3D Systems Shares Surge 27% on Path to Profitability
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy DDD?
Source: Fool
- Significant Revenue Growth: 3D Systems reported a 16% sequential increase in fourth-quarter revenue to $106.3 million, driven by new printer sales and increased material usage, highlighting strong demand in medical tech, dental, and aerospace and defense markets.
- Cost Reduction Impact: The company’s expense reduction initiatives are projected to yield approximately $55 million in annualized savings by 2025, contributing to a $13.8 million year-over-year improvement in adjusted EBITDA, despite still posting a loss of $5.3 million.
- Optimistic Market Outlook: Management forecasts first-quarter revenue between $91 million and $94 million, with an adjusted EBITDA loss expected to range from $3 million to $5 million, indicating that strategic investments in priority markets will continue to drive growth.
- Focused Strategic Investments: Interim CFO Phyllis Nordstrom emphasized the company’s commitment to reducing overall spending while prioritizing strategic investments that foster growth in key markets, ensuring long-term sustainability.
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Analyst Views on DDD
Wall Street analysts forecast DDD stock price to rise
4 Analyst Rating
1 Buy
3 Hold
0 Sell
Hold
Current: 1.960
Low
5.00
Averages
5.00
High
5.00
Current: 1.960
Low
5.00
Averages
5.00
High
5.00
About DDD
3D Systems Corporation provides comprehensive three-dimensional (3D) printing and digital manufacturing solutions, including 3D printers for plastics and metals, materials, software, and services, including maintenance, advanced manufacturing and applications engineering. The Company’s segments include Healthcare Solutions and Industrial Solutions. The Healthcare Solutions segment serves industry verticals, including dental, medical devices, personalized health services and regenerative medicine. The Industrial Solutions segment serves industry verticals, including aerospace, defense, transportation and general manufacturing. The Company architects solutions specific to customers’ needs through a combination of materials, hardware platforms, software, professional services and advanced manufacturing. It markets its products and services through subsidiaries in North America and South America, Europe and the Middle East and Asia Pacific and Oceania.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Stock Performance: Systems shares have increased by 10.2% following the release of their Q4 results.
- Market Reaction: The rise in share price indicates positive investor sentiment after the quarterly earnings announcement.
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- Significant Revenue Growth: 3D Systems reported a 16% sequential increase in fourth-quarter revenue to $106.3 million, driven by new printer sales and increased material usage, highlighting strong demand in medical tech, dental, and aerospace and defense markets.
- Cost Reduction Impact: The company’s expense reduction initiatives are projected to yield approximately $55 million in annualized savings by 2025, contributing to a $13.8 million year-over-year improvement in adjusted EBITDA, despite still posting a loss of $5.3 million.
- Optimistic Market Outlook: Management forecasts first-quarter revenue between $91 million and $94 million, with an adjusted EBITDA loss expected to range from $3 million to $5 million, indicating that strategic investments in priority markets will continue to drive growth.
- Focused Strategic Investments: Interim CFO Phyllis Nordstrom emphasized the company’s commitment to reducing overall spending while prioritizing strategic investments that foster growth in key markets, ensuring long-term sustainability.
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- Growth in Medical and Defense: 3D Systems reported a 16% sequential revenue increase in Q4 to $106.3 million, driven by new printer sales and increased material usage, highlighting rapid adoption of 3D printing in medical, dental, and aerospace sectors, which are expected to provide sustained growth opportunities over the next decade.
- Cost Reduction Initiatives: The company's expense reduction strategies are projected to yield $55 million in annualized savings by 2025, contributing to a $13.8 million year-over-year improvement in adjusted EBITDA for Q4, despite still posting a loss of $5.3 million, indicating management's focus on enhancing profit margins.
- Future Guidance: Management anticipates Q1 revenue between $91 million and $94 million, with adjusted EBITDA losses expected to range from $3 million to $5 million, reflecting a commitment to reducing overall spending while prioritizing strategic investments that drive growth in key markets.
- Stock Price Surge: Shares of 3D Systems rallied over 27% on Monday, indicating increased market confidence in the company's path to profitability, although the analyst team did not include it in their top investment picks, suggesting a cautious outlook on its future performance.
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- Significant Revenue Growth: 3D Systems reported Q4 2025 revenue of $106.3 million, a 3% year-over-year increase, and a 16% sequential growth from Q3, driven by strong sales of new printer systems and increased materials consumption, although full-year revenue declined by 7% compared to last year.
- Strong Healthcare Solutions Performance: The healthcare solutions segment achieved $50.5 million in revenue for Q4, an 18% sequential increase, primarily driven by robust dental material sales and personalized health services, with expectations for continued growth into 2026.
- Substantial Operating Expense Reduction: The company reported non-GAAP operating expenses of $43 million in Q4 2025, a 23% reduction year-over-year, exceeding their target of $50 million in annualized savings, demonstrating effective cost control measures.
- Cautious Future Outlook: Despite strong Q4 performance, 3D Systems provided a revenue guidance for Q1 2026 of only $91 million to $94 million, reflecting the impact of geopolitical uncertainties on the market, and expects adjusted EBITDA losses between $5 million and $3 million.
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- Significant Revenue Growth: In Q4 2025, 3D Systems reported revenue of $106.3 million, reflecting a 16% sequential increase that surpassed the 8% to 10% guidance, indicating strong performance in printer and material sales, particularly driven by the dual laser SLA 750 platform and the MJP 300W Plus wax printer.
- Aerospace and Defense Strength: The aerospace and defense segment achieved 16% growth in 2025, with expectations of over 20% growth in 2026, supported by investments in metal casting and direct metal printing technologies, alongside an expansion of 80,000 square feet at the Littleton, Colorado facility to meet national security demands.
- Leadership in Personalized Health Services: The personalized health services segment experienced double-digit growth in 2025, becoming the largest healthcare segment for the company, providing over 18,000 personalized planning cases and 260,000 customized patient implants, showcasing robust market demand.
- Cautious Financial Outlook: Due to geopolitical uncertainties, the company has limited its financial guidance for Q1 2026 to a range of $91 million to $94 million, with expected adjusted EBITDA losses between $5 million and $3 million, reflecting a prudent approach to market volatility.
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- Revenue Beat: 3D Systems reported fourth-quarter revenue of $106.27 million, surpassing the market expectation of $97.98 million with a 16% sequential growth, primarily driven by strong printer system sales and increased material consumption, indicating enhanced competitiveness in the market.
- Healthcare Solutions Growth: Healthcare Solutions revenue rose 25% to $50.5 million, reflecting ongoing investments and increased demand in the medical sector, which is expected to further drive future business growth.
- Industrial Solutions Decline: Despite overall revenue growth, Industrial Solutions revenue fell 21% to $55.8 million, indicating challenges in this segment that may require strategic adjustments to address market changes.
- Cost Savings Initiatives: The company's cost reduction and efficiency programs are projected to deliver approximately $55 million in annualized savings by 2025, enhancing financial health and providing funding for future investments.
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