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DDD
3D Systems Corp. - NYSE

4/23/2014, 6:39 PM ET
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  • Robtec And Project Ara Makes 3D Systems Stronger - Can It Go North Of $55?
    Alcaraz Research Today, 12:05 AM 6 Comments

    Summary

    • Robtec is not a mom & pop operation. It was founded in 1994 and is the largest additive manufacturing services provider in Brazil and Latin America.
    • Robtec gives 3D Systems access to multinational clients. Services comprised 28% of 3D Systems’ Q4 revenue. Google’s modular Project Ara phone also helps consumers save money.
    • Avi Reichental is swiftly making 3D Systems more than just ana dditive manufacturing company. 3D Systems wants it all –AM machines, design, prototyping, production, cloud printing, retail printing, and distribution.
  • 3D Systems Might Surprise Investors Next Week
    ONeil Trader Yesterday, 1:39 PM 15 Comments

    Summary

    • Google’s project Ara and a partnership with Staples put 3D Systems in a more favorable position to grow its consumer business.
    • We should see heightened volatility before and after the earnings report, and we might see a sustainable bottom in the share price depending on the first quarter results.
    • Delayed customer purchases in Q4 should boost revenue growth in Q1, and help 3D Systems beat estimates.
  • 3D Systems: A Good Opportunity To Buy?
    IAEResearch Wed, Apr. 16 28 Comments

    Summary

    • The recent sell-off is unwarranted and it has created a buying opportunity.
    • The fundamentals of the business will improve further over the next 2-3 years.
    • The adoption rate by the consumers and manufacturers will increase, resulting in further growth for the company.
  • 3D Systems: Consumer 3-D Printing Gets A Boost
    Alcaraz Research Wed, Apr. 16 29 Comments

    Summary

    • 3D Systems' consumer products division gets a boost from Staples, Inc. Some of the 2,000 stores of Staples in 26 countries will likely offer retail-oriented 3D printing services soon.
    • By taking 3D printing to mall shoppers, first-time users no longer need to buy expensive additive manufacturing machines. Staples will educate customers about the benefits of personalized 3D printing.
    • The expanded distribution deal with Canon Marketing was good enough to keep the 3D Systems (DDD) shorts at bay last April 11. The Staples deal is helping DDD recover.
  • 3D Systems: More Downside Ahead?
    ONeil Trader Mon, Apr. 14 45 Comments

    Summary

    • The recent sell-off in the momentum space has exacerbated the sell-off in 3-D printing stocks.
    • 3D Systems seems to be headed to my previously stated worst case valuation pricing.
    • Positive fundamental momentum will likely continue, and the long-term prospects seem intact, and we might be a couple of weeks/months away from a sustainable bottom.
    • Q1 earnings reports might prove as crucial for 3D Systems and Stratasys, as investors might be wondering if they can deliver the growth going forward.
  • Illuminating Canon's Role In 3D Systems
    Alcaraz Research Sat, Apr. 12 18 Comments

    Summary

    • Canon Marketing will greatly help penetrate the Japanese market for 3D Systems’ AM printers. Canon Marketing has a global distribution network so I hope the deal extends to other markets.
    • Illuminati or enlightened investors should realize by now that DDD has real products that are really being bought by real customers.
    • Critics who attack 3D Systems’ and its management since January have failed to bring the stock down to $26. Abraham outfoxed the shorts on April 11 with timely Canon deal.
  • Oui! I Made Money On 3D Systems!
    Alcaraz Research Fri, Apr. 11 51 Comments

    Summary

    • Like I said before, 3D Systems is likely headed for more downside. Market pullback is to be blamed for the drop yesterday.
    • I'll wait for the stock to bottom out before I make new buy-ins.
    • No, I'm not shorting DDD. No, I will not sell my current DDD shares. Paper losses are just that, virtual, unrealized, arbitrary. DDD can recover.
  • 3D Systems: $100 Price Target Is Justified
    Alcaraz Research Sat, Apr. 5 76 Comments

    Summary

    • Mergers & Acquisitions is great for 3D Systems. There’s strength in numbers.
    • 3D Systems leads in direct metal additive manufacturing with Phenix.
    • Medical Modeling gives 3D Systems stronger foothold in health-related 3D printing.
  • 3D Systems Is Getting Stronger
    IAEResearch Thu, Apr. 3 37 Comments

    Summary

    • The dental implants market is expected to reach $5 billion in the U.S. by 2018.
    • Medical Modeling's products are an essential tool for surgeons.
    • The acquisition will allow the company to enhance its position in the medical devices and solutions segment.
  • 3 Reasons Why 3D Systems Is A Buy-On-The-Dip Opportunity
    Alcaraz Research Thu, Mar. 27 85 Comments

