SSYS - Stratasys: Overlooked Strategic Options

2024-06-08 02:50:00 ET

Summary

• Stratasys' financial performance has been reasonable given the difficult demand environment, but the stock price is down over 30% year-to-date.
• Stratasys has a reasonably healthy balance sheet and is reducing its cash burn, positioning the company to weather the current downturn.
• Stratasys' appears reasonably priced, assuming it can transition to profitability and generate modest growth when demand improves.
• There is also an acquisition offer from Nano Dimension on the table, which should be supporting the share price more than it currently is.

Stratasys' ( SSYS ) financial performance in recent quarters has been reasonable given the difficult demand environment. Investors continue to shun the stock though, with the share price down over 30% year-to-date....

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