Overview
Polymer 3D printing leader's Q4 revenue slightly beat analyst expectations
Adjusted EPS for Q4 beat analyst expectations
Company maintained positive operating cash flow and strong balance sheet with no debt
Outlook
Stratasys forecasts 2026 revenue of $565 mln to $575 mln
Company expects 2026 non-GAAP gross margins of 46.7%-47.1%
Stratasys projects 2026 GAAP net loss of $83 mln to $67 mln
Result Drivers
MANUFACTURING APPLICATIONS - Co increased revenue share from manufacturing applications to 37.5%, up from 25% in 2020
OPERATIONAL DISCIPLINE - CEO Dr. Yoav Zeif highlighted operational discipline and cash flow generation as key to resilience
STRATEGIC INVESTMENTS - Co focuses on strategic partnerships and R&D to support innovation and future growth
Company press release: ID:nBw7MxysHa
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Slight Beat* | $140 mln | $139.32 mln (4 Analysts) |
Q4 Adjusted EPS | Beat | $0.07 | $0.06 (4 Analysts) |
Q4 Adjusted Net Income | $6.20 mln | ||
Q4 Adjusted EBITDA | $9.20 mln |
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the electronic equipment & parts peer group is "buy"
Wall Street's median 12-month price target for Stratasys Ltd is $13.50, about 37.8% above its March 4 closing price of $9.80
The stock recently traded at 42 times the next 12-month earnings vs. a P/E of 38 three months ago
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
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