SAN FRANCISCO, April 30, 2026 (GLOBE NEWSWIRE) -- iRhythm Holdings, Inc. (NASDAQ: IRTC), a leading digital health care company focused on creating trusted solutions that detect, predict, and prevent disease, today reported financial results for the three months ended March 31, 2026.
First Quarter 2026 Financial Highlights
Revenue of $199.4 million, a 25.7% increase compared to first quarter 2025Gross margin of 70.9%, a 210-basis point increase compared to first quarter 2025Net loss of $13.9 million, a $16.8 million improvement compared to first quarter 2025Adjusted EBITDA and adjusted EBITDA margin of $14.1 million and 7.1%, respectively, a $16.7 million and 880-basis point improvement, respectively, compared to first quarter 2025Unrestricted cash, cash equivalents, and marketable securities of $549.6 million as of March 31, 2026Increased fiscal year 2026 revenue guidance to $875 million to $885 million and adjusted EBITDA margin to 12.0% to 13.0% Recent Operational Highlights
Delivered another strong quarter, demonstrated by robust volume led revenue growth and expanded margins, with continued momentum across cardiology, primary care, innovative channels, and international marketsPresented data at ACC and HRS further demonstrating the benefits of iRhythm’s Zio® ambulatory ECG portfolio across multiple patient populations as company launches new digital education platform “We delivered a strong start to 2026, with continued revenue growth reflecting durable demand for our platform and increasing adoption across multiple care settings,” said Quentin Blackford, President and Chief Executive Officer of iRhythm. “We are increasingly diversified across channels, with meaningful contributions from Zio monitor, Zio AT, innovative partnerships, and international markets. As we advance our AI-enabled capabilities and expand into earlier detection, we believe we are unlocking a significantly larger opportunity to improve patient outcomes while providing an integrated solution that lowers the total cost of cardiac care.”
First Quarter 2026 Financial Results
Revenue for the first quarter of 2026 was $199.4 million, up 25.7% from $158.7 million during the same period in 2025. The increase was driven primarily by sustained volume demand across our customer base, reflecting continued strength in our core business and contributions from newer growth channels.
Gross profit for the first quarter of 2026 was $141.4 million, up 29.4% from $109.2 million during the same period in 2025, while gross margin was 70.9%, a 210-basis point improvement compared to first quarter 2025. The increase in gross profit was primarily due to increased volume of Zio services. The increase in gross margin was primarily driven by continued operational efficiencies, as well as scale benefits from higher volumes.
Operating expenses for the first quarter of 2026 were $157.5 million, compared to $141.8 million for the same period in 2025. Adjusted operating expenses for the first quarter of 2026 were $153.5 million, compared to $140.4 million during the same period in 2025. The increase in adjusted operating expenses, period over period, was driven by an increase in volume-related costs to serve, litigation-related expenses and investments to drive future revenue growth.
Net loss for the first quarter of 2026 was $13.9 million, or a net loss of $0.43 per diluted share, compared with net loss of $30.7 million, or net loss of $0.97 per diluted share, for the same period in 2025. Adjusted net loss for the first quarter of 2026 was $11.3 million, or net loss of $0.35 per diluted share, compared with an adjusted net loss of $30.3 million, or net loss of $0.95 per diluted share, for the same period in 2025. The decrease in net loss was primarily driven by our revenue growth and operating leverage achieved through implementation of efficiency initiatives.
Unrestricted cash, cash equivalents, and marketable securities were $549.6 million as of March 31, 2026.
2026 Annual Guidance
For the full year 2026, iRhythm expects revenue between $875 million and $885 million and adjusted EBITDA margin between 12% and 13%, reflecting continued volume-led growth, gross margin expansion, and operating leverage while maintaining disciplined investment in innovation and market expansion.
Webcast and Conference Call Information
iRhythm’s management team will host a conference call today beginning at 1:30 p.m. PT/4:30 p.m. ET. Interested parties may access a live and archived webcast of the presentation on the “Events & Presentations” section of the company’s investor website at investors.irhythmtech.com.
About iRhythm Holdings, Inc.
iRhythm is a leading digital health care company that creates trusted solutions that detect, predict, and prevent disease. Combining wearable biosensors and cloud-based data analytics with powerful proprietary algorithms, iRhythm distills data from millions of heartbeats into clinically actionable information. Through a relentless focus on patient care, iRhythm’s vision is to deliver better data, better insights, and better health for all.
Use of Non-GAAP Financial Measures
We refer to certain financial measures that are not recognized under U.S. generally accepted accounting principles (GAAP) in this press release, including adjusted EBITDA, adjusted EBITDA margin, adjusted net loss, adjusted net loss per share, adjusted operating expenses and free cash flow. We use these non-GAAP financial measures for financial and operational decision-making and as a means to evaluate period-to-period comparisons. See the schedules attached to this press release for additional information and reconciliations of such non-GAAP financial measures. We have not reconciled our adjusted operating expenses and adjusted EBITDA margin estimates for full year 2026 because certain items that impact these figures are uncertain or out of our control and cannot be reasonably predicted. Accordingly, a reconciliation of adjusted operating expenses and adjusted EBITDA estimates is not available without unreasonable effort.
Adjusted EBITDA excludes non-cash operating charges for stock-based compensation expense, changes in fair value of strategic investments, impairment and restructuring charges, business transformation costs, certain intellectual property litigation expenses and settlements, and loss on extinguishment of debt. Business transformation costs include costs associated with professional services, employee termination and relocation, third-party merger and acquisition, integration, and other costs to augment and restructure the organization, inclusive of both outsourced and offshore resources.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. An investor can identify these statements by the fact that they do not relate strictly to historical or current facts. They use words such as ‘anticipate’, ‘estimate’, ‘expect’, ‘intend’, ‘will’, ‘project’, ‘plan’, ‘believe’, ‘target’ and other words and terms of similar meaning in connection with any discussion of future actions or operating or financial performance. In particular, these statements include statements regarding financial guidance, market opportunity, ability to penetrate the market, expansion into new health programs, international market expansion, anticipated productivity and quality improvements, anticipated demand for our products and expectations for growth. Such statements are based on current assumptions that involve risks and uncertainties that could cause actual outcomes and results to differ materially. These risks and uncertainties, many of which are beyond our control, include risks described in the section entitled “Risk Factors” and elsewhere in our filings made with the Securities and Exchange Commission, including those on the Form 10-Q expected to be filed on or about April 30, 2026. These forward-looking statements speak only as of the date hereof and should not be unduly relied upon. iRhythm disclaims any obligation to update these forward-looking statements.
IRHYTHM HOLDINGS, INC.
Condensed Consolidated Balance Sheets
(In thousands, except par value)
(unaudited)
March 31, 2026 December 31, 2025Assets Current assets: Cash and cash equivalents$240,146 $236,012 Marketable securities 309,474 347,751 Accounts receivable, net 80,863 75,706 Inventory 23,800 21,634 Prepaid expenses and other current assets 26,275 21,662 Total current assets 680,558 702,765 Property and equipment, net 156,704 151,599 Operating lease right-of-use assets 40,324 41,827 Restricted cash 8,358 8,358 Goodwill 862 862 Long-term strategic investments 72,860 69,913 Other assets 46,699 44,718 Total assets$1,006,365 $1,020,042 Liabilities and Stockholders’ Equity Current liabilities: Accounts payable$8,559 $2,256 Accrued liabilities 102,342 128,747 Deferred revenue 4,056 4,201 Operating lease liabilities, current portion 16,793 16,686 Total current liabilities 131,750 151,890 Long-term senior convertible notes 650,313 649,504 Other noncurrent liabilities 907 908 Operating lease liabilities, noncurrent portion 62,185 64,994 Total liabilities 845,155 867,296 Stockholders’ equity: Preferred stock, $0.001 par value – 5,000 shares authorized; none issued and outstanding at March 31, 2026 and December 31, 2025 — — Common stock, $0.001 par value – 100,000 shares authorized; 33,083 shares issued and 32,854 shares outstanding at March 31, 2026, respectively; and 32,526 shares issued and 32,297 shares outstanding at December 31, 2025, respectively 33 32 Additional paid-in capital 1,003,514 980,757 Accumulated other comprehensive income 42 403 Accumulated deficit (817,379) (803,446)Treasury stock, at cost; 229 shares at March 31, 2026 and December 31, 2025 (25,000) (25,000)Total stockholders’ equity 161,210 152,746 Total liabilities and stockholders’ equity$1,006,365 $1,020,042 IRHYTHM HOLDINGS, INC.
Condensed Consolidated Statements of Operations
(In thousands, except per share data)
(unaudited)
Three Months Ended March 31, 2026 2025 Revenue, net $199,390 $158,677 Cost of revenue 58,037 49,461 Gross profit 141,353 109,216 Operating expenses: Research and development 21,358 21,519 Acquired in-process research and development 296 296 Selling, general and administrative 135,884 119,957 Total operating expenses 157,538 141,772 Loss from operations (16,185) (32,556)Interest and other income, net: Interest income 4,879 4,919 Interest expense (3,290) (3,273)Other income, net 1,163 875 Total interest and other income, net 2,752 2,521 Loss before income taxes (13,433) (30,035)Income tax provision 500 665 Net loss $(13,933) $(30,700)Net loss per common share, basic and diluted $(0.43) $(0.97)Weighted-average shares, basic and diluted 32,507 31,590 IRHYTHM HOLDINGS, INC.
Reconciliation of GAAP to Non-GAAP Financial Information
(in thousands, except per share data)
(unaudited)
Three Months Ended March 31, 2026 2025 Adjusted EBITDA reconciliation* Net loss, as reported1 $(13,933) $(30,700)Interest expense 3,290 3,273 Interest income (4,879) (4,919)Changes in fair value of strategic investments (1,447) (843)Income tax provision 500 665 Depreciation and amortization 5,042 5,210 Stock-based compensation 21,491 23,344 Business transformation costs 346 503 Intellectual property litigation costs2 3,689 832 Adjusted EBITDA $14,099 $(2,635) Adjusted net loss reconciliation* Net loss, as reported1 $(13,933) $(30,700)Business transformation costs 346 503 Intellectual property litigation costs2 3,689 832 Changes in fair value of strategic investments (1,447) (843)Tax effect of adjustments3 — (91)Adjusted net loss $(11,345) $(30,299) Adjusted net loss per share reconciliation* Net loss per share, as reported1 $(0.43) $(0.97)Business transformation costs per share 0.01 0.02 Intellectual property litigation costs per share2 0.11 0.03 Changes in fair value of strategic investments per share (0.04) (0.03)Tax effect of adjustments per share3 — — Adjusted net loss per share $(0.35) $(0.95)Weighted-average shares, basic and diluted 32,507 31,590 Adjusted operating expenses reconciliation* Operating expenses, as reported $157,538 $141,772 Business transformation costs (346) (503)Intellectual property litigation costs2 (3,689) (832)Adjusted operating expenses $153,503 $140,437 *Certain numbers expressed may not sum due to rounding.
1 Net loss for the three months ended March 31, 2026 and 2025, includes $0.3 million of acquired in-process research and development expense.
2 Excludes third-party attorneys' fees and expenses associated with patent litigation brought against the Company by Welch Allyn, Inc. and Bardy Diagnostics, Inc., subsidiaries of Baxter International, Inc.
3 Income tax impact of Non-GAAP adjustments listed.
Three Months Ended March 31, 2026 2025 Free cash flow reconciliation* Net cash used in operating activities $(26,173) $(7,891)Purchases of property and equipment (6,905) (9,419)Free cash flow $(33,078) $(17,310) *Certain numbers expressed may not sum due to rounding.
iRhythm Holdings, Inc. (IRTC - Free Report) came out with a quarterly loss of $0.35 per share versus the Zacks Consensus Estimate of a loss of $0.56. This compares to a loss of $0.95 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +37.78%. A quarter ago, it was expected that this company would post earnings of $0.02 per share when it actually produced earnings of $0.29, delivering a surprise of +1350%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
IRHYTHM HLDGS, which belongs to the Zacks Medical Info Systems industry, posted revenues of $199.39 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 2.87%. This compares to year-ago revenues of $158.68 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
IRHYTHM HLDGS shares have lost about 32% since the beginning of the year versus the S&P 500's gain of 4.2%.
What's Next for IRHYTHM HLDGS?While IRHYTHM HLDGS has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for IRHYTHM HLDGS was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is -$0.09 on $217.94 million in revenues for the coming quarter and -$0.16 on $875.42 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical Info Systems is currently in the top 37% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Fulgent Genetics, Inc. (FLGT - Free Report) , another stock in the same industry, has yet to report results for the quarter ended March 2026. The results are expected to be released on May 1.
This company is expected to post quarterly loss of $0.19 per share in its upcoming report, which represents a year-over-year change of -575%. The consensus EPS estimate for the quarter has been revised 8.1% higher over the last 30 days to the current level.
Fulgent Genetics, Inc.'s revenues are expected to be $68.4 million, down 6.9% from the year-ago quarter.
Key Takeaways iRhythm reported Q1 2026 revenue growth of 25.7% and a narrower adjusted loss per share.IRTC's growth was driven by strong volume demand and broad gains across payor and healthcare segments.iRhythm raised its FY26 revenue and EBITDA margin outlook, citing operational efficiency and scale benefits. iRhythm Holdings, Inc. (IRTC - Free Report) reported an adjusted loss per share of 35 cents in the first quarter of 2026 compared with an adjusted loss of 95 cents in the year-ago period. The figure was 37.5% narrower than the Zacks Consensus Estimate.
GAAP loss per share for the quarter was 43 cents compared with 97 cents in the year-ago period.
IRTC’s Q1 Revenues in DetailiRhythm registered revenues of $199.4 million in the first quarter, up 25.7% year over year. The increase was primarily driven by sustained volume demand across the customer base, reflecting continued strength in the core business and contributions from newer growth channels. The figure surpassed the Zacks Consensus Estimate by 2.9%.
Shares of IRTC were up approximately 7% during after-market trading following the first-quarter results. However, the company’s shares have declined 31.9% in the year-to-date period compared with the industry’s loss of 19.1%. The broader S&P 500 Index has increased 6.5% in the same time frame.
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iRhythm’s Segment DetailsiRhythm derives revenues from the following sources: Contracted third-party payors, Centers for Medicare & Medicaid Services, Healthcare institutions and Non-contracted third-party payors.
In the first quarter of 2026, the Contracted third-party payors revenues totaled $106.8 million, up 27.4% year over year.
The Healthcare institutions revenues totaled $51.4 million, up 34.8% year over year.
The Centers for Medicare & Medicaid Services revenues totaled $30.2 million, up 13% year over year.
The Non-contracted third-party payors revenues totaled $11 million, up 9.4% year over year.
IRTC’s Margin TrendIn the quarter under review, iRhythm’s gross profit rose 29.4% year over year to $141.4 million. The gross margin expanded 210 basis points (bps) to 70.9%.
Selling, general and administrative expenses increased 13.3% year over year to $135.9 million, and research and development expenses decreased 0.7% year over year to $21.4 million.
Adjusted operating expenses of $153.5 million rose 9.3% year over year.
The operating loss totaled $16.2 million, down from $32.6 million in the prior-year quarter.
iRhythm’s Financial PositioniRhythm exited first-quarter 2026 with cash and cash equivalents of $240.1 million compared with $236 million at the end of fourth-quarter 2025.
Cumulative net cash used in operating activities at the end of first-quarter 2026 was $26.2 million compared with $7.9 million a year ago.
IRTC’s Guidance for 2026iRhythm has increased its outlook for the full year 2026.
IRTC now projects its full-year revenues between $875 million and $885 million, up from the prior outlook of $870 million to $880 million. The Zacks Consensus Estimate is pegged at $877.1 million.
The company expects an adjusted EBITDA margin between 12% and 13%, up from 11.5% to 12.5% previously.
Our Take on iRhythm’s Q1 ResultsiRhythm exited the first quarter of 2026 with better-than-expected results, delivering strong top-line growth and progress toward profitability. Revenues were driven by sustained volume demand across its expanding customer base, while adjusted loss per share narrowed significantly, reflecting improving operating leverage and disciplined execution.
iRhythm demonstrated strong gross margin expansion, driven by continued operational efficiencies, as well as scale benefits from higher volumes. Adjusted EBITDA margin is improving by 880 basis points year over year, demonstrating improvement in profitability and operating leverage.
The quarter highlighted momentum across iRhythm’s core platform, with broad-based growth spanning Zio Monitor and Zio AT, as well as growth pillars including cardiology, primary care, innovative channels and international markets. Volume remained the primary growth engine, supported by strong prescriber engagement and new account expansion, with newer accounts contributing nearly two-thirds of year-over-year volume growth.
A central theme in the quarter was iRhythm’s focus on expanding the long-term continuous monitoring market. Management highlighted that nearly two-thirds of arrhythmias are detected only after 48 hours, underscoring the limitations of short-duration devices. Against this, the company continues to promote longer-duration monitoring to improve diagnostic yield and patient outcomes. This strategy is complemented by increasing traction in primary care, an important entry point for earlier detection. With more than 27 million people in the United States estimated to be at risk for arrhythmias, iRhythm is focused on expanding access, improving diagnostic efficiency and supporting better coordination across the care pathway.
The company’s AI-enabled platform, built on more than 3 billion hours of curated ECG data, continues to advance, with next-generation algorithms expected to enhance efficiency and support future margin expansion. Early progress in predictive AI and adjacent opportunities such as sleep diagnostics further underscores iRhythm’s ambition to evolve into a broader, multi-specialty platform.
IRTC’s Zacks Rank and Other Key PicksiRhythm currently carries a Zacks Rank #2 (Buy).
Some other top-ranked stocks from the broader medical space that are expected to report earnings soon are Encompass Health Corporation (EHC - Free Report) , Phibro Animal Health (PAHC - Free Report) and The Cooper Companies, Inc. (COO - Free Report) .
Encompass Health currently has a Zacks Rank #2. The Zacks Consensus Estimate for its second-quarter 2026 adjusted EPS is currently pegged at $1.48. The same for revenues is pegged at $1.57 billion. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Encompass Health has an estimated long-term growth rate of 8.8%. EHC’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 9.79%.
Phibro Animal Health holds a Zacks Rank #2 at present. Estimates for Phibro Animal Health’s third-quarter fiscal 2026 EPS and revenues are currently pegged at 72 cents and $360.9 million, respectively.
Phibro Animal Health has an estimated long-term growth rate of 21.5%. PAHC’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 20.15%.
Cooper Companies currently carries a Zacks Rank #2. The Zacks Consensus Estimate for its second-quarter fiscal 2026 adjusted EPS is currently pegged at $1.10. The same for its revenues is pegged at $1.05 billion.
Cooper Companies has an estimated long-term growth rate of 8.4%. COO’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 4.11%.
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Stock to Watch: iRhythm Holdings, Inc. (IRTC - Free Report) iRhythm Holdings is a leader in ambulatory cardiac monitoring (ACM), operating a device-enabled digital diagnostics platform that integrates wearable biosensors (Zio), FDA-cleared AI algorithms, and enterprise clinical workflows delivered through EHR systems . Unlike legacy Holter and event monitors, iRhythm’s Zio platform captures continuous multi-day ECG data, which is processed using deep-learning algorithms and delivered as clinically actionable digital reports.
IRTC is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Medical stock. IRTC has a Momentum Style Score of A, and shares are up 1.7% over the past four weeks.
Three analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.31 to $0.10 per share. IRTC also boasts an average earnings surprise of +377.6%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, IRTC should be on investors' short list.
iRhythm Holdings, Inc. (IRTC - Free Report) closed the last trading session at $119.18, gaining 1.7% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $187.36 indicates a 57.2% upside potential.
The average comprises 14 short-term price targets ranging from a low of $147.00 to a high of $255.00, with a standard deviation of $29.12. While the lowest estimate indicates an increase of 23.3% from the current price level, the most optimistic estimate points to a 114% upside. More than the range, one should note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.
While the consensus price target is highly sought after by investors, the ability and unbiasedness of analysts in setting price targets have long been questionable. And investors making investment decisions solely based on this tool would arguably do themselves a disservice.
However, an impressive consensus price target is not the only factor that indicates a potential upside in IRTC. This view is strengthened by the agreement among analysts that the company will report better earnings than what they estimated earlier. Though a positive trend in earnings estimate revisions doesn't give any idea as to how much the stock could surge, it has proven effective in predicting an upside.
Price, Consensus and EPS Surprise
Here's What You Should Know About Analysts' Price TargetsAccording to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.
While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?
They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.
However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.
That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.
Here's Why There Could be Plenty of Upside Left in IRTCAnalysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason to expect an upside in the stock. That's because empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
Over the last 30 days, the Zacks Consensus Estimate for the current year has increased 116.3%, as three estimates have moved higher compared to no negative revision.
Moreover, IRTC currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Therefore, while the consensus price target may not be a reliable indicator of how much IRTC could gain, the direction of price movement it implies does appear to be a good guide.
Top 3 Robotics and Automation Stocks for the Next AI BoomiRhythm Technologies NASDAQ: IRTC executives said the company is seeing continued business momentum after a favorable Medicare coverage update, a stronger-than-expected first quarter and progress on several product and margin initiatives.
