May. 14 at 8:02 PM
$DDD I wouldn't look at today's upcoming flat close vs. market up as negative. 3D typically underperforms when large well known favorites like
$NVDA are up (up 4% today), What I feel pretty comforable about is
$DDD has the ability to trade 5-10x from here within 5 years time and those numbers arent possible with a current market cap of 5.7T! So where do I want to park capital...
Troy at Cantor has a 5 PT on
$DDD and 13.50 on
$SSYS. I see both within reach this year but I think DDD gets there first. This year means we have two ERs before Dec (Q2 in Aug, Q3 in Nov). If they are both on track, no reason we shouldnt see that. Based on 350m constant FY'26 Rev its 2x sales, super reasonable.
If you want to sell here, i get it. We are up 82% YTD. You can trade, I am a trader too, this is a free market and you can always get back in. The risk is if it "gaps" higher when you get back in. I am staying long!
This is not investment advise just my perspective.
