NN Inc. Lifts 2026 Guidance Again, Spotlighting AI Data Center and Defense Wins
NNBR has more than doubled off its 52-week low of $1.1.
Summary
NN Inc. raised 2026 guidance for the second time this year and highlighted new AI data center, defense, and medical wins in an investor presentation.
Key Events · Earnings and Guidance · NNBR
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2026 Guidance Raised Again
The midpoint now stands at $470M net sales (+10% vs 2025) and $60M adjusted EBITDA (+22%), up from the prior midpoint of $460M and $57M.
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New Business Wins Target Increased
The 2026 new business wins midpoint was raised to $90M (+29% vs 2025), up from $85M.
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AI Data Center Momentum
Year-to-date 2026 has brought $15M of new AI data center rack awards, with $80M in trailing twelve-month sales and a $120M near-term target; 50 new CNC machines are being installed in Wuxi.
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Defense and Medical Wins
A Tier 1 weapons agreement is expected to add $12-15M starting Q3 2026, and a robotic-assisted surgery customer could double the medical business to $25-30M.
Analysis · NNBR · Technology
An updated investor presentation for a non-deal roadshow shows NN Inc. raising its 2026 guidance midpoint to $470 million in net sales and $60 million in adjusted EBITDA — the second increase this year. The deck also details new business wins in AI data center liquid cooling, Tier 1 weapons, and robotic-assisted surgery, along with a preferred stock paydown and refinancing. The company is pivoting toward high-growth markets, with non-auto sales now 60% of the mix, up from 35% in 2023.
How filings like this one have moved
In the 30 days to Oct 19, 2026, 29.4% of the 1386 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.50%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, NNBR was trading at $3.88 on NASDAQ in the Technology sector, with a market capitalization of approximately $306.4M. The 52-week trading range was $1.10 to $4.48. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.