Speaking at an investor event, Stephanie Zhadkevich, senior director of finance and investor relations at iRhythm Technologies, said the final local coverage determination, or LCD, addressed concerns raised during the comment process and ultimately landed “in a really favorable spot.”
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4 Stocks With Huge Cash Holdings at Silicon Valley BankZhadkevich said the final language increased access rather than limiting it, citing the inclusion of additional patient indications such as systemic emboli and pre- and post-TAVR monitoring. She said iRhythm and other industry participants submitted comments to CMS and Medicare Administrative Contractors after the initial proposal included “nuances,” “complexities” and “contradictions.”
First-quarter growth led by core Zio Monitor business Zhadkevich said iRhythm was “really pleased” with its start to the year, noting that the first quarter marked the company’s sixth consecutive quarter of more than 20% growth. She said growth was driven by several parts of the business, with the company’s core Zio Monitor in the U.S. remaining the primary contributor.
She said Zio Monitor growth was volume-led, while Zio AT grew slightly above the company average, in line with prior expectations. The company’s “innovative channel” remained its fastest-growing channel, and Zhadkevich said iRhythm continues to see a healthy pipeline there.
On guidance, Zhadkevich said the company’s approach is to avoid “getting ahead” of itself. She said iRhythm still treats the innovative channel as upside because it is newer and less predictable than the core business. She also said year-over-year growth comparisons become tougher in the back half of the year following strong growth in 2025, but added that two- and three-year stacked growth trends do not show the same deceleration.
Margin improvement tied to automation and operating leverage Lisa Pecora, senior vice president of finance and investor relations, said iRhythm was proud of its gross margin and bottom-line progress. She cited manufacturing efficiencies from prior automation investments, leverage from clinical technicians and workflow improvements as drivers of gross margin gains.
Pecora said selling, general and administrative expenses showed about 750 basis points of year-over-year improvement in the first quarter, reflecting scale and prioritized investments. She said the quarter produced more than 7% adjusted EBITDA margin, compared with negative adjusted EBITDA in the prior-year period.
Zhadkevich added that iRhythm’s business has inherent leverage from the innovative channel’s “one-to-many” selling model, electronic health record integration and the ability to sell Zio AT into the same physician and account base as Zio Monitor.
Zio MCT launch timing reiterated for first half of 2027 Zhadkevich said iRhythm continues to expect a first-half 2027 launch for Zio MCT. She said the company decided earlier this year to move to a mobile phone gateway, requiring additional routine testing, including software verification and electronics testing. After discussions with the FDA, iRhythm plans to submit the completed data package later this year rather than on a rolling basis.
She said iRhythm currently has about 15% share in the mobile cardiac telemetry market, compared with about 72% share in long-term continuous monitoring. Zio MCT is expected to help close competitive gaps in Zio AT and accelerate share gains in a fragmented market segment, she said.
Zhadkevich also said Zio MCT could be accretive to gross margins compared with Zio AT because it will use the same platform as Zio Monitor and benefit from manufacturing automation. The product is expected to support 21 days of wear versus 14 days today, though she said that does not create incremental revenue because the company would still bill under the same MCT CPT code.
AI viewed as an efficiency driver, not a disruptor Zhadkevich said artificial intelligence has been central to iRhythm’s business from the beginning because the company collects an average of 1.5 million heartbeats over 14 days of continuous monitoring. The company is currently using its second-generation deep learning algorithm and has submitted its third-generation algorithm to the FDA.
She said testing of the new algorithm showed meaningful reductions in the time needed to finalize reports for physicians. iRhythm has cited 50% scan-time savings and more than $100 million in cost savings over five years, with Zhadkevich describing the technology as an “enabler of scale.”
Addressing investor questions about AI commoditization and potential insourcing by customers, Zhadkevich said iRhythm views AI as an enabler rather than a disruptor. She pointed to the company’s more than 3 billion hours of curated ECG data, EHR integration, device management capabilities and two decades of operating experience as differentiators.
Zhadkevich also discussed iRhythm’s predictive AI efforts, saying the company is in its first health system deployment. The tool is designed to help identify patients at risk of undiagnosed arrhythmias using symptoms or risk factors in the medical record. She said iRhythm believes there is a patient opportunity of more than 27 million people with undiagnosed arrhythmias.
Executives cite international momentum, cash flow growth International revenue remains a low-single-digit percentage of total revenue, but Zhadkevich said the first quarter was the company’s best international quarter in its history. The U.K. was the primary driver, particularly in the private market, while Japan is showing early adoption and a strong pipeline. She said iRhythm is seeking higher reimbursement in Japan and is working on head-to-head clinical evidence to support that effort.
On an ongoing civil investigative demand, Zhadkevich said there were no updates since December. She said iRhythm continues to work with the Department of Justice and provide context for information being supplied, but she did not speculate on timing or potential outcomes.
Pecora said iRhythm still feels good about previously stated 2027 goals of 15% adjusted EBITDA margin and 73% gross margin, citing automation, manufacturing scale and the next-generation AI algorithm. Zhadkevich said free cash flow is also a priority after the company reached positive free cash flow last year, adding that iRhythm expects meaningful growth while continuing to reinvest in the business.
About iRhythm Technologies NASDAQ: IRTCiRhythm Technologies, Inc is a medical technology company that develops and commercializes wearable cardiac monitoring devices and associated data analytics services. Founded in 2006 and headquartered in San Francisco, California, the company's flagship product is the Zio® patch, a discreet, single-use, continuous ECG recorder designed to monitor heart rhythms for up to 14 days. iRhythm's digital diagnostics platform combines biosensor technology with proprietary algorithms to detect arrhythmias and streamline data interpretation for physicians.
The Zio service is prescribed by cardiologists and other healthcare providers to aid in the diagnosis of atrial fibrillation, bradycardia, tachycardia and other rhythm disorders.
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SAN FRANCISCO, May 19, 2026 (GLOBE NEWSWIRE) -- iRhythm Holdings, Inc. (NASDAQ:IRTC), a leading digital health care company focused on creating trusted solutions that detect, prevent, and predict disease, today announced that the company will be participating in the following investor conferences.
William Blair 46th Annual Growth Stock Conference on June 2, 2026, at 8:00 a.m. CT (6:00 a.m. PT)
Truist Securities MedTech Conference on June 16, 2026, at 2:20 p.m. ET (11:20 a.m. PT)
Interested parties may access a live and archived webcast of the presentation on the “Events & Presentations” section of the company’s investor website at investors.irhythmtech.com.
About iRhythm Holdings, Inc.
iRhythm is a leading digital health care company that creates trusted solutions that detect, predict, and prevent disease. Combining wearable biosensors and cloud-based data analytics with powerful proprietary algorithms, iRhythm distills data from millions of heartbeats into clinically actionable information. Through a relentless focus on patient care, iRhythm’s vision is to deliver better data, better insights, and better health for all.
The CE Class IIa certification of TrueDent® resins expands patient access to digitally produced dentures and temporary restorations while supporting scalable adoption across European laboratories
MINNETONKA, Minn. & REHOVOT, Israel--(BUSINESS WIRE)--Stratasys Ltd. (NASDAQ: SSYS) today announced that its TrueDent® resins have received CE marking as a Class IIa medical device, making them Europe’s first high-esthetic, monolithic 3D-printed denture solution to achieve certification in the more than $2 billion market. This milestone enables broader regulated clinical use and expands patient access to polychromatic, monolithic 3D-printed dentures, removable partial dentures, and crowns and bridges.
The expanded indication now includes intraoral removables for long-term use of more than 30 days as well as crowns and bridges, allowing dental laboratories to address a wider range of restorative cases through a single, integrated digital workflow. As European providers continue scaling digital denture production, the certification supports broader clinical adoption while strengthening the commercial foundation for growth across the region.
According to a 2024 iData report1, the demand for denture solutions in Europe continues to grow as the region’s opportunity for dentures is projected to expand from USD 2.19 billion in 2023 to USD 2.45 billion by 2028.
Under the European Medical Device Regulation (MDR), Class IIa devices are subject to an independent third-party oversight and heightened regulatory scrutiny. For laboratories and clinicians, this classification reflects the regulatory standard commonly expected for restorative dental materials, strengthening confidence in routine clinical use and supporting broader market adoption across the region.
TrueDent-D™ was introduced in Europe in early 2025 under a CE Class I designation for denture production. While removable dentures are permitted under Class I, achieving CE Class IIa certification for TrueDent expands the indications and positions Stratasys to further penetrate the regulated European restorative market. It also gives dental labs, clinics, and patients even greater confidence in the validated biocompatibility, manufacturing controls, traceability and clinical safety and performance of the certified TrueDent resins.
“Achieving CE Class IIa certification for TrueDent is an important milestone and supports the continued expansion of our dental business in Europe,” said Chris Kabot, Vice President Dental, Stratasys. “By aligning TrueDent with the regulatory classification customers know and expect, we are providing additional clarity and confidence for clinicians and laboratories as they expand digital denture and temporary restoration workflows across the region.”
The transition to CE Class IIa requires no changes to print settings, formulation, workflow, or shelf life on the Stratasys J5 DentaJet® printer platform. A defined conversion kit enables existing customers to move seamlessly from TrueDent-D to TrueDent certified resins, preserving established production processes and outcomes.
TrueDent resin colors include: TrueDent® White , TrueDent® Clear, TrueDent® Cyan, TrueDent® Magenta, TrueDent® Yellow. For more information about the TrueDent digital denture application, visit the Stratasys TrueDent page.
1 – iData Europe Market Report Suite for Dental Prosthetics, February 2024
About Stratasys
Stratasys is leading the global shift to additive manufacturing with innovative 3D printing solutions for industries such as aerospace, automotive, consumer products, and healthcare. Through smart and connected 3D printers, polymer materials, a software ecosystem, and parts on demand, Stratasys solutions deliver competitive advantages at every stage in the product value chain. The world’s leading organizations turn to Stratasys to transform product design, bring agility to manufacturing and supply chains, and improve patient care.
To learn more about Stratasys, visit www.stratasys.com, the Stratasys blog, X/Twitter, LinkedIn, or Facebook. Stratasys reserves the right to utilize any of the foregoing social media platforms, including Stratasys’ websites, to share material, non-public information pursuant to the SEC’s Regulation FD. To the extent necessary and mandated by applicable law, Stratasys will also include such information in its public disclosure filings.
Stratasys, TrueDent,TrueDent-D, J5 and DentaJet are trademarks or registered trademarks of Stratasys Ltd. and/or its affiliates.
Stratasys Direct™ chosen based upon its proven role in defense manufacturing, with a trusted track record across thousands of military systems worldwide.
U.S. defense additive manufacturing funding surges toward $3.3 billion as adoption expands across sustainment and modernization
MINNETONKA, Minn. & REHOVOT, Israel--(BUSINESS WIRE)--Stratasys Ltd. (NASDAQ: SSYS) today announced that its parts-on-demand business, Stratasys Direct™, has been selected to take part in the U.S. Department of War’s (DoW) Joint Additive Manufacturing Acceptability (JAMA) IV Pilot Parts Program, a multimillion-dollar initiative to accelerate qualification and deployment of 3D-printed parts across military platforms and systems.
As a Program of Record for the U.S. Air Force and Naval Air Systems Command (NAVAIR), Stratasys continues to expand its role in advanced manufacturing across aerospace and defense production environments, building on the successful deployment of thousands of systems worldwide. Unlike aspirational additive manufacturing initiatives in defense, Stratasys Direct, the contract manufacturing division of Stratasys, delivers qualified production-scale parts to defense organizations for operational use across active platforms.
Demand for additive manufacturing in defense continues to grow, driven by mission-critical requirements for accuracy, scalability, and resilience. DoW budget programs increasingly reference additive manufacturing, with funding rising 83% to $3.3 billion in fiscal year 2026 compared to fiscal year 2025. Industry analysts expect continued growth through the end of the decade as military organizations expand digital manufacturing for sustainment, supply chain resilience, and modernization.
Stratasys solutions also deliver measurable operational benefits across military programs. For example, the U.S. Air Force uses Stratasys throughout its C‑17 fleet to produce microvanes that improve aerodynamic efficiency, helping save an estimated $14 million in annual fuel costs, as well as 3D‑printed replacement components that meaningfully reduce lead times.
“In 2025, Stratasys saw double-digit annual revenue growth from aerospace and defense, demonstrating that additive manufacturing is becoming a key capability for defense sustainment and supply chain resilience,” said Foster Ferguson, Vice President, Industrial Business Unit, Stratasys. “Stratasys Direct already ships over 100,000 parts annually to the defense industry, and programs like JAMA will accelerate qualification of parts so organizations can deploy them faster across operational platforms.”
Ferguson continued: “Through Stratasys Direct, we combine Stratasys technology with production-scale additive manufacturing services and deep engineering expertise to help defense organizations validate and produce components that keep mission-critical systems operational.”
About Stratasys Direct
Stratasys Direct, the contract manufacturing division of Stratasys, provides additive manufacturing solutions for companies in highly regulated industries. With three manufacturing facilities in North America, the company offers seven industrial 3D printing technologies, along with engineering, finishing, and post-processing capabilities that support applications from rapid prototyping through production. Operating under certified quality systems including AS9100 and ISO 9001, CMMC compliance, and supporting ITAR requirements, Stratasys Direct Manufacturing brings decades of experience serving aerospace, defense, medical, and industrial customers.
About Stratasys
Stratasys is leading the global shift to additive manufacturing with innovative 3D printing solutions for industries including aerospace, automotive, consumer products, and healthcare. Through smart and connected 3D printers, polymer materials, a software ecosystem, and parts on demand, Stratasys solutions deliver competitive advantages at every stage of the product value chain. The world’s leading organizations turn to Stratasys to transform product design, bring agility to manufacturing and supply chains, and improve patient care.
To learn more about Stratasys, visit www.stratasys.com, the Stratasys blog, X/Twitter, LinkedIn, or Facebook. Stratasys reserves the right to utilize any of the foregoing social media platforms, including Stratasys’ websites, to share material, non-public information pursuant to the SEC’s Regulation FD. To the extent necessary and mandated by applicable law, Stratasys will also include such information in its public disclosure filings.
Stratasys, Ltd. (NASDAQ:SSYS – Get Free Report) has received an average recommendation of “Moderate Buy” from the five brokerages that are currently covering the company, MarketBeat reports. One equities research analyst has rated the stock with a sell recommendation and four have assigned a buy recommendation to the company. The average 1-year price target among brokerages that have updated their coverage on the stock in the last year is $12.3333.
Several equities research analysts have recently commented on the company. Craig Hallum decreased their price objective on Stratasys from $14.00 to $12.00 and set a “buy” rating for the company in a report on Friday, March 6th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Stratasys in a report on Thursday, January 22nd. Finally, Needham & Company LLC reduced their price target on shares of Stratasys from $12.00 to $11.50 and set a “buy” rating for the company in a research report on Thursday, March 5th.
Read Our Latest Research Report on Stratasys
Stratasys Stock Up 0.6% Shares of NASDAQ SSYS opened at $7.97 on Tuesday. The company has a quick ratio of 2.68, a current ratio of 3.57 and a debt-to-equity ratio of 0.02. The firm has a market cap of $686.77 million, a PE ratio of -6.38 and a beta of 1.81. The company’s fifty day simple moving average is $9.54 and its 200 day simple moving average is $9.90. Stratasys has a 12-month low of $7.34 and a 12-month high of $12.81.
Stratasys (NASDAQ:SSYS – Get Free Report) last posted its quarterly earnings results on Thursday, March 5th. The technology company reported $0.07 earnings per share for the quarter, beating the consensus estimate of $0.06 by $0.01. Stratasys had a negative net margin of 18.92% and a negative return on equity of 1.37%. The firm had revenue of $140.00 million during the quarter, compared to the consensus estimate of $139.32 million. During the same period in the previous year, the firm posted $0.12 earnings per share. The business’s revenue was down 6.9% compared to the same quarter last year. Stratasys has set its FY 2026 guidance at -0.950–0.760 EPS. As a group, sell-side analysts forecast that Stratasys will post -0.4 earnings per share for the current fiscal year.
Institutional Inflows and Outflows A number of hedge funds have recently made changes to their positions in the business. Rubric Capital Management LP raised its holdings in shares of Stratasys by 18.3% in the 2nd quarter. Rubric Capital Management LP now owns 7,803,097 shares of the technology company’s stock worth $89,502,000 after acquiring an additional 1,205,764 shares during the last quarter. Exchange Traded Concepts LLC boosted its stake in Stratasys by 18.7% during the 4th quarter. Exchange Traded Concepts LLC now owns 1,629,459 shares of the technology company’s stock valued at $14,144,000 after purchasing an additional 256,908 shares during the last quarter. State Street Corp increased its holdings in Stratasys by 998.4% during the 4th quarter. State Street Corp now owns 1,567,080 shares of the technology company’s stock worth $13,602,000 after purchasing an additional 1,424,415 shares in the last quarter. Capital World Investors bought a new stake in Stratasys during the 3rd quarter worth approximately $15,204,000. Finally, RPG Investment Advisory LLC raised its stake in shares of Stratasys by 2.1% in the third quarter. RPG Investment Advisory LLC now owns 1,133,604 shares of the technology company’s stock worth $12,696,000 after purchasing an additional 23,561 shares during the last quarter. 75.77% of the stock is currently owned by institutional investors and hedge funds.
About Stratasys (Get Free Report)
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.
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New materials across FDM®, PolyJet™, P3™ DLP, and SLA, combined with GrabCAD® enhancements improve the accessibility of AM across business functions for faster, more accurate, and scalable production workflows
MINNETONKA, Minn. & REHOVOT, Israel--(BUSINESS WIRE)--Stratasys Ltd. (NASDAQ: SSYS) announced today that it has expanded its portfolio of additive manufacturing solutions across multiple industries with the introduction of new software and materials that expand applications of existing systems and improve ease of use for customers. New materials include: ULTEM™ 1010 filament for the F3300® printer, and PolyJet ToughONE™ White for Stratasys J3/J5™ printers, along with a new Measurement-Based Warped Modeling software addition to GrabCAD Print Pro™.
“These innovations are designed to solve real challenges manufacturers face when adopting or scaling additive manufacturing,” said Rich Garrity, Chief Business Unit Officer, Stratasys. “We are committed to continuous investment and development across our portfolio, working closely with customers to reduce barriers to adoption and unlock the incredible value that additive manufacturing can provide throughout the whole production workflow.”
Expanding ULTEM™ resin offerings for industrial growth
ULTEM™ 1010 resin is now available as filament for the F3300® printer. This addition enables the production of high-temperature, aerospace-grade parts with excellent resistance to heat and the lowest coefficient of thermal expansion in the FDM® technology portfolio. Optimized for composite tooling, ULTEM™ 1010 resin allows fixtures and tools to maintain precision and reliability in demanding environments. Paired with the F3300® printer's faster print speeds and integrated material drying, manufacturers can now produce high-performance parts while significantly reducing cost per component.
In addition, ULTEM™ 1010 filament is planned to be available this summer in larger spool sizes for extended production runs through the Fortus FDC™ filament dryer. Compatible with the F900® and Fortus® 450mc™ Gen III printers, the Fortus FDC dryer supports longer, uninterrupted builds with integrated material drying, enabling manufacturers to produce high-temperature industrial components more efficiently and with greater consistency.
Photocurable Materials Built for Real-World Applications
P3™ Deflect™ 110 resin for Origin printers makes additive manufacturing a valid option for production parts exposed to elevated temperatures and mechanical loads, like automotive connectors, brackets, jigs, fixtures, and other demanding engineering applications.
Loctite® 3D IND3785 Low Migration for Origin® printers addresses the needs of FDA- and EU-compliant small-batch production in food and pharmaceutical environments. It delivers injection-molding-quality surface finish and accuracy with the flexibility of additive manufacturing.
PolyJet ToughONE White on J3 and J5 systems enables teams to create durable prototypes that withstand snapping, flexing, and repeated testing. With prototypes that behave more like finished products, design teams can accelerate iteration and validation.
PolyJet ToughONE Black adds strong visual contrast with the same toughness and dimensional stability, supporting functional demonstrations, application testing, and high-impact design reviews.
Measurement-Based Warped Adapted Modeling in GrabCAD Print Pro™ brings precision to Origin® P3™ platform
Measurement-Based WAM™ Warped Adaptive Modeling integrated into GrabCAD Print Pro will use measured dimension data to automatically correct warping while providing precise additive production. Complex parts such as electrical connectors, precision jigs, and industrial fixtures can be produced with accuracy and consistency on the Origin® DLP platform using P3™ Programmable PhotoPolymerization technology, avoiding multiple iterations.
High-Detail SLA Prototypes
A new addition to the SLA material WaterShed family, Somos® WaterShed® White delivers durable, moisture-resistant SLA performance for automotive, aerospace, and industrial prototypes. Its smooth surface finish and opaque white appearance make it well suited for detailed models that must withstand functional testing. Somos Watershed White is validated to run on all Neo® printers, including the large-format Neo800+™.
Attendees of the upcoming RAPID + TCT Conference (April 14-16) can receive demonstrations of software and hardware, and learn more about these new materials at the Stratasys booth, #1601.
