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 buying this as a small-cap picks-and-shovels bet on liquid cooling + electrical infrastructure gaining share as AI racks become denser and more power hungry.

$NNBR There is something intriguing in the September presentation: NN is sampling components for two new AI chips. That suggests additional programs are being qualified right now. This stock is going places big time $MICR $MU $INTC

$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 They likely have just under 50k shares left and maybe rights to another 200k or so. I think their impact is largely done

$NNBR at a minimum should be a $1B market cap Will still be just 2 times revenue vs 10-100 times for other data center stocks

$NNBR Suppose Legion was responsible for 1–1.5M of yesterday's selling. NNBR absorbed it and still gained 14.5%. Now imagine that seller disappears while buyers attracted by the guidance raise remain. A double seems very very possible $GE $CRON $F

$NNBR I’ve been bullish on this one a long time and just when i thought i could be anymore bullish i find out Howard Marks (Oak Tree) has ownership. Not sure if they are building a position but either way its a big vote of confidence

$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 Legion still holds around 1.5million shares so would not be surprised to see dumping into this small rally. They are almost out of their position though so who knows. Might be allowed to make the move above $4 and hold. Regardless, it is always good when its going up and to the right! The special shareholder meeting and MU earnings tomorrow might be acting as a tail wind to. From what i can see, this is poised for a run with the monthly, weekly, and daily all starting to line up.

$NNBR ok we see support at 4.3$! 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 🚨🔥 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 only have 5k shares at 3.74 but I am looking for a double if not more within a year

$NNBR Too bad the market is depressed today, could likely have broken and held $4 if the macro environment was more congruent.

$NNBR nibbled on some more today, up ton400 shares. I’ve been building a position on this, will continue buying for next 3 to 6 months for longer term hold.