
Zspace Inc (ZSPC) Stock Forecast & Price Target
Zspace Inc (ZSPC) Analyst Ratings
Bulls say
ZSPACE Inc. is poised for positive growth as gross margins are expected to expand in 2026, driven by a shift towards software revenue, increased first-party software offerings, and new hardware product releases. The company reported a sequential revenue increase of 17.9% from the second quarter, highlighting strong customer renewals and continued software adoption, which contribute to a favorable revenue growth trajectory. With management's focus on controlling expenses and improving both hardware and software quality, ZSPACE is well-positioned to capitalize on future market opportunities, especially as federal education policy stabilizes and funding mechanisms become more predictable.
Bears say
ZSPACE Inc. has experienced a significant decline in gross income, which fell by 31.4% to $2.4 million, reflecting a decrease in both hardware and software revenue compared to the previous year. The company's backlog of unfilled orders decreased by 12% quarter-over-quarter and 46% year-over-year, indicating weakening demand for its products. Furthermore, key software retention metrics revealed a troubling downward trend, with the Annualized Contract Value (ACV) of renewable software decreasing and Net Dollar Revenue Retention (NDRR) dropping sharply, suggesting potential challenges in maintaining existing customer relationships and revenue stability.
This aggregate rating is based on analysts' research of Zspace Inc and is not a guaranteed prediction by Public.com or investment advice.
Zspace Inc (ZSPC) Analyst Forecast & Price Prediction
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