Neuberger Berman Group LLC Sells 108,524 Shares of Stratasys, Ltd. $SSYS

Neuberger Berman Group LLC lessened its holdings in Stratasys, Ltd. (NASDAQ:SSYS) by 2.4% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 4,426,171 shares of the technology company’s stock after selling 108,524 shares during the period. Neuberger Berman Group LLC owned about 5.20% of Stratasys worth $49,592,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Raymond James Financial Inc. purchased a new position in Stratasys during the second quarter valued at approximately $35,000. State of Alaska Department of Revenue purchased a new stake in Stratasys during the third quarter worth $45,000. Osaic Holdings Inc. boosted its position in Stratasys by 66.7% during the 2nd quarter. Osaic Holdings Inc. now owns 8,199 shares of the technology company’s stock valued at $94,000 after acquiring an additional 3,282 shares in the last quarter. Teton Advisors LLC bought a new stake in Stratasys during the 3rd quarter valued at $112,000. Finally, Headlands Technologies LLC purchased a new position in shares of Stratasys in the 2nd quarter valued at $113,000. 75.77% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several research firms have recently commented on SSYS. Weiss Ratings reissued a “sell (d-)” rating on shares of Stratasys in a research report on Thursday, January 22nd. UBS Group reaffirmed an “overweight” rating on shares of Stratasys in a research report on Friday, November 14th. Needham & Company LLC cut their target price on Stratasys from $12.00 to $11.50 and set a “buy” rating on the stock in a research note on Thursday. Craig Hallum reduced their target price on shares of Stratasys from $14.00 to $12.00 and set a “buy” rating for the company in a report on Friday. Finally, Cantor Fitzgerald increased their price target on shares of Stratasys from $13.00 to $13.50 and gave the company an “overweight” rating in a research report on Friday, November 14th. Four analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Stratasys presently has an average rating of “Moderate Buy” and a consensus price target of $12.33.

Stratasys Trading Down 3.7%

Shares of NASDAQ:SSYS opened at $8.76 on Friday. The business’s 50-day moving average is $10.38 and its 200 day moving average is $10.23. The company has a debt-to-equity ratio of 0.03, a current ratio of 3.65 and a quick ratio of 2.69. Stratasys, Ltd. has a 1 year low of $8.12 and a 1 year high of $12.81. The firm has a market capitalization of $745.39 million, a P/E ratio of -7.01 and a beta of 1.68.

Stratasys (NASDAQ:SSYS) last issued its quarterly earnings results on Thursday, March 5th. The technology company reported $0.07 earnings per share for the quarter, topping the consensus estimate of $0.05 by $0.02. Stratasys had a negative return on equity of 1.37% and a negative net margin of 18.92%.The business had revenue of $140.00 million during the quarter, compared to the consensus estimate of $139.32 million. During the same quarter last year, the company earned $0.12 earnings per share. The company’s quarterly revenue was down 6.9% on a year-over-year basis. Stratasys has set its FY 2026 guidance at -0.950–0.760 EPS. On average, research analysts predict that Stratasys, Ltd. will post -0.4 earnings per share for the current fiscal year.

Key Stories Impacting Stratasys

Here are the key news stories impacting Stratasys this week:

• Positive Sentiment: Q4 EPS beat analyst estimates ($0.07 vs. $0.05) and the company slightly topped revenue consensus ($140M vs. $139.3M), a data point investors can view as underlying operational resilience. Stratasys Q4 Earnings Beat Estimates, Revenues Slip Y/Y, Shares Fall
• Positive Sentiment: Some sell-side firms kept Buy ratings even after trimming targets — Craig-Hallum cut its PT to $12 (still a Buy) signaling continued upside potential from current levels. Stratasys Inc. (SSYS) PT Lowered to $12 at Craig-Hallum
• Positive Sentiment: Needham also trimmed its target to $11.50 but maintained a Buy rating, indicating some analysts view the pullback as a buying opportunity. Needham Lowers PT for Stratasys
• Neutral Sentiment: Stratasys filed its annual Form 20-F (audited 2025 financials) — useful for due diligence but not an immediate market mover. Stratasys Files Annual Report on Form 20-F
• Neutral Sentiment: Company released its earnings slide deck and full call transcript — useful for color on verticals and strategic priorities (industrial traction highlighted) but do not change the near-term earnings math. Q4 2025 Earnings Call Transcript
• Negative Sentiment: Management issued weak FY2026 EPS guidance (-$0.95 to -$0.76) versus street expectations (~$0.07), a major catalyst for the selloff as it implies continued near-term losses and reset analyst models. Stratasys Releases Fourth-Quarter and Full Year 2025 Financial Results
• Negative Sentiment: Revenue fell ~6.9% year-over-year and margins remain pressured (negative net margin and a year-over-year profit plunge), which keeps investor focus on whether cost actions and industrial progress will restore profitability. SSYS Q4 Deep Dive: Margin Pressures Persist
• Negative Sentiment: Market reaction: shares dropped after the combination of weak guidance, revenue decline and margin concerns — traders priced in higher near-term risk despite some operational positives. Stratasys stock falls on revenue miss and weak 2026 guidance

Stratasys Company Profile

Stratasys, Inc is a global leader in additive manufacturing and 3D printing solutions, offering a comprehensive portfolio of technologies and materials for rapid prototyping and production. Founded in 1989 by Scott and Lisa Crump, the company pioneered fused deposition modeling (FDM) and has since expanded its capabilities to include PolyJet, stereolithography and metal deposition systems. Stratasys serves a broad array of customers, from small design studios to major industrial manufacturers, enabling accelerated product development and on-demand part production.

The company’s product line encompasses both desktop and industrial-grade 3D printers, dedicated support materials and proprietary software designed to streamline the digital manufacturing workflow.