Stratasys (NASDAQ:SSYS) Announces Earnings Results

Stratasys (NASDAQ:SSYS) issued its earnings results on Thursday. The technology company reported $0.03 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.01 by $0.02, FiscalAI reports. Stratasys had a negative return on equity of 1.73% and a negative net margin of 21.00%.The business had revenue of $137.61 million during the quarter, compared to analysts’ expectations of $138.48 million. During the same quarter in the prior year, the firm earned $0.03 EPS. The business’s revenue for the quarter was down .4% compared to the same quarter last year. 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 Performance

Shares of SSYS stock traded down $0.06 during mid-day trading on Friday, hitting $8.91. The company’s stock had a trading volume of 273,639 shares, compared to its average volume of 904,574. The company has a market cap of $767.80 million, a PE ratio of -6.61 and a beta of 1.94. The company’s fifty day simple moving average is $8.47 and its 200-day simple moving average is $8.94. Stratasys has a 52 week low of $7.34 and a 52 week high of $12.81.

Key Headlines Impacting Stratasys

Here are the key news stories impacting Stratasys this week:

• Positive Sentiment: Stratasys reported second-quarter 2026 earnings of $0.03 per share, ahead of the $0.01 analyst consensus and matching the year-ago result. Stratasys Surpasses Q2 Earnings Estimates
• Positive Sentiment: The company reaffirmed most of its fiscal 2026 outlook and issued EPS guidance of $0.09 to $0.14, above the $0.06 consensus estimate. Revenue guidance of $565 million to $575 million was broadly in line with expectations. Stratasys Posts Q2 Results
• Positive Sentiment: Management highlighted continued focus on manufacturing customers, record consumables performance, and the Markforged acquisition as a way to expand its aerospace and defense presence. SSYS Q2 Deep Dive

Wall Street Analysts Forecast Growth

SSYS has been the subject of several recent research 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 research report on Thursday, May 21st. One analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $12.33.

Institutional Investors Weigh In On Stratasys

Hedge funds have recently added to or reduced their stakes in the business. Global Retirement Partners LLC acquired a new position in Stratasys in the fourth quarter valued at approximately $26,000. Advisory Services Network LLC acquired a new stake in shares of Stratasys during the 3rd quarter worth approximately $34,000. Raymond James Financial Inc. bought a new stake in shares of Stratasys in the 2nd quarter valued at $35,000. CIBC Asset Management Inc bought a new stake in shares of Stratasys in the 4th quarter valued at $93,000. Finally, Osaic Holdings Inc. increased its stake in shares of Stratasys by 66.7% in the 2nd quarter. Osaic Holdings Inc. now owns 8,199 shares of the technology company’s stock valued at $94,000 after acquiring an additional 3,282 shares in the last quarter. 75.77% of the stock is currently owned by institutional investors.

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.