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PRPRLB

Proto Labs, Inc.

$PRLB·$2.2B·Manufacturing - Miscellaneous·Industrials
$88.97-3.1%YTD+79.7%1Y+71.4%
Price updated 15h ago·X counts updated 4d ago
PRPRLB
$PRLBProto Labs, Inc.
$88.97-3.10%4 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $PRLB on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

4X posts · last 7 days
Sep 28Oct 11

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $PRLB — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

Digital-manufacturing e-commerce platform with Q1 revenue +10% YoY, 8% operating margin, 67x TTM earnings and +85% YTD on the robotics-manufacturing narrative.

Proto Labs offers rapid-prototyping and on-demand custom-manufacturing (CNC, injection molding, 3D printing, sheet metal) via its e-commerce platform, so revenue grows with the design-engineer customer base and new-service-line attach.

  • Q1 FY26 revenue $139.3M, +10.4% YoY with 8.1% operating margin; four consecutive quarters of 7.5-12% revenue growth, operating margin 3.8-8.1%
  • TTM: 67x earnings, 3.2x sales, 3.8% ROE, 45% gross margin, 6.0% operating margin, FCF yield 3.6%, debt-to-equity 0.004 — unlevered balance sheet
  • 2026 estimates: $582M revenue, $2.21 EPS; 2027 $627M, $2.39 EPS — modeling continued HSD-LDD revenue growth
  • YTD +85%, trailing-12m +93% at $94.37 against a $2.29B market cap — significant multiple expansion
  • Aug 24: Sam Ramahi appointed COO effective Aug 31 — operations build-out
  • Protolabs named to Business Insider's Most Innovative Businesses 2027 list

The fundamental line is solid but incremental — four quarters of HSD growth with margin recovering — while the equity has run on the robotics-manufacturing narrative. The multiple at 67x is extended; whether Q2 extends operating margin past the Q1 8% level is the swing factor.

What to watch: Oct 30 Q2 earnings — whether operating margin extends past 8% or the elevated multiple compresses on margin flattening.

On the calendar: 2026-10-30 Q2 earnings

Read the AI verdict on $PRLB

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operates an online digital manufacturing marketplace for CNC machining, injection molding, and 3D printing of custom parts.

Industry overviewAI analysisGenerated by AI from underlying data

Where Manufacturing - Miscellaneous sits in its cycle right now — and what that implies for $PRLB.

Manufacturing - Miscellaneous · Industrials

Industry quiet this week — heterogeneous manufacturing category with no dominant macro theme; individual member dynamics are driven by specific end-market exposure rather than a single structural driver.

What this means for $PRLB

Partial — Operates an online digital manufacturing marketplace for CNC machining, injection molding, and 3D printing of custom parts.

Top industry ETF

$XLIIndustrial Select Sector SPDR
+9.3%YTD
+9.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
67.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
3.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
6.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
3.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
44.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 31, 2026$0.60$0.53+13.2%
Q1 2026May 1, 2026$0.54$0.40+35.0%
Q4 2025Feb 6, 2026$0.44$0.35+25.7%
Q3 2025Oct 31, 2025$0.47$0.39+20.5%
Next earningsThu, Oct 29·consensus EPS $0.60

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$139.3M+10.4%45.6%8.1%$0.34$14.0M
Q4 FY25$136.5M+12.1%44.2%5.7%$0.25$8.4M
Q3 FY25$135.4M+7.8%45.3%6.5%$0.30$30.4M
Q2 FY25$135.1M+7.5%44.3%3.8%$0.19$9.1M

Forward consensus

2-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$582.4M$580.7M – $585.7M$2.21$2.20 – $2.233
FY27$626.5M$624.7M – $630.1M$2.39$2.38 – $2.413

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.80%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+2.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+24.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 23.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.385-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 24Daniel SchumacherCFO5.0K sh$477KSellSep 17Daniel SchumacherCFO4.9K sh$418KSellSep 16Daniel SchumacherCFO100 sh$9KSellJun 2Sven WehrweinDirector2.0K sh$155KSellMay 12Michael R. KenisonChief Operations Officer16.0K sh$1.1MSellMay 11Michael R. KenisonChief Operations Officer7.4K sh$522KSellMay 7Michael R. KenisonChief Operations Officer200 sh$14K
+ 12 other (7 awards · 3 exempts · 2 inkinds) in window

See when $PRLB insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsSep 103
AI summary

Salam Ramahi filed an initial Form 3 as Chief Operations Officer of Proto Labs Inc. (PRLB), effective August 31, 2026. No securities of any class are beneficially owned by the reporting person. Routine new-officer disclosure with no equity position reported.

8-KPress release / Reg FDAug 248-K — Item 7.01: Press release / Reg FD
AI summary

Proto Labs, Inc. issued a press release on August 24, 2026 via Reg FD disclosure announcing the appointment of Sam Ramahi as Chief Operations Officer, effective August 31, 2026. No financial terms or prior role details are included in the excerpt. This is a routine senior leadership addition; the new COO will oversee operational execution across Proto Labs' digital manufacturing platform.

3New insider — initial holdingsMay 223
AI summary

Bernardo Parlange, Chief Commercial Officer of Proto Labs, Inc. (PRLB), filed an initial Form 3 on May 18, 2026. No securities are listed in the beneficial ownership tables. This is a routine initial ownership statement required upon Parlange's appointment as a new officer at Proto Labs, the Maple Plain, Minnesota-based on-demand digital manufacturing company.

8-KOfficer or director changeMay 208-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Proto Labs, Inc. (PRLB) filed an 8-K on May 19, 2026 disclosing a personnel change (Item 5.02) and annual shareholder meeting vote results (Item 5.07). Proto Labs is a Maple Plain, Minnesota-based on-demand digital manufacturing company listed on the NYSE. The excerpt does not identify the executive; annual meeting results are routine, but an officer change at a mid-cap manufacturing company is noteworthy depending on the seniority of the role.

8-KOfficer or director changeMay 78-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

PRLB disclosed a personnel change (8-K Item 5.02, dated 2026-05-07). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

+ 11 other (5 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 S-8) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Protolabs Sets Conference Call to Discuss Third Quarter 2026 Financial Resultsbusinesswire.com·6d agoProto Labs CEO Suresh Krishna: Reindustrialization is absolutely happeningyoutube.com·8d agoTop 3D Printing Stocks to Buy for Solid Long-Term Returnszacks.com·17d agoProtolabs Accelerates the Future of Robotics with Rapid Manufacturingbusinesswire.com·22d agoProtolabs Named to Business Insider's America's Most Innovative Businesses 2027 Listgurufocus.com·41d ago

In themes

Explore the broader themes this ticker is being talked about under.

Robotics & Humanoids
Voices on X · last 7 days

No standout posts about $PRLB on X in the last 7 days.

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