About Stratasys
Stratasys is leading the global shift to additive manufacturing with innovative 3D printing solutions for industries including aerospace, automotive, consumer products, and healthcare. Through smart and connected 3D printers, polymer materials, a software ecosystem, and parts on demand, Stratasys solutions deliver competitive advantages at every stage of the product value chain. The world’s leading organizations turn to Stratasys to transform product design, bring agility to manufacturing and supply chains, and improve patient care.
To learn more about Stratasys, visit www.stratasys.com, the Stratasys blog, X/Twitter, LinkedIn, or Facebook. Stratasys reserves the right to utilize any of the foregoing social media platforms, including Stratasys’ websites, to share material, non-public information pursuant to the SEC’s Regulation FD. To the extent necessary and mandated by applicable law, Stratasys will also include such information in its public disclosure filings.
Stratasys, J850, PolyJet, PolyJet ToughONE, P3, Origin, GrabCAD, GrabCAD Print, GrabCAD Print Pro and SAF are trademarks or registered trademarks of Stratasys Ltd. and/or its affiliates.
Stratasys, FDM, PolyJet, P3, GrabCAD, F3300, J3, J5, PolyJet ToughONE, GrabCAD Print Pro, Fortus, Fortus FDC, F900, Fortus 450mc, Origin, Deflect, Somos, WaterShed, Neo and Neo800+ are trademarks or registered trademarks of Stratasys Ltd. and/or its affiliates. 1010 and ULTEM™ trademarks are used under license from SABIC, its affiliate or subsidiary.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Those forward-looking statements are based on current information that is, by its nature, subject to potential change, due to risks and uncertainties faced by the Company, including those risks described in Item 3.D “Key Information - Risk Factors” of Stratasys’ annual report on Form 20-F for the year ended December 31, 2025, which Stratasys filed with the SEC on March 5, 2026, and in other reports and documents that Stratasys files with or furnishes to the SEC from time to time, which are designed to advise interested parties of the risks and factors that may affect Stratasys’ business, financial condition, results of operations and prospects. Any forward-looking statements made in this press release are made as of the date hereof, and Stratasys undertakes no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law.
Stratasys Ltd. remains unconvincing as an investment, with persistent revenue declines and elusive profitability despite multi-year low share prices. Q4 revenue fell 7% year-over-year across all regions; adjusted EPS was $0.07, but GAAP losses and negative free cash flow persist. Management guides for modest 2025 revenue growth ($565–$575M) and EPS of $0.12, well below analyst expectations, highlighting slow margin recovery.
New tools, materials, and platform updates make additive manufacturing more accessible, faster, easier, and more reliable from the design lab to the factory floor
MINNETONKA, Minn. & REHOVOT, Israel--(BUSINESS WIRE)--Stratasys Ltd. (NASDAQ: SSYS) today unveiled a slate of new application-driven software capabilities, materials, and platform enhancements designed to empower manufacturers to push additive manufacturing beyond concept models and into production parts faster than ever. Stratasys will enable organizations to move the production of more parts and tools from traditional methods into additive workflows, by streamlining design and ease of use, improving reliability, and expanding materials and platform capabilities. This approach will dramatically increase speed and performance while reducing costs.
“Manufacturers are seeking more applications for additive manufacturing, and that’s exactly what these innovations are designed to provide,” said Rich Garrity, President, Chief Business Unit Officer. “Whether it’s designing tools faster, producing high-performance parts, or getting more accuracy out of production systems, we’re giving teams practical ways to put additive to work every day.”
Engineering-Focused PolyJet Performance with the J850™ Core
The J850™ Core printer expands the PolyJet™ technology lineup with a lower-cost system built for engineering teams focused on functional prototyping. It gives customers access to PolyJet performance and materials without paying for full-color capabilities. These advancements hit the sweet spot between capability and cost for teams that want speed and reliability at a more practical price point. The system is planned to be open for booking by the end of April.
This system is suited for producing enclosures, housings, jigs, fixtures, and other functional components. With support for rigid, flexible, transparent, and PolyJet ToughONE™ materials, along with a large build tray and high-speed print modes, the J850™ Core enables faster iteration and consistent, repeatable results.
“The J850™ Core printer is built for how PolyJet is used today by engineering teams that need to move fast and validate parts every day,” said Garrity. “It brings the performance and material capabilities customers expect, at a practical price point that supports the ability to scale across more teams and more applications.”
P3™ MED Silicone 25A Offers Biocompatible Patient-Specific Applications
Stratasys and Shin-Etsu are introducing P3™ MED Silicone 25A, the first biocompatible true silicone for 3D printing patient-specific medical devices and low-volume production parts, available exclusively on Origin® printers. Fully certified to ISO 10993 standards, the material delivers authentic silicone properties such as elasticity, durability, and resistance to heat, chemicals, and aging. This combination overcomes many challenges traditionally associated with 3D printing true silicone.
The material enables scalable production of anatomically precise devices like hearing aids, CPAP masks, orthotics, and prosthetics, eliminating costly tooling and reducing production cycle times. By combining Stratasys’ additive manufacturing expertise with Shin-Etsu’s silicone science, the P3 Silicone line provides high-quality, injection-molding-grade parts with tight precision and excellent surface finish, accelerating development and improving patient-specific outcomes.
“P3 MED Silicone 25A opens new possibilities for patient-specific devices and low-volume medical production,” said Erez Ben Zvi, Vice President, Healthcare, Stratasys. “Combining authentic silicone properties with biocompatibility on the Origin system provides manufacturers the ability to produce durable, high-precision parts without molds or tooling, making additive manufacturing more practical and cost-effective for healthcare applications.”
GrabCAD® Software + Additive App Suite Lowers Barriers to Faster, More Efficient Manufacturing
The new Additive App Suite, developed by Stratasys’ software partner trinckle, expects to launch later this summer with 10 apps, which will be available for demonstration at the upcoming RAPID+TCT 2026 Show. Stratasys and trinckle plan to expand the number of apps available to 15 apps by Formnext 2026 in November. Automated design apps for proven industrial applications such as Clamping Jaws, Shadow Boards, and Drill Guides will be embedded directly into GrabCAD Print™ and GrabCAD Print Pro™. This integration enhances the overall interoperability within a single workflow session – optimized for Stratasys systems – allowing manufacturers to move seamlessly from automated design to print-ready production. Flexible licensing models provide both individual and enterprise options, creating a low-friction path from trial to full-scale adoption.
The suite enables manufacturing engineers to generate production tooling, eliminating the design bottleneck without disrupting the engineering workflow. By embedding these apps directly into GrabCAD Print and GrabCAD Print Pro, Stratasys expands additive manufacturing adoption beyond specialized AM teams to engineering, quality, and operations, accelerating real production outcomes. The partnership with design automation specialist trinckle marks the first step in Stratasys’ broader platform vision for GrabCAD – connecting engineers, applications, and additive workflows within a single ecosystem.
“By transforming GrabCAD Print into a platform that guides engineers through automated, production-ready workflows, we’re making additive manufacturing faster and more accessible across the factory floor,” said Victor Gerdes, Vice President, Software, Stratasys. “The Additive App Suite allows teams to go from a production problem to a print-ready solution in minutes, not days, expanding the impact of AM beyond the lab.”
SAF™ PA12 – Powered by Evonik Delivers Cost-Efficient Industrial Production
By lowering barriers to industrial powder bed adoption, the new SAF ™ PA12 enables production-grade performance at a competitive price point. Customers can expand production applications confidently, benefiting from reduced material costs and faster print times while maintaining the quality and performance expected from a production-grade PA12 material.
Stratasys’ new SAF™ PA12 - Powered by Evonik, offers up to 14% lower total cost of ownership vs current SAF PA12 materials, providing customers a highly cost-efficient PA12 solution for industrial production without requiring additional licenses, hardware, or process changes. The material delivers strong, resilient, and dimensionally accurate parts with consistent build quality, supporting reliable, repeatable industrial manufacturing.
“The new SAF PA12 delivers production-grade performance for industrial additive manufacturing, with strong, resilient, and dimensionally accurate parts with consistent quality,” said Neil Hopkinson, Vice President, SAF Technology, Stratasys. “By combining reliability with lower operating costs, manufacturers can confidently scale production applications, streamline workflows, and expand the use of additive manufacturing across multiple parts and processes.”
Attendees of the upcoming RAPID + TCT Conference (April 14-16) can get demonstrations of software and hardware, and see these new materials at the Stratasys booth, #1601.
About Stratasys
Stratasys is leading the global shift to additive manufacturing with innovative 3D printing solutions for industries including aerospace, automotive, consumer products, and healthcare. Through smart and connected 3D printers, polymer materials, a software ecosystem, and parts on demand, Stratasys solutions deliver competitive advantages at every stage of the product value chain. The world’s leading organizations turn to Stratasys to transform product design, bring agility to manufacturing and supply chains, and improve patient care.
To learn more about Stratasys, visit www.stratasys.com, the Stratasys blog, X/Twitter, LinkedIn, or Facebook. Stratasys reserves the right to utilize any of the foregoing social media platforms, including Stratasys’ websites, to share material, non-public information pursuant to the SEC’s Regulation FD. To the extent necessary and mandated by applicable law, Stratasys will also include such information in its public disclosure filings.
Stratasys, J850, PolyJet, PolyJet ToughONE, P3, Origin, GrabCAD, GrabCAD Print, GrabCAD Print Pro and SAF are trademarks or registered trademarks of Stratasys Ltd. and/or its affiliates. trinckle is a trademark or registered trademark of trinckle 3D GmbH. Learn more at trinckle.com.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Those forward-looking statements are based on current information that is, by its nature, subject to potential change, due to risks and uncertainties faced by the Company, including those risks described in Item 3.D “Key Information - Risk Factors” of Stratasys’ annual report on Form 20-F for the year ended December 31, 2025, which Stratasys filed with the SEC on March 5, 2026, and in other reports and documents that Stratasys files with or furnishes to the SEC from time to time, which are designed to advise interested parties of the risks and factors that may affect Stratasys’ business, financial condition, results of operations and prospects. Any forward-looking statements made in this press release are made as of the date hereof, and Stratasys undertakes no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law.
RA'ANANA, Israel, April 14, 2026 (GLOBE NEWSWIRE) -- Inspira Technologies OXY B.H.N. Ltd (NASDAQ: IINN, IINNW) (“Inspira Technologies” or the “Company”) today announced the appointment of Mr. Yoav Rozanovich as Chief Business Officer (“CBO”) of Inspira Technologies, reinforcing its commercial execution capabilities following its expansion into quantum computing connectivity and the acquisition of the Additive Manufacturing of Electronics (“AME”) business from Nano Dimension Ltd. (Nasdaq: NNDM) (“Nano Dimension”).
Proven Commercial Leadership
Mr. Rozanovich brings international experience across additive manufacturing, advanced electronics, and complex systems integration. From November 2021 to April 2026, Mr. Rozanovich served as VP of Global Customer Success at Nano Dimension, where he led global sales and customer operations for advanced electronics manufacturing platforms. Earlier in his career, he held senior roles in operations and systems integration at industry leaders including Stratasys Ltd. (Nasdaq: SSYS) and Orbotech Ltd.
Immediate Revenue Focus and Scalable Growth
As CBO, Mr. Rozanovich will lead Inspira Technologies’ commercial strategy with a clear focus on near-term revenue execution and long-term market expansion:
Immediate Revenue Integration - Overseeing the transition of the active, revenue-generating AME operations, ensuring continuity of existing contracts and immediate contribution to cash flow.Acceleration of Existing Business - Driving forward the current AME sales pipeline while optimizing conversion of the existing global customer base.Expansion into Quantum Markets - Building a new revenue pipeline around Inspira Technologies’ quantum computing connectivity solutions, targeting a rapidly emerging multibillion-dollar market.Strategic Partnerships - Establishing alliances across the quantum computing and advanced electronics ecosystems to position Inspira Technologies within critical industry infrastructure layers. Dagi Ben-Noon, Chief Executive Officer of Inspira Technologies, commented:
“Yoav joins Inspira Technologies at a pivotal moment as we transition from strategic positioning to commercial execution. His deep experience and direct familiarity with the AME business provide immediate leverage in converting our existing assets into revenue, while positioning the Company to capture significant opportunities in the evolving quantum computing market.”
Mr. Rozanovich added:
“The combination of an active, revenue-generating AME platform and the growing demand for quantum computing infrastructure creates a unique opportunity. My focus is on executing a seamless commercial transition, accelerating current revenue streams, and leveraging existing industry relationships to drive immediate and scalable growth.”
About Inspira Technologies
Inspira Technologies OXY B.H.N. Ltd. (Nasdaq: IINN, IINNW) is a technology company focused on solving the most critical physical and hardware bottlenecks in quantum computing connectivity. Inspira develops unique quantum connectivity solutions designed for high-density, thermally optimized operation in dilution cryostats, a prerequisite for scaling quantum systems beyond current physical limitations. Additionally, the Company continues to advance its medical technology portfolio, including its respiratory support and blood monitoring platforms under a dedicated business unit. For more information, please visit: www.q-trex.com and www.inspira-technologies.com
Forward-Looking Statement Disclaimer
This press release contains express or implied forward-looking statements pursuant to U.S. Federal securities laws. These forward-looking statements are based on the current expectations of the management of the Company only and are subject to a number of factors and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements. For example, the Company is using forward-looking statements when it discusses Mr. Rozanovich’s expected contributions, focus and impact in his role as the Company’s Chief Business Officer, the Company’s focus on near-term revenue execution and long-term market expansion, the anticipated integration of the AME commercial operations and customer accounts, the potential to build new revenue streams from the Company’s quantum computing connectivity solutions, the ability to develop strategic alliances and partnerships across the quantum computing and advanced electronics ecosystem, the Company’s transition from strategic positioning to commercial execution and conversion of its existing assets into revenue, while positioning the Company to capture significant opportunities in the evolving quantum computing market. These forward-looking statements and their implications are based solely on the current expectations of the Company’s management and are subject to a number of factors and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements. Except as otherwise required by law, the Company undertakes no obligation to publicly release any revisions to these forward-looking statements to reflect events or circumstances after the date hereof or to reflect the occurrence of unanticipated events. More detailed information about the risks and uncertainties affecting the Company is contained under the heading “Risk Factors” in the Company’s annual report on Form 20-F for the fiscal year ended December 31, 2025, filed with the U.S. Securities and Exchange Commission (the “SEC”), which is available on the SEC’s website at www.sec.gov.
Company Contact
Inspira Technologies
Email: [email protected]
Phone: +972-9-9664485
Investor Relations Contact
Arx Investor Relations
North American Equities Desk [email protected]
MINNETONKA, Minn. & REHOVOT, Israel--(BUSINESS WIRE)--Stratasys Ltd. (Nasdaq: SSYS) will release financial results for the first quarter ended March 31, 2026, on Thursday, May 7, 2026. The Company plans to hold the conference call to discuss its first quarter 2026 financial results on Thursday, May 7, 2026, at 8:30 a.m. (ET).
The investor conference call will be available via live webcast on the Stratasys Web site at investors.stratasys.com, or directly at the following web address:
To participate by telephone, the U.S. toll-free number is 877-407-0619 and the international dial-in is +1-412-902-1012. Investors are advised to dial into the call at least ten minutes prior to the call to register. The webcast will be available for 6 months at investors.stratasys.com, or by accessing the above-provided web address.
Stratasys is leading the global shift to additive manufacturing with innovative 3D printing solutions for industries such as aerospace, automotive, consumer products and healthcare. Through smart and connected 3D printers, polymer materials, a software ecosystem, and parts on demand, Stratasys solutions deliver competitive advantages at every stage in the product value chain. The world’s leading organizations turn to Stratasys to transform product design, bring agility to manufacturing and supply chains, and improve patient care.
To learn more about Stratasys, visit www.stratasys.com, the Stratasys blog, X/Twitter, LinkedIn, or Facebook. Stratasys reserves the right to utilize any of the foregoing social media platforms, including the company’s websites, to share material, non-public information pursuant to the SEC’s Regulation FD. To the extent necessary and mandated by applicable law, Stratasys will also include such information in its public disclosure filings.
MINNETONKA, Minn. & REHOVOT, Israel--(BUSINESS WIRE)--Stratasys Ltd. (NASDAQ: SSYS) today announced that it has been recognized with multiple industry awards at the recent 2026 RAPID + TCT conference, North America’s largest additive manufacturing and industrial 3D printing event. The awards focus on innovation in real-world additive manufacturing applications and leadership in environmental, social, and governance (ESG) best practices. Stratasys, together with Addion GmbH, were named a TCT Award winner in the healthcare category. The company also earned four awards at the Additive Manufacturer Green Trade Association (AMGTA) Member Summit. Stratasys is a founding board member of AMGTA.
The healthcare application award recognized the Eyelid Surgery Training Model, developed in collaboration with Addion. As Europe’s first 3D-printed anatomical eye model for eyelid surgery training, the solution underscores the impact of Stratasys’ Digital Anatomy™ technology in enabling realistic, repeatable, and scalable medical education. Developed by Addion GmbH, the model accurately simulates skin, muscle, and fat, eliminating the need for cadavers or animal models. Stratasys was also named a finalist in the materials and hardware categories.
Stratasys also received four awards at the AMGTA Member Summit, reflecting its longstanding commitment to advancing sustainability in additive manufacturing through strong governance, operational discipline, and evidence-based best practices. The awards for Environmental Management Systems, Environmental Sustainability Research, Sustainability Reporting and Excellence in AM Sustainability further reflect the Stratasys Mindful Manufacturing™ framework, which is built on the principle that scaling additive manufacturing responsibly requires resource optimization to be embedded directly into systems, processes, and decision-making.
“This recognition by RAPID + TCT reflects the power of collaboration," said Erez Ben Zvi, VP Medical. “We are proud to partner with Addion in their creation of a training model that gives surgeons a realistic, repeatable way to prepare for complex procedures. It's a clear example of how additive manufacturing is transforming medical education, helping doctors and clinicians build surgical skills that make a tangible difference in patient care."
Rosa Coblens, VP of Sustainability & Communications commented: “Receiving four AMGTA awards is meaningful recognition of the foundations we’ve established, as sustainability has become a key element in how we operate. Our Mindful Manufacturing™ framework is designed to ensure that as additive manufacturing scales, it does so responsibly, with governance, transparency, and measurable impact at its core.”
About Stratasys
Stratasys is leading the global shift to additive manufacturing with innovative 3D printing solutions for industries including aerospace, automotive, consumer products, and healthcare. Through smart and connected 3D printers, polymer materials, a software ecosystem, and parts on demand, Stratasys solutions deliver competitive advantages at every stage of the product value chain. The world’s leading organizations turn to Stratasys to transform product design, bring agility to manufacturing and supply chains, and improve patient care.
To learn more about Stratasys, visit www.stratasys.com, the Stratasys blog, X/Twitter, LinkedIn, or Facebook. Stratasys reserves the right to utilize any of the foregoing social media platforms, including Stratasys’ websites, to share material, non-public information pursuant to the SEC’s Regulation FD. To the extent necessary and mandated by applicable law, Stratasys will also include such information in its public disclosure filings.
MINNETONKA, Minn. & REHOVOT, Israel--(BUSINESS WIRE)--Stratasys Ltd. (Nasdaq: SSYS), (“Stratasys” or the “Company”), a leader in polymer 3D printing solutions, today announced its financial results for the first quarter ended March 31, 2026.
“Our first quarter results reflect the resilience of our operating model in a measured spending environment, demonstrated by positive adjusted EBITDA and operating cash flow," said Dr. Yoav Zeif, CEO of Stratasys. "Recurring revenue from consumables and customer support continued to provide stability, while Stratasys Direct delivered strong 23% organic growth year-over-year across a diverse range of industrial applications, led by drone customers. As we look forward, our current pipeline in high requirement applications, especially in defense, continues to build as we gain confidence in our ability to win prominent contracts in 2026 and beyond.”
Summary - First Quarter 2026 Financial Results Compared to First Quarter 2025:
Revenue of $132.7 million compared to $136.0 million. GAAP gross margin of 41.7%, compared to 44.3%. Non-GAAP gross margin of 46.3%, compared to 48.3%. GAAP operating loss of $26.5 million, compared to a GAAP operating loss of $12.4 million. Non-GAAP operating loss of $3.2 million, compared to non-GAAP operating income of $3.0 million. GAAP net loss of $23.8 million, or ($0.28) per diluted share, compared to a net loss of $13.1 million, or ($0.18) per diluted share. Non-GAAP net loss of $1.3 million, or ($0.01) per diluted share, compared to non-GAAP net income of $2.9 million, or $0.04 per diluted share. Adjusted EBITDA of $2.0 million, compared to $8.2 million. Cash provided by operating activities of $2.4 million, compared to $4.5 million in the prior year period. Financial Outlook:
The Company is reaffirming its outlook for 2026, as set forth below, which is based on current market conditions and assumes that the impacts of global inflationary pressures, relatively high interest rates, exchange rates, increased tariffs and other supply chain costs do not impede economic activity further.
