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8-K ·Filed Nov 5, 2026

NNDM

Nano Dimension Ltd.
NEUTRAL
Impact 5/10
Horizonweeks Processed5d 2h ago SEC0001193125-26-449867
8-K Item 2.02: Earnings release
Actionable Insight • Neutral

Monitor the closing of the MarkForged sale to Stratasys in Q4 2026, which would provide $42.5M in proceeds and further reduce cash burn. The activist presence (Murchinson 10.1%) and the board's intention to form a Strategy and Capital Allocation Committee suggest potential for additional asset monetization or capital return actions.

DirectionNeutral
Confidencemedium
Horizonweeks

How the stock moved after the report

NEUTRAL VIEWSTOCK ABOVE ENTRY AT T+1
Entry
$1.32
T+0 close · Nov 5, 2026 · via day close
Latest settled
+1.52%
T+1 · $1.34
vs SPY
−0.85%
α at T+1
Next horizon
T+5
in 3d
  1. T+0 · Nov 6 $1.32entry
  2. T+1 · yesterday +1.52%α −0.85% · $1.34
  3. T+2 · todayOpen
  4. T+5 · in 3d Pending
  5. T+20 · in 27d Pending
  6. T+60 · in 3mo Pending

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Executive Summary

Nano Dimension reported Q3 2026 revenue of $31.9M (+18.7% YoY) and a GAAP net loss from continuing operations of $38.7M, while Adjusted EBITDA loss improved 71.2% to $4.8M. The company also appointed Moshe Rozenbaum as permanent CEO with a 1M RSU grant and $600K annual salary, and disclosed $11.1M in share repurchases during the quarter. The filing is evaluated in the context of activist Murchinson Ltd.'s 10.1% stake disclosed 7 days prior.

Key Financial Metrics

EPS
−$0.18
Revenue
$31.9M
+18.7% YoY
Gross Margin
45.3%

Key Facts

  • Q3 2026 revenue $31.9M, up 18.7% YoY from $26.9M
  • GAAP gross margin improved to 45.3% from 30.3% YoY
  • Adjusted EBITDA loss from continuing operations improved to $4.8M from $16.6M YoY
  • GAAP net loss from continuing operations $38.7M, up from $29.5M YoY
  • Non-GAAP operating expenses declined 16.5% sequentially to $19.8M
  • Repurchased 7.0M ordinary shares for $11.1M in Q3 2026; additional 5.9M shares for $8.6M post-quarter
  • Moshe Rozenbaum appointed permanent CEO effective Nov 3, 2026; employment agreement includes $600K annual salary and 1M RSUs vesting over 3 years
  • Sale of MarkForged to Stratasys for $42.5M expected to close in Q4 2026
  • Full year 2026 guidance remains suspended
  • Activist Murchinson Ltd. holds 10.1% of ADS as of Oct 22, 2026 (SC 13D/A filed Oct 29, 2026)

Financial Impact

Revenue $31.9M, GAAP net loss $38.7M, Adjusted EBITDA loss $4.8M, cash and equivalents $396.9M

revenuegross marginadjusted EBITDAcash burn

Risk Factors

  • GAAP net loss from continuing operations widened to $38.7M from $29.5M YoY
  • Full year 2026 guidance remains suspended, creating uncertainty
  • Cash burn continues: cash and equivalents declined from $433.3M (June 30) to $396.9M (Sept 30)
  • Sale of MarkForged to Stratasys subject to regulatory approvals and closing conditions
  • Restructuring and other costs of $5.8M in Q3, including lease termination costs

Market Snapshot

Exchange
Nasdaq
Sector
Printed Circuit Boards
Analyst Consensus
86% bullish (7 analysts)

Investment Themes

Software & IT

Documents Analyzed

This report is based on 7 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-449867
Document: nndm-ex10_1.htm0001193125-26-449867
Document: nndm-20261106.htm0001193125-26-449867
Document: 0001193125-26-449867-index-headers.html0001193125-26-449867
Document: 0001193125-26-449867-index.html0001193125-26-449867
Document: 0001193125-26-449867.txt0001193125-26-449867
8-K Data (Synthetic)0001193125-26-449867

Track record

33 reports on NNDM

Performance horizon

3 of 6 bullish or bearish reports moved the stock their way by T+5. Best: +10.47% at T+20 after the Apr 6, 2026 report. 6 of 6 went positive at some point.

Filters
  1. Nov 10, 2026today DEF 14A Neutral 4/10 Entry $1.34 Now $1.33 −0.75% settles Nov 18
  2. Nov 10, 2026today Press Release Neutral 3/10 Entry $1.34 Now $1.33 −0.75% settles Nov 18
  3. Nov 5, 20265d ago 8-K Neutral 5/10 Viewing Entry $1.32 Now $1.33 +0.76% settles Nov 13
  4. Nov 5, 20265d ago Press Release Neutral 5/10 No price data
  5. Nov 3, 20267d ago 144 Neutral 2/10 Entry $1.36 to $1.33 Now $1.33 −2.21% ▼ −2.21% −1.62% vs SPY
  6. Nov 2, 20268d ago 3 Neutral 3/10 Entry $1.36 to $1.33 Now $1.33 −2.21% ▼ −2.21% −1.62% vs SPY
  7. Oct 29, 202612d ago SC 13D/A Neutral 3/10 Entry $1.39 to $1.26 Now $1.33 −4.32% ▼ −9.71% −4.99% vs SPY
  8. Oct 26, 202615d ago 3 Neutral 3/10 Entry $1.43 to $1.36 Now $1.33 −6.99% ▼ −4.90% −2.91% vs SPY
  9. Aug 25, 202611w ago 3 Neutral Not scored Entry $1.59 to $1.58 Now $1.33 −16.35% ▼ −0.63% −0.51% vs SPY
  10. Aug 18, 202612w ago 8-K Neutral 3/10 Entry $1.55 to $1.54 Now $1.33 −14.19% ▼ −0.65% −0.44% vs SPY
Showing 10 of 33

US Market Status

Market Closed · Opens Wed (< 1m)

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Report published Nov 5, 2026