NNBR NN Inc

$NNBR When companies pivot into the AI supply chain, their valuation multiples shift from legacy industrial baselines (~1.0x to 2.0x P/S) to tech infrastructure baselines (4.0x to 8.0x+ P/S). Let's look at pure-play power and liquid-cooling comparables like Vertiv (VRT). • The AI Premium: Vertiv (VRT) trades at a staggering P/S multiple of roughly 8.2x due to its dominance in data center thermal management. • The "Pure-Play" Target Price: If the market gives NNBR's projected business a full AI multiple matching a premium infrastructure player, the implied stock price would rocket to $41.38 (based on its annualized revenue power). • The Realistic "Hybrid" Target Price: Because NNBR still holds a legacy automotive portfolio that it is steadily winding down, it will initially receive a hybrid multiple. Applying a conservative 2.5x to 3.0x P/S directly to its total guided 2026 revenue of $470M yields a fair value price of $14.22 to $17.07.

$NNBR wow on $SPCX call , musks said cooling technology in data center is the biggest growth … $NVDA $VRT .. Nnbr heading to 50

6-K/8-K Important Update $NNBR NN, Inc. reported a 26% increase in net sales to $131.1 million for the quarter ending September 30, 2026, with an adjusted EBITDA of $18.5 million, reflecting a 14.1% margin. The company noted substantial growth in its Power Solutions and Mobile Solutions segments, with sales rising by 41% and 15%, respectively. Additionally, NN, Inc. completed the elimination of all preferred stock obligations from 2021, improving its financial flexibility.

$NNBR Took a starter investment here as growing EBITDA and improving margins is a receipt for good things to come. Sadly it has gotten beaten down with the market, but they have a diverse insustry base. Not a one trick pony tied to AI. This is the type of name you look back ten years from now its trading $50,$100 and you ask yourself I wish I bought back then.

$NNBR You people who are buying around $4.70 do you realize you're paying 42% more than the PIPE investors paid yesterday?

$NNBR keep in mind . This is not even the beginning …. It’s just getting attention … don’t forget how it started with $AAOI $WDC etc

$NNBR Wow the selling pressure seem so light without Legion absolutly crapping all over any upwards momentum. Seems to be a big seller at $4 though, might be awaile before the real move happens.

$NNBR Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.07 up 800.00% YoY • Reported revenue of $131.1M up 26.20% YoY • NN, Inc. expects to recognize annual benefits of approximately $5.4M from plant optimization activities; no quantified revenue, margin, or earnings guidance was stated for future periods.

$NNBR this is a true hidden AI play. It will begin to get attention and rerate. Large upside here. 🚀🚀

$NNBR Good, about time this caught some of the updraft. The PIPE is good news because the toxic debt preffered effectively gets exchanged for common. Legion is out. NVDA all time highs. Its a good day.

$NNBR Increased my position yesterday. Now holding 8500 shares and 28 call contracts. This company is not only a turnaround story it’s a small cap AI story that nobody knows about. Watch this company over the next 1-2 years!!! 🚀🚀👀

$NNBR They going to cash in all the way to their purchase price at $3.30. Probably at least one more year of being under the thumb of the offering price. Even the institutions are flipping for pennies these days.

$NNBR ok we see support at 4.3$! The price could swing between 4.3$ to 4.8$ for a few weeks just like it did between 3.3$ to 3.8$ for a few weeks.

$NNBR NN priced a $50 million net private placement Friday: 16.1M shares at $3.30, oversubscribed across 10 investors, closing around Oct 5. Most of it goes to redeeming the last of the Series D preferred held by Morgan Stanley Tactical Value, an overhang entered more than five years ago. The company says this finishes clearing all of its dilutive equity securities in the last three months. The tape read it as repair, not dilution. A roughly 25% dilutive raise priced about 9% under Thursday's 3.63 close, and the stock still finished up 24% at 4.51, a fresh 52-week high. There is operational backing. Q3 sales were the highest in eight years, new business awards hit all-time highs, and about $130 million of annual new business was secured over the last 12 months, including a new liquid cooling connector line aimed at data centers. CEO Harold Bevis says the next step is refinancing the high-cost term loan, which he expects to cut cash interest by a "multi-million dollar" amount.

$NNBR target getting closer! Whales kept loading at the 3.3$ to 3.6$ mark They also bought the diluted shares. See you end of the year

$NNBR If she breaks thru to 4.50 then the sky is the limit....nothing but clear skys over head....lets do it $GE $SPCX

$NNBR 🚨🔥 THIS IS NOT YOUR TYPICAL DILUTION PLAY. $50M PIPE — SIGNIFICANTLY OVERSUBSCRIBED. Institutions wanted IN. 💰 Series D preferred getting WIPED OUT 📈 Q3 sales = HIGHEST IN 8 YEARS 💥 ~$130M annualized NEW BUSINESS WINS 🚀 Exposure to AI DATA CENTERS + DEFENSE + MEDICAL The market saw “offering” and instead of DUMPING… NNBR EXPLODED HIGHER. Balance sheet cleanup + serious institutional demand + accelerating business. Volume comes in, this could get VERY interesting. 👀🔥

$NNBR $NNBR 🔥 This isn’t your typical “dilution” story. $50M PIPE was significantly oversubscribed with 10 investors, and most of the cash will wipe out the remaining Series D preferred stock. Q3 sales = highest in 8 years + ~$130M annualized new business wins. They’re cleaning up the balance sheet while accelerating growth in AI Data Centers, Defense & Medical. That’s why the market is BUYING the offering instead of dumping it. 🚀

$NNBR Preferred Shares and Senior notes have been eliminated as of today and this adds to shareholder value

$NNBR massive debt, still losing money, rev growth slowing dow, dilution and a massive short on the stock back down to 3.30 off algo 4.00 trap in AHs