Why was the deal cancelled?
The companies had signed the all-cash agreement on 27 May 2026. It depended on customary closing conditions and regulatory approvals, and closing had been expected before the end of the year. By November both parties concluded that clearance would not arrive by the start of 2027, and that the process would be slower and costlier than planned. They ended the agreement by mutual consent on 11 November, and Stratasys disclosed it with its third-quarter results on 12 November.
Stratasys CEO Yoav Zeif said the company wanted the deal but that both sides judged termination to be the better course. CFO Eitan Zamir confirmed there are no financial consequences for Stratasys.
What would Stratasys have bought?
The package covered Markforged's polymer, composite and metal extrusion systems, its software and materials, and its reseller network. Nano Dimension was to keep the metal binder jetting line that Markforged had taken over from Digital Metal. Stratasys had seen a fit with aerospace and defence, where continuous carbon fiber parts and metal-filled filament printing serve tooling, fixtures and ground equipment.
Zeif called Markforged a complementary technology rather than a transformative one, and said other technologies could take Stratasys to the same place. Stratasys reported third-quarter revenue of 142.6 million USD, up 4.1 percent, with aerospace and defence growing more than 35 percent.
What happens to Markforged now?
Nano Dimension acquired Markforged in April 2025 and had planned the sale as the second of three phases in unwinding its consolidation strategy. The reports say the sale was expected to reduce annual cash burn by roughly 15 million USD. Only a week earlier, Nano Dimension had said the sale was on track to close in 2026.
It has already sold its Desktop Metal assets, its electronics printing business and its micro AM line. It must now run Markforged, find another buyer or break it up further. That choice will affect owners of FX10, FX20 and desktop composite systems, and the reseller network serving them. TCT has asked Nano Dimension for comment.