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

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

Shares of SSYS stock traded up $0.32 on Friday, hitting $8.52. 1,718,387 shares of the stock traded hands, compared to its average volume of 951,473. The company has a debt-to-equity ratio of 0.02, a quick ratio of 2.68 and a current ratio of 3.57. Stratasys has a twelve month low of $7.34 and a twelve month high of $12.81. The firm’s 50-day moving average price is $8.47 and its two-hundred day moving average price is $9.47. The stock has a market capitalization of $734.19 million, a PE ratio of -6.82 and a beta of 1.86.

Key Stratasys News

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

Hedge Funds Weigh In On Stratasys

A number of institutional investors have recently bought and sold shares of SSYS. Global Retirement Partners LLC purchased a new stake in shares of Stratasys in the 4th quarter valued at approximately $26,000. Advisory Services Network LLC purchased a new stake in shares of Stratasys during the 3rd quarter valued at approximately $34,000. Raymond James Financial Inc. purchased a new stake in shares of Stratasys during the 2nd quarter valued at approximately $35,000. Osaic Holdings Inc. lifted its holdings in Stratasys by 66.7% in the second 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 during the last quarter. Finally, Headlands Technologies LLC acquired a new position in Stratasys in the second quarter valued at approximately $113,000. 75.77% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on SSYS shares. Weiss Ratings reissued a “sell (d-)” rating on shares of Stratasys in a research note on Thursday, January 22nd. Needham & Company LLC cut their price objective on shares of Stratasys from $12.00 to $11.50 and set a “buy” rating for the company in a report on Thursday, March 5th. Finally, Craig Hallum decreased their target price on shares of Stratasys from $14.00 to $12.00 and set a “buy” rating on the stock in a research note on Friday, March 6th. Four analysts have rated the stock with a Buy rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $12.33.

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.