Added to YB: 2026-01-19
Pitch date: 2026-01-16
SSYS [bullish]
Stratasys Ltd.
-21.7%
current return
Author Info
No bio for this author
Company Info
Stratasys Ltd. provides connected polymer-based 3D printing solutions. It offers range of 3D printing systems, including polyjet printers, fused deposition modeling (FDM) printers designed for prototyping, manufacturing tools, and production parts; PolyJet printers to print multiple materials including color printing in a single part build; pantone having validated colors, and multiple material properties; TechStyleTM, which allows 3D printing directly on different kinds of fabrics, enabling series productions in the fashion industry; Anatomy, which helps medical device companies optimize design throughout the product lifecycle; GelMatrix resin; TissueMatrix resin; BoneMatrix resin; and Digital Anatomy Creator to create different anatomical structures by customizing specific bio-mechanical properties and color.
Market Cap
$719.5M
Pitch Price
$10.83
Price Target
N/A
Dividend
N/A
EV/EBITDA
-10.91
P/E
-6.52
EV/Sales
0.91
Sector
Machinery
Category
growth
I've initiated positions in $SSYS ($932m)
SSYS (new position): 3D printing monopoly for robotics frames, replacing metal w/ certified plastics. Customers include Boston Dynamics, Meta, Tesla suppliers, major defense contractors. 30yr FAA/DoD certifications create security moat vs Chinese competitors for OpenAI's robotics push. $255M cash, no debt, 45% gross margins. Asymmetric bet on robotics scale-up.
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