    Summary

    • 3D Systems is subject to good/bad propaganda. The high valuation is not the fault of the company.
    • A majority of the general public still doesn’t understand additive manufacturing. 3D printing is a misnomer that contributes to the confusion. It should be 3D additive manufacturing.
    • Patent expiration does not spell the death of 3D Systems or any other company for that matter.
    • Hewlett-Packard, compared to 3D Systems, has less experience and patents over additive manufacturing. Success in 2D printing doesn’t guarantee an immediate win for HPQ’s 3D printing venture.
  • 4 Reasons You Should Buy 3D Systems On The Pullback
    Mitu Anand Thu, Mar. 27 19 Comments

    Summary

    • 3D Systems is delivering solid revenue growth, which means that the company is dominating the 3D printing market.
    • 3D Systems is making strong headway in industrial-grade manufacturing with its direct metal printers.
    • With a host of acquisitions, 3D Systems is well placed to benefit from the different applications of 3D printing.
    • While 3D Systems looks overvalued, its earnings growth projection for the next five years is very impressive.
  • 8 Reasons Why 3D Systems Is A Short Candidate
    Ayush Singh Wed, Mar. 26 32 Comments

    Summary

    • 3D printing still has many flaws.
    • Patent expiry and entry of Hewlett-Packard will hurt 3D Systems.
    • Acquisitions will backfire.
  • 5 Reasons Why 3D Systems Isn't A Good Investment
    Anup Singh Tue, Mar. 25 48 Comments

    Summary

    • Increasing competition is going to be a problem for 3D Systems after patent expiry.
    • Faster printers are being developed by others, and this could hurt 3D Systems.
    • Too many acquisitions seem to be taking a toll on 3D Systems’ earnings performance.
  • Is It Time To Buy The Dip On 3D Systems?
    Alex Cho Mon, Mar. 24 22 Comments

    Summary

    • 3D Systems may fall further based on the technical chart set-up.
    • Macroeconomic concerns immaterial to 3D Systems at the present moment.
    • Decelerating growth rates may not result in a lower valuation over the long haul.
    • R&D may unlock efficiency gains resulting in wider adoption for industry applications.
    • Overall the risk-to-reward favors to the upside.
  • 3D Systems Is The Phil Ivey Of 3-D Printing, Versatile And Smarter Than $26 Bears
    Alcaraz Research Mon, Mar. 24 94 Comments

    Summary

    • 3D Systems is in a disruptive industry, the high P/S and EV/R ratios are normal.
    • DDD is susceptible to propaganda.
    • 3D Systems’ numerous printing technologies make it very versatile like Phil Ivey. It can play and win in several avenues of additive manufacturing.
    • A good way to profit from DDD is to ride both the bulls and bears via options trading.
  • 3D Systems: Updating My Outlook
    Sammy Pollack Mon, Mar. 24 46 Comments

    Summary

    • 3D Systems shares have fallen after HP announced it will enter the 3D printing business.
    • Analyst downgrades are likely over the next few months, and will keep pressure on 3D Systems shares.
    • HP is a better way to bet on the future of 3D printing.
  • 3D Systems: $83 Or $26? Well, $26 Becomes More And More Likely
    AtonRa Partners Fri, Mar. 21 177 Comments

    Summary

    • HP’s 3-D printing initiative is a serious blow to the bull thesis on 3D Systems.
    • Competition is just starting to heat up. The situation is likely to get worse when Asian low-cost companies expand their distribution reach.
    • 3D Systems' ASPs and gross margins are at risk and we expect additional EPS disappointments. Our bear-case valuation stands at $26.
    • An HP bid for 3D Systems is highly unlikely in our view.
  • 3D Systems: A Merger With Either Hewlett-Packard Or Epson Is Possible
    Alcaraz Research Thu, Mar. 20 85 Comments

    Summary

    • HP has the money, distribution network, and strong enterprise presence to accelerate 3D Systems sales.
    • 3D Systems offers market leadership and valuable patents. HP's faster printing technology can further improve DDD's products.
    • 3D Systems is trading 33% below its 52-week high, making it more affordable for interested M&A suitors.
  • Swing Trade 3D Systems, Buy Low Now
    Alcaraz Research Tue, Mar. 18 21 Comments

    Summary

    • Consistent revenue growth, good cash flow, and low debt ratio makes 3D Systems a great long-term momentum bet.
    • Actively trading DDD according to the rumor-of-the-moment of 3-D printing opponents/proponents is a good way to farm short-term gains.
    • Growth by mergers and acquisition is better, faster, cheaper way to grow market share and gain valuable IP assets.
  • 3 Reasons Why 3D Systems Is A Solid Buy Right Now
    Renu Singh Mon, Mar. 17 46 Comments

    Summary

    • Increased R&D spending will benefit 3D Systems in the future.
    • Acquisitions should assist growth when 3D Systems integrates them into its core business.
    • Recent drop in the share price makes 3D Systems a good deal.
DDD vs. ETF Alternatives
Company Description

3D Systems Corporation is a provider of 3D printing centric design-to-manufacturing solutions including 3D printers, print materials & cloud sourced on-demand custom parts for professionals and consumers alike.

Sector: Technology
Country: United States