-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：SSYS公佈第一季營收為1.33億美元（年減2.5%），產品營收下降5%，但服務營收成長4%部分抵銷了這一降幅。調整後每股收益為-0.01美元，超出市場預期0.01美元。調整後毛利率下降200個基點至46.3%，反映出關稅和匯率波動帶來的不利影響，管理階層一直難以透過定價或成本控制來抵銷這些影響。值得一提的是，Stratasys Direct業務實現了23%的內生成長，這主要得益於無人機應用。此外，公司擁有2.378億美元的現金且零負債，穩健的資產負債表也為其提供了穩定性。管理層維持了2026年營收5.65億美元至5.75億美元以及調整後淨利潤800萬美元至1250萬美元的預期，其中已計入約1700萬美元的匯率/關稅影響。我們認為，經常性耗材收入和客戶支持構成防禦性因素，而管理階層對國防領域機會的樂觀態度可能推動未來成長。公司對高要求應用領域的重視，特別是預計在2026年及以後獲得的國防合同，構成潛在的成長催化劑。
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