Israel's Stratasys Q1 revenue slightly beats estimates

Stratasys

07/05/2026 12:22

Overview

Israel-based polymer 3D printing firm's Q1 revenue fell yr/yr but slightly beat analyst expectations

Adjusted EPS for Q1 was negative but beat analyst expectations

Company reiterated full-year 2026 outlook amid FX and tariff headwinds

Outlook

Stratasys expects 2026 revenue of $565 mln to $575 mln, improving sequentially through the yr

Company sees 2026 non-GAAP net income of $8 mln to $12.5 mln, or $0.09 to $0.14 per share

Stratasys expects positive operating cash flow in 2026, subject to FX and tariff uncertainty

Result Drivers

RECURRING REVENUE - Co said recurring revenue from consumables and customer support provided stability in Q1

STRATASYS DIRECT GROWTH - Stratasys Direct delivered strong 23% organic growth yr/yr, led by drone customers

FX AND TARIFF HEADWINDS - Co said adjusted EBITDA decline was primarily due to the impact of foreign exchange rates and tariffs

Company press release: ID:nBw7wbBh1a

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Slight Beat*
$132.70 mln
$131.82 mln (4 Analysts)
Q1 Adjusted EPS
Beat
-$0.01
-$0.02 (4 Analysts)
Q1 Adjusted Net Income
-$1.30 mln
Q1 Adjusted EBITDA
$2 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

Wall Street's median 12-month price target for Stratasys Ltd is $12.00, about 29.7% above its May 6 closing price of $9.25

The stock recently traded at 70 times the next 12-month earnings vs. a P/E of 44 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)