Stratasys Ltd. (SSYS) AI Stock Analysis

NASDAQ: SSYSAI research summary: business, growth, valuation, analysts, bull and bear case.

SSYS AI stock analysis summary

AI Research

Stratasys Ltd. (SSYS) provides polymer-based 3D printing solutions, materials, and software across industries like aerospace, automotive, and healthcare. While annual revenue contracted to $551.1M in FY2025 and trailing twelve-month net margin stood at -21.1%, gross margin expanded to 47.0%. Furthermore, the balance sheet maintains a strong net cash position of $187.1M with total debt of just $25.4M.

Market cap
$607.9M
Revenue (TTM)
$547.3M
P/E
—
fwd 30.1x
1Y return
-39.5%
S&P 500 16.8%
Avg. target
$12.00
72.9% vs last close

Bull case

  • Gross margins expanded from 42.8% in FY2021 to 47.0% in FY2025, demonstrating improved production efficiency.
  • Stratasys maintains a balance sheet with $187.1M in net cash and a low debt-to-equity ratio of 0.03.
  • Wall Street analysts set a mean price target of $12.00, implying a 72.9% upside over the closing price of $6.94.

Bear case

  • Annual revenue contracted from $651.5M in FY2022 to $551.1M in FY2025, with quarterly revenue falling 0.3% year-over-year.
  • The company generated net income of -$104.3M in FY2025 and an EPS of -$1.34 over the trailing twelve months.
  • Long-term share performance has been weak, with shares down 74.8% over 5 years while the S&P 500 gained 83.0%.

What Stratasys does

Stratasys Ltd. specializes in advanced polymer-based 3D printing solutions for manufacturing, rapid prototyping, design validation, and visualization. Its hardware lineup includes polyjet printers, FDM printers, stereolithography systems, and programmable photopolymerization printers. In addition to hardware, Stratasys supplies 3D printing materials such as FDM spool-based filaments, polyjet cartridge resins, and digital materials. The company's software ecosystem includes the GrabCAD Additive Manufacturing Platform, GrabCAD Shop, and GrabCAD SDK, alongside design-sharing communities Thingiverse.com and GrabCAD Community. It serves aerospace, automotive, healthcare, consumer products, dental, medical, and education sectors.

Growth and profitability

Between FY2021 and FY2025, Stratasys generated a 5-year revenue CAGR of 1.1%, with annual sales peaking at $651.5M in FY2022 before declining to $551.1M in FY2025. Revenue fell 8.8% in FY2024 and 3.7% in FY2025. Despite lower sales, gross margin improved from 42.8% in FY2021 to 47.0% in FY2025. Profitability remained negative, with an operating margin of -10.7% and net income of -$104.3M in FY2025. For the trailing twelve months ended June 30, 2026, revenue stood at $547.3M with quarterly revenue down 0.3% year-over-year, an operating margin of -8.8%, and EPS of -$1.34.

SSYS income statement →

Balance sheet and cash flow

As of June 30, 2026, Stratasys held $212.5M in cash and short-term investments against total debt of $25.4M, resulting in net cash of $187.1M. The company maintains liquidity with a current ratio of 3.48 and a debt-to-equity ratio of 0.03 relative to shareholders' equity of $818.6M. Operating cash flow reached $15.1M in FY2025, while capital expenditures of $22.1M led to free cash flow of -$7.0M. Additionally, the company's share count increased 33.9% over a 5-year span.

SSYS balance sheet →

Valuation and performance

At a market cap of $607.9M and enterprise value of $525.8M, Stratasys trades at a forward P/E of 30.1x, which is above the 18.8x median of its US-listed Technology peers. Conversely, its price-to-sales ratio of 1.1x is below the peer median of 2.8x, and its price-to-book ratio sits at 0.9x. The stock closed at $6.94 on October 16, 2026, down 20.0% year-to-date and down 39.5% over the past year, lagging the S&P 500 return of 16.8% over the same 1-year period.

SSYS key metrics →

What analysts expect

Analyst consensus includes 2 Strong Buy, 1 Buy, and 1 Hold rating, with no Sell ratings. The mean price target is $12.00, representing a 72.9% upside compared to the last close of $6.94. For FY2026 ending December 31, 2026, analysts estimate revenue of $565.2M and EPS of $0.11, marking a 26.7% decline in EPS. Stratasys beat EPS estimates in 2 of the last 4 quarters, with its next earnings report scheduled for November 12, 2026.

SSYS forecast and price target →

Key risks and what to watch

  • Stock price volatility is elevated, as shown by a beta of 1.99 and a 1-year return of -39.5%.
  • Cash generation remains constrained, evidenced by free cash flow of -$7.0M and capital expenditures of $22.1M in FY2025.
  • Shareholder equity has faced dilution, with the share count increasing 33.9% over a 5-year period.
  • Operating profitability remains negative with an operating margin of -8.8%, compared to the peer median of 13.2%.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this SSYS AI stock analysis

This page is an AI-written research summary of Stratasys Ltd. (SSYS). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: SSYS income statement, SSYS balance sheet, SSYS key metrics, SSYS analyst forecast, SSYS chart. See the SSYS stock overview for the latest quote and news.

SSYS AI stock analysis FAQ

What is Stratasys's net cash position?

As of June 30, 2026, Stratasys held $212.5M in cash and short-term investments against $25.4M in total debt, giving it net cash of $187.1M.

Does Stratasys pay a dividend?

Stratasys does not currently pay a dividend.

How do analysts rate SSYS stock?

Ratings consist of 2 Strong Buy, 1 Buy, and 1 Hold, with an average price target of $12.00, which is 72.9% above the last close of $6.94.

When does Stratasys report earnings next?

Stratasys is scheduled to report earnings on November 12, 2026.

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