dimension Ltd. (NNDM) as a newly appointed Director, with a triggering event date of July 17, 2026. No securities are currently beneficially owned. This is a routine administrative Section 16 filing reflecting new board composition at Nano Dimension.

3New insider — initial holdingsAug 243
AI summary

Pinchos Fruchthandler filed a Form 3 initial statement of beneficial ownership for Nano Dimension Ltd. (NNDM) as a newly appointed Director, with a triggering event date of July 17, 2026. No securities are currently beneficially owned. This is a routine administrative Section 16 filing, one of several simultaneous Form 3 filings reflecting a broader board reconstitution at Nano Dimension in July 2026.

8-KOfficer or director changeAug 188-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Nano Dimension (NNDM) filed an 8-K under Items 5.02 and 7.01, disclosing an executive officer change and a Regulation FD disclosure effective August 16, 2026. Nano Dimension is an Israel-based electronics and additive manufacturing company. No specific names or details were available in the excerpt.

SC 13D/AActivist amendmentJul 27SC 13D/A
AI summary

TANG CAPITAL MANAGEMENT, LLC filed an amended Schedule 13D for Ordinary Shares par value NIS 5.00 per share (NNDM) beneficially owning 16,715,812 shares. Reported for potential strategic or activist purposes. SC 13D is required when a beneficial owner crosses 5% with active intent. This amendment updates a prior position. Watch for follow-on disclosures about board engagement, deals, or governance proposals.

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

Oramed Pharmaceuticals Inc. amended its Schedule 13D disclosing beneficial ownership of 3.3% (6,879,708 shares) of Nano Dimension Ltd. (NNDM). The position is held for potential strategic or activist purposes. This amendment updates a previously filed Schedule 13D on the same issuer. A 3.3% stake exceeds the 5% SEC disclosure threshold, requiring public identification of the holder, position size, and stated investment intent.

8-KMaterial agreementJul 218-K — Item 1.01: Material agreement · Item 5.01: Change in control · Item 5.02: Officer or director change · Item 5.07: Shareholder vote · Item 8.01: Other event
AI summary

NNDM entered into a material definitive agreement with Murchinson Ltd, disclosed under 8-K Item 1.01. Investors should review the full agreement filed as an exhibit for definitive terms, conditions, and any material obligations.

+ 42 other (9 proxys · 6 3s · 5 routine 8-Ks · 4 SC 13D/As) in window

Recent news

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

Nano Dimension Appoints Nadav Kidron to Board of Directors to Chair Strategy and Capital Allocation Committeeglobenewswire.com·12d agoNano Dimension Reports Financial Results for the Second Quarter 2026globenewswire.com·23d agoNano Dimension (NASDAQ:NNDM) Stock Passes Below 50-Day Moving Average – Here’s Whydefenseworld.net·32d agoNano Dimension Announces Appointment of Interim Chief Executive Officer and Chairman of the Boardglobenewswire.com·39d agoNano Dimension and Murchinson Announce Agreement to Reconstitute the Company's Board of Directorsglobenewswire.com·40d ago

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Voices on X · last 7 days

No standout posts about $NNDM 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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