Stratasys rallies on bullish UBS launch; 3D Systems started at Neutral


UBS' Steve Milunovich has launched coverage on Stratasys (SSYS +3.9%) with a Buy and $125 PT, and rival 3D Systems (DDD +0.4%) with a Neutral and $62 PT.

Milunovich prefers Stratasys on account of "better execution, a narrower focus, and immediate upside potential from MakerBot." He sees MakerBot, which accounted for 16% of Stratasys' Q4 sales, growing 70% this year.

At the same time, Milunovich likes 3D Systems' broad product line, M&A efforts (not everyone is a fan), and metal printing exposure. He's also upbeat about its long-term ability to grow aerospace, healthcare, and automotive sales.

Citron Research and Credit Suisse argued Stratasys is a better investment than 3D Systems in January.

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Comments (5)
  • ECapo
    , contributor
    Comments (727) | Send Message
     
    Citron and Mr. Left:
    It is my understanding from numerous comments within SA that Mr. Left is a short seller. It's in his best interest to downgrade the stock, so I think this opinion is subjective to his own goals. I would just keep that in mind when and if considering this piece of journalism.
    Visit Citron Research archive and you'll find out that majority of their shorts are wrong.

     

    Interesting that a few days ago J P Morgan upgraded this stock:

     

    http://bit.ly/1e9EHRv;app=1
    1 Apr 2014, 03:18 PM Reply Like
  • Fanebrb
    , contributor
    Comments (660) | Send Message
     
    Who is Mr Left? Speak English.
    2 Apr 2014, 02:54 AM Reply Like
  • gethigh
    , contributor
    Comments (42) | Send Message
     
    @Fanebrb: Speak English? I guess someone needs to learn to read English http://bit.ly/OJnSV9
    2 Apr 2014, 11:21 AM Reply Like
  • ECapo
    , contributor
    Comments (727) | Send Message
     
    Fanebrb: Here are some past comments on SA of Citron and Mr. Andrew Left

     

    Mr. Andrew Left:
    http://bit.ly/MpCol1

     

    Mr. Left is a short seller. It's in his best interest to downgrade the stock, so I think this opinion is subjective to his own goals. I would just keep that in mind when and if considering this piece of journalism.

     

    Visit Citron Research archive and you'll find out that majority of their shorts are wrong. they're probably shorting DDD that why its "bubble". Pathetic Goldman Sachs wannabes

     

    taken from a former SA post: Bill Matterson

     

    1. Are you the AndrewLeft who lost his futures trading license after the Futures Trading Association judged him guilty (after a hearing) of having defrauded numerous customers?
    2. Are you the same Andrew Left who was a defendant in a class action lawsuit for having defrauded customers of a stock brokerage house?
    3. Are you the same Andrew Left who obtained a license and sold stocks under the false name of Henry Lipton?
    4. Are you the same Andrew Left who filed a fraudulent biography with the SEC in a filing by Detour Online that omitted any mention of the work history described above?
    5. Are you the same Andrew Left who was forced to resign his position at Detour Online?
    6. Are you the same Andrew Left who was accused by Detour Online of stealing $25,000 from the corporate coffers?
    messages.finance.yahoo...

     

    http://bit.ly/MpCol1

     

    "Andrew Left of Citron Research convicted of fraud and barred from association with the National Futures Association
    ANDREW LEFT -

     

    THE PANEL FOUND THAT LEFT MADE FALSE AND MISLEADING STATEMENTS TO CHEAT, DEFRAUD OR DECEIVE A CUSTOMER IN VIOLATION OF NFA COMPLIANCE RULES 2-2(a) AND 2-29(a)(1). LEFT'S CONDUCT WAS INCONSISTENT WITH JUST AND EQUITABLE PRINCIPLES OF TRADE.

     

    CONSEQUENTLY, THE PANEL BARRED LEFT FROM ASSOCIATION WITH AND FROM ACTING AS A PRINCIPAL OF ANY NFA MEMBER FOR THREE YEARS; ORDERED HIM TO TAKE AN ETHICS TRAINING COURSE; AND PLACED RESTRICTIONS ON HIS ACTIVITIES FOR TWO YEARS WHICH PREVENT HIM FROM SUPERVISING ANY AP AND REQUIRE HIM TO TAPE RECORD AND LOG ALL CONVERSATIONS WITH CURRENT AND POTENTIAL CUSTOMERS. "

     

    you decide for yourself!
    2 Apr 2014, 11:35 AM Reply Like
  • martell
    , contributor
    Comments (184) | Send Message
     
    new 3d company name materialise nv they are leading provider of additive manufacturing software and of sophisticated 3d printing services file to go public today ipo
    3 Apr 2014, 09:47 AM Reply Like
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