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NNNNDM

Nano Dimension Ltd.

Rising onTrending downwardX chatter spiked vs its recent normBacked by solid revenue growth
$NNDM·$326M·Computer Hardware·Technology
$1.55+4.7%YTD+0.6%1Y+0.6%
Mentions · last 7 days
2026-07-10: 29 posts2026-07-11: 12 posts2026-07-12: 22 posts2026-07-13: 54 posts2026-07-14: 54 posts2026-07-15: 75 posts2026-07-16: 76 posts324+34%
Price updated 10h ago·X counts updated 1d ago
NNNNDM
$NNDMNano Dimension Ltd.
$1.55+4.73%324 posts+34%
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.

Broken storyWinding up for a moveAI verdict · as of 2026-07-17

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

3D-electronic-printer with real revenue growth but $890M Infinite Epigenetics merger fight taking over.

Nano Dimension is an Israeli additive-electronics-printer company — DragonFly systems that print circuit boards and electronic components. The business story is now second to the M&A fight over the pending Infinite Epigenetics merger.

Where the setup nets out:

  • Growth is strong: Q1 revenue up 106% YoY to $30M, and the four-quarter growth stack is 73-142% — real acceleration off a low base.
  • Margins are terrible: operating margin -71% in Q1 (better than -155% in Q2), FCFy -27% — burn is severe.
  • The $890M non-binding term sheet to merge with Infinite Epigenetics (with combined entity to trade as IEAI) is the M&A cloud over the equity.
  • Oramed Pharmaceuticals opposes the deal — has bought $8.7M+ of shares to boost its opposition stake.
  • Murchinson (activist) files continued SC 13D/A opposition — the June 23 Amendment No. 17.
  • Nano Dimension board publicly defends against Murchinson's 'self-interested and destructive campaign.'
  • Position: 26% of 52-week range and 13% below the 200-day moving average.

The forward view: the August 25 next earnings is a data checkpoint but the real driver is the outcome of the Infinite Epigenetics merger vote and Oramed/Murchinson opposition. What restarts the coil upward: the deal terminating and NNDM continuing standalone with improving operating margins. What keeps it stuck: continued M&A uncertainty. What breaks it lower: the merger closing at terms perceived as dilutive.

Agrees with X sentimentThe mixed X read on the Oramed opposition and Nano Dimension management's strategic direction is directionally right on the M&A cloud. Our take agrees the deal outcome is the entire near-term story.

What to watch: August 25 next earnings, and the Infinite Epigenetics deal vote outcome plus Oramed/Murchinson opposition escalation; deal closing at unfavorable terms would break the coil the wrong way.

On the calendar: 2026-08-25 — Q2 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; the LLM training data storage demand pulling HDD/SSD production cycle does not materially affect this business's near-term earnings.

Top industry ETF

$SOXXiShares Semiconductor ETF
+69.1%YTD
+111.7%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
Q1 2026May 7, 2026$-0.34——
Q3 2025Nov 19, 2025$-0.09——
Q2 2025Sep 17, 2025$-0.01——
Q1 2025Jun 12, 2025$-0.11——
Next earningsTue, Aug 25

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.0.4×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.32%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.+0.8%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.-8.9%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 today1.2% 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.β1.005-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 (9 inkinds) 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
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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 13DActivist position (5%+)Jun 30SC 13D
AI summary

Tang Capital Management filed a new Schedule 13D for Nano-X Imaging (CUSIP 63008G203), disclosing 14,292,813 shares with shared voting and dispositive power. New initial 5%+ position disclosure by a healthcare-focused investment firm.

SC 13D/AActivist amendmentJun 23SC 13D/A
AI summary

Amendment No. 17 to Schedule 13D filed by Murchinson Ltd. reporting beneficial ownership of Nano Dimension Ltd. representing a 9% stake (4 shares), with investment intent. This SC 13D/A filing dated 2026-06-23 updates the holder's position and disclosed intentions.

SC 13D/AActivist amendmentJun 17SC 13D/A
AI summary

Oramed Pharmaceuticals Inc. (Delaware) filed SC 13D/A Amendment No. 2 on Nano Dimension Ltd. (Nasdaq: NNDM) as of June 15, 2026, reporting sole voting and dispositive power over 15,079,708 ordinary shares of Nano Dimension, with zero shared power. The specific event triggering the amendment — acquisition, disposition, or intent change — is not detailed in the excerpt. Oramed's continued 13D activist status (vs. passive 13G) signals active/engaged intent in the Israeli 3D-printing company; shareholders should monitor for any stated plans of action in the full amendment.

8-KPress release / Reg FDJun 178-K — Item 7.01: Press release / Reg FD
AI summary

Nano Dimension Ltd. filed a Reg FD 8-K (Item 7.01) on June 16, 2026, simultaneously checked as Rule 425 written communications and Rule 14a-12 soliciting material — indicating this disclosure is made in connection with a pending business combination or merger requiring shareholder approval. The 8-K references Nano Dimension ADSs and Rights to Purchase ADSs. This is material: the dual Rule 425/14a-12 classification confirms an active strategic transaction is underway at Nano Dimension, consistent with the contemporaneous Oramed SC 13D/A activist position.

8-KPress release / Reg FDJun 158-K — Item 7.01: Press release / Reg FD
AI summary

Nano Dimension Ltd. (NNDM) made a Reg FD disclosure (Item 7.01) in an 8-K filed June 15, 2026. Body unavailable — excerpt cuts off before the substance of the Reg FD disclosure is revealed.

3New insider — initial holdingsJun 43
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of NNDM securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at NNDM.

3New insider — initial holdingsJun 23
AI summary

Nano Dimension (NNDM) insider filed Form 3 disclosing 81,898 ordinary shares including RSUs vesting in equal parts on February 20 and August 20, 2026, plus additional RSUs vesting equally on January 1 in 2026, 2027, and 2028. Routine Form 3 with vesting schedule detail.

3New insider — initial holdingsMay 293
AI summary

Phillip Borenstein filed an initial Form 3 for Nano Dimension Ltd. (NNDM) with an event date of December 31, 2025, reporting his initial beneficial ownership of Nano Dimension securities upon becoming a Section 16 insider (director). This is a routine compliance filing with no new securities transactions.

+ 33 other (9 proxys · 4 routine 8-Ks · 3 3s · 3 earnings 8-Ks) in window

Recent news

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

Nano Dimension Continues Execution of Cost Savings Initiativesglobenewswire.com·1d agoNano Dimension Board Sets the Record Straight on Murchinson's Self-Interested and Destructive Campaignbusinesswire.com·9d agoNano Dimension and Infinite Epigenetics Provide Additional Information Regarding Proposed Business Combinationglobenewswire.com·32d agoMurchinson Criticizes the Nano Dimension Board of Directors' Decision to Pursue a Seemingly Deeply Flawed Transaction with Infinite Epigeneticsbusinesswire.com·33d agoNano Dimension Ltd. (NNDM) M&A Call Prepared Remarks Transcriptseekingalpha.com·33d 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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