$SSYS

Stratasys (NASDAQ: SSYS) reported Q2 CY2026 revenue of $137.6 million, flat year on year and slightly below Wall Street estimates, according to the company. Full-year revenue guidance was $570 million at the midpoint, near analyst expectations. Non-GAAP EPS was $0.03, above consensus by $0.02, and analysts expect full-year EPS to rise from $0.11 to $0.16.

Stratasys (NASDAQ: SSYS) is set to report Q2 results Thursday before market open. The prior quarter revenue was $132.7 million, down 2.5% YoY, and it beat EPS estimates while full-year EBITDA guidance exceeded analysts’ expectations. For Q2, analysts expect flat revenue YoY. The article cites SSYS’s $12.33 average price target versus a $8.99 share price.

Sanmina (SANM), Powell (POWL) and Stratasys (SSYS) fell in the afternoon after early gains reversed. The article links the move to Iran shooting down a US Apache helicopter near the Strait of Hormuz and Trump saying the US must respond, which it says could delay industrial supply-chain normalization and energy-adjacent capex. SANM -3.6%, POWL -4.1%, SSYS -3.7%.

Stratasys (SSYS) agreed to buy Markforged in an all-cash deal valued at $42.5 million to expand its defense and aerospace 3D-printing offerings, adding Markforged’s continuous carbon fiber technology and Digital Forge software. Stratasys expects margin and EBITDA accretion within one year after closing, with cost synergies, and will update guidance post-close. The deal is expected to close in H2 2026.

Stratasys Direct has been selected to participate in the U.S. Department of War’s (DoW) Joint Additive Manufacturing Acceptability (JAMA) IV Pilot Parts Program. This multimillion-dollar effort focuses on qualifying and deploying 3D-printed parts for military platforms and defense supply chains. Stratasys Direct, already a supplier of qualified production parts to defense organizations, will contribute to expanding additive manufacturing use in aerospace and defense production, driven by increasing military demand for accuracy, scalability, and supply chain resilience.

Stratasys Direct has been selected for the U.S. Department of War’s (DoW) Joint Additive Manufacturing Acceptability (JAMA) IV Pilot Parts Program. This program aims to accelerate the qualification and deployment of 3D printed parts across military platforms, expanding Stratasys's existing role in supporting defense organizations. The contract highlights increasing DoW budget allocations for additive manufacturing, with funding rising to $3.3 billion in fiscal year 2026.

Stratasys (SSYS) Director Yair Seroussi has filed an initial Form 3, disclosing his beneficial ownership of the company's securities. The filing details direct holdings of ordinary shares and various stock option grants with exercise prices ranging from $6.18 to $25.03 and expiration dates between 2027 and 2035. It clarifies that a portion of the ordinary shares represents restricted share units vesting in monthly installments from July 2025 to July 2026, with a similar vesting schedule for a related stock option grant.

Stratasys reported fourth-quarter 2025 financial results showing declining revenue and contracting operating margins, leading to a negative investor reaction. Despite revenue slightly exceeding forecasts and adjusted EPS surpassing estimates, adjusted EBITDA fell short, indicating operational pressures. The company cited ongoing macroeconomic challenges impacting capital expenditure but noted strength in aerospace, defense, dental, and medical segments, offering a cautious outlook for the upcoming year with guidance below analyst consensus.

Stratasys CEO Yoav Zeif, speaking at AMS 2026, described the additive manufacturing market as "donut-shaped," with growth at the low-cost desktop end and high-specification industrial tier, putting pressure on the middle. He attributed recent industry challenges to macroeconomic factors and high interest rates, rather than a fundamental crisis, and highlighted six "additive-only" areas for future growth. Zeif emphasized AI as an accelerant and defense as a leading sector for additive adoption, driven by agility and supply chain resilience.

Stratasys has acquired the technology portfolio and intellectual property (IP) of carbon fiber 3D printing firm Arevo, following an asset auction. Arevo, known for its AQUA 3D printers and later its SuperStrata bikes, ceased operations last year despite significant funding. Stratasys plans to leverage this IP, which includes carbon fiber 3D printing and AI-powered monitoring, to enhance its FDM technology, improve part isotropy, and boost 3D printer throughput for manufacturing applications.