NNDM Nano Dimension Ltd.

MIXED Impact: 6/10 DEFA14A
Horizon weeks Filed May 26, 2026 Processed 19d 23h ago SEC 0001104659-26-066025
Proxy solicitation materials
Latest settled — T+5d ⚠ clustered
NNDM ▼ -3.93% at T+5d
NEUTRAL call ✗ call lost -3.93% · α vs SPY -5.02% · entry $1.78 → $1.71
Next anchor: T+20d in 9d
Last close $1.49 (close Jun 12) · -16.29% from $1.78 entry
Entry anchored
May 22, 03:59 PM ET
via Databento tick
T+1d
-5.06%
call -5.06% · α -5.07%
$1.69
settled 19d ago
T+5d
-3.93%
call -3.93% · α -5.02%
$1.71
settled 13d ago
T+20d
call — · α —
in 9d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Nano Dimension's board issued a letter opposing Murchinson's amended 13D, which seeks to replace three directors. The board is conducting a strategic alternatives review to maximize shareholder value, but director Borenstein publicly disagreed with the letter. This escalation intensifies the proxy fight ahead of an extraordinary general meeting.

Actionable Insight

Monitor for the definitive proxy statement and any announcement from the strategic review. The proxy contest outcome and potential M&A or other value-maximizing transaction will drive NNDM stock.

Key Facts

  • Murchinson filed amended Schedule 13D seeking to replace three of Nano's five directors.
  • The board rejects the attempt, citing Murchinson's lack of a credible value creation plan.
  • Director Phillip Borenstein requested disclosure that he disagrees with the board's letter.
  • Nano's strategic alternatives review, advised by financial advisors, is expected to conclude soon.

Financial Impact

No financial figures disclosed; the outcome hinges on shareholder vote and strategic review.

market capcash resourcescontrol premium

Risk Factors

  • Murchinson gains control and implements a plan not aligned with long-term value.
  • Strategic review fails to produce a favorable transaction, leading to continued uncertainty.
  • Board division (Borenstein dissent) may weaken management's position.

Market Snapshot

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

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001104659-26-066025
Document: 0001104659-26-066025-index-headers.html0001104659-26-066025
Document: 0001104659-26-066025-index.html0001104659-26-066025
Document: 0001104659-26-066025.txt0001104659-26-066025
16 reports for NNDM
Performance horizon
100% Hit rate 4 of 4 directional calls best @ T+20▲ +10.47%Apr 6, 2026
Filters
Rows
Reports for NNDM — sortable, filterable
Type Now
Jun 15, 2026
today
Press Release
MIXED ★ 6/10
$1.55 awaiting T+5awaiting T+5$1.49 (−3.59%)
Jun 11, 2026
3d ago
DEFA14A
MIXED ★ 6/10
$1.53 awaiting T+5awaiting T+5$1.49 (−2.30%)
Jun 11, 2026
3d ago
8-K
MIXED ★ 6/10
$1.53 awaiting T+5awaiting T+5$1.49 (−2.30%)
Jun 11, 2026
3d ago
Institutional Cluster
BULLISH ★ 6/10
$1.52 awaiting T+5awaiting T+5$1.49 (−1.65%)
Jun 10, 2026
5d ago
144
NEUTRAL ★ 2/10
$1.49 awaiting T+5awaiting T+5$1.49 (+0.34%)
Jun 5, 2026
9d ago
DEFA14A
NEUTRAL ★ 5/10
$1.64 awaiting T+5awaiting T+5$1.49 (−8.87%)
May 29, 2026
16d ago
3
NEUTRAL ★ 2/10
$1.71 $1.56▼ −8.77%▼ −6.02%$1.49 (−12.87%)
May 27, 2026
19d ago
8-K
BULLISH ★ 6/10
$1.69 $1.76▲ +4.14%▲ +2.93%$1.49 (−11.83%)
May 27, 2026
19d ago
Press Release
BULLISH ★ 7/10
$1.69 $1.76▲ +4.14%▲ +2.93%$1.49 (−11.83%)
May 26, 2026
19d ago
DEFA14A
MIXED ★ 6/10
$1.78 $1.71▼ −3.93%▼ −5.02%$1.49 (−16.29%)
Showing 10 of 16

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