zSpace Inc Stock Price, News & Analysis

zSpace (NASDAQ: ZSPC) announced the zStylus One, a next‑generation AI‑enabled stylus with embedded sensors and a newly granted U.S. Patent No. 12,474,791.

The stylus removes the need for an external sensor module or laptop‑embedded tracking, connects via USB‑C, and supports Inspire, Inspire Pro, Inspire V2, Inspire V2 Pro, and Imagine systems. It will be the required stylus for Inspire V2 starting in November 2025 and for Imagine in early 2026, while remaining compatible with marker‑enabled systems.

zSpace (NASDAQ