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What's happening?
Shares of Stratasys Ltd. (NASDAQ:SSYS) dropped 12% Wednesday after the additive manufacturing specialist announced strong third-quarter results, but followed with disappointing guidance.

Why it's happening
Quarterly revenue climbed 62% to $203.6 million, which translated to adjusted net income of $30.1 million, or $0.58 per diluted share. Both figures exceeded Wall Street's expectations, which called for earnings of $0.57 per share on sales of $195.5 million. After highlighting Stratasys' 35% organic revenue growth, continued impressive sales of MakerBot products, and strong sales of higher-margin products, Stratasys CEO David Reis added "Overall, we are very pleased with our third quarter results, as we continued to recognize strong demand across a wide range of products and applications."

Despite this outperformance, however, Stratasys merely reiterated its full-year 2014 revenue guidance range of $750 million-$770 million, which is in line with expectations. Stratasys also lowered both ends of its guidance for adjusted net income per share by $0.04, resulting in a new range of $2.21-$2.31. Wall Street was modeling earnings at the high end of that range.

To Stratasys' credit, it says that earnings guidance reduction is a byproduct of its recent acquisition of GrabCAD, so this isn't a symptom of a broader problem. To the contrary, it appears Stratasys' business has never been stronger as it continues its habit of making investments and acquisitions for future growth.

Steve Symington has no position in any stocks mentioned. The Motley Fool recommends Stratasys. The Motley Fool owns shares of Stratasys. Try any of our Foolish newsletter services free for 30 days. 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 has a disclosure policy.