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

Stratasys (NASDAQ:SSYS) announced its quarterly earnings results on Thursday. The technology company reported ($0.01) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.02) by $0.01, Briefing.com reports. The company had revenue of $132.70 million for the quarter, compared to analyst estimates of $131.82 million. Stratasys had a negative net margin of 18.92% and a negative return on equity of 1.37%. The firm’s revenue was down 2.5% on a year-over-year basis. During the same period in the previous year, the firm posted $0.04 EPS. Stratasys updated its FY 2026 guidance to 0.090-0.140 EPS.

Here are the key takeaways from Stratasys’ conference call:

• JAMA IV selection and continued aerospace & defense momentum — Stratasys highlighted production-scale deployments (thousands of systems), program-of-record relationships with the U.S. Air Force/NAVAIR, flight?ready parts on Artemis II, and expects to capture a meaningful portion of rising DoD additive spending.
• Stratasys Direct is a growth engine — the parts business grew >10% sequentially and 23% organically YoY, while recurring consumables and support provide revenue stability and the company reported positive operating cash flow with a debt?free balance sheet.
• Q1 results showed revenue of $132.7M (-2.4% YoY) with system and consumables declines, gross margins compressed (tariff and FX headwinds of roughly $5.3M), GAAP net loss widened to $23.8M, and adjusted EBITDA fell to $2M, signaling near?term margin and top?line pressure.
• TrueDent CE Class IIa certification in Europe expands indications to long?term removable dentures and crowns/bridges without changes to workflow, opening a multi?billion European dental opportunity and easing clinician adoption.

Stratasys Trading Up 3.9%

SSYS traded up $0.32 during trading on Friday, reaching $8.52. 1,718,387 shares of the company’s stock were exchanged, compared to its average volume of 951,473. Stratasys has a one year low of $7.34 and a one year high of $12.81. The company has a current ratio of 3.57, a quick ratio of 2.68 and a debt-to-equity ratio of 0.02. The stock has a market capitalization of $734.19 million, a PE ratio of -6.82 and a beta of 1.86. The firm has a fifty day moving average price of $8.47 and a two-hundred day moving average price of $9.47.

Stratasys News Summary

Here are the key news stories impacting Stratasys this week:

• Positive Sentiment: Stratasys reported Q1 revenue of $132.7 million, slightly above estimates, and a smaller-than-expected loss of $0.01 per share versus the forecast loss of $0.02. Stratasys Releases First Quarter 2026 Financial Results
• Positive Sentiment: The company raised/confirmed FY 2026 guidance, calling for EPS of $0.09 to $0.14 and revenue of $565 million to $575 million, both ahead of current analyst expectations. Stratasys Posts Q1 2026 Loss but Reaffirms Full-Year Outlook Amid Resilient Cash Flow
• Neutral Sentiment: Investors are also reacting to the earnings snapshot and call materials, which reinforce the same theme: modest quarterly beat, but revenue still declined 2.5% year over year and profitability remains negative. Q1 Earnings Snapshot
• Negative Sentiment: Despite the beat, the business remains under pressure, with a negative net margin of 18.92% and a negative return on equity of 1.37%, which may limit enthusiasm if the recovery takes time. Stratasys narrowly tops estimates as losses widen, outlook signals recovery

Institutional Investors Weigh In On Stratasys

Institutional investors have recently added to or reduced their stakes in the business. Envestnet Asset Management Inc. grew its holdings in Stratasys by 8.3% during the 3rd quarter. Envestnet Asset Management Inc. now owns 15,680 shares of the technology company’s stock worth $176,000 after acquiring an additional 1,199 shares during the last quarter. Van ECK Associates Corp grew its holdings in Stratasys by 8.9% during the 4th quarter. Van ECK Associates Corp now owns 19,475 shares of the technology company’s stock worth $169,000 after acquiring an additional 1,590 shares during the last quarter. Oxford Asset Management LLP bought a new stake in Stratasys during the 4th quarter worth approximately $167,000. Franklin Resources Inc. bought a new stake in Stratasys during the 3rd quarter worth approximately $152,000. Finally, Pacer Advisors Inc. grew its holdings in Stratasys by 121.8% during the 4th quarter. Pacer Advisors Inc. now owns 16,019 shares of the technology company’s stock worth $139,000 after acquiring an additional 8,798 shares during the last quarter. 75.77% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on SSYS. Needham & Company LLC decreased their price target on shares of Stratasys from $12.00 to $11.50 and set a “buy” rating on the stock in a report on Thursday, March 5th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Stratasys in a report on Thursday, January 22nd. Finally, Craig Hallum decreased their price target on shares of Stratasys from $14.00 to $12.00 and set a “buy” rating on the stock in a report on Friday, March 6th. Four equities research analysts have rated the stock with a Buy rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock has a consensus 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.