Added to YB: 2026-01-19
Pitch date: 2026-01-16
SSYS [bullish]
Stratasys Ltd.
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 printer, fused deposition modeling (FDM) printers, stereolithography printing systems, origin P3 printers, and selective absorption fusion printer for additive manufacturing, tooling, and rapid prototyping for various markets, such as automotive, aerospace, consumer products, and healthcare.
Market Cap
$865.5M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-8.68
P/E
-6.21
EV/Sales
1.14
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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