Neuberger Berman Group LLC Decreases Stake in Stratasys, Ltd. $SSYS

Neuberger Berman Group LLC reduced its stake in shares of Stratasys, Ltd. (NASDAQ:SSYS) by 2.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 4,426,171 shares of the technology company’s stock after selling 108,524 shares during the period. Neuberger Berman Group LLC owned approximately 0.05% of Stratasys worth $49,592,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in Stratasys by 3.1% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 212,555 shares of the technology company’s stock worth $2,148,000 after acquiring an additional 6,306 shares during the last quarter. Connor Clark & Lunn Investment Management Ltd. grew its stake in Stratasys by 24.8% during the 2nd quarter. Connor Clark & Lunn Investment Management Ltd. now owns 384,901 shares of the technology company’s stock valued at $4,415,000 after purchasing an additional 76,557 shares during the last quarter. SG Americas Securities LLC grew its stake in Stratasys by 4.2% during the 2nd quarter. SG Americas Securities LLC now owns 121,629 shares of the technology company’s stock valued at $1,395,000 after purchasing an additional 4,919 shares during the last quarter. TSP Capital Management Group LLC increased its holdings in shares of Stratasys by 0.6% in the second quarter. TSP Capital Management Group LLC now owns 920,900 shares of the technology company’s stock valued at $10,563,000 after purchasing an additional 5,500 shares during the period. Finally, Magnetar Financial LLC acquired a new position in shares of Stratasys in the second quarter valued at about $3,234,000. 75.77% of the stock is owned by hedge funds and other institutional investors.

Stratasys Stock Down 3.7%

SSYS opened at $8.76 on Friday. Stratasys, Ltd. has a twelve month low of $8.12 and a twelve month high of $12.81. The company has a quick ratio of 2.69, a current ratio of 3.65 and a debt-to-equity ratio of 0.03. The company has a 50-day moving average price of $10.38 and a 200 day moving average price of $10.23. The company has a market cap of $745.39 million, a PE ratio of -7.01 and a beta of 1.68.

Stratasys (NASDAQ:SSYS) last issued its quarterly earnings results on Thursday, March 5th. The technology company reported $0.07 earnings per share for the quarter, beating analysts’ consensus estimates of $0.05 by $0.02. Stratasys had a negative net margin of 18.92% and a negative return on equity of 1.37%. The firm had revenue of $140.00 million for the quarter, compared to analyst estimates of $139.32 million. During the same period last year, the company posted $0.12 EPS. Stratasys’s quarterly revenue was down 6.9% compared to the same quarter last year. Stratasys has set its FY 2026 guidance at -0.950–0.760 EPS. Sell-side analysts expect that Stratasys, Ltd. will post -0.4 earnings per share for the current fiscal year.

Key Headlines Impacting Stratasys

Here are the key news stories impacting Stratasys this week:

• Positive Sentiment: Q4 EPS beat analyst estimates ($0.07 vs. $0.05) and the company slightly topped revenue consensus ($140M vs. $139.3M), a data point investors can view as underlying operational resilience. Stratasys Q4 Earnings Beat Estimates, Revenues Slip Y/Y, Shares Fall
• Positive Sentiment: Some sell-side firms kept Buy ratings even after trimming targets — Craig-Hallum cut its PT to $12 (still a Buy) signaling continued upside potential from current levels. Stratasys Inc. (SSYS) PT Lowered to $12 at Craig-Hallum
• Positive Sentiment: Needham also trimmed its target to $11.50 but maintained a Buy rating, indicating some analysts view the pullback as a buying opportunity. Needham Lowers PT for Stratasys
• Neutral Sentiment: Stratasys filed its annual Form 20-F (audited 2025 financials) — useful for due diligence but not an immediate market mover. Stratasys Files Annual Report on Form 20-F
• Neutral Sentiment: Company released its earnings slide deck and full call transcript — useful for color on verticals and strategic priorities (industrial traction highlighted) but do not change the near-term earnings math. Q4 2025 Earnings Call Transcript
• Negative Sentiment: Management issued weak FY2026 EPS guidance (-$0.95 to -$0.76) versus street expectations (~$0.07), a major catalyst for the selloff as it implies continued near-term losses and reset analyst models. Stratasys Releases Fourth-Quarter and Full Year 2025 Financial Results
• Negative Sentiment: Revenue fell ~6.9% year-over-year and margins remain pressured (negative net margin and a year-over-year profit plunge), which keeps investor focus on whether cost actions and industrial progress will restore profitability. SSYS Q4 Deep Dive: Margin Pressures Persist
• Negative Sentiment: Market reaction: shares dropped after the combination of weak guidance, revenue decline and margin concerns — traders priced in higher near-term risk despite some operational positives. Stratasys stock falls on revenue miss and weak 2026 guidance

Analyst Ratings Changes

SSYS has been the subject of a number of research reports. Needham & Company LLC decreased their target price on Stratasys from $12.00 to $11.50 and set a “buy” rating for the company in a report on Thursday. Cantor Fitzgerald increased their price target on shares of Stratasys from $13.00 to $13.50 and gave the stock an “overweight” rating in a report on Friday, November 14th. UBS Group reissued an “overweight” rating on shares of Stratasys in a research report on Friday, November 14th. Craig Hallum decreased their price objective on shares of Stratasys from $14.00 to $12.00 and set a “buy” rating for the company in a research note on Friday. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Stratasys in a report on Thursday, January 22nd. Four research analysts have rated the stock with a Buy rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $12.33.

Stratasys Company Profile

Stratasys, Inc is a global leader in additive manufacturing and 3D printing solutions, offering a comprehensive portfolio of technologies and materials for rapid prototyping and production. Founded in 1989 by Scott and Lisa Crump, the company pioneered fused deposition modeling (FDM) and has since expanded its capabilities to include PolyJet, stereolithography and metal deposition systems. Stratasys serves a broad array of customers, from small design studios to major industrial manufacturers, enabling accelerated product development and on-demand part production.

The company’s product line encompasses both desktop and industrial-grade 3D printers, dedicated support materials and proprietary software designed to streamline the digital manufacturing workflow.