Stratasys (NASDAQ:SSYS) Releases Earnings Results, Beats Estimates By $0.02 EPS

Stratasys (NASDAQ:SSYS) announced its quarterly earnings data on Thursday. The technology company reported $0.03 earnings per share for the quarter, topping the consensus estimate of $0.01 by $0.02, FiscalAI reports. The business had revenue of $137.61 million during the quarter, compared to the consensus estimate of $138.48 million. Stratasys had a negative return on equity of 1.73% and a negative net margin of 21.00%.Stratasys’s revenue for the quarter was down .4% on a year-over-year basis. During the same period in the prior year, the company earned $0.03 EPS. 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 Stock Up 1.5%

Stratasys stock traded up $0.13 during trading hours on Thursday, hitting $8.97. The stock had a trading volume of 1,098,190 shares, compared to its average volume of 908,996. The stock has a market cap of $772.94 million, a price-to-earnings ratio of -6.64 and a beta of 1.94. Stratasys has a one year low of $7.34 and a one year high of $12.81. The business’s 50 day simple moving average is $8.48 and its 200-day simple moving average is $8.95.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its position in Stratasys by 3.1% during 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 buying an additional 6,306 shares during the period. JPMorgan Chase & Co. increased its position in Stratasys by 41.0% in the 2nd quarter. JPMorgan Chase & Co. now owns 332,395 shares of the technology company’s stock valued at $3,813,000 after acquiring an additional 96,731 shares during the period. Russell Investments Group Ltd. increased its position in Stratasys by 17.6% in the 2nd quarter. Russell Investments Group Ltd. now owns 78,902 shares of the technology company’s stock valued at $905,000 after acquiring an additional 11,808 shares during the period. Arrowstreet Capital Limited Partnership bought a new position in shares of Stratasys during the second quarter valued at $1,708,000. Finally, Marshall Wace LLP bought a new position in shares of Stratasys during the second quarter valued at $574,000. Institutional investors and hedge funds own 75.77% of the company’s stock.

Analysts Set New Price Targets

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

Key Stories Impacting Stratasys

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: The company reaffirmed its fiscal 2026 revenue outlook of $565 million to $575 million and raised or maintained EPS guidance at $0.09 to $0.14, above the current analyst estimate of $0.06. Stratasys Q2 Results and Guidance
• Neutral Sentiment: Second-quarter revenue was $137.6 million, nearly flat year over year but slightly below the $138.5 million consensus estimate. Stratasys Reports Sales Below Estimates
• Negative Sentiment: Stratasys lowered its full-year operating cash-flow outlook, while profitability remains weak: net margin was negative 21% and return on equity was negative 1.73%. Stratasys Reports Mixed Q2 Results

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.