Stratasys: It Could Stand As A Market Consolidator

  • Stratasys leads the 3D printing industry with a strong consumables business and resilient profitability, even amid weak capital spending from clients. Cost controls, solid pricing, and a robust balance sheet—now further strengthened by a $120M cash injection—position SSYS for sustainable growth and M&A. A shift toward mass production applications and onshoring trends should drive long-term revenue and margin expansion, supporting management's optimistic outlook.