<- Go home

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

Show full summary:
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.

Read full article (2 min)