Stratasys (NASDAQ:SSYS) Announces Quarterly Earnings Results

Stratasys (NASDAQ:SSYS) posted its earnings results on Thursday. The technology company reported $0.03 EPS for the quarter, topping analysts’ consensus estimates of $0.01 by $0.02, FiscalAI reports. The company had revenue of $137.61 million for the quarter, compared to the consensus estimate of $138.48 million. Stratasys had a negative return on equity of 1.76% and a negative net margin of 21.05%.The firm’s revenue for the quarter was down .4% on a year-over-year basis. During the same period in the previous year, the business earned $0.03 earnings per share. Stratasys updated its FY 2026 guidance to 0.090-0.140 EPS.

Here are the key takeaways from Stratasys’ conference call:

• Manufacturing demand strengthened: Consumables revenue reached a quarterly record of $66.3 million, while Stratasys Direct revenue grew 12.1% year over year, reflecting higher production-part utilization.
• Aerospace and defense revenue increased 17% year over year, supported by U.S. Air Force depot sustainment programs, defense-related drone and munitions production, and a robust pipeline of large multi-unit deals.
• Stratasys expects its pending $42.5 million cash acquisition of Markforged to add continuous carbon-fiber technology, software, talent, and channel reach, with positive EBITDA contribution and meaningful synergies expected within the first year after closing.
• Revenue was roughly flat year over year at $137.6 million, and system revenue fell to $26.4 million from $30.6 million; management said it expects a notable uptick in system sales during the second half.
• Operating cash flow was negative $18.7 million in the quarter, prompting the company to withdraw its expectation for positive full-year 2026 operating cash flow, although it still expects positive cash flow in the second half.

Stratasys Trading Up 0.3%

SSYS traded up $0.03 on Friday, hitting $9.00. 1,006,190 shares of the company were exchanged, compared to its average volume of 448,425. The company has a market cap of $775.53 million, a price-to-earnings ratio of -6.72 and a beta of 1.94. The firm has a 50-day moving average price of $8.47 and a two-hundred day moving average price of $8.94. Stratasys has a twelve month low of $7.34 and a twelve month high of $12.81.

Hedge Funds Weigh In On Stratasys

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Global Retirement Partners LLC acquired a new stake in shares of Stratasys in the fourth quarter valued at about $26,000. Advisory Services Network LLC acquired a new position in shares of Stratasys during the 3rd quarter valued at $34,000. Raymond James Financial Inc. acquired a new stake in Stratasys in the second quarter valued at approximately $35,000. CIBC Asset Management Inc purchased a new position in Stratasys in the 4th quarter valued at about $93,000. Finally, Osaic Holdings Inc. boosted its stake in shares of Stratasys by 66.7% during the 2nd quarter. Osaic Holdings Inc. now owns 8,199 shares of the technology company’s stock valued at $94,000 after buying an additional 3,282 shares during the last quarter. Hedge funds and other institutional investors own 75.77% of the company’s stock.

Key Stratasys News

Here are the key news stories impacting Stratasys this week:

• Positive Sentiment: Stratasys reported adjusted earnings of $0.03 per share, exceeding the $0.01 analyst consensus and matching the year-ago result. Stratasys Surpasses Q2 Earnings Estimates
• Positive Sentiment: Record consumables revenue and growth in aerospace and defense helped offset softer equipment demand, reinforcing management’s focus on recurring, manufacturing-related revenue. Stratasys Q2 Earnings Beat, Revenues Miss on Weak System Sales
• Positive Sentiment: Full-year adjusted EPS guidance of $0.09-$0.14 is above the $0.06 consensus estimate. The Markforged acquisition is also expected to expand Stratasys’ aerospace and defense capabilities, although execution remains important. SSYS Q2 Deep Dive
• Neutral Sentiment: Management reaffirmed its full-year revenue outlook of $565 million-$575 million, broadly consistent with analyst expectations, but maintained a cautious tone regarding the pace of system-sales recovery. Stratasys Reports Mixed Q2 Results
• Negative Sentiment: Second-quarter revenue of $137.6 million fell short of the $138.5 million consensus and declined 0.4% year over year. Weak system sales and foreign-exchange pressure were the main contributors. Stratasys Reports Sales Below Estimates
• Negative Sentiment: Stratasys lowered its full-year operating cash-flow outlook, adding pressure to a company that remains unprofitable, with a reported net margin of negative 21%. Stratasys Posts Q2 Results

Wall Street Analysts Forecast Growth

SSYS has been the topic of several research analyst reports. Zacks Research raised Stratasys from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 27th. Weiss Ratings upgraded shares of Stratasys from a “sell (e+)” rating to a “sell (d-)” rating in a report on Thursday, May 21st. One research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Stratasys has an average rating of “Moderate Buy” and a consensus target price of $12.33.

About Stratasys

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.