Stratasys (SSYS)

• Market cap: $788M
• 1 day: -1.97%
• 5 days: 3.06%
• 1 month: -3.58%
• 3 months: 0.53%
• 6 months: 32.21%
• Year to date: 8.51%
• 1 year: -2.88%
• 5 years: -46.67%
• 10 years: -74.79%
• Sector: Technology
• Industry: Computer Hardware

About: Stratasys Ltd is a polymer-based 3D printing solution, which provides a product life cycle, with multiple technologies and complete solutions for superior application fit, across industrial, healthcare, and consumer fields. It focuses, in particular, on polymer 3D printing solutions that address the fastest-growing manufacturing solutions viewed as the potential growth opportunity in the 3D printing industry. Its printers include FDM, PolyJet, Stereolithography, P3, and SAF. Its software is GrabCAD Software, Connectivity, Digital Anatomy Creator, and OpenAM Software. It generates revenue through 3D printing systems, related services, and consumables and by providing additive manufacturing solutions.

Employees: 1,779

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

3,337% more call options, than puts

Call options by funds: $8.83M | Put options by funds: $257K

100% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 2 (+1) [Q4]

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

8% more capital invested

Capital invested by funds: $317M [Q3] → $341M (+$24M) [Q4]

2% more funds holding

Funds holding: 137 [Q3] → 140 (+3) [Q4]

1.35% more ownership

Funds ownership: 53.15% [Q3] → 54.51% (+1.35%) [Q4]

8% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 38

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $13 38% upside
• Avg. target: $14 48% upside
• High target: $15 59% upside

2 analyst ratings

• positive: 2 100%
• neutral: 0 0%
• negative: 0 0%

Needham James Ricchiuti 18% 1-year accuracy 21 / 119 met price target	38% upside $13	Buy Maintained	6 Mar 2025
Cantor Fitzgerald Troy Jensen 34% 1-year accuracy 11 / 32 met price target	59% upside $15	Overweight Maintained	4 Mar 2025