Full year revenue growing to a range of $565 million to $575 million, improving sequentially through the year. Based on current logistics and materials costs, full year non-GAAP gross margins of 46.7% to 47.1%, including approximately $7 million of adverse impact from tariffs and foreign exchange rates relative to 2025. Full year non-GAAP operating expenses ranging from $260 million to $262 million, including approximately $10 million of adverse impact from changes in foreign exchange rates. Full year non-GAAP operating margins in a range of 0.7% to 1.5%. GAAP net loss of $83 million to $67 million, or ($0.95) to ($0.76) per diluted share. Non-GAAP net income of $8 million to $12.5 million, or $0.09 to $0.14 per diluted share. Adjusted EBITDA of $25 million to $30 million, with Adjusted EBITDA margin of 4.5% to 5.0%. Capital expenditures of $20 million to $25 million. Expects to generate positive operating cash flow subject to uncertainty related to foreign exchange rates and tariffs. Appropriate reconciliations between historical GAAP and non-GAAP financial measures, as well as between the GAAP and non-GAAP financial measures included in our financial outlook for 2026, are provided in the tables at the end of our press release and slide presentation, with itemized detail concerning the non-GAAP financial measures. We have not included, however, guidance for 2026 for GAAP gross margin or GAAP operating expenses, or a reconciliation of our guidance for 2026 for non-GAAP gross margins or non-GAAP operating expenses to the most directly comparable GAAP financial measures (i.e., GAAP gross margin or GAAP operating expenses, respectively), as the information needed to provide that GAAP guidance and that reconciliation is not available to us without unreasonable effort or with reasonable certainty from a quantitative perspective. We expect that the foregoing missing information related to our outlook on a GAAP basis for 2026 is likely to result in significant changes relative to our non-GAAP outlook in respect of the subject financial measures.
Stratasys Ltd. First Quarter 2026 Webcast and Conference Call Details
The Company plans to webcast its conference call to discuss its first quarter 2026 financial results on Thursday, May 7, 2026, at 8:30 a.m. (ET).
The investor conference call will be available via live webcast on the Stratasys Web site at investors.stratasys.com, or directly at the following web address:
To participate by telephone, the U.S. toll-free number is 877-407-0619 and the international dial-in is +1-412-902-1012. Investors are advised to dial into the call at least ten minutes prior to the call to register. The webcast will be available for six months at investors.stratasys.com, or by accessing the above-provided web address.
Stratasys is leading the global shift to additive manufacturing with innovative 3D printing solutions for industries such as aerospace, automotive, consumer products, healthcare, fashion and education. Through smart and connected 3D printers, polymer materials, a software ecosystem, and parts on demand, Stratasys solutions deliver competitive advantages at every stage in the product value chain. The world’s leading organizations turn to Stratasys to transform product design, bring agility to manufacturing and supply chains, and improve patient care.
To learn more about Stratasys, visit www.stratasys.com, the Stratasys blog, Twitter, LinkedIn, or Facebook. Stratasys reserves the right to utilize any of the foregoing social media platforms, including the Company’s websites, to share material, non-public information pursuant to the SEC’s Regulation FD. To the extent necessary and mandated by applicable law, Stratasys will also include such information in its public disclosure filings.
Stratasys is a registered trademark and the Stratasys signet is a trademark of Stratasys Ltd. and/or its subsidiaries or affiliates. All other trademarks are the property of their respective owners.
The statements in this press release regarding Stratasys' strategy, and the statements regarding its projected future financial performance, including the financial guidance concerning its expected results for 2026 and beyond, are forward-looking statements reflecting management's current expectations and beliefs. These forward-looking statements are based on current information that is, by its nature, subject to rapid and even abrupt change. Due to risks and uncertainties associated with Stratasys' business, actual results could differ materially from those projected or implied by these forward-looking statements. These risks and uncertainties include, but are not limited to: the extent of our success at introducing new or improved products and solutions that gain market share; the extent of growth of the 3D printing market generally; the global macro-economic environment, including the impact of increased and/or reciprocal import tariffs that have been imposed by the U.S. and other countries, and of higher energy costs due to the U.S.-Iranian conflict; global trends involving inflation, interest rates, economic activity and currency exchange rates, and their impact on the additive manufacturing industry, our company and our customers, in particular; changes in our overall strategy, including as related to any restructuring activities and our capital expenditures; the impact of potential shifts in the prices or margins of the products that we sell or services that we provide, including due to a shift towards lower margin products or services; the impact of competition and new technologies; potential further charges against earnings that we could be required to take due to impairment of additional goodwill or other intangible assets; the extent of our success at successfully consummating and integrating into our existing business acquisitions or investments in new businesses, technologies, products or services, the potential adverse impact of global interruptions and delays involving freight carriers and other third parties on our supply chain and distribution network; global market, political and economic conditions, and in the countries in which we operate in particular; potential adverse effects of Israel’s wars against Iran and its sponsored terrorist organizations Hamas, Hezbollah, and, intermittently, the Houthi terrorist group in Yemen; costs and potential liability relating to litigation and regulatory proceedings; risks related to infringement of our intellectual property rights by others or infringement of others' intellectual property rights by us; the extent of our success at maintaining our liquidity and financing our operations and capital needs; the impact of tax regulations on our results of operations and financial condition; and those additional factors referred to in Item 3.D “Key Information - Risk Factors”, Item 4, “Information on the Company”, Item 5, “Operating and Financial Review and Prospects,” and all other parts of our Annual Report on Form 20-F for the year ended December 31, 2025, which we filed with the U.S. Securities and Exchange Commission, or SEC, on March 5, 2026 (the “2025 Annual Report”). Readers are urged to carefully review and consider the various disclosures made throughout our 2025 Annual Report and the Reports of Foreign Private Issuer on Form 6-K that attach Stratasys’ unaudited, condensed consolidated financial statements and its review of its results of operations and financial condition, for the quarterly periods throughout 2026, which have been or will be furnished to the SEC throughout 2026, and our other reports filed with or furnished to the SEC, which are designed to advise interested parties of the risks and factors that may affect our business, financial condition, results of operations and prospects. Any guidance provided, and other forward-looking statements made, in this press release are provided or made (as applicable) as of the date hereof, and Stratasys undertakes no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law.
Use of Non-GAAP Financial Measures
The non-GAAP data included herein, including, but not limited to, data for non-GAAP gross margins, non-GAAP operating loss, non-GAAP operating margins, non-GAAP net income, and Adjusted EBITDA, which non-GAAP data excludes certain items, as detailed in the reconciliation tables herein, are non-GAAP financial measures. Our management believes that these non-GAAP financial measures are useful information for investors and shareholders of our company in gauging our results of operations. Our management utilizes these non-GAAP measures to enable us to assess our financial results (i) on an ongoing basis after excluding mergers, acquisitions and divestments related expense or gains and reorganization-related charges or gains and legal provisions, (ii) excluding non-cash items such as share-based compensation expenses, acquired intangible assets amortization, including intangible assets amortization related to equity method investments, impairment of long-lived assets and goodwill, revaluation of our investments and the corresponding tax effect of those items, (iii) for certain non-GAAP measures, after eliminating the impact of changes attributable to currency exchange rate fluctuations, and (iv) after excluding changes in revenues solely attributable to divestitures of former subsidiary companies. The items eliminated as part of our calculation of our non-GAAP financial measures either do not reflect actual cash outlays that impact our liquidity and our financial condition or have a non-recurring impact on the statement of operations, as assessed by management. Our non-GAAP financial measures are presented to permit investors to more fully understand how management assesses our performance for internal planning and forecasting purposes. The limitations of using these non-GAAP financial measures as performance measures are that they provide a view of our results of operations without including all items indicated above during a period, which may not provide a comparable view of our performance to other companies in our industry. Investors and other readers should consider non-GAAP measures only as supplements to, not as substitutes for or as superior measures to, the measures of financial performance prepared in accordance with GAAP. Reconciliation between results, and between our outlook for 2026 (other than for gross margin and operating expenses, for which GAAP data is not available to us without unreasonable effort or with reasonable certainty), on a GAAP and non-GAAP basis is provided in the tables below.
Stratasys Ltd. Consolidated Balance Sheets (U.S. $ in thousands, except share data) March 31, 2026 December 31, 2025 ASSETS Current assets Cash and cash equivalents $
71,789
$
94,527
Short-term bank deposits 166,000
150,000
Accounts receivable, net of allowance for credit losses of $4,060 and $4,145 as of March 31, 2026 and December 31, 2025, respectively 157,077
160,478
Inventories 143,573
145,238
Prepaid expenses 7,739
5,500
Other current assets 27,454
26,241
Total current assets 573,632
581,984
Non-current assets Property, plant and equipment, net 191,745
192,566
Goodwill 101,451
101,599
Other intangible assets, net 90,715
95,842
Operating lease right-of-use assets 25,454
25,417
Long-term investments 76,298
63,104
Other non-current assets 13,571
13,252
Total non-current assets 499,234
491,780
Total assets $
1,072,866
$
1,073,764
LIABILITIES AND EQUITY Current liabilities Accounts payable $
50,856
$
43,021
Accrued expenses and other current liabilities 33,590
Contingencies (see note 12) Equity Ordinary shares, NIS 0.01 nominal value, authorized 180,000 thousand shares; 87,080 thousand shares and 86,376 thousand shares issued at March 31, 2026 and December 31, 2025, respectively; 86,814 thousand shares and 86,110 thousand shares outstanding at March 31, 2026 and December 31, 2025, respectively $
244
$
242
Treasury shares at cost, 266 thousand shares at March 31, 2026 and December 31, 2025 (1,995
)
(1,995
)
Additional paid-in capital 3,280,627
3,275,344
Accumulated other comprehensive loss (4,951
)
(6,197
)
Accumulated deficit (2,448,319
)
(2,424,494
)
Total equity 825,606
842,900
Total liabilities and equity $
1,072,866
$
1,073,764
Stratasys Ltd. Consolidated Statements of Operations (U.S. $ in thousands, except share data) Three Months Ended March 31, 2026
2025
Revenues Products $
88,754
$
93,795
Services 43,943
42,251
132,697
136,046
Cost of revenues Products 46,554
47,268
Services 30,782
28,539
77,336
75,807
Gross profit 55,361
60,239
Operating expenses Research and development, net 19,151
18,792
Selling, general and administrative 62,742
53,851
81,893
72,643
Operating loss (26,532
)
(12,404
)
Financial income, net 2,732
1,473
Loss before income taxes (23,800
)
(10,931
)
Income tax expenses 25
455
Share in losses of associated companies -
1,668
Net loss $
(23,825
)
$
(13,054
)
Net loss per ordinary share - basic and diluted $
(0.28
)
$
(0.18
)
Weighted average ordinary shares outstanding - basic and diluted 86,357
71,967
Stratasys Ltd. Reconciliation of GAAP to Non-GAAP Results of Operations Three Months Ended March 31, 2026
Non-GAAP 2026
2025
Non-GAAP 2025
GAAP Adjustments Non-GAAP GAAP Adjustments Non-GAAP U.S. dollars and shares in thousands (except per share amounts) Gross profit (1) $
Weighted average number of ordinary shares outstanding - Diluted 86,357
86,357
71,967
72,625
Stratasys Ltd. Reconciliation of GAAP net loss to Adjusted EBITDA Three months ended March 31, 2026
2025
U.S. $ in thousands Net loss $
(23,825
)
$
(13,054
)
Financial income, net (2,732
)
(1,473
)
Income tax expenses 25
455
Share in losses of associated companies -
1,668
Depreciation expenses 5,731
5,124
Amortization expenses 5,686
5,428
Non-cash share-based compensation expenses 5,285
6,213
Contingent consideration 335
645
Legal and other expenses 10,361
1,818
Restructuring and other related costs 1,111
1,346
Adjusted EBITDA $
1,977
$
8,170
Stratasys Ltd. Reconciliation of GAAP Net Loss to Non-GAAP Net Income Forward Looking Guidance: Fiscal Year 2026 (U.S. $ in millions, except per share data) Low High GAAP net loss $(83) to $(67) Adjustments Share-based compensation expenses $24 to $26 Intangible assets amortization expenses $23 to $25 Reorganization and other $31 to $37 Tax expenses related to Non-GAAP adjustments $2 to $3 Non-GAAP net income $8 to $13 GAAP loss per share $(0.95) to $(0.76) Non-GAAP diluted earnings per share $0.09 to $0.14 Reconciliation of GAAP Net Loss to Adjusted EBITDA Forward Looking Guidance: Fiscal Year 2026 (U.S. $ in millions, except per share data) Low High GAAP net loss $(83) to $(67) Adjustments Share-based compensation expenses $24 to $26 Intangible assets amortization expenses $23 to $25 Reorganization and other $31 to $37 Tax expenses related to Non-GAAP adjustments $2 to $3 Other non-operating income $(4) to $(4) Depreciation $21 to $21 Adjusted EBITDA $25 to $30 Stratasys Ltd. Reconciliation of GAAP Operating Loss to Non-GAAP Operating Income Forward Looking Guidance: Fiscal Year 2026 (U.S. $ in millions, except per share data) Low High GAAP operating loss $(84) to $(69) GAAP operating margins (15)% to (12)% Adjustments Share-based compensation expenses $24 to $26 Intangible assets amortization expenses $23 to $25 Reorganization and other $31 to $37 Non-GAAP operating profit $4 to $8.5 Non-GAAP operating margins 0.7 % to 1.5% More News From Stratasys Ltd.
Stratasys (SSYS - Free Report) came out with a quarterly loss of $0.01 per share versus the Zacks Consensus Estimate of a loss of $0.02. This compares to earnings of $0.04 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +55.56%. A quarter ago, it was expected that this maker of 3D printers would post earnings of $0.05 per share when it actually produced earnings of $0.07, delivering a surprise of +40%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Stratasys, which belongs to the Zacks Commercial Printing industry, posted revenues of $132.7 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 0.75%. This compares to year-ago revenues of $136.05 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Stratasys shares have added about 6.6% since the beginning of the year versus the S&P 500's gain of 7.6%.
What's Next for Stratasys?While Stratasys has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Stratasys was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.03 on $140.41 million in revenues for the coming quarter and $0.12 on $564.45 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Commercial Printing is currently in the bottom 22% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Kornit Digital (KRNT - Free Report) , is yet to report results for the quarter ended March 2026. The results are expected to be released on May 13.
This digital textile printer is expected to post quarterly loss of $0.01 per share in its upcoming report, which represents a year-over-year change of -200%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Kornit Digital's revenues are expected to be $46.69 million, up 0.5% from the year-ago quarter.
Stratasys Remains the Belle of the 3D Printing BallStratasys NASDAQ: SSYS reported lower first-quarter revenue and a wider GAAP loss as printer purchasing timelines remained extended, but management said recurring revenue, defense demand and growth at Stratasys Direct supported its outlook for the year.
On the company’s earnings call, Chief Executive Officer Dr. Yoav Zeif said the results reflected “the continued resilience of our operating model in a measured spending environment.” He said consumables and customer support continued to provide stability, while customers remained cautious with capital spending amid global uncertainty.
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Will Stratasys Continue to be a Runaway Bride? Chief Financial Officer Eitan Zamir said first-quarter consolidated revenue was $132.7 million, down about 2.4% from the prior-year period. Product revenue declined to $88.8 million from $93.8 million a year earlier. Within that category, system revenue was $28.8 million, compared with $31.2 million, and consumables revenue was $60 million, compared with $62.6 million.
Service revenue rose to $43.9 million from $42.2 million, helped by growth at Stratasys Direct. Zamir said Stratasys Direct delivered 23% organic growth after divestments compared with the first quarter of 2025. Zeif said the top three parts customers at Stratasys Direct were again all U.S.-based drone-related companies.
Margins Pressured by Tariffs and Foreign Exchange Nano Dimension Prints Growth: Enters Hypergrowth Phase GAAP gross margin was 41.7%, down from 44.3% in the year-earlier quarter. Non-GAAP gross margin was 46.3%, compared with 48.3% a year ago. Zamir attributed the decline primarily to a $2.4 million year-over-year increase in tariff expense, representing a 180-basis-point impact, along with lower revenue.
GAAP operating expenses rose to $81.9 million from $72.6 million, which Zamir said was primarily due to higher professional fees and the impact of foreign currency exchange, particularly the appreciation of the Israeli shekel against the U.S. dollar. Non-GAAP operating expenses were $64.6 million, compared with $62.6 million, with foreign exchange contributing about $3.1 million to the increase.
The company posted a GAAP operating loss of $26.5 million, compared with a loss of $12.4 million in the prior-year quarter. Non-GAAP operating loss was $3.2 million, compared with operating income of $3 million a year earlier. Adjusted EBITDA was $2 million, down from $8.2 million, with Zamir citing roughly $5.3 million of combined foreign exchange and tariff pressures.
GAAP net loss was $23.8 million, or $0.28 per diluted share, compared with a net loss of $13.1 million, or $0.18 per diluted share, in the year-earlier period. Non-GAAP net loss was $1.3 million, or $0.01 per diluted share, compared with non-GAAP net income of $2.9 million, or $0.04 per diluted share.
Cash Flow Positive, Guidance Reiterated Despite the loss, Stratasys generated $2.4 million in operating cash flow during the quarter. Zamir said that reflected working capital discipline and structural cost improvements implemented over recent quarters. The company ended the quarter with $237.8 million in cash equivalents and short-term deposits and no debt.
Stratasys reiterated its full-year 2026 revenue guidance of $565 million to $575 million. Zamir said the company expects revenue to grow sequentially each quarter through the year and expects 2026 consumables revenue to increase over 2025.
In response to an analyst question, Zeif said Stratasys is “progressing according to our growth plan” and added that the company expects 2026 to be its first year of growth in three years. He said the company’s transition from prototyping to manufacturing is “working.”
Defense Demand Remains a Central Theme Management emphasized aerospace and defense as a major growth opportunity, particularly as additive manufacturing is adopted for drones, missiles, munitions, sustainment and maritime applications. Zeif said aerospace and defense is “the leading vertical today” with a promising pipeline, driven by higher budgets and demand for more agile manufacturing.
Zeif said Stratasys Direct ships more than 100,000 parts annually to the defense industry and operates under quality and compliance systems including AS9100, ISO 9001, CMMC compliance and ITAR requirements. He said the company’s defense work is “not prototype stage or pilot stage engagement” but production-scale additive manufacturing for demanding customers.
The company highlighted its selection during the quarter for the U.S. Department of Defense’s Joint Additive Manufacturing Acceptability IV Pilot Parts program, or JAMA IV. Zeif described the program as a multi-million-dollar initiative intended to accelerate qualification and deployment of 3D-printed parts across military platforms.
During the question-and-answer session, Zeif said drones are leading current demand, but the opportunity extends into missiles, munitions and sustainment. He cited aging military platforms such as the B-52 as examples of sustainment needs and said additive manufacturing can support efforts to refresh depots and shipyards with production tools and parts.
Dental Certification Expands European Opportunity Stratasys also discussed a regulatory milestone for its TrueDent resins, which received CE Class IIa medical device certification. Zeif said TrueDent is the first polychromatic monolithic 3D-printed denture solution certified at that classification in Europe.
The certification expands TrueDent’s indications to include long-term intraoral removables, crowns and bridges. Zeif said the European segment is projected by analysts at about $2.45 billion by 2028, while the U.S. opportunity for removables is nearly $5 billion.
Zeif said the Class IIa designation removes an adoption barrier for clinicians and laboratories and requires no changes to print settings, formulation, workflow or shelf life on the company’s J5 DentaJet platform. In the Q&A, he said Stratasys plans to be “the largest player in Europe” in this area, citing a first-mover advantage in polychromatic dentures.
Product and Software Updates Aim to Expand Applications Stratasys also pointed to new material and software developments intended to broaden its manufacturing applications. Zeif said ULTEM 1010 resin is now available as filament for the F3300 printer, enabling aerospace-grade high-temperature parts and composite tooling applications. He also said ToughONE material has been expanded to the J3 and J5 PolyJet systems for durable functional prototyping and end-use parts.
On the software side, Zeif said measurement-based warp adaptive modeling is being integrated into GrabCAD Print Pro for the Origin One P3 platform. He said the feature uses measured dimension data to automatically correct warping, reducing iterative correction cycles for parts such as electrical connectors, precision jigs and industrial fixtures.
Zeif said the company intends to use its debt-free balance sheet to pursue inorganic opportunities aligned with high-requirement applications. He said Stratasys does not want to focus on basic prototyping where competition can become “a race to the bottom,” but instead aims to capture higher-value use cases in manufacturing, defense, dental and other demanding markets.
About Stratasys NASDAQ: SSYSStratasys, 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.
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Key Takeaways SSYS posted a narrower-than-expected Q1 loss despite a 2.4% year-over-year revenue decline.Stratasys saw 23% organic growth in Direct services after divestments boosted services revenues.SSYS reiterated its 2026 revenues and earnings outlook despite tariff and foreign exchange uncertainty. Stratasys (SSYS - Free Report) reported a first-quarter 2026 non-GAAP loss of a penny per share, which beat the Zacks Consensus Estimate of a loss of 2 cents by 50%. However, the figure plunged 125% year over year.
Revenues decreased 2.4% year over year to $132.70 million. However, the top line beat the consensus mark of $132 million by 0.75%.
SSYS shares rose 3.9% at the time of writing this article. The stock has declined 7.4% in the year-to-date period compared with the Zacks Industrial Products sector’s return of 16%.
Stratasys’ Q1 Release in DetailSegment-wise, product revenues decreased 5.3% year over year to $88.8 million. System revenues fell 7.7% year over year to $28.8 million. Consumables revenues declined 4.2% year over year to $60 million.
