What happened?
Shares of 3D printing company Stratasys (NASDAQ:SSYS) fell 6.7% in the afternoon session after the company reported third-quarter 2026 financial results and lowered its full-year revenue guidance.
According to a company press release, Stratasys lowered its full-year 2026 revenue guidance to between $556 million and $561 million, down from its previous projection of $565 million to $575 million. The company also reduced its expected full-year non-GAAP gross margin to between 46.6% and 46.7%, compared with its previous forecast of 46.7% to 47.1%.
During the third quarter of 2026, revenue increased 4.1% year over year to $142.6 million. The company reported a GAAP net loss of $10.2 million, or 12 cents per diluted share. Non-GAAP net income was $3.5 million, or 4 cents per diluted share.
After the initial drop, the shares shed some of the losses and rose to $6.30, down 3.7% from the previous close.
The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Is now the time to buy Stratasys? Access our full analysis report here, it’s free.
What is the market telling us
Stratasys’s shares are quite volatile and have had 19 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.
The biggest move we wrote about over the last year was 8 months ago when the stock dropped 13% on the news that the company released disappointing financial guidance for 2026, particularly on future profits. For the upcoming 2026 financial year, Stratasys projected its adjusted earnings per share would be $0.12 at the midpoint, which missed analyst estimates by a significant 52.6%. The weak profit outlook overshadowed an otherwise mixed report. While the company's full-year revenue guidance of $570 million at the midpoint slightly beat Wall Street's expectations, its EBITDA guidance for 2026 came in well below consensus. For the just-reported fourth quarter, Stratasys topped analysts' revenue and adjusted EPS estimates, but its adjusted EBITDA fell short.
Stratasys is down 30.1% since the beginning of the year, and at $6.30 per share, it is trading below its 52-week high of $11.62 from January 2026. Investors who bought $1,000 worth of Stratasys’s shares 5 years ago would now be looking at only $189.59.
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