Stratasys (NASDAQ:SSYS) Posts Quarterly Earnings Results, Beats Estimates By $0.01 EPS

Stratasys (NASDAQ:SSYS) released its quarterly earnings results on Thursday. The technology company reported $0.07 earnings per share for the quarter, beating analysts’ consensus estimates of $0.06 by $0.01, FiscalAI reports. The company had revenue of $140.00 million during the quarter, compared to the consensus estimate of $139.32 million. Stratasys had a negative net margin of 18.92% and a negative return on equity of 1.37%. The firm’s quarterly revenue was down 6.9% on a year-over-year basis. During the same period in the previous year, the business earned $0.12 earnings per share. Stratasys updated its FY 2026 guidance to -0.950–0.760 EPS.

Here are the key takeaways from Stratasys’ conference call:

• 37.5% of revenues from manufacturing in 2025 (up from ~25% in 2020) signals deeper production adoption that should drive higher consumables usage and long-term margin improvement.
• Large customer wins and partnerships — including a transformational collaboration with Airbus (25,000+ flight-ready parts), Boeing purchases of F3300/F900 systems, Rivian deployments, Subaru tooling wins, and McLaren usage — demonstrate scaled, mission-critical adoption across aerospace and automotive.
• 2026 guidance targets modest revenue growth ($565M–$575M), non-GAAP gross margin of ~46.7%–47.1%, and adjusted EBITDA of $25M–$30M while calling for sequential quarterly growth through the year.
• Margins were pressured in 2025 (Q4 GAAP growth margin down to 36.8% from 46.3% last year) due to tariffs, FX, lower revenues and mix, contributing to a GAAP operating loss and reduced quarter-over-quarter adjusted EBITDA.
• Balance sheet and cash flow resilience — $244.5M in cash and equivalents, no debt, and $15.1M of operating cash flow for the year — provide flexibility for organic investment and accretive M&A.

Stratasys Price Performance

NASDAQ:SSYS traded down $0.13 during trading hours on Tuesday, hitting $8.47. The stock had a trading volume of 229,720 shares, compared to its average volume of 1,126,144. The firm has a market capitalization of $729.43 million, a price-to-earnings ratio of -6.78 and a beta of 1.68. Stratasys has a one year low of $8.12 and a one year high of $12.81. The company has a 50 day simple moving average of $10.37 and a two-hundred day simple moving average of $10.21. The company has a debt-to-equity ratio of 0.02, a current ratio of 3.57 and a quick ratio of 2.68.

Analysts Set New Price Targets

A number of analysts have recently commented on the company. Craig Hallum cut their price target on Stratasys from $14.00 to $12.00 and set a “buy” rating on the stock in a research note on Friday. Cantor Fitzgerald raised 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 reaffirmed an “overweight” rating on shares of Stratasys in a research report on Friday, November 14th. Needham & Company LLC lowered their price objective on Stratasys from $12.00 to $11.50 and set a “buy” rating for the company in a research note on Thursday, March 5th. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of Stratasys in a research note on Thursday, January 22nd. Four investment analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $12.33.

Institutional Trading of Stratasys

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

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.