Services revenues increased 4% year over year to $43.9 million, driven by Stratasys Direct’s 23% organic year-over-year growth after divestments. Customer support revenues were $29.7 million, down 1% from the year-ago quarter. Management noted that recurring revenues from consumables and support continue to provide stability as customers remain cautious in capital equipment spending.
Stratasys’ non-GAAP gross margin contracted 200 basis points (bps) year over year to 46.3% from 48.3% in the same period last year. Management attributed the decline primarily to the impact of $2.4 million in incremental tariff expense, along with the effect of lower revenues.
Stratasys’ non-GAAP operating expenses in the first quarter of 2026 were $64.6 million, representing 48.7% of revenues compared with $62.6 million (46% of revenues) in the year-ago quarter. The increase was largely driven by foreign exchange, with management citing an approximately $3.1 million impact from the appreciation of the Israeli shekel against the U.S. dollar.
Adjusted EBITDA was $2.0 million compared with $8.2 million in the year-ago quarter. The adjusted EBITDA margin contracted 450 bps on a year-over-year basis to 1.5%. The non-GAAP operating loss was $3.2 million compared with an operating profit of $3 million in the year-over-year period.
Stratasys’ Balance Sheet & Cash Flow DetailsAs of March 31, 2026, Stratasys had $237.8 million in cash, cash equivalents and short-term deposits compared with $244.5 million as of Dec. 31.
The company emphasized that it remains debt-free, preserving flexibility to invest in technology and market development while evaluating inorganic opportunities aligned with its focus on high-requirement use cases.
In the first quarter of 2026, the company reported operating cash flow of $2.4 million compared with $15.1 million in the previous quarter, supported by working-capital discipline.
Stratasys Offers Positive 2026 OutlookFor 2026, Stratasys reiterated its outlook for revenues between $565 million and $575 million, implying sequential growth through the year. The company expects non-GAAP earnings of 9-14 cents per share.
Stratasys continues to forecast non-GAAP gross margin of 46.7-47.1% and non-GAAP operating margin of 0.7-1.5%. The company noted that its outlook remains subject to foreign exchange rate and tariff uncertainty.
Zacks Rank & Stocks to ConsiderABBNY sports a Zacks Rank #1 (Strong Buy), whereas Alamo Group and Enersys carry a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Long-term earnings growth rates for ABBNY, Alamo Group and Enersys are currently pegged at 17.25%, 16% and 15%, respectively.
Expected to be accretive and realize meaningful cost synergies, along with positive adjusted EBITDA contribution, within first year following close
Stratasys to update guidance following closing of transaction
MINNETONKA, Minn. & REHOVOT, Israel--(BUSINESS WIRE)--Stratasys Ltd. (NASDAQ: SSYS), a leader in additive manufacturing solutions, today announced that it has entered into a definitive agreement to acquire MarkForged, Inc., a wholly owned subsidiary of Nano Dimension, in an all-cash transaction valued at $42.5 million, subject to customary adjustments. In 2025, Markforged generated approximately $70 million in revenue, including their Metal Binder Jetting product line, which Nano Dimension will retain. The transaction is expected to close in the second half of 2026, subject to customary closing conditions and regulatory approvals.
MarkForged, Inc. is a leading provider of end-to-end Fused Filament Fabrication (FFF) solutions. Their integrated platform, The Digital Forge, seamlessly combines hardware, in-house materials, and secure software including simulation, part management, and automated print optimization. By leveraging Continuous Carbon Fiber technology, MarkForged, Inc. enables industries such as aerospace, defense, automotive, and food and beverage to produce parts that are both lighter and stronger than traditional FFF alternatives.
The transaction increases Stratasys’ distribution channel and expands its existing capabilities in these industries, further strengthening the company’s go-to-market strategy. With the addition of MarkForged, Inc.’s products and technology, Stratasys will be more effectively positioned to meet growing demand for lightweight, high strength, and production ready components that address modern requirements for supply chain resilience and manufacturing agility.
“This acquisition further advances our capabilities to meet customers’ growing needs in critical areas such as defense and aerospace at a time when additive manufacturing continues to displace traditional manufacturing for high requirement applications in production,” said Dr. Yoav Zeif, Chief Executive Officer of Stratasys. “We believe that our teams can immediately reinvigorate revenue growth by adding MarkForged, Inc.’s products and software systems as we leverage our leading partner networks. We are confident this transaction will strengthen Stratasys’ position in many of the largest and most structurally critical industries where performance, supply chain resilience, reliability, and scalability are essential.”
Strategic and Financial Benefits of the Transaction:
Adding MarkForged, Inc.’s products to Stratasys’ existing products and capabilities is expected to result in many compelling benefits, including:
Enhances Portfolio Through Innovative Continuous Carbon Fiber Technology: MarkForged, Inc.’s differentiated material technology, which is leveraged across its broad portfolio of FFF 3D printers, enables high-strength, lightweight parts that are both a meaningful addition to and differentiated from Stratasys’ portfolio of advanced composite solutions. This continuous carbon fiber offering is expected to support aerospace and defense use cases in particular, for tooling, fixtures, ground support equipment, and select production parts, offering mechanical performance and speed that complement traditional manufacturing methods. Through this acquisition, MarkForged, Inc.’s composite capabilities will further enhance Stratasys’ ability to support these mission-critical applications within regulated and performance-driven industrial settings. Complementary Software Capabilities: The transaction is expected to enhance Stratasys’ software offering. MarkForged, Inc.’s broad software platform is ideally poised for manufacturing workflow and remote printing, including high performance features such as simulation and inspection with security top of mind. MarkForged, Inc. also has deep expertise in customer-centric workflows and integrated ecosystems, which will further accelerate digital manufacturing initiatives. Expands Materials Offering of High Performance Polymer and Metal Filaments: MarkForged, Inc. has a robust manufacturing process to develop a wide range of high performance polymer and metal filaments, which, when leveraged alongside Stratasys’ existing products and capabilities, will allow the company to provide solutions to a more diverse customer base across key end uses including aerospace and defense, automotive, and food and beverage products. Expected to Deliver Meaningful Accretion and Cost Synergies: In 2025, Markforged generated approximately $70 million in revenue. Within one year of closing, Stratasys expects accretion to gross margins and to realize meaningful cost synergies, along with positive EBITDA contribution. Stratasys intends to update guidance following the closing of the transaction. Reshapes Go-To-Market Network Coverage and Geographic Presence: Bringing MarkForged, Inc.’s partner and reseller network together with Stratasys’ is expected to strengthen Stratasys’ partner network and generate cross-sale opportunities, bringing greater choice and service to customers. About Stratasys
Stratasys is leading the global shift to additive manufacturing with innovative 3D printing solutions for industries including aerospace, automotive, consumer products, and healthcare. Through smart and connected 3D printers, polymer materials, a software ecosystem, and parts on demand, Stratasys solutions deliver competitive advantages at every stage of the product value chain. The world’s leading organizations turn to Stratasys to transform product design, bring agility to manufacturing and supply chains, and improve patient care.
To learn more about Stratasys, visit www.stratasys.com, the Stratasys blog, X/Twitter, LinkedIn, or Facebook. Stratasys reserves the right to utilize any of the foregoing social media platforms, including Stratasys’ websites, to share material, non-public information pursuant to the SEC’s Regulation FD. To the extent necessary and mandated by applicable law, Stratasys will also include such information in its public disclosure filings.
The information in this press release includes “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements may include, but are not limited to, statements relating to the anticipated completion of the acquisition of MarkForged Inc. by Stratasys, Stratasys’ objectives, plans and strategies with respect to MarkForged Inc. following its acquisition, the prospective impact of the acquisition on Stratasys’ implementation of its strategies and on Stratasys’ financial results, and all statements (other than statements of historical fact) that address activities, events or developments that Stratasys intends, expects, projects, believes or anticipates will or may occur in the future. Forward-looking statements are not guarantees of future performance and are subject to risks and uncertainties. Stratasys has based these forward-looking statements on assumptions and assessments made by its management and, in certain cases, by MarkForged Inc.’s management in light of their experience and their perception of historical trends, current conditions, expected future developments and other factors they believe to be appropriate. Important factors that could cause actual results, developments and business decisions to differ materially from those anticipated in these forward-looking statements include, among other things: any potential obstacles to closing the acquisition of MarkForged Inc.; the degree of success of Stratasys in efficiently and successfully integrating the operations of MarkForged Inc. into Stratasys after the acquisition; macroeconomic conditions and the economic environment for additive manufacturing and Stratasys’ customers in particular; the impact of competition and new technologies; changes in customers’ budgeting priorities; and those additional factors referred to under “Item 3.D. Risk Factors”, “Item 4. Information on the Company”, and “Item 5. Operating and Financial Review and Prospects” in Stratasys’ annual report on Form 20-F for the year ended December 31, 2025, which Stratasys filed with the SEC on March 5, 2026, and in other reports and documents that Stratasys files with or furnishes to the SEC from time to time, which are designed to advise interested parties of the risks and other factors that may affect Stratasys’ business, financial condition, results of operations and prospects. Any forward-looking statements made in this press release are made as of the date hereof, and Stratasys undertakes no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law.
Accelerating Progress Toward Unlocking and Maximizing Long-Term Shareholder Value
Transaction Expected to Reduce Annualized Cash Burn by Approximately $15 Million
WALTHAM, Mass., May 27, 2026 (GLOBE NEWSWIRE) -- Nano Dimension Ltd. (Nasdaq: NNDM) (“Nano Dimension”, “Nano”, or the “Company”) today announced that it has entered into a definitive agreement to sell MarkForged, Inc. (“MarkForged”), a wholly owned subsidiary, to Stratasys Ltd. (NASDAQ: SSYS) (“Stratasys”) in an all-cash transaction valued at $42.5 million.
The transaction represents another major step in Nano Dimension’s previously announced three phase strategic plan, which is being executed in parallel, and further advances the Company’s Phase 3 progress toward maximizing long-term shareholder value. Phase 1 focuses on streamlining operations and reducing cash burn through efficiency initiatives and disciplined cost management. Phase 2 focuses on the monetization of product lines to simplify the business and strengthen the balance sheet. Phase 3 focuses on evaluating strategic alternatives to maximize long-term shareholder value and selecting the most compelling path forward.
The sale of MarkForged, Inc. is part of Phase 2 of our strategic plan. The transaction is expected to reduce annualized cash burn by approximately $15 million through a combination of direct and indirect operating cost savings, including certain costs not solely attributable to MarkForged. Nano Dimension will retain the Markforged Metal Binder Jetting product line.
“We are pleased to have reached an agreement with Stratasys that we believe positions MarkForged for continued growth and success under its ownership. This transaction represents a deliberate step in advancing Nano Dimension’s three phase strategic plan and accelerating Phase 3 execution,” said David Stehlin, Chief Executive Officer of Nano Dimension. “We have made meaningful progress across Phase 1 and Phase 2, including cost reductions, operational streamlining and multiple product line monetization actions. As Phase 3 continues to accelerate, we have recently advanced discussions with a focused set of strategic opportunities and potential partners aimed at maximizing long-term shareholder value.”
The transaction is expected to close in the second half of 2026, subject to customary closing conditions and regulatory approvals.
About Nano Dimension Ltd.
Driven by strong trends in onshoring, national security, and increasing product customization, Nano Dimension Ltd. (Nasdaq: NNDM) delivers advanced Digital Manufacturing technologies to the defense, aerospace, automotive, electronics, and medical devices industries, enabling rapid deployment of high-mix, low-volume production with IP security and sustainable manufacturing practices. For more information, please visit https://www.nano-di.com/.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements include statements regarding Nano’s strategic plan and focus on value to shareholders, the expected benefits of the transaction, the reduction in Nano’s annualized cash burn as a result of such sale, the expected timing of the closing of such sale and all other statements other than statements of historical fact that address activities, events or developments that Nano intends, expects, projects, believes or anticipates will or may occur in the future. Forward-looking statements may be characterized by terminology such as “believe,” “project,” “expect,” “anticipate,” “estimate,” “forecast,” “outlook,” “target,” “endeavor,” “seek,” “predict,” “intend,” “strategy,” “plan,” “may,” “could,” “should,” “will,” “would,” “will be,” “will continue,” “will likely result,” or the negative thereof or variations thereon or similar terminology generally intended to identify forward-looking statements. Such statements are based on management’s beliefs and assumptions made based on information currently available to management. These forward-looking statements involve known and unknown risks and uncertainties, which may cause the Company’s actual results and performance to be materially different from those expressed or implied in the forward-looking statements. Accordingly, we caution you that any such forward-looking statements are not guarantees of future performance and are subject to risks, assumptions, estimates and uncertainties that are difficult to predict. Because such statements deal with future events and are based on the current expectations of Nano, they are subject to various risks and uncertainties. The forward-looking statements contained or implied in this communication are subject to other risks and uncertainties, including those discussed under the heading “Risk Factors” in Nano’s annual report on Form 10-K filed with the Securities and Exchange Commission (the “SEC”) on March 31, 2026, and in any subsequent filings with the SEC. Except as otherwise required by law, Nano undertakes no obligation to publicly release any revisions to these forward-looking statements to reflect events or circumstances after the date hereof or to reflect the occurrence of unanticipated events. References and links to websites have been provided as a convenience, and the information contained on such websites is not incorporated by reference into this communication.
This acquisition is expected to enhance Stratasys’ capabilities in high-demand manufacturing applications, particularly in aerospace and defense, as it aims to strengthen its market position and expand product offerings.
• What should traders watch with SSYS?
SSYS Stock Rises After Stratasys Announces Markforged AcquisitionStratasys is set to acquire MarkForged, a move that is anticipated to generate additional cross-sale opportunities and cost synergies within the first year following the transaction’s closure.
The deal is expected to close in the second half of 2026, pending regulatory approvals, and is projected to be accretive to adjusted EBITDA.
The acquisition of MarkForged is significant as it enhances Stratasys’ distribution channels and expands its capabilities in critical industries.
This move positions the company to better meet the growing demand for lightweight, high-strength components, particularly in sectors such as aerospace and defense.
SSYS Technical Outlook: Key Support, Resistance and MomentumStratasys’ share price of $9.80 positions it 14.1% above its 20-day simple moving average (SMA) of $8.67 and 1.7% below its 200-day SMA of $9.73.
The stock has shown resilience, trading 18% above its 50-day SMA, indicating a bullish short-term trend.
The moving average convergence divergence (MACD) is currently above its signal line, suggesting that downside pressure is easing and momentum is improving.
Key Resistance: $10 — Nearby level where rebounds can stall. Key Support: $8 — Nearby level where buyers previously stepped in. Stratasys (SSYS) Earnings Preview and Analyst Price TargetsStratasys will provide its next financial update on Aug. 12 (estimated).
EPS Estimate: 2 cents (Down from 3 cents) Revenue Estimate: $138.79 million (Up from $138.09 million) Analyst Consensus & Recent Actions: The stock carries a Buy rating with a consensus price target of $11. Recent analyst moves include:
Craig-Hallum: Buy (Lowers target to $12 on March 6) Needham: Buy (Lowers target to $11.50 on March 5) Cantor Fitzgerald: Overweight (Raises target to $13.50 on Nov. 14, 2025) SSYS ETF Exposure: Funds With Biggest Weighting Pacer BlueStar Engineering the Future ETF (NASDAQ:BULD): 5.80% Weight Significance: Because SSYS carries significant weight in these funds, any significant inflows or outflows for these ETFs will likely force automatic buying or selling of the stock.
SSYS Stock Price Activity: Stratasys shares were up 0.62% at $9.72 at the time of publication on Wednesday, according to Benzinga Pro data.
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MINNETONKA, Minn.--(BUSINESS WIRE)--Stratasys (NASDAQ: SSYS) celebrated the grand opening of its Americas Regional Corporate Headquarters (ARCH), a new 200,000-square-foot facility in Minnetonka, Minnesota, underscoring the company’s continued commitment to the U.S. market and to strengthening the high-tech manufacturing capacity that will help define the future of industrial innovation in Minnesota.
The event brought together United States Representative Betty McCollum; United States Representative Brad Finstad; United States Representative Kelly Morrison; Erin Streeter, EVP of National Association of Manufacturers; Scott Crump, inventor of Fused Deposition Modeling (FDM) and Stratasys Board Member, together with his wife Lisa Crump, co-founder of Stratasys in 1988; alongside Stratasys leadership, customers, partners, and community stakeholders, underscoring the critical role of additive manufacturing in strengthening regional economic development and industrial competitiveness.
United States Congressman and House Majority Whip Tom Emmer said: “Stratasys is helping Minnesota lead in innovation and development as a global leader in additive manufacturing. With the grand opening of their new facility in Minnetonka comes good paying jobs and economic growth. Their investments in the region are bringing hundreds of high‑skilled engineering, manufacturing, and technical jobs to Minnesota. I’ve been proud to support their work in the past and look forward to working with them in the future.”
United States Representative Betty McCollum added: “As a pioneer in additive manufacturing technologies, Stratasys is at the forefront of advancing our country's national and economic security. Their innovations are making the work of our service members safer, more efficient, and more cost-effective for the taxpayer. I’m thrilled to welcome their new facility here in Minnesota, and I look forward to watching them flourish as a premier innovator in the Twin Cities.”
Also speaking at the ceremony, Erin Streeter, Executive Vice President of the National Association of Manufacturers (NAM), added: “Congratulations to Stratasys on today’s grand opening, an exciting milestone for manufacturing in Minnesota. This investment strengthens the region’s manufacturing capabilities, supports strong jobs, and expands opportunities for manufacturing workers. Additive manufacturing is helping drive the next era of American manufacturing, and Stratasys’ continued investment in Minnesota is a strong example of that progress.”
Dr. Yoav Zeif, Chief Executive Officer of Stratasys, commented, “This state-of-the-art facility in Minnesota brings together our talent, technology, and the capabilities needed to innovate, collaborate, and help our customers accelerate additive manufacturing production at scale.”
ARCH brings together engineering, advanced research and development, applications expertise, and customer collaboration capabilities under one roof, along with Stratasys Direct, the company’s on-demand manufacturing business. Visitors to the facility can experience industrial-scale 3D printing technologies in action and see how Stratasys delivers production grade parts across aerospace, defense, automotive, healthcare, dental, and industrial applications.
“Bringing our teams together under one roof has a meaningful impact on how we operate, innovate, and serve our customers,” said Rich Garrity, Chief Business Unit Officer of Stratasys and NAM Board Member. “ARCH gives us the scale and workspace to accelerate collaboration across engineering, manufacturing, and customer facing teams, enabling faster delivery of high-quality solutions.”
As part of its commitment to the local community, with the teams on-site for the event, Stratasys also highlighted its partnership with High Tech Kids and its support for FIRST Robotics programs in Minnesota, reinforcing its role in advancing STEM education and developing the next generation of engineers.
The opening of ARCH follows a recent independent audit of Stratasys’ Environmental, Health, and Safety (EHS) management systems at the Minnetonka campus, which confirmed alignment with ISO 14001 and ISO 45001 standards and recommended renewal of both certifications. This demonstrates the company’s ability to scale operations while maintaining rigorous global quality, compliance, and ESG practices.
The launch of ARCH underscores Stratasys’ continued commitment to U.S.-based innovation, workforce development, and community engagement, reinforcing its leadership in advanced manufacturing and its role in enabling more sustainable production.
About Stratasys
Stratasys is leading the global shift to additive manufacturing with innovative 3D printing solutions for industries including aerospace, automotive, consumer products, and healthcare. Through smart and connected 3D printers, polymer materials, a software ecosystem, and parts on demand, Stratasys solutions deliver competitive advantages at every stage of the product value chain. The world’s leading organizations turn to Stratasys to transform product design, bring agility to manufacturing and supply chains, and improve patient care.
To learn more about Stratasys, visit www.stratasys.com, the Stratasys blog, X/Twitter, LinkedIn, or Facebook. Stratasys reserves the right to utilize any of the foregoing social media platforms, including Stratasys’ websites, to share material, non-public information pursuant to the SEC’s Regulation FD. To the extent necessary and mandated by applicable law, Stratasys will also include such information in its public disclosure filings.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Those forward-looking statements are based on current information that is, by its nature, subject to potential change, due to risks and uncertainties faced by the Company, including those risks described in Item 3.D “Key Information - Risk Factors” of Stratasys’ annual report on Form 20-F for the year ended December 31, 2024, which Stratasys filed with the SEC on March 6, 2025, and in other reports and documents that Stratasys files with or furnishes to the SEC from time to time, which are designed to advise interested parties of the risks and factors that may affect Stratasys’ business, financial condition, results of operations and prospects. Any forward-looking statements made in this press release are made as of the date hereof, and Stratasys undertakes no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law.
CFO John Alexander Young sold 7,615 ordinary shares over two days (March 17 and March 19, 2026) for a transaction value of approximately $406,000, with an average sale price of around $53.32 per share. This transaction represented 6.0% of Young's direct holdings at the time, reducing his direct ownership to 119,594 shares post-sale.
Ambarella, Inc. is positioned for growth in edge AI, targeting industrial automation, robotics, and automotive markets with new hardware and software platforms. I recommend AMBA shares with a Buy rating and $84.28 price target (6.60x eFY28 price/sales), citing valuation remediation and robust top-line growth prospects. AMBA's next-gen CV7 chip and Cooper Developer Platform enable cloudless robotics orchestration, providing a complete ecosystem for AI-enabled machine vision.
