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

Stratasys (NASDAQ:SSYS) issued its quarterly earnings results on Thursday. The technology company reported $0.04 earnings per share for the quarter, topping the consensus estimate of $0.02 by $0.02, FiscalAI reports. Stratasys had a negative return on equity of 1.77% and a negative net margin of 21.05%. The firm had revenue of $142.64 million during the quarter, compared to the consensus estimate of $141.91 million. During the same period last year, the company earned $0.02 earnings per share. The company’s revenue for the quarter was up 4.1% on a year-over-year basis. Stratasys updated its FY 2026 guidance to 0.100-0.120 EPS.

Here are the key takeaways from Stratasys’ conference call:

• Third-quarter revenue rose 4.1% year over year to $142.6 million, with non-GAAP operating income of $2.7 million and $3.5 million in positive operating cash flow. The company ended the quarter with $210.7 million in cash and no debt; reported gross margin included a tariff credit and other one-time items, with underlying gross margin estimated at 45%–46%.
• Aerospace and defense revenue grew more than 35% year over year, led by production-related demand and follow-on orders. Stratasys said demand spans multiple defense and aerospace applications, though larger production deals typically have longer and less predictable sales cycles.
• Stratasys lowered its 2026 revenue outlook to $556 million–$561 million from $565 million–$575 million, citing several large deals pushed out further than expected. Management said demand remains strong, but the timing shift reflects longer sales cycles as the business moves toward larger production orders.
• Automotive examples supported the company’s manufacturing strategy: GM used Stratasys systems for more than 5,000 factory-floor applications this year and reports about $10 million in annual cost savings. Toyota and Rivian are evaluating the new F870 platform for manufacturing applications.
• Stratasys and Nano Dimension mutually terminated the planned Markforged acquisition because regulatory approval was expected to take longer and cost more than anticipated. Management said there are no financial repercussions and described the technology as complementary, but not transformative.

Stratasys Price Performance

SSYS opened at $5.75 on Friday. The stock’s 50 day simple moving average is $7.48 and its 200 day simple moving average is $8.50. The stock has a market cap of $506.48 million, a P/E ratio of -4.28 and a beta of 1.83. Stratasys has a 1-year low of $5.80 and a 1-year high of $12.24.

Analyst Ratings Changes

Several analysts have recently weighed in on the stock. Needham & Company LLC lowered their target price on shares of Stratasys from $11.50 to $9.50 and set a “buy” rating on the stock in a report on Thursday. Zacks Research cut Stratasys from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, August 25th. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of Stratasys in a research report on Tuesday, August 18th. Four analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $11.67.

Recent Stratasys Headlines

These are some of the SSYS headlines that stood out recently:

• Positive Sentiment: Third-quarter EPS was $0.04 versus the $0.02 consensus, and revenue of $142.64 million edged past estimates of $141.91 million, rising 4.1% year over year. Reports also point to aerospace and defense demand supporting growth. Stratasys Q3 results Defense demand and Q3 results
• Neutral Sentiment: Needham lowered its price target to $9.50 from $11.50 but kept a Buy rating, signaling a more cautious valuation view while retaining an optimistic stance.
• Negative Sentiment: Full-year revenue guidance of $556 million–$561 million is below the $565.2 million analyst consensus. Coverage also cited delayed large deals, which could push out sales. The company’s net margin remained negative at 21.05%, underscoring that profitability is still a challenge. Q3 outlook and deal timing

Stratasys Company Profile

Stratasys is a global provider of polymer 3D printing and additive manufacturing solutions. Its offerings include 3D printers, printing materials, software and related services for designing and producing prototypes, tools and end-use parts. The company serves customers across industries such as aerospace, automotive, healthcare, consumer products and education. Its technologies include Fused Deposition Modeling (FDM), PolyJet and stereolithography, supporting a range of applications from product development to manufacturing.