3D Printing Stocks

[stock_peeker]

08:38 DDD (Briefing.com blurb this AM):

Canaccord Genuity discusses takeaways from 3D conference; indicates 3D printing industry remains on strong growth track (53.65)
Canaccord notes meetings with DDD and SSYS highlighted respective growth strategies intent on addressing the full customer spectrum, from hobbyist to industrial manufacturer. Firm's conversation with DDD CEO Reichental centered on 2H consumables trends, consumer demand, and the ramp of the Phenix Systems product line. While there is some investor concern over the length of lag for materials revenue following strong systems sales, management continues to expect a strong 2H ramp for consumables. When combined with software sales from Geomagic/Rapidform, gross margins should see good support. Firm's meeting with SSYS Chairman Scott Crump and Director of Marketing Bruce Bradshaw indicted continued ramping demand from industrial customers, and meaningful upsell opportunities as the MakerBot unit sales increase.