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Stratasys Ltd. Message Board

  • jeremysikessr jeremysikessr May 13, 2013 11:56 AM Flag

    SSYS is a STRONG SELL above 84. Here is why...

    GAAP net income for the first quarter was a loss of $15.5 million, or ($0.40) per share, versus a pro forma loss of $8.4 million, or ($0.23) per share, for the same period last year.
    Non-GAAP gross margins improved to 59% for the first quarter from a pro forma non-GAAP 56.7% in the first quarter last year.
    GAAP gross margins declined to 38.4% for the first quarter from a pro forma 43.6% in the first quarter last year.

    Revenue guidance of $430 million to $445 million.
    Non-GAAP earnings guidance of $1.80 to $1.95 per diluted share.
    GAAP earnings guidance of a ($0.41) to ($0.16) per share loss.

    Non-GAAP earnings guidance excludes $60.5 million of projected amortization of intangible assets; $20.5 million to $23.0 million of share-based compensation expense; and $7.2 million to $8.8 million in merger-related expenses. Stratasys also expects to record significant one-time integration expenses as a result of infrastructure alignment and brand unification in 2013.

    The market wants SSYS to blow out and raise guidance. Basically it looks like a maintain / inline. Market will be disappointed.

    There is also the exposure of a risk of a shelf offering similar to DDD.

    This would dilute share value, but may not happen.

    Either way, expect sell pressure from this point on.

    Sentiment: Strong Sell

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20.02-1.57(-7.27%)Jun 27 4:00 PMEDT