Ambarella, Inc. (NASDAQ:AMBA – Get Free Report)’s share price passed below its 200-day moving average during trading on Monday . The stock has a 200-day moving average of $70.73 and traded as low as $52.48. Ambarella shares last traded at $54.30, with a volume of 668,393 shares changing hands.
Wall Street Analyst Weigh In Several analysts recently issued reports on the company. Weiss Ratings reiterated a “sell (d-)” rating on shares of Ambarella in a report on Wednesday, January 21st. Consumer Edge restated a “buy” rating on shares of Ambarella in a research note on Tuesday, February 24th. Rosenblatt Securities reaffirmed a “buy” rating and issued a $115.00 target price on shares of Ambarella in a research report on Monday, March 23rd. Finally, Wall Street Zen downgraded Ambarella from a “buy” rating to a “hold” rating in a research note on Saturday, December 27th. Two investment analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Ambarella currently has a consensus rating of “Moderate Buy” and a consensus price target of $96.00.
View Our Latest Stock Analysis on Ambarella
Ambarella Price Performance The company has a market capitalization of $2.38 billion, a P/E ratio of -30.51 and a beta of 2.01. The stock’s fifty day simple moving average is $57.97 and its 200-day simple moving average is $70.73.
Ambarella (NASDAQ:AMBA – Get Free Report) last posted its quarterly earnings data on Thursday, February 26th. The semiconductor company reported $0.13 EPS for the quarter, topping analysts’ consensus estimates of $0.10 by $0.03. Ambarella had a negative return on equity of 12.16% and a negative net margin of 19.42%.The business had revenue of $100.87 million for the quarter, compared to analyst estimates of $100.17 million. During the same period in the previous year, the company posted $0.11 earnings per share. The firm’s revenue for the quarter was up 20.1% on a year-over-year basis. On average, research analysts predict that Ambarella, Inc. will post -2.81 earnings per share for the current year.
Insiders Place Their Bets In other news, VP Chi-Hong Ju sold 4,729 shares of the firm’s stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $52.77, for a total value of $249,549.33. Following the sale, the vice president owned 164,166 shares in the company, valued at approximately $8,663,039.82. This trade represents a 2.80% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Chan W. Lee sold 6,729 shares of the business’s stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $52.77, for a total transaction of $355,089.33. Following the transaction, the insider directly owned 156,370 shares in the company, valued at $8,251,644.90. This trade represents a 4.13% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 101,928 shares of company stock valued at $5,803,417. Corporate insiders own 5.70% of the company’s stock.
Institutional Trading of Ambarella A number of hedge funds have recently bought and sold shares of the stock. Vanguard Group Inc. increased its holdings in shares of Ambarella by 6.0% during the 4th quarter. Vanguard Group Inc. now owns 5,480,285 shares of the semiconductor company’s stock worth $388,223,000 after purchasing an additional 311,649 shares during the period. State Street Corp lifted its stake in shares of Ambarella by 8.9% in the second quarter. State Street Corp now owns 1,855,170 shares of the semiconductor company’s stock valued at $122,562,000 after buying an additional 151,694 shares during the period. Jericho Capital Asset Management L.P. lifted its stake in shares of Ambarella by 30.8% in the fourth quarter. Jericho Capital Asset Management L.P. now owns 1,587,081 shares of the semiconductor company’s stock valued at $112,429,000 after buying an additional 373,734 shares during the period. The Manufacturers Life Insurance Company grew its position in Ambarella by 4.0% during the second quarter. The Manufacturers Life Insurance Company now owns 1,371,511 shares of the semiconductor company’s stock worth $90,609,000 after buying an additional 52,954 shares in the last quarter. Finally, Geode Capital Management LLC grew its position in Ambarella by 3.6% during the fourth quarter. Geode Capital Management LLC now owns 1,020,527 shares of the semiconductor company’s stock worth $72,305,000 after buying an additional 35,510 shares in the last quarter. 82.09% of the stock is owned by institutional investors.
About Ambarella (Get Free Report)
Ambarella, Inc is a global semiconductor company headquartered in Santa Clara, California, specializing in video compression, image processing and computer vision technologies. The company designs low-power, high-definition system-on-chip (SoC) solutions that enable the capture, processing and streaming of video in a variety of embedded applications. Ambarella’s platforms combine advanced video encoding, multi-core central processing units and hardware accelerators to deliver high-resolution imaging with low power consumption.
Ambarella’s product portfolio caters to multiple markets, including security and surveillance, automotive vision, wearable cameras, drones and robotics.
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Stock to Watch: Ambarella (AMBA - Free Report) Headquartered in Santa Clara, CA, Ambarella Inc. develops video compression and image processing semiconductors, which enables high-definition or HD video capture, share and display.
AMBA is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Computer and Technology stock. AMBA has a Momentum Style Score of B, and shares are up 3.7% over the past four weeks.
Six analysts revised their earnings estimate upwards in the last 60 days for fiscal 2027. The Zacks Consensus Estimate has increased $0.10 to $0.74 per share. AMBA boasts an average earnings surprise of +70.9%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, AMBA should be on investors' short list.
I am reiterating Ambarella as a Strong Buy, driven by its transformation into a full-stack edge AI platform company, not just a chip vendor. AMBA's edge AI SoCs now account for 80% of total revenue, with fiscal 2026 revenue reaching $390.7M, up 37.2% year-over-year. The market still values AMBA as a cyclical semiconductor stock, but I see it as an edge AI infrastructure enabler for physical AI and robotics.
SANTA CLARA, Calif., May 04, 2026 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced it will hold its first quarter fiscal year 2027 earnings conference call on Thursday, May 28, 2026, at 1:30 p.m. (Pacific Time). The company will issue its earnings release after the market closes that same day.
Those interested in asking a question on the call are required to register online in advance. Upon completing the first step of the online registration process, please note a registration verification code will be emailed to you, and this code must be entered to complete the online registration process. Once registered and verified, the dial-in numbers will be sent to the registered email with a personal identification number (PIN). When dialing in for the live call, the PIN number must be provided to access the call.
The live webcast of the conference call, and a webcast replay, will be available at: http://investor.ambarella.com/events.cfm
About Ambarella
With an installed base of more than 42 million AI SoC units, Ambarella’s products are utilized in a wide variety of physical edge AI applications, spanning edge endpoint and edge infrastructure use cases including physical security, vehicle safety, telematics, autonomy, portable video, aerial drones, and other emerging robotic applications. Building on this footprint, Ambarella offers a full-stack edge AI platform, from highly optimized silicon and programmable software to AI agentic frameworks that coordinate perception, decision-making and control across devices. Ambarella’s low-power systems-on-chip (SoCs) integrate proprietary and highly efficient perception and deep learning neural network AI accelerators, enabling electronic systems to become more productive with partial or complete levels of machine autonomy. For more information, please visit www.ambarella.com.
Contact:
Louis Gerhardy
VP Corporate Development
408-636-2310 [email protected]
SANTA CLARA, Calif., May 05, 2026 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced that IEEE has honored Ambarella’s co-founder, President and CEO, Dr. Fermi Wang, with the inaugural 2026 IEEE Arun N. Netravali Video Analytics, Technology and Systems Award, alongside his Ph.D. advisor, Professor Dimitris Anastassiou of Columbia Engineering.
The award recognizes transformative advancements in video technology, AI-powered systems, and analytics that have reshaped global media consumption, broadcasting and visual communication. It was established in 2026 to honor Arun Netravali, who had served as the ninth president of Bell Laboratories (now Nokia Bell Labs, sponsoring the award) and had been well known for his own outstanding contributions in video technology.
At Ambarella, Fermi continues to drive innovation in the video and AI processing realm, aimed at advancing innovations for the next generation of edge endpoints and edge infrastructure. Under his direction, Ambarella has developed a leadership position with its physical AI platform, with systems-on-a-chips integrating AI accelerators, image and video encoding, image signal processing and other system functions.
The IEEE’s global network of over 500,000 engineering and STEM professionals is the world’s largest technical professional organization and is a public charity dedicated to advancing technology for the benefit of humanity.
About Ambarella
With an installed base of more than 42 million AI SoC units, Ambarella’s products are utilized in a wide variety of physical edge AI applications, spanning edge endpoint and edge infrastructure use cases including physical security, vehicle safety, telematics, autonomy, portable video, aerial drones, and other emerging robotic applications. Building on this footprint, Ambarella offers a full-stack edge AI platform, from highly optimized silicon and programmable software to AI agentic frameworks that coordinate perception, decision-making and control across devices. Ambarella’s low-power systems-on-chip (SoCs) integrate proprietary and highly efficient perception and deep learning neural network AI accelerators, enabling electronic systems to become more productive with partial or complete levels of machine autonomy. For more information, please visit www.ambarella.com.
Contact:
Louis Gerhardy
VP Corporate Development
408-636-2310 [email protected]
New quarterly program engages industry research analysts covering edge-AI and physical AI segments, including automotive, edge infrastructure, IoT, physical security and robotics May 21, 2026 09:00 ET | Source: Ambarella
SANTA CLARA, Calif., May 21, 2026 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced the launch of its Industry Analyst Briefing Call, a new quarterly program designed to deepen engagement specifically with non-financial industry analysts whose coverage shapes how enterprise buyers, automotive OEMs, and ecosystem partners evaluate edge and physical AI silicon.
The inaugural session will be held on June 4, 2026 at 10 am Pacific / 1 pm Eastern, with Muneyb Minhazuddin, Customer Growth Officer, hosting the session. The briefing is expected to run approximately 45 minutes and will include a moderated question-and-answer segment.
Discussion topics are expected to include Ambarella's edge AI portfolio direction, end-market progression across automotive, edge infrastructure, IoT, physical security and robotics, and the maturing developer ecosystem anchored by the Cooper™ Developer Platform and the Ambarella Developer Zone.
Attendance is by invitation only. Industry research analysts interested in participating in this session can contact [email protected] from a corporate email address.
The Industry Analyst Briefing Call is intended as a recurring quarterly program. Subsequent sessions will be communicated through direct outreach.
About Ambarella
With an installed base of more than 42 million AI SoC units, Ambarella’s products are utilized in a wide variety of physical edge AI applications, spanning edge endpoint and edge infrastructure use cases including physical security, vehicle safety, telematics, autonomy, portable video, aerial drones, and other emerging robotic applications. Building on this footprint, Ambarella offers a full-stack edge AI platform, from highly optimized silicon and programmable software to AI agentic frameworks that coordinate perception, decision-making and control across devices. Ambarella’s low-power systems-on-chip (SoCs) integrate proprietary and highly efficient perception and deep learning neural network AI accelerators, enabling electronic systems to become more productive with partial or complete levels of machine autonomy. For more information, please visit www.ambarella.com.
Contact:
Jonathan Miller
Director, Marketing
408-365-4348 [email protected]
SANTA CLARA, Calif., May 28, 2026 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced first quarter fiscal 2027 financial results for the period ended April 30, 2026.
Revenue for the first quarter of fiscal 2027 was $100.4 million, up 16.9% from $85.9 million in the same period in fiscal 2026.Gross margin under U.S. generally accepted accounting principles (GAAP) for the first quarter of fiscal 2027 was 58.4%, compared with 60.0% for the same period in fiscal 2026.GAAP net loss for the first quarter of fiscal 2027 was $18.1 million, or loss per diluted ordinary share of $0.41, compared with a GAAP net loss of $24.3 million, or loss per diluted ordinary share of $0.58, for the same period in fiscal 2026.
Financial results on a non-GAAP basis for the first quarter of fiscal 2027 are as follows:
Gross margin on a non-GAAP basis for the first quarter of fiscal 2027 was 59.9%, compared with 62.0% for the same period in fiscal 2026.Non-GAAP net profit for the first quarter of fiscal 2027 was $5.0 million, or earnings per diluted ordinary share of $0.11. This compares with non-GAAP net profit of $3.0 million, or earnings per diluted ordinary share of $0.07, for the same period in fiscal 2026. Based on information available as of today, Ambarella is offering the following guidance for the second quarter of fiscal year 2027, ending July 31, 2026:
Revenue is expected to be between $105.0 million and $111.0 million.Gross margin on a non-GAAP basis is expected to be between 59.0% and 60.5%.Non-GAAP operating expenses are expected to be between $56.0 million and $59.0 million.
Ambarella reports gross margin, net income (loss) and earnings (losses) per share in accordance with GAAP and, additionally, on a non-GAAP basis. Non-GAAP financial information excludes the impact of stock-based compensation and acquisition-related costs adjusted for the associated tax impact, which includes the effect of any benefits or shortfalls recognized. A reconciliation of the GAAP to non-GAAP gross margin, net income (loss) and earnings (losses) per share for the periods presented, as well as a description of the items excluded from the non-GAAP calculations, is included in the financial statements portion of this press release.
Total cash, cash equivalents and marketable debt securities on hand at the end of the first quarter of fiscal 2027 was $277.8 million, compared with $312.6 million at the end of the prior quarter and $259.4 million at the end of the same quarter a year ago.
“In Q1 we delivered on our key financial guidance while extending our edge AI platform leadership. Automotive revenue achieved a new all-time record due to rapid penetration of AI into commercial vehicles. Demand signals for edge AI remain very strong, and I am optimistic in our ability to serve the market, in particular as AI workloads become more complex. We have a number of new products targeting more advanced AI workloads, all of which command average selling prices (“ASP”) well in-excess of our current ASP.” said Fermi Wang, President & CEO.
“Our edge SoCs integrate all the AI accelerated computing functions (perception, fusion, AI accelerator, CPU and other system functions) together with our algorithms and software into a single SoC,” Dr. Wang added. “Customers are increasingly recognizing our unique capabilities and are requesting broader and deeper relationships, facilitating our development of new markets like edge infrastructure and robotics, while an indirect sales ecosystem can bring us more scale.”
Stock Repurchase
In the first quarter of fiscal year 2027, the company repurchased a total of 47,798 shares for total consideration of approximately $2.4 million. During the second fiscal quarter, Ambarella’s Board of Directors authorized a new $50.0 million repurchase program through June 30, 2027, that will commence when the existing program expires on June 30, 2026. The repurchase program does not obligate the company to acquire any particular amount of ordinary shares, and it may be suspended at any time at the company’s discretion.
Quarterly Conference Call
Ambarella plans to hold a conference call at 4:30 p.m. Eastern Time / 1:30 p.m. Pacific Time today with Fermi Wang, President and Chief Executive Officer, and John Young, Chief Financial Officer, to discuss the first quarter of fiscal year 2027 results. A live and archived webcast of the call will be available on Ambarella’s website at http://www.ambarella.com/ for up to 30 days after the call.
About Ambarella
With an installed base of more than 46 million AI SoC units, Ambarella’s products are utilized in a wide variety of physical edge AI applications, spanning edge endpoint and edge infrastructure use cases including physical security, vehicle safety, telematics, autonomy, portable video, aerial drones, and other emerging robotic applications. Building on this footprint, Ambarella offers a full-stack edge AI platform, from highly optimized silicon and programmable software to AI agentic frameworks that coordinate perception, decision-making and control across devices. Ambarella’s low-power systems-on-chip (SoCs) integrate proprietary and highly efficient perception and deep learning neural network AI accelerators, enabling electronic systems to become more productive with partial or complete levels of machine autonomy. For more information, please visit www.ambarella.com.
"Safe harbor" statement under the Private Securities Litigation Reform Act of 1995
This press release contains forward-looking statements that are not historical facts and often can be identified by terms such as “outlook,” “projected,” “intends,” “will,” “estimates,” “anticipates,” “expects,” “believes,” “could,” “should,” or similar expressions, including the guidance for the second quarter of fiscal year 2027 ending July 31, 2026, and the comments of our CEO relating to demand for edge AI solutions, our ability to serve the edge AI market as it evolves, our ability to command higher prices for our new products, our ability to establish deeper relationships with our customers, our ability to further penetrate the edge infrastructure and robotics markets, and our ability to successfully build an indirect sales channel. The achievement or success of the matters covered by such forward-looking statements involves risks, uncertainties and assumptions. Our actual results could differ materially from those predicted or implied and reported results should not be considered as an indication of our future performance.
The risks and uncertainties referred to above include, but are not limited to, global economic and political conditions; changes in government policies, including possible trade tariffs and restrictions; revenue being generated from new customers or design wins, neither of which is assured; the commercial success of our customers’ products; our customers’ ability to manage their inventory requirements; our growth strategy; our ability to anticipate future market demands and future needs of our customers, particularly for AI inference applications; our ability to introduce, and to generate revenue from, new and enhanced solutions; our ability to develop, and to generate revenue from, new advanced technologies, such as AI functionality and advanced networks, including vision-language models and GenAI; our ability to retain and expand customer relationships and to achieve design wins; the expansion of our current markets and our ability to successfully enter new markets and applications, such as edge infrastructure; anticipated trends and challenges, including competition, in the markets in which we operate; risks associated with global health conditions and associated risk mitigation measures; our ability to effectively manage growth; our ability to retain key employees; and the potential for intellectual property disputes or other litigation.
Further information on these and other factors that could affect our financial results is included in the company’s Annual Report on Form 10-K for our 2026 fiscal year, which is on file with the Securities and Exchange Commission. Additional information will also set forth in the company’s quarterly reports on Form 10-Q, annual reports on Form 10-K and other filings the company makes with the Securities and Exchange Commission from time to time, copies of which may be obtained by visiting the Investor Relations portion of our web site at www.ambarella.com or the SEC's web site at www.sec.gov. Undue reliance should not be placed on the forward-looking statements in this release, which are based on information available to us on the date hereof. The results we report in our Quarterly Report on Form 10-Q for the first quarter of fiscal 2027 ended April 30, 2026 could differ from the preliminary results announced in this press release.
Ambarella assumes no obligation and does not intend to update the forward-looking statements made in this press release, except as required by law.
Non-GAAP Financial Measures
The company has provided in this release non-GAAP financial information, including non-GAAP gross margin, net income (loss), and earnings (losses) per share, as a supplement to the condensed consolidated financial statements, which are prepared in accordance with generally accepted accounting principles ("GAAP"). Management uses these non-GAAP financial measures internally in analyzing the company’s financial results to assess operational performance and liquidity. The company believes that both management and investors benefit from referring to these non-GAAP financial measures in assessing its performance and when planning, forecasting and analyzing future periods. Further, the company believes these non-GAAP financial measures are useful to investors because they allow for greater transparency with respect to key financial metrics that the company uses in making operating decisions and because the company believes that investors and analysts use them to help assess the health of its business and for comparison to other companies. Non-GAAP results are presented for supplemental informational purposes only for understanding the company’s operating results. The non-GAAP information should not be considered a substitute for financial information presented in accordance with GAAP, and may be different from non-GAAP measures used by other companies.
With respect to its financial results for the first quarter of fiscal year 2027, the company has provided below reconciliations of its non-GAAP financial measures to its most directly comparable GAAP financial measures. With respect to the company’s expectations for the second quarter of fiscal year 2027, a reconciliation of non-GAAP gross margin and non-GAAP operating expenses guidance to the closest corresponding GAAP measure is not available without unreasonable efforts on a forward-looking basis due to the high variability and low visibility with respect to the charges excluded from these non-GAAP measures. We expect the variability of the above charges to have a significant, and potentially unpredictable, impact on our future GAAP financial results.
AMBARELLA, INC.CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS(in thousands, except share and per share data)(unaudited) Three Months Ended April 30, 2026 2025 Revenue $100,357 $85,872 Cost of revenue 41,768 34,336 Gross profit 58,589 51,536 Operating expenses: Research and development 58,140 58,819 Selling, general and administrative 19,865 18,575 Total operating expenses 78,005 77,394 Loss from operations (19,416) (25,858) Other income, net 2,083 2,175 Loss before income taxes (17,333) (23,683) Provision for income taxes 760 645 Net loss $(18,093) $(24,328) Net loss per share attributable to ordinary shareholders: Basic $(0.41) $(0.58)Diluted $(0.41) $(0.58)Weighted-average shares used to compute net loss per share attributable to ordinary shareholders: Basic 43,605,282 42,219,972 Diluted 43,605,282 42,219,972 The following tables present details of stock-based compensation and acquisition-related costs included in each functional line item in the condensed consolidated statements of operations above:
Three Months Ended April 30, 2026 2025 (unaudited, in thousands)Stock-based compensation: Cost of revenue$783 $951Research and development 13,714 17,585Selling, general and administrative 7,396 7,594 Total stock-based compensation$21,893 $26,130 Three Months Ended April 30, 2026 2025 (unaudited, in thousands)Acquisition-related costs: Cost of revenue$757 $757Research and development — —Selling, general and administrative 456 456 Total acquisition-related costs$1,213 $1,213 The difference between GAAP and non-GAAP gross margin was 1.5% and 2.0%, or $1.5 million and $1.7 million, for the three months ended April 30, 2026 and 2025, respectively. The differences were due to the effect of stock-based compensation and amortization of acquisition-related costs.
