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NNNNDM

Nano Dimension Ltd.

$NNDM·$316M·Computer Hardware·Technology
$1.48-1.3%YTD-3.9%1Y-3.9%
Mentions · last 7 days
2026-07-08: 12 posts2026-07-09: 19 posts2026-07-10: 29 posts2026-07-11: 12 posts2026-07-12: 22 posts2026-07-13: 54 posts2026-07-14: 46 posts195+42%
Price updated 6h ago·X counts updated 1d ago
NNNNDM
$NNDMNano Dimension Ltd.
$1.48-1.33%195 posts+42%
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 2026-07-15

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

Nano Dimension is a contested M&A story — Board wants an $890M merger with Infinite Epigenetics, Oramed and Murchinson are actively opposing, EGM ahead.

Nano Dimension is a $316M Israeli 3D-printing company that has become a governance battleground. Shares at $1.50, down 2.6% YTD and 5.7% over twelve months, sitting 0.27 through the 52-week range and 12% below the 200-day. The tape reflects the M&A stalemate, not the underlying operational story.

  • The catalyst is the 6/15 term sheet with Infinite Epigenetics — an $890M merger to form a publicly-traded AI-powered preventive-health and diagnostics company operating as Infinite Epigenetics under 'IEAI' ticker, with $400M+ expected cash at close. The 6/16-6/17 8-Ks (dual Rule 425/14a-12 classification) confirm the pending business combination.
  • The active opposition: Oramed Pharmaceuticals (15M shares per 6/17 SC 13D/A) bought $8.7M+ additional shares to boost stake and publicly opposes; Murchinson (9% stake, Amendment 17 SC 13D/A on 6/23) has run an ongoing activist campaign — Nano Dimension's 7/9 board press release called Murchinson 'self-interested and destructive.'
  • Fundamentals reflect an operational turnaround: Q1 revenue $29.6M (+106% yoy), 39% gross margin, but op margin -71% and EPS -$0.33. Four-quarter revenue growth: 106%, 142%, 81%, 73% — the topline is genuinely re-accelerating post-acquisitions.
  • Structural: float missing (foreign issuer), volume 0.56x 30-day norm, position 0.27 in 52w range. Low-liquidity governance-battle setup.
  • Filings show fresh directors added late 2025 (Brenton, Borenstein Form 3s 5/29) and a 6/11 8-K noticing an Extraordinary General Meeting — the EGM is where the merger vote happens.
  • X sentiment is mixed — bulls see the merger unlocking $400M+ cash and diagnostics upside, but the Oramed opposition and management-frustration voices are loud.

Next dated read is Q2 on 8/25, but the real event is the EGM vote and any Oramed/Murchinson counter-proposal. Without merger clarity, this stays a low-liquidity contested-name.

Agrees with X sentimentThe mixed X read (bulls on merger cash unlock, bears on management/opposition) matches the governance-battle setup. Neither side is clearly wrong until the EGM vote.

What to watch: EGM date and vote result, any Oramed counter-proposal or bid, and Q2 8/25 for operational cadence. Watch for continued SC 13D/A escalation from Murchinson.

On the calendar: 2026-08-25 — Q2 2026 earnings

float missingbeta missing

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
+80.0%YTD
+125.5%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.0.3×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.26%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.-4.7%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.-13.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

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
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

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.

+ 32 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 Board Sets the Record Straight on Murchinson's Self-Interested and Destructive Campaignbusinesswire.com·6d agoNano Dimension and Infinite Epigenetics Provide Additional Information Regarding Proposed Business Combinationglobenewswire.com·29d agoMurchinson Criticizes the Nano Dimension Board of Directors' Decision to Pursue a Seemingly Deeply Flawed Transaction with Infinite Epigeneticsbusinesswire.com·30d agoNano Dimension Ltd. (NNDM) M&A Call Prepared Remarks Transcriptseekingalpha.com·31d agoNano Dimension Signs Term Sheet with Infinite Epigenetics to Form a Publicly Traded, AI-Powered Preventive Health and Diagnostics Companyglobenewswire.com·31d 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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