Laser Focused On 3D Printing (w/ Michele Schneider) | Trade Ideas | Real Vision™

TL;DR

Market analyst Michele Schneider believes that 3D printing is an undervalued and promising industry, and recommends buying shares of 3D Systems (DDD) due to its strong management and growth potential. Her target price is $23 with a stop loss at $8.

Transcript

welcome to real visions trade ideas today is the 30th of April and I'm sitting down with Michele Schneider known on the street as mich she is the director of training education and research at market gage let's see what she's looking at now so mich what is your trade idea 3d printing symbol is ddd and what is making that appealing to you right now ... Read More

Key Insights

• 💗 3D printing is a rapidly growing industry, projected to reach $63 billion by 2027.
• 💄 3D Systems has focused on improving its technology and securing contracts, making it an attractive investment opportunity.
• 🪛 The widespread adoption of 3D printing in various sectors, such as aerospace and medicine, is expected to drive the industry's growth.
• 🤩 The affordability and accessibility of 3D printers for consumers will be a key factor in the industry's future success.
• 👀 The undervalued nature of 3D Systems presents an opportunity for investors looking for long-term growth.
• ✳️ The stock's performance may be influenced by broader macroeconomic fluctuations, but the potential rewards outweigh the risks.
• 🪜 The founder's involvement in the company adds to the appeal of investing in 3D Systems.

Questions & Answers

Q: Why does Michele Schneider think that 3D printing is an appealing industry to invest in?

Schneider believes that 3D printing represents a mega trend and has significant growth potential in various sectors, such as aerospace, medicine, and consumer goods. The industry is projected to grow substantially, making it an attractive investment opportunity.

Q: Why has 3D Systems underperformed compared to its competitors in the industry?

3D Systems has invested heavily in improving its technology and securing contracts, rather than focusing solely on profitability. This has resulted in slower financial growth but positions the company well for long-term success.

Q: How is the commercial and consumer adoption of 3D printers impacting the industry's growth?

While commercial adoption of 3D printers has been significant, the industry's growth will accelerate once 3D printers become more affordable for consumers. As the technology becomes more accessible, sectors such as housing, art, and everyday consumer goods are expected to see significant advancements.

Q: What are the risks associated with investing in 3D Systems?

While the stock carries some risk, Schneider believes that the current risk is minimal. However, broader macroeconomic fluctuations could impact the industry as a whole, although underperforming stocks like 3D Systems may be less affected.

Summary & Key Takeaways

• 3D printing is projected to grow from a $6 billion industry to a $63 billion industry by 2027.

• 3D Systems has focused on improving their technology and securing contracts, such as with the military, for using 3D-printed parts in order to make processes more cost-effective.

• The retail adoption of 3D printers and affordability for consumers will be a key driver of widespread growth in the industry.