Stratasys, Inc. (NASDAQ:SSYS)
The Company develops, manufactures, and sells a family of systems, including a line of 3D printers, all of which create physical models from computerized designs.
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I recently put an outperform call on DDD and am taking the fall in SSYS stock today to do the same for it. I think 3D printing is a speculative but potentially very profitable business over the long term.
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3D printing is the wave of the future. But could you create a 3D printer so powerful that it could print ANOTHER 3D printer?! Be very afraid of that, investors!
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one of three companies positioned to capitalize on an emerging mega-trend
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Price seems low for this early mover in the infant industry of 3D printing. Will be interesting to see where this sits in 5 years.
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Growth as long as a big competitor doesn't eat their lunch.
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Still priced for perfection.
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3 D printing is cool
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Good opportunity to get an exciting growth story after a sharp pullback.
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I like this stock and 3d systems, the two leaders in 3d printing at the moment. 3d printing technology is really just getting off the ground, and we as a society don't have the slightest idea what it could be capable of in the future. Don't look at the P/E with this company, that's stupid. In fact, all the traditional metrics except maybe growth rate are gonna look stupid. This is a company with no debt and technology with limitless potential. Even if there's a decent chance this one's quite overvalued at the moment, I think it's worth buying now, after the recent drop in prices, as this is potentially a game-changer and I wouldn't want to miss out on the opportunity to buy.
If you don't know anything about 3d printing I would do some research because it is really cool and I think one way or another it's going to be used much much much more in the future.
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This is a small/mid cap high growth stock that should outperform the S&P during the bull market.
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Rapid prototyping will help a large variety of businesses. Plus I have a feeling they'll be coming out with a commecial 3d printer that willl be affordable for small businesses
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Using CAPS as a way to keep an eye on this stock. I think it'll be a bumpy ride over the next few years, and I'll wait for a better entry point in my real portfolio.
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Proprietary Technology and high margin re- occuring revenue from supplies
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First, people overestimate the usefulness of printed parts - they have very little strength, hardness, etc. We'll be CNC machining things out of aluminum for many more decades.
Second, my 14 year old built a Mendel that prints pretty well. Stratasys is going to have competitors coming from all directions.
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Maybe a HG that will exploded?
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Stratasys, Inc [SSYS] manufactures 3-D Printers, which are set to revolutionize design, manufacturing, and even the Commodities markets. Stock is up 110% since August 2010, and set to go much higher. Buy and hold 5+ years.
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NY Times - 3D Printers
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computer based systems, aggressive small growth - big deal with HP, expected to triple revenue in 3 years, 41% market share, slightly behind 3D systems in revenue but sells more units, 25% annual growth over the next 3 years
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Very interesting technology, fragmented market in terms of technology. best value add of technology cos usable in office space, others are not...
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Pros:
-Disruptive technology
-Apparently best in class (they give a breakdown of their competitors' technologies in their 10-k)
-Profitable with no debt
-Run by founder
-Lucrative revenue stream with maintenance and 'printing' supplies
-Potential appeal all they way to consumer level
Cons:
-Disruptive technologies usually take longer than the market expects for widespread adoption
-High valuation
-Massive institutional ownership--already 'discovered'
-Low insider ownership
-Possibility of margin erosion
-Possibility of loss of printing supply business to generic manufacturer in the long term (again, candidly disclosed in 10-k)
Verdict: Long, with regular purchases each quarter rather than try to time purchases on valuation. There might be some short term price carnage from an earnings miss, or it may never go below 50 p/e again--no way to tell.
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