What Happened?

Shares of 3D printing company 3D Systems (NYSE: DDD) jumped 6.5% in the afternoon session after the company announced significant momentum and strong growth projections for its Aerospace & Defense (A&D) business. 

3D Systems projected that its A&D segment would become its largest and fastest-growing industrial business in 2026. The company stated the division's revenue grew over 15% in 2025 and was forecast to accelerate to more than 20% growth in 2026. This expansion was driven by increasing demand for U.S.-based manufacturing, supported by recent provisions in the National Defense Authorization Act that restrict foreign-sourced 3D printing systems for Department of Defense programs. To support this growth, the company also announced it was expanding its facility in Littleton, Colorado.

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What Is The Market Telling Us

3D Systems’s shares are extremely volatile and have had 67 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 21 days ago when the stock gained 3.9% as the company announced it received U.S. Food and Drug Administration (FDA) 510(k) clearance to expand its VSP Orthopedics platform to include skeletally mature adolescents. 

This approval extended the use of its virtual surgical planning platform, which was previously limited to adults. The clearance streamlined the treatment process for younger patients by removing the need for case-by-case compassionate-use approvals and hospital reviews. This change turned what were off-label uses into standard, reimbursable procedures. The expansion targeted an underserved patient group, including over 1,200 patients under age 20 diagnosed with bone cancer annually in the United States. Investors reacted positively as the news supported the company's goal for double-digit growth in its Healthcare segment.

3D Systems is up 7.8% since the beginning of the year, but at $2.00 per share, it is still trading 57.7% below its 52-week high of $4.72 from February 2025. Investors who bought $1,000 worth of 3D Systems’s shares 5 years ago would now be looking at an investment worth $183.20.

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