SSYS Stratasys Ltd

$SSYS $DDD I will repeat again...these both the companies will have big tailwinds due to defense spending...with drone/robotics/space etc.

$SSYS $DDD dont get fooled by weakness as long as yield/rates going lower this sector will bounce hard...IMHO time to add

$SSYS $JOBY $ACHR EVTOL production will scale and it will help AM companies..the valuation is at distress level to start with.

$SSYS 2. Why Stratasys Fits the Ondas Strategy Ondas has built a aggressive "systems-of-systems" strategy. They have executed multiple acquisitions (like Mistral, Cyberhawk, and Insignito Solutions) to construct a comprehensive autonomous warfare stack. • The Missing Link: Ondas owns the military AI, the tracking systems, and the drone contracts. What they don't own is a mass-scale, automated physical production factory. • By acquiring Stratasys, Ondas would instantly verticalize their entire business model. They would transition from a company that designs drones to a company that owns the exact industrial 3D-printing systems, high-performance factories, and materials infrastructure needed to churn out military hardware at a massive scale.

$SSYS 1. The Capital War Chest Ondas bolstered its balance sheet by completing multiple equity offerings, raising massive funding that leaves them with over $666 million in cash (plus an available pool of stock equity). • The Takeover Math: With a $3.58 billion valuation and massive liquid cash, Ondas could theoretically acquire Stratasys ($616M) in an all-cash or cash-plus-stock deal without straining their operational runway. Stratasys' current net asset value makes it a highly bite-sized target for a company of Ondas' scale.

$SSYS can only go down so much more...getting close to the $ 500MMs for market cap. Nice opportunity if this continues downward tomorrow.

$SSYS what happened to this one? Seems like it always pinballs btw 7.50-8.80 outside of earnings

$SSYS demand is growing. Finances look good. Little upside as of now, but little downside risk.