Stratasys speed up fixture production for their own hardware
Bloomberg post today on OpenAI's push to robotics.[Miser] [Miser]
This is an asymmetrical long on the scale-up of robotics
Tesla Optimus builds on Sanhua & Tuopu (suppliers for actuators), which uses Stratasys.
Basically: They've solved the robotics bottleneck by creating lightweight frames that replace heavy metal and Boston Dynamics and other Robotics build their frames on.
So at the bottom of the robotics supply chain is $Stratasys(SSYS)$ where the former robotics metal frames ->plastic. Eg (structural limbs of Atlas).
As robotics scales up -> so does their revenue.
Extremely low downside risk with $255.0 Million in cash, no debt.
FY 2025 Revenue: Guided at $550M – $560M: 45.3% gross margins (very high for defense contractor/materials provider).
Wall Street was originally pricing $SSYS as a dying hardware company:
But... They just got the perfect tailwind as the entire industry pushes to Robotics in 2026, that is about to be hypercharged by $TSLA and OpenAI.
Similar to how $AXT Inc(AXTI)$ is the bottleneck to AI, $LightPath(LPTH)$ addresses the bottleneck with defense:
$SSYS solves the bottleneck with robotics in the US and is at the bottom of every robot (as the frame)
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