Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Shares of Stratasys (Nasdaq: SSYS) soared more than 13% to an all-time high after the company blew away fourth-quarter estimates for revenue and profit.  

So what: High demand for Stratasys' 3-D printing and production technology helped the company post an 80% increase in profit on a 29% increase in revenue. Analysts were $0.03 low in their fourth-quarter earnings estimates, Reuters reports.

Now what: No doubt investors loved the fourth-quarter beat, but today's outsized gain may have more to do with the year ahead. CEO Scott Crump said in the earnings release that accelerating fourth-quarter revenue growth "bodes well" for 2011.

If he's right, it also bodes well for today's buyers.

Interested in more info on Stratasys? Add it to your watchlist.

Stratasys is a Motley Fool Rule Breakers recommendation. Try any of our Foolish newsletter services free for 30 days.

Fool contributor Tim Beyers is a member of the Motley Fool Rule Breakers stock-picking team. He didn't own shares in any of the companies mentioned in this article at the time of publication. Check out Tim's portfolio holdings and Foolish writings, or connect with him on Twitter as @milehighfool. You can also get his insights delivered directly to your RSS reader. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool is also on Twitter as @TheMotleyFool. Its disclosure policy is at least 10% better than other disclosure policies.