What Happened?
A number of stocks fell in the afternoon session after geopolitical tensions in the Middle East raised concerns over higher inflation and a potential economic slowdown.
The conflict, involving the U.S., Israel, and Iran, caused a surge in energy prices, directly impacting industrial and materials companies by increasing costs for transportation, logistics, and manufacturing. Investors were concerned that sustained high oil prices could put further pressure on inflation, complicating the economic outlook. The broader market sentiment turned negative, with Wall Street heading for a fourth consecutive weekly loss as investors weighed these geopolitical risks. This environment is particularly challenging for cyclical sectors like industrials, which are sensitive to changes in global economic demand and input costs.
The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.
Among others, the following stocks were impacted:
- Renewable Energy company Bloom Energy (NYSE: BE) fell 4.6%. Is now the time to buy Bloom Energy? Access our full analysis report here, it’s free.
- Aerospace company Astronics (NASDAQ: ATRO) fell 5%. Is now the time to buy Astronics? Access our full analysis report here, it’s free.
- Home Construction Materials company JELD-WEN (NYSE: JELD) fell 4.5%. Is now the time to buy JELD-WEN? Access our full analysis report here, it’s free.
- Custom Parts Manufacturing company 3D Systems (NYSE: DDD) fell 6.1%. Is now the time to buy 3D Systems? Access our full analysis report here, it’s free.
- Home Builders company Installed Building Products (NYSE: IBP) fell 4.9%. Is now the time to buy Installed Building Products? Access our full analysis report here, it’s free.
Zooming In On 3D Systems (DDD)
3D Systems’s shares are extremely volatile and have had 72 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 11 days ago when the stock gained 11.1% on the news that the company reported fourth-quarter 2025 financial results that surpassed revenue expectations and offered strong forward guidance. The 3D printing company posted revenue of $106.3 million, which grew 16% from the prior quarter and came in ahead of Wall Street's forecasts. This growth was driven by a successful ramp-up of new printer system sales and higher materials consumption. However, the results were mixed, as the company reported a non-GAAP loss of $0.13 per share, which was wider than analysts had anticipated. Despite the miss on profitability, investors focused on the upbeat outlook. The company's revenue guidance for the next quarter, at a midpoint of $92.5 million, was surprisingly good and topped consensus estimates.
3D Systems is up 3% since the beginning of the year, but at $1.91 per share, it is still trading 49.6% below its 52-week high of $3.78 from October 2025. Despite the year-to-date gain, investors who bought $1,000 worth of 3D Systems’s shares 5 years ago would now be looking at only $65.67.
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