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), a maker of additive-manufacturing machines for prototyping and producing plastic parts, dropped 10% earlier in the trading session after reporting fourth-quarter results.

So what: Shares have since recovered a bit, but the primary culprit appears to be the company's fiscal 2012 forecast. For the fourth quarter, the company reported a 28% jump in sales, the shipment of 700 systems, and produced a $0.31 profit ($0.04 better than the Wall Street consensus). It's the fiscal 2012 EPS guidance range of $1.02 to $1.13 that doesn't have anyone excited -- especially since the S&P Capital IQ estimate is currently for Stratasys to earn $1.13. The company also forecast sales of $175 million to $190 million versus the current estimate of $179.5 million.

Now what: If Stratasys isn't crushing Wall Street's estimates, then it's just not as interesting anymore. At 34 times forward earnings, there are far better and cheaper alternatives out there for your money. I would be more than happy to wait on the sidelines until Stratasys' earnings catch up with its lofty valuation.

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