AMBARELLA, INC.RECONCILIATION OF GAAP TO NON-GAAP DILUTED EARNINGS (LOSSES) PER SHARE(in thousands, except share and per share data) Three Months Ended April 30, 2026 2025 (unaudited)GAAP net loss$(18,093) $(24,328) Non-GAAP adjustments: Stock-based compensation expense 21,893 26,130 Acquisition-related costs 1,213 1,213 Income tax effect 20 14 Non-GAAP net income$5,033 $3,029 GAAP - diluted weighted average shares 43,605,282 42,219,972 Non-GAAP - diluted weighted average shares 43,899,823 42,451,235 GAAP - diluted net loss per share$(0.41) $(0.58)Non-GAAP adjustments: Stock-based compensation expense 0.50 0.62 Acquisition-related costs 0.03 0.03 Income tax effect — — Effect of Non-GAAP - diluted weighted average shares (0.01) — Non-GAAP - diluted net income per share$0.11 $0.07 AMBARELLA, INC.CONDENSED CONSOLIDATED BALANCE SHEETS(unaudited, in thousands) April 30, January 31, 2026 2026 ASSETS Current assets: Cash and cash equivalents$114,443 $191,019 Marketable debt securities 163,357 121,552 Accounts receivable, net 39,175 39,180 Inventories 80,355 52,246 Restricted cash 442 442 Prepaid expenses and other current assets 7,417 5,836 Total current assets 405,189 410,275 Property and equipment, net 12,594 11,553 Intangible assets, net 59,024 58,046 Operating lease right-of-use assets, net 11,510 12,118 Goodwill 303,625 303,625 Other non-current assets 2,896 2,983 Total assets$794,838 $798,600 LIABILITIES AND SHAREHOLDERS' EQUITY Current liabilities: Accounts payable 53,278 54,029 Accrued and other current liabilities 92,519 97,964 Operating lease liabilities, current 2,359 2,027 Income taxes payable 1,768 1,531 Deferred revenue, current 17,036 22,393 Total current liabilities 166,960 177,944 Operating lease liabilities, non-current 10,912 11,408 Other long-term liabilities 11,148 14,459 Total liabilities 189,020 203,811 Shareholders' equity: Preference shares — — Ordinary shares 20 19 Additional paid-in capital 951,980 922,119 Accumulated other comprehensive income (loss) (167) 573 Accumulated deficit (346,015) (327,922)Total shareholders’ equity 605,818 594,789 Total liabilities and shareholders' equity$794,838 $798,600 Contact:
Represents Ambarella's Broadest Long-Term Partnership Valued in Excess of $800 Million in Potential Revenue
Groundbreaking long-term agreement among the first in the edge AI market, signaling the industry's accelerating demand for a scalable edge AI platformDecade-long mutual partnership enables both companies to collaborate on the rapid development and proliferation of edge AI across multiple industriesHanwha intends to leverage Hanwha Vision's expertise on vision solutions and cybersecurity together with Ambarella's edge AI platform across Hanwha’s robotics, industrial automation, and life sciences businessesAmbarella's edge AI platform comprises an installed base of more than 46 million units and 12 edge AI SoCs delivering up to hundreds of TOPS of AI inference performance, supporting CNN, generative AI and agentic frameworks, all enabled by the Cooper Development Platform SEONGNAM, South Korea and SANTA CLARA, Calif., May 28, 2026 (GLOBE NEWSWIRE) -- Following the signing of a MoU in March by Fermi Wang, President and CEO of Ambarella, Inc. (NASDAQ: AMBA) and Kim Dong-Seon, Senior Executive Vice President of Hanwha Group, today the companies announced the signing of a long-term agreement (LTA) for the sourcing and co-development of Ambarella edge AI technology across Hanwha product lines and industries. The agreement, with an estimated value in excess of $800 million in potential revenue over a period exceeding ten years, represents one of the largest long-term partnerships in Ambarella's history and one of the first agreements of its kind in the edge AI semiconductor market.
The LTA covers the co-development and deployment of Ambarella and Hanwha Visions's current and next-generation edge AI systems-on-chip (SoCs) and software across Hanwha’s expanding portfolio of intelligent devices and systems, spanning video security, robotics, industrial automation, and life sciences. The multi-generational structure of the agreement is designed to enable both companies to plan jointly across technology roadmaps, accelerate product development cycles, and bring new categories of AI-enabled products to market at scale.
Ambarella's edge AI platform, built on the company's proprietary CVflow AI accelerator architecture, integrates AI inference processing, image signal processing, and video encoding on a single, low-power SoC. With an installed base of more than 46 million AI units, the platform spans 12 edge AI SoCs delivering performance levels suited to applications from compact AI cameras through high-performance multi-sensor perception systems for robotics and autonomous machines. The Cooper Development Platform provides OEMs, ISVs, and application developers with open, scalable tools and resources, accessible through the Ambarella Developer Zone, to build, integrate, and deploy edge AI solutions across these product families. The technologies and applications developed through this LTA are expected to contribute to the broader ecosystem served by Hanwha and Ambarella's global footprint.
Hanwha Vision will retain full proprietary control over the engineering, design, and sourcing for its Wisenet SoC, which the company has developed in-house since the first generation launched in 2010. This agreement with Ambarella extends and complements Hanwha Vision's internal R&D capabilities by integrating Ambarella's edge AI processing with Hanwha Vision's established expertise in image processing, intelligent analytics, and cybersecurity. Furthermore, by establishing a broader ecosystem together, the company will solidify its leadership in Proactive Vision Intelligence solutions.
For Ambarella, the LTA represents one of the company's largest partnership to date. Ambarella reported fiscal year 2026 revenue of $390.7 million, with IoT revenue growing approximately 50% year-over-year, driven by the adoption of edge AI across enterprise security, portable video, and new device categories. The company's IoT product roadmap spans its CV72, CV75, CV7 and N1 SoC families, which support AI inference, image signal processing, and video encoding on a single chip at power levels suited to edge deployment.
"This long-term agreement reinforces Hanwha's investment in intelligent vision solutions and AI technologies across our portfolio," said Kim Dong-seon, Senior Executive Vice President of Hanwha Group. "Combining Hanwha Vision's expertise in image processing, analytics, and cybersecurity with Ambarella's edge AI platform is designed to help our customers and their integration partners deploy a broader range of AI-driven applications tailored to their individual operational requirements."
"We are honored to enter into this long-term agreement with Hanwha, which represents one of the largest partnerships in Ambarella's history," said Dr. Fermi Wang, President and CEO of Ambarella. "This multi-generational partnership has the potential to accelerate the development and delivery of high-performance, AI-enabled products across multiple industries. We expect this agreement to drive substantial multi-year revenue growth consistent with our long-term financial model."
About Ambarella
With an installed base of more than 46 million AI SoC units, Ambarella’s products are utilized in a wide variety of physical edge AI applications, spanning edge endpoint and edge infrastructure use cases including physical security, vehicle safety, telematics, autonomy, portable video, aerial drones, and other emerging robotic applications. Building on this footprint, Ambarella offers a full-stack edge AI platform, from highly optimized silicon and programmable software to AI agentic frameworks that coordinate perception, decision-making and control across devices. Ambarella’s low-power systems-on-chip (SoCs) integrate proprietary and highly efficient perception and deep learning neural network AI accelerators, enabling electronic systems to become more productive with partial or complete levels of machine autonomy. For more information, please visit www.ambarella.com.
Ambarella (AMBA), a maker of AI chips for edge computing applications, late Thursday edged above analyst estimates for its fiscal first quarter and with its Q2 guidance. Ambarella stock fell after the report.
The Santa Clara, Calif.-based company earned an adjusted 11 cents a share on sales of $100.4 million in the quarter ended April 30. Analysts surveyed by FactSet had expected earnings of 10 cents a share on sales of $100.1 million. On a year-over-year basis, Ambarella earnings increased 57% while sales climbed 17%.
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For the current quarter ending July 31, Ambarella forecast sales of $108 million, based on the midpoint of its guidance. Analysts were modeling revenue of $107.1 million in the fiscal second quarter. In the same quarter last year, Ambarella posted sales of $95.5 million.
"In Q1 we delivered on our key financial guidance while extending our edge AI platform leadership," Chief Executive Fermi Wang said in a news release. "Automotive revenue achieved a new all-time record due to rapid penetration of AI into commercial vehicles."
"Customers are increasingly recognizing our unique capabilities and are requesting broader and deeper relationships, facilitating our development of new markets like edge infrastructure and robotics," Wang said.
Ambarella Stock Slips After Report In after-hours trading on the stock market today, Ambarella stock sank more than 1% 90.51. During the regular session Thursday, it rose 1.4% to close at 91.84.
Ambarella stock has formed a cup base with a buy point of 96.69, according to IBD MarketSurge charts.
Ambarella's SoCs integrate a central processing unit and AI accelerator with perception and other functions.
To date, Ambarella has shipped more than 46 million AI system-on-chip units. Applications for Ambarella's edge computing chips include automotive video sensors, surveillance cameras, aerial drones and robotic vision.
Edge computing refers to processing done at the outer edge of networks where data is created and consumed.
Follow Patrick Seitz on X at @IBD_PSeitz for more stories on consumer technology, software and semiconductor stocks.
MarketBeat Week in Review – 09/01 - 09/05Ambarella NASDAQ: AMBA reported fiscal first-quarter results that landed within its guidance ranges, while management emphasized growing momentum in edge artificial intelligence, automotive telematics and new long-term customer agreements.
President and CEO Fermi Wang said the company delivered revenue, gross margin and operating expenses in line with its key financial targets for the quarter ended April 30, 2026. He said demand signals for edge AI remain “very strong” and that Ambarella is entering a new phase of market development through long-term agreements that could provide more predictable revenue over time.
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Ambarella's Earnings Prove Its Edge AI Strategy Is a Winner“As a recognized edge AI leader, we are entering a new and significant phase for our market development with the execution of long-term customer agreements,” Wang said.
Quarterly Results and Outlook CFO John Young said fiscal first-quarter revenue was $100.4 million, slightly above the midpoint of the company’s prior guidance range of $97 million to $103 million. Revenue declined 0.5% sequentially and rose 16.9% from a year earlier.
5 Stocks to Buy and Hold for the Rise of Physical AINon-GAAP gross margin was 59.9%, also slightly above the midpoint of guidance, while non-GAAP operating expenses were $56.4 million, slightly below the midpoint of the company’s forecast. Ambarella reported non-GAAP net profit of $5 million, or $0.11 per diluted share.
Young said automotive revenue rose at a strong double-digit rate sequentially, driven by commercial vehicles, while IoT revenue was seasonally lower. IoT represented about three-quarters of total revenue, Wang said, with enterprise security cameras growing in the high single digits sequentially, offset by a double-digit sequential decline in consumer IoT.
For the fiscal second quarter, Ambarella forecast revenue of $105 million to $111 million, with a midpoint of $108 million. Young said both automotive and IoT revenue are expected to increase sequentially, with growth in consumer and capital-expenditure-driven markets. The company expects non-GAAP gross margin of 59% to 60.5% and non-GAAP operating expenses of $56 million to $59 million.
Long-Term Agreements Take Center Stage A major focus of the call was Ambarella’s expanding use of long-term agreements, or LTAs, with customers. Wang said such agreements typically involve multi-year commitments around volume and pricing and may include standard products or semi-custom AI system-on-chips tailored to specific workloads.
Ambarella announced an LTA with Hanwha in South Korea covering the sourcing and co-development of Ambarella’s edge AI technology across Hanwha product lines and industries, including physical security, operational automation, life sciences, robotics and other industrial markets. Wang said the agreement has potential revenue exceeding $800 million over more than 10 years and is one of the largest agreements in Ambarella’s history.
In response to an analyst question, Wang said Ambarella has had a relationship with Hanwha for 15 years and expects to gain share through the new agreement. Louis Gerhardy, vice president of corporate development, described Hanwha as a major multinational conglomerate with more than $60 billion in annual revenue and said a key part of the relationship is expanding beyond the companies’ existing physical security business.
Wang also discussed a separate LTA involving Ambarella’s first 2-nanometer chip, a semi-custom edge AI SoC called CV8, which taped out in January. He said that chip will serve consumer and enterprise IoT endpoint markets and is expected to begin production in the first half of fiscal 2028.
Automotive and Telematics Revenue Hits Record Wang said Ambarella’s automotive revenue reached an all-time quarterly record in the first quarter and is on pace to set a fiscal-year record. He said growth was led by the emergence of AI in commercial vehicle telematics and automotive safety applications.
While third-party research firms expect global automotive production to decline 1% to 2% this year and automotive semiconductor market growth of 10% to 15%, Wang said Ambarella expects its automotive revenue to outpace those figures. In response to Deutsche Bank analyst Ross Seymore, Wang said the company continues to expect full-year automotive growth of 10% to 15%.
Gerhardy said the telematics market includes about 100 million subscribers and is growing at roughly a 10% compound annual rate, citing third-party research firms. He said only about 15% to 20% of that base uses AI and AI video as an additional feature, creating an opportunity for more sophisticated AI workloads and higher chip demand.
Wang also highlighted customer activity in the quarter, including Lytx designing Ambarella’s CV75 and CV72 chips into multiple platforms. He also cited automotive safety design wins with South Korea-based Yura and a Western original equipment manufacturer in China.
Robotics, Edge Infrastructure and AI Platform Expansion Ambarella said it now has more than 15 robotics design wins, including aerial drones, with lifetime revenue exceeding $100 million, along with more than 30 customers in its robotics pipeline. Wang said the company’s chips are being used across applications including industrial automation, autonomous mobile robots and delivery robots.
Wang said robotics design wins are largely based on Ambarella’s CV product line, with most tied to 5-nanometer products, though some include 10-nanometer and 4-nanometer products. He said the company is focused on perception, sensor fusion and decision-making functions within robotic systems.
Ambarella also continues to build its edge infrastructure business. Wang said the company has customer engagements and design wins for its N1-655 edge AI SoC, with the first related products expected in the second half of the year. Gerhardy said current products address a serviceable available market of a couple hundred million dollars for applications such as AI vision boxes.
Wang said Ambarella has cumulatively shipped more than 46 million edge AI SoCs and has 12 edge AI SoCs available. He said the company’s software platform supports more than 200 AI model architectures that have reached production.
Balance Sheet, Inventory and Buybacks Ambarella ended the quarter with $277.8 million in cash and marketable securities, down $34.8 million from the prior quarter but up $18.4 million from the year-earlier period. Young said the sequential decline was primarily due to higher inventory levels to support new product cycles.
Days of inventory rose to 145 from 99 in the prior quarter. Management said the inventory build reflected efforts to better serve customers and protect against supply-chain constraints. Wang said the company had been informed that supply from “Senso” was getting tighter and that Ambarella viewed the inventory build as prudent.
The company repurchased 47,798 shares during the quarter for $2.4 million at an average price of $51.04 per share. Young said Ambarella’s board authorized a new $50 million repurchase program valid through June 30, 2027, replacing a program set to expire June 30, 2026.
Wang said Ambarella continues to expect its long-term gross margin model to remain in a range of 59% to 62% as its business mix evolves across automotive, IoT, robotics and edge AI infrastructure.
About Ambarella NASDAQ: AMBAAmbarella, Inc is a global semiconductor company headquartered in Santa Clara, California, specializing in video compression, image processing and computer vision technologies. The company designs low-power, high-definition system-on-chip (SoC) solutions that enable the capture, processing and streaming of video in a variety of embedded applications. Ambarella's platforms combine advanced video encoding, multi-core central processing units and hardware accelerators to deliver high-resolution imaging with low power consumption.
Ambarella's product portfolio caters to multiple markets, including security and surveillance, automotive vision, wearable cameras, drones and robotics.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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Ambarella (AMBA - Free Report) came out with quarterly earnings of $0.11 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.07 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +4.76%. A quarter ago, it was expected that this video-compression chipmaker would post earnings of $0.1 per share when it actually produced earnings of $0.13, delivering a surprise of +30%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Ambarella, which belongs to the Zacks Electronics - Semiconductors industry, posted revenues of $100.36 million for the quarter ended April 2026, surpassing the Zacks Consensus Estimate by 0.19%. This compares to year-ago revenues of $85.87 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Ambarella shares have added about 27.9% since the beginning of the year versus the S&P 500's gain of 9.9%.
What's Next for Ambarella?While Ambarella has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Ambarella was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.17 on $108.32 million in revenues for the coming quarter and $0.74 on $441.61 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Electronics - Semiconductors is currently in the top 21% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Broadcom Inc. (AVGO - Free Report) , another stock in the same industry, has yet to report results for the quarter ended April 2026. The results are expected to be released on June 3.
This chipmaker is expected to post quarterly earnings of $2.40 per share in its upcoming report, which represents a year-over-year change of +51.9%. The consensus EPS estimate for the quarter has been revised 1.4% lower over the last 30 days to the current level.
Broadcom Inc.'s revenues are expected to be $22.04 billion, up 46.9% from the year-ago quarter.
Key Takeaways Ambarella posted Q1 non-GAAP EPS of 11 cents on $100.4M revenues, up 16.9% year over year.AMBA said automotive revenues hit a record, led by telematics and safety demand in commercial vehicles.Ambarella's Hanwha deal could top $800M in revenues over 10 years. Also initiates a new $50M share buyback. Ambarella, Inc. (AMBA - Free Report) delivered non-GAAP earnings of 11 cents per share in the first quarter of fiscal 2027, in line with the Zacks Consensus Estimate. Quarterly earnings jumped 57% year over year, mainly driven by higher revenues and disciplined cost management.
First-quarter revenues soared 16.9% year over year to $100.4 million. The top line also came marginally ahead of the consensus mark of $100.2 million.
First-quarter performance reflected steady execution against guidance and a business mix supported by record automotive momentum and expanding customer engagements around edge AI. Non-GAAP gross margin was 59.9% in the period, providing a firm profitability baseline as new product cycles ramp up.
AMBA’s Revenue Mix Shows IoT Scale With Auto StrengthDuring the first-quarter earnings call, management stated that Internet of Things (IoT) applications represented about three-fourths of total revenues, with seasonality weighing on consumer IoT, while enterprise security camera demand grew at a high-single-digit sequential pace. This mix underscores Ambarella’s continued leverage to edge AI adoption in security endpoints, even as parts of consumer demand fluctuate.
Automotive, meanwhile, set a new quarterly revenue record, driven by strong double-digit growth tied to commercial vehicle telematics and safety applications. The company highlighted that AI penetration remains early in a large installed telematics base, supporting continued content gains as customers push toward more sensors and more complex on-device workloads.
Ambarella Leans on Edge AI Complexity and Platform DepthAmbarella framed the broader market backdrop as a shift from centralized AI training toward distributed inferencing, with more processing moving to the edge. During the earnings call, the company emphasized the benefits of edge AI, including reduced latency, lower power consumption and stronger privacy and security, positioning these attributes as structural tailwinds as workloads become more demanding.
A key strategic point was Ambarella’s focus on integrating accelerated computing functions into a single system-on-chip platform, rather than relying on a collection of discrete components. Management tied that integration to a widening set of use cases, including GenAI and agentic AI at the edge, where power efficiency and tightly coupled software tools can be decisive differentiators for customers building production deployments.
AMBA’s Long-Term Pacts Add Visibility and Scale PotentialA major development in the first quarter was the announcement of another material long-term agreement, this time with Hanwha in South Korea. The company stated during the earnings call that the agreement has the potential to generate more than $800 million in revenues over a period exceeding 10 years and extends beyond physical security into areas such as operational automation, life sciences and robotics.
Beyond the headline figure, management characterized long-term agreements as multi-generational commitments that can include structured volume and pricing over five years or more, improving revenue predictability and reducing volatility. The company also indicated that these partnerships can involve non-recurring engineering support to help fund platform development across silicon and software, aligning customer road maps with Ambarella’s broader product strategy.
Ambarella’s Profit Model Improves, GAAP Results Still RedOn a GAAP basis, gross margin was 58.4%, down from 60% in the year-ago quarter. Non-GAAP gross margin contracted 210 basis points to 59.9% in the first quarter.
However, Ambarella posted a GAAP net loss of $18.1 million, narrower than the year-ago quarter’s loss of $24.3 million. On a non-GAAP basis, the company reported net profit of $5 million, 66.7% higher than the year-ago quarter’s net profit of $3 million.
Cost discipline was evident relative to guidance, with non-GAAP operating expenses coming in at $56.4 million, slightly below the midpoint of management’s guidance range of $55-$58 million. Management continues to view the company’s long-term gross margin model as 59% to 62%, suggesting confidence that product mix evolution and platform leverage can support margins even as the business expands into new edge AI categories.
Ambarella’s Cash Balance Declines on Inventory BuildAmbarella ended the first quarter with $277.8 million in cash, cash equivalents and marketable securities, down from $312.6 million at the end of the previous quarter as inventory levels increased to support multiple new product cycles. The company described the inventory build as a move to better service customers amid tightening supply dynamics, with days of inventory rising meaningfully during the period.
During the first quarter, Ambarella used $25.6 million in cash for operational activities and ended the quarter with a negative free cash flow of $29.6 million. It repurchased shares worth $2.4 million during the quarter.
Concurrent with the first-quarter results, Ambarella announced that management has approved a new share repurchase program worth $50 million. This new authorization extends through June 30, 2027 and will commence as soon as the company's existing repurchase program expires on June 30, 2026.
Ambarella Initiates Q2 GuidanceAMBA forecasts second-quarter fiscal 2027 revenues between $105 million and $111 million. It expects automotive and IoT revenues to increase sequentially, with growth in both consumer and CapEx-driven markets. The Zacks Consensus Estimate for second-quarter revenues is pinned at $108.3 million, indicating a year-over-year rise of 13.4%.
For the second quarter, the non-GAAP gross margin is anticipated in the range of 59-60.5%. Non-GAAP operating expenses are projected in the range of $56-$59 million.
The consensus mark for second-quarter non-GAAP earnings per share is pinned at 17 cents.
AMBA’s Zacks Rank and Stocks to ConsiderCurrently, Ambarella carries a Zacks Rank #3 (Hold).
FormFactor (FORM - Free Report) , ASE Technology (ASX - Free Report) and Diodes (DIOD - Free Report) are some better-ranked stocks that investors can consider in the Zacks Computer and Technology sector. FormFactor, ASE Technology and Diodes each sport a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for FormFactor’s 2026 earnings has moved upward by 30.4% over the past seven days to $2.40 per share, calling for an increase of 84.6% year over year. FormFactor shares have climbed 133.5% year to date (YTD).
The Zacks Consensus Estimate for ASE Technology’s full-year 2026 earnings is pegged at $1.05 per share, revised upward by 36.4 over the past 30 days and suggests a year-over-year jump of 84.2%. ASE Technology shares have soared 153.8% YTD.
The Zacks Consensus Estimate for Diodes’ 2026 earnings has been revised upward by 5.3% to $2.58 per share over the past 30 days. The consensus mark for earnings indicates a year-over-year increase of 111.5%. Diodes shares have surged 122.8% YTD.
Ambarella stock is showing notable weakness. What’s behind AMBA decline? Q1 Results Top EstimatesAmbarella reported earnings of 11 cents per share, edging past the 10 cent consensus estimate and improving sharply from the 7 cents it posted a year earlier. Revenue for the quarter came in at nearly $100.36 million, slightly above the approximately $100.14 million analysts were looking for and up nearly 17% from the same period last year. The company's official release from Santa Clara noted that total revenue for the quarter was $100.4 million.
On a non‑GAAP basis, gross margin was 59.9%, compared with 62% last year, and non‑GAAP net income reached $5 million, or 11 cents per share, up from $3 million and 7 cents per share a year earlier.
Ambarella ended the quarter with $277.8 million in cash, cash equivalents and marketable debt securities, down from $312.6 million in the prior quarter but above the $259.4 million it held at the same time last year.
CEO Fermi Wang said the company met its financial targets while continuing to strengthen its edge AI platform. He highlighted record automotive revenue driven by rapid adoption of AI in commercial vehicles and expressed confidence in the company's ability to support increasingly complex AI workloads with new products that carry higher average selling prices.
Q2 Guidance Pressures The StockDespite the solid first-quarter performance, the stock is under pressure because the company's second‑quarter revenue forecast did not meet expectations at the midpoint. Ambarella projected second-quarter sales between $105 million and $111 million, while analysts were looking for roughly $107.4 million.
The company also expects non‑GAAP gross margin to land between 59% and 60.5% and anticipates non‑GAAP operating expenses between $56 million and $59 million.
AMBA Shares Are DroppingAMBA Price Action: Ambarella shares were down 20.27% at $73.22 at the time of publication on Friday, according to Benzinga Pro.
Image: Sundry Photography/Shutterstock
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Stock to Watch: Ambarella (AMBA - Free Report) Headquartered in Santa Clara, CA, Ambarella Inc. develops video compression and image processing semiconductors, which enables high-definition or HD video capture, share and display.
AMBA is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Computer and Technology stock. AMBA has a Momentum Style Score of A, and shares are up 7% over the past four weeks.
One analyst revised their earnings estimate upwards in the last 60 days for fiscal 2027. The Zacks Consensus Estimate has increased $0.01 to $0.75 per share. AMBA boasts an average earnings surprise of +52.1%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, AMBA should be on investors' short list.
MarketBeat Week in Review – 09/01 - 09/05Ambarella NASDAQ: AMBA Chief Executive Officer Fermi Wang said the company’s edge AI opportunity is built around a broad silicon roadmap and a mature software stack that can help customers move quickly from application development to products.
Speaking with BofA semiconductor analyst Vivek Arya at the BofA Global Technology Conference, Wang said Ambarella’s differentiation comes from designing chips “algorithm-first,” with the company optimizing silicon and software around embedded AI workloads rather than relying on more general-purpose architectures.
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Ambarella's Earnings Prove Its Edge AI Strategy Is a Winner“We think about application,” Wang said, adding that Ambarella focuses on power efficiency, die size, performance and video quality for target edge AI use cases. He said the company’s approach allows it to compete with larger semiconductor companies in selected markets despite its smaller scale.
Automotive Expected to Reach Record Revenue This Year Wang said Ambarella expects automotive revenue to set a record this year, helped by growth outside the most-discussed autonomous driving applications. He pointed to commercial fleet opportunities, including telematics, fleet management, driver monitoring systems and related applications, as an increasingly solid growth engine.
5 Stocks to Buy and Hold for the Rise of Physical AIIn IoT, Wang identified robotics and drones as important opportunities, while cautioning that many robotics markets remain segmented and will take time to develop. In the nearer term, he said drones represent one of the largest robotics opportunities for Ambarella, particularly where products require perception, sensor fusion and decision-making capabilities similar to those used in autonomous driving.
Wang also highlighted what he called “edge infrastructure,” where customers aggregate feeds from multiple sensors or cameras into an appliance that can add generative AI capabilities without replacing existing equipment. He gave the example of a hotel using an appliance to process feeds from traditional cameras and enable AI functions across them.
Growth Outlook Tied to Edge AI Adoption Asked how investors should think about Ambarella’s growth over the next three to five years, Wang said data center AI growth rates of 30% to 50% should not be applied to edge AI markets. He said Ambarella’s served available market is currently growing at about 18%, while the company’s guidance for this year is 10% to 15% growth. Wang also noted that some analysts are modeling about 15% growth next year.
Wang said Ambarella should be able to grow faster than its served available market over time, but added that the market is still waiting for silicon, software, customer applications and AI models to come together to enable new categories of edge AI products.
He said performance per watt will be a key metric for generative AI applications at the edge, especially for battery-powered devices. Wang described customer requirements that include 8K video at 60 frames per second with AI processing within a roughly 4-watt system power envelope, saying Ambarella is among the few suppliers able to address such constraints.
Hanwha Agreement Seen as Strategic Opportunity Wang discussed Ambarella’s long-term agreement with Hanwha, describing the South Korean conglomerate as a diversified company with businesses including retail, banking, drones, robots and security cameras. He said Hanwha Vision, an Ambarella customer for about 15 years, evaluated AI solutions that could potentially be used more broadly across the Hanwha group.
Wang said Hanwha was looking for a product portfolio broad enough to address multiple opportunities and software mature enough to enable different applications quickly. He said those requirements aligned with Ambarella’s strengths.
In response to Arya’s reference to an $800 million opportunity over 10 years, Wang said Hanwha Vision currently represents a mid-single-digit percentage of Ambarella’s total revenue. He said Ambarella has less than 50% share of Hanwha Vision’s existing opportunity and could increase share, while newer chips could carry higher average selling prices.
Wang said the agreement could also help Ambarella support more applications across Hanwha by using Hanwha Vision’s camera products with different software and models. He said the company expects some positive revenue impact next year, though not an immediate step up to a much higher level.
Supply, Inventory and Margin Commentary Wang said Ambarella’s 10% to 15% growth outlook is not limited by the company’s own supply. However, he said memory market conditions remain a concern for customers, as DRAM remains available but has become “extremely expensive.” He said customers may eventually need to pass higher memory costs on to their own customers, creating uncertainty around demand and supply availability.
On inventory, Wang said recent increases reflect both supply tightness and preparation for customer ramps. He said Samsung informed Ambarella that foundry supply could be tight next year, especially on 4-nanometer and 5-nanometer process nodes, and asked for purchase order commitments to secure capacity.
Wang said Ambarella’s gross margin guidance remains within its long-term range of 59% to 62%, with the current quarter guided at 59.75%, the same as the prior two quarters. He said product mix is the largest driver of margin changes, while some parts of the supply chain have raised prices, though not yet enough for Ambarella to decide to pass costs through to customers.
CV8, Drones and Software Platform Wang said Ambarella’s first 2-nanometer chip, called CV8, taped out in January and is expected back in the company’s office within weeks. He said the company’s plan is for the chip to be ready for potential customer production in the second quarter of next year, subject to testing and customer readiness. He also said CV7, the company’s first 4-nanometer chip, is expected to ramp next year.
On drones, Wang said U.S. restrictions on some Chinese drone manufacturers have not yet translated into a major volume shift, partly because many drones already in the market have existing approvals. However, he said the changes should help U.S. suppliers over time. Ambarella has discussed 15 robotics design wins, including several drone wins, with a cumulative revenue pipeline of about $100 million, he said.
Wang also emphasized Ambarella’s Cooper Developer Platform, which he said took five years to develop and is used by nearly all of the company’s customers. He said the software supports about 200 model architectures and makes it easier for customers to move software across Ambarella chips with different performance levels. Wang said the platform is also important as Ambarella expands through indirect sales channels, including software partners, distributors and system integrators.
About Ambarella NASDAQ: AMBAAmbarella, Inc is a global semiconductor company headquartered in Santa Clara, California, specializing in video compression, image processing and computer vision technologies. The company designs low-power, high-definition system-on-chip (SoC) solutions that enable the capture, processing and streaming of video in a variety of embedded applications. Ambarella's platforms combine advanced video encoding, multi-core central processing units and hardware accelerators to deliver high-resolution imaging with low power consumption.
Ambarella's product portfolio caters to multiple markets, including security and surveillance, automotive vision, wearable cameras, drones and robotics.
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SG Americas Securities LLC lifted its stake in shares of Gentex Corporation (NASDAQ:GNTX – Free Report) by 257.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 128,847 shares of the auto parts company’s stock after buying an additional 92,811 shares during the period. SG Americas Securities LLC owned about 0.06% of Gentex worth $2,998,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also bought and sold shares of GNTX. Mirae Asset Global Investments Co. Ltd. purchased a new stake in shares of Gentex in the third quarter valued at about $38,000. Clearstead Advisors LLC grew its position in Gentex by 82.3% in the 3rd quarter. Clearstead Advisors LLC now owns 2,042 shares of the auto parts company’s stock worth $58,000 after purchasing an additional 922 shares in the last quarter. CIBC Private Wealth Group LLC increased its stake in Gentex by 2,420.7% in the 3rd quarter. CIBC Private Wealth Group LLC now owns 2,067 shares of the auto parts company’s stock valued at $58,000 after buying an additional 1,985 shares during the last quarter. Grey Fox Wealth Advisors LLC bought a new position in shares of Gentex during the 3rd quarter worth approximately $65,000. Finally, Steph & Co. boosted its stake in shares of Gentex by 30.5% in the 3rd quarter. Steph & Co. now owns 2,684 shares of the auto parts company’s stock worth $76,000 after buying an additional 627 shares during the last quarter. 86.76% of the stock is owned by hedge funds and other institutional investors.
Analyst Ratings Changes GNTX has been the subject of a number of research analyst reports. Wall Street Zen raised Gentex from a “hold” rating to a “buy” rating in a research report on Sunday, March 8th. UBS Group set a $25.00 target price on Gentex in a research note on Monday, February 2nd. Robert W. Baird set a $26.00 price target on shares of Gentex in a report on Wednesday, January 14th. Freedom Capital upgraded shares of Gentex to a “strong-buy” rating in a research report on Friday, March 27th. Finally, B. Riley Financial lowered their price objective on shares of Gentex from $32.00 to $28.00 and set a “buy” rating on the stock in a research report on Monday, February 2nd. One equities research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $26.71.
View Our Latest Analysis on Gentex
Insider Activity In other Gentex news, CFO Kevin C. Nash sold 11,885 shares of Gentex stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $24.98, for a total transaction of $296,887.30. Following the completion of the transaction, the chief financial officer owned 59,430 shares of the company’s stock, valued at $1,484,561.40. The trade was a 16.67% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Steven R. Downing sold 35,000 shares of the company’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $24.75, for a total value of $866,250.00. Following the sale, the chief executive officer owned 211,670 shares in the company, valued at approximately $5,238,832.50. This represents a 14.19% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 58,133 shares of company stock worth $1,442,313. 0.45% of the stock is owned by corporate insiders.
Gentex Stock Performance Shares of GNTX opened at $21.51 on Friday. Gentex Corporation has a fifty-two week low of $20.28 and a fifty-two week high of $29.38. The business has a 50-day moving average of $22.87 and a 200 day moving average of $23.99. The firm has a market cap of $4.63 billion, a P/E ratio of 12.36 and a beta of 0.77.
Gentex (NASDAQ:GNTX – Get Free Report) last announced its quarterly earnings results on Friday, January 30th. The auto parts company reported $0.44 EPS for the quarter, beating analysts’ consensus estimates of $0.43 by $0.01. Gentex had a net margin of 15.19% and a return on equity of 16.05%. The company had revenue of $644.40 million for the quarter, compared to analysts’ expectations of $650.90 million. During the same period in the prior year, the company posted $0.39 EPS. Gentex’s revenue was up 19.0% compared to the same quarter last year. As a group, research analysts predict that Gentex Corporation will post 2.04 earnings per share for the current fiscal year.
Gentex Dividend Announcement The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders of record on Wednesday, April 8th will be issued a $0.12 dividend. This represents a $0.48 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date of this dividend is Wednesday, April 8th. Gentex’s dividend payout ratio (DPR) is presently 27.59%.
Gentex Profile (Free Report)
Gentex Corporation (NASDAQ: GNTX) is a global technology company specializing in the design and manufacture of automotive and aerospace products. The company’s primary business centers on automatic-dimming rearview mirrors, advanced driver-assistance systems (ADAS), and camera-based driver monitoring technologies. In the automotive sector, Gentex supplies exterior and interior mirrors with integrated electronics, connectivity features, and safety capabilities to many of the world’s leading original equipment manufacturers (OEMs).
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Boyd Awarded for Excellence in Innovation, Quality, Delivery Support, and Customer Dedication
BOCA RATON, Fla.--(BUSINESS WIRE)--Boyd, a leader in engineered materials that seal, shield, insulate and protect innovative applications, today announced it was awarded Supplier of the Year by Gentex Corporation for the second consecutive year. This back-to-back recognition reflects Boyd’s continued excellence across innovation, quality, and delivery, and its strong dedication to Gentex throughout 2025.
Boyd awarded for outstanding performance by Gentex as 2025 Supplier of the Year for innovation, quality, and delivery support excellence.
Share “Earning this recognition two years in a row is a testament to the consistency, resilience, and customer-first mindset of our global team,” said Kevin Kettler, Boyd President. “We are proud to strengthen our partnership with Gentex by delivering high-performance solutions that enable their next-generation vision and safety technologies.”
“We value partners who consistently raise the bar,” said Craig Piersma, Gentex Vice President of Marketing and Corporate Communications. “Collaborating with high-performing suppliers like Boyd who share our commitment to innovation enables us to continue advancing driver vision and automotive safety technologies.”
From advanced onboard displays and vision systems to ruggedized battery energy storage and safety systems, Boyd’s technologies power a wide range of next generation intelligent mobility applications. Designed for extreme environments, these advanced material solutions deliver uncompromising safety, reliability, and durability. Boyd’s compact, lightweight designs maximize energy efficiency, improve overall system performance, and enable higher power densities across batteries and onboard electronics.
With 19 manufacturing sites worldwide, Boyd delivers engineered material solutions across North America, Europe, and Asia-Pacific. Backed by rapid prototyping, in-house testing, and IATF 16949-certified facilities, Boyd enables customers to accelerate development and scale new models, features, and technologies with regional agility.
About Boyd
Boyd is the trusted global innovator of sustainable solutions that make our customers’ products better, safer, faster, and more reliable. Our innovative engineered materials advance our customers’ technology to maximize performance in the world’s most advanced data centers; advance the accuracy of cutting-edge personal healthcare and diagnostic systems; enable performance-critical aircraft and security technologies; enhance reliability and extend range for intelligent mobility applications; and accelerate innovation in next-generation electronics and human-machine-interface. Core to Boyd’s global manufacturing is a deep commitment to protecting the environment with sustainable, scalable, lean, strategically located regional operations that reduce waste and minimize carbon footprint. We empower our employees, develop their potential, and inspire them to do the right things with integrity and accountability to champion our customers’ success.
Visit us at www.boydcorp.com
About Gentex
Founded in 1974, Gentex Corporation (NASDAQ: GNTX) is a technology company that leverages its core competencies, strategic partnerships, acquisitions, and ongoing research to create market leading positions in a variety of verticals. You can view some of the Company’s latest technology at www.gentex.com.
Alpha Omega Wealth Management LLC reduced its holdings in shares of Gentex Corporation (NASDAQ:GNTX – Free Report) by 18.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 172,398 shares of the auto parts company’s stock after selling 39,647 shares during the period. Alpha Omega Wealth Management LLC owned approximately 0.08% of Gentex worth $4,012,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other hedge funds also recently added to or reduced their stakes in the company. Mirae Asset Global Investments Co. Ltd. acquired a new position in Gentex during the 3rd quarter valued at about $38,000. Clearstead Advisors LLC increased its position in Gentex by 82.3% during the 3rd quarter. Clearstead Advisors LLC now owns 2,042 shares of the auto parts company’s stock valued at $58,000 after buying an additional 922 shares in the last quarter. CIBC Private Wealth Group LLC grew its stake in Gentex by 2,420.7% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 2,067 shares of the auto parts company’s stock valued at $58,000 after purchasing an additional 1,985 shares during the last quarter. Grey Fox Wealth Advisors LLC purchased a new stake in Gentex during the 3rd quarter valued at about $65,000. Finally, Steph & Co. grew its stake in Gentex by 30.5% during the 3rd quarter. Steph & Co. now owns 2,684 shares of the auto parts company’s stock valued at $76,000 after purchasing an additional 627 shares during the last quarter. 86.76% of the stock is owned by institutional investors and hedge funds.
Insider Transactions at Gentex In other news, CEO Steven R. Downing sold 35,000 shares of the company’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $24.75, for a total value of $866,250.00. Following the sale, the chief executive officer owned 211,670 shares in the company, valued at $5,238,832.50. This represents a 14.19% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Kevin C. Nash sold 11,885 shares of the company’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $24.98, for a total value of $296,887.30. Following the completion of the sale, the chief financial officer owned 59,430 shares in the company, valued at $1,484,561.40. The trade was a 16.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 58,133 shares of company stock worth $1,442,313 over the last quarter. 0.45% of the stock is currently owned by insiders.
Gentex Stock Down 0.1% Shares of GNTX opened at $22.21 on Friday. Gentex Corporation has a 52 week low of $20.36 and a 52 week high of $29.38. The company has a market capitalization of $4.78 billion, a price-to-earnings ratio of 12.76 and a beta of 0.77. The stock’s 50-day moving average price is $22.71 and its 200-day moving average price is $23.79.
Gentex (NASDAQ:GNTX – Get Free Report) last issued its earnings results on Friday, January 30th. The auto parts company reported $0.44 EPS for the quarter, topping analysts’ consensus estimates of $0.43 by $0.01. Gentex had a return on equity of 16.05% and a net margin of 15.19%.The firm had revenue of $644.40 million for the quarter, compared to the consensus estimate of $650.90 million. During the same quarter in the prior year, the business earned $0.39 earnings per share. The company’s revenue was up 19.0% compared to the same quarter last year. As a group, equities analysts anticipate that Gentex Corporation will post 2.04 EPS for the current fiscal year.
Gentex Dividend Announcement The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders of record on Wednesday, April 8th will be paid a $0.12 dividend. The ex-dividend date is Wednesday, April 8th. This represents a $0.48 dividend on an annualized basis and a dividend yield of 2.2%. Gentex’s dividend payout ratio is presently 27.59%.
Analysts Set New Price Targets Several analysts have weighed in on GNTX shares. Freedom Capital upgraded Gentex to a “strong-buy” rating in a research note on Friday, March 27th. B. Riley Financial dropped their price target on Gentex from $32.00 to $28.00 and set a “buy” rating on the stock in a research note on Monday, February 2nd. Wall Street Zen upgraded Gentex from a “hold” rating to a “buy” rating in a research note on Sunday, March 8th. Weiss Ratings reiterated a “hold (c)” rating on shares of Gentex in a research note on Thursday, January 22nd. Finally, UBS Group set a $25.00 price target on Gentex in a research note on Monday, February 2nd. One research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating and six have issued a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $26.71.
Read Our Latest Stock Analysis on GNTX
About Gentex (Free Report)
Gentex Corporation (NASDAQ: GNTX) is a global technology company specializing in the design and manufacture of automotive and aerospace products. The company’s primary business centers on automatic-dimming rearview mirrors, advanced driver-assistance systems (ADAS), and camera-based driver monitoring technologies. In the automotive sector, Gentex supplies exterior and interior mirrors with integrated electronics, connectivity features, and safety capabilities to many of the world’s leading original equipment manufacturers (OEMs).
Featured Articles Five stocks we like better than Gentex Want to see what other hedge funds are holding GNTX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Gentex Corporation (NASDAQ:GNTX – Free Report).
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