Seeking Alpha

ExOne issues Q4 warning, peers fall in sympathy

  • ExOne (XONE) now expects 2013 revenue of $40M-$42M, below prior guidance of $48M and a $48M consensus. The revised guidance implies Q4 revenue of $11.2M-$13.2M, well below a $19.6M consensus. (PR)
  • The 3D printer maker mostly blames "machine sales not yet completed for customers in Russia, India, Mexico and France, some of which involve approval processes that were deferred into 2014." Four high-end S-Max 3D printer sales are said to be unfinished, along with one S-Print printer sale.
  • The company adds its sold its inventory of six M-Flex machines in 2013 (sales started in Q3), and that it will explore acquisition and partnership opportunities in 2014. M-Flex sales are expected to triple this year.
  • The warning comes on a day when Stratasys provided strong 2014 revenue guidance to go with soft EPS guidance.
  • XONE remains halted, and will resume trading at 4:35. Peers are selling off: DDD -3.6%. SSYS -2.6%. VJET -7.4%.
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Comments (11)
  • Esekla
    , contributor
    Comments (2989) | Send Message
     
    already commented on it here:

     

    http://bit.ly/1ho0AQ7
    14 Jan, 04:21 PM Reply Like
  • Valuable Insights
    , contributor
    Comments (485) | Send Message
     
    How about PRLB which isn't a 3D printing company, but trades at an absurd multiple, and in-line with the group?
    14 Jan, 04:26 PM Reply Like
  • StepUp
    , contributor
    Comments (465) | Send Message
     
    shares halted in AH? why do they get to do this?
    14 Jan, 04:35 PM Reply Like
  • CDM Capital
    , contributor
    Comments (434) | Send Message
     
    The XONE valuation is a joke, many people within the industry we've spoken to also say the technology is lacking versus competitors.
    14 Jan, 04:59 PM Reply Like
  • ystock15
    , contributor
    Comments (169) | Send Message
     
    After market, DDD is $86, SSYS $115. I pity fools who bought 3D stocks today. They are already over-valued and it's too late to get in now. I'd expect many shorting 3D stocks
    14 Jan, 05:36 PM Reply Like
  • 3D Printing Investor
    , contributor
    Comments (431) | Send Message
     
    The best performing 3D printing stocks for 2014 will be of those companies with the fundamentals to support their current valuations, along with companies that are making a legitimate entry into 3D printing as an OEM or on the materials, or the software side.

     

    CIMATRON (CIMT) held up well today in spite of the broader 3D printing market sell-off because it has 67% EPS growth in the mrq, a trailing PE of 22 (using GAAP), and is entering the 3D printing software market this year with industry leader Terry Wohlers on board.

     

    More about CIMT at http://bit.ly/1a6FZhj

     

    14 Jan, 07:55 PM Reply Like
  • omarbradley
    , contributor
    Comments (966) | Send Message
     
    if the materials space collapse in the next 2 (weeks? days?) the value of 3dimensional printing will simply soar. "we'll start by printing bicycle parts" http://bit.ly/1eHJGLU http://bit.ly/1eHJGLV
    14 Jan, 09:04 PM Reply Like
  • vreteno
    , contributor
    Comments (343) | Send Message
     
    3D, What's your thought on Arcam(OTCPK:AMAVF)..???
    14 Jan, 09:51 PM Reply Like
  • this guy21
    , contributor
    Comment (1) | Send Message
     
    Soooo should we sell or stay
    14 Jan, 09:53 PM Reply Like
  • rungrandpa
    , contributor
    Comments (217) | Send Message
     
    CIMT down 2% after hours. Entry point for me. Thanks for insight 3D Printing Investor.
    14 Jan, 10:25 PM Reply Like
  • jsIRA
    , contributor
    Comments (2601) | Send Message
     
    CIMT - we have hold it for nearly one year. Buying at this price is too high. It had January rally last January and ran to as high as 12.50 but pulled back to 5.00. This year's January rally brought it to $10.00. I would like to buy after it pulled back again.
    15 Jan, 12:30 AM Reply Like
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