Jefferies' Key Takeaways From 3D Printing Summit

Analysts at Jefferies have released a report summarizing their key takeaways from the 3D Printing Summit hosted this month. The report includes the analysts' take on presentations by each of the big names in the 3D printing market.

3D Systems Corporation DDD

3D Systems presenters focused on communicating three main points. First, the company is shifting its focus when it comes to mergers and acquisitions (M&A) from metals, materials and medical to bolt-ons and innovative venture startups geared toward identifying uses for 3D printing technology.

Second, presenters were adamant that currency fluctuations will have minimal impact on the company's bottom line as it is well-hedged.

Finally, presenters indicated that healthcare and aerospace are among the fastest growing business segments, with hearing aids and prototyping among the slowest-growing.

Stratasys, Ltd. SSYS

Stratasys CFO Erez Simha revealed that verticalization investments will provide long-term growth for the company, but would likely not make a meaningful impact on 2015 earnings.

Following the launch of its new extruder in Q2, Simha expects that the company's revenues will be more skewed toward the second half of the year.

The ExOne Co XONE

President Hans Sack and CFO Brian Smith pledged that the company is prepared to take necessary measures to achieve break-even EBITDA by 2016. The company has increased focus on sales, research and development and execution, and the management is expecting a strong second half this year.

ARC Group Worldwide Inc ARCW

CFO Drew Kelley explained that the company is targeting more cash flow generation. The company's goal is to become one of the largest metal 3D printing providers, and Kelley expects a rebound in firearm demand and continued strength in aerospace.