Thu, Feb. 5, 2:06 PM
- Clobbered on Tuesday thanks to Stratasys' warning and soft 2015 guidance, 3D printing stocks are up sharply amid a market rally (the Nasdaq is up 0.7%). 3D Systems (DDD +4.8%), Stratasys (SSYS +7.3%), Voxeljet (VJET +3.8%), ExOne (XONE +4%), and Arcam (OTCPK:AMAVF +5.1%) are among the gainers.
- Possibly helping the group: 3D modeling/simulation software firm Dassault and industrial prototyping services firm Proto Labs have each soared after posting Q4 beats. Though each firm only gets a fraction of its revenue from 3D printing/additive manufacturing use cases, they've each occasionally been hyped as 3D printing plays.
- Gabelli recently made a contrarian call on 3D Systems and Stratasys, upgrading the printer makers following the latter's warning. The firm argued 3D's shares have "limited downside" at an enterprise value of 14.8x estimated 2016 EBITDA, and praises Stratasys' "extensive product and service portfolio and its focus on high-value business applications."
Tue, Feb. 3, 10:06 AM
- Organovo (ONVO -4.2%), Proto Labs (PRLB -5.4%), and Arcam (OTCPK:AMAVF -4.9%) have joined 3D Systems, ExOne, and Voxeljet in selling off in the wake of Stratasys' Q4/2014 warning and light 2015 guidance.
- Proto Labs is far from a 3D printing pure-play - the company is a custom-parts maker for industrial prototyping, one that supports 3D printing and other manufacturing techniques. Organovo, as a developer of 3D-printed human tissues, is a very different kind of 3D printing firm than the printer makers.
- Proto Labs' Q4 report arrives on Thursday morning.
Nov. 23, 2014, 10:25 AM
- Regulatory concerns are holding back the widespread adoption of 3D printing, a market that is predicted to reach $21B worldwide by 2020, compared with just $3.1B last year.
- The need to satisfy regulators about safety is an "obstacle" to the technology’s advance in certain sectors, says Stratasys (NASDAQ:SSYS) CEO David Reis. "Every part has to go through testing...every technology, every material has to go through certification."
- Manufacturers are facing many hard to win approvals, ranging from the FAA for the production of aerospace parts to the FDA for healthcare devices.
- Related tickers: DDD, VJET, XONE, ONVO, CAMT, OTCPK:AMAVF
Oct. 1, 2014, 1:20 PM
- Volatile and heavily-shorted 3D printing names are among the bigger decliners as the Nasdaq posts a 1.4% drop. Volumes for several names are already near or above their 3-month daily averages.
- ExOne (XONE -10.6%) has tumbled to a fresh post-IPO low, and Voxeljet (VJET -3%) is close to its post-IPO low of $12.85. Also selling off: DDD -4.5%. SSYS -5.2%. CAMT -8.7%. ONVO -3.8%. OTCPK:AMAVF -5.9%.
Aug. 7, 2014, 10:39 AM
- Materialise (MTLS +9.8%), Camtek (CAMT +4%), and Arcam (OTCPK:AMAVF +5.9%) have joined the ranks of 3D printing stocks rallying in response to Stratasys' Q2 beat and guidance.hike. Stratasys' numbers are in marked contrast to the ones 3D Systems released last week.
- Materialise's Q2 report is due on Aug. 14. Camtek soared last week following its Q2 report, thanks to upbeat remarks about its Gryphon PCB solder-mask solution.
Dec. 9, 2013, 6:11 PM
- 3D Systems (DDD) +0.8% AH and Stratasys (SSYS) +0.9% after Deutsche starts coverage with Buy ratings. Fellow 3D printer maker ExOne has been started at Hold.
- The day has already seen Pac Crest start coverage on 3D Systems with an Outperform and Stratasys/ExOne with Sector Performs, and Nomura argue current industry hype is excessive. Also: Piper's Troy Jensen has issued another bullish industry report after returning from last week's EuroMold trade show.
- Jensen states 3D Systems, which introduced new high-end printers, materials, and software, was by far "the most active at EuroMold with respect to new product introductions." He's especially a fan of a new metal printer from 3D's recently-acquired Phenix Systems unit.
- Jensen also liked Stratasys' launch of a nylon printing material (resellers are upbeat), and says a visit to the HQ of Swedish printer maker Arcam (AMAVF) indicates the company is focused on rapidly expanding (it currently has only 65 employees).
AMAVF vs. ETF Alternatives
Currently, there's no company description for AMAVF.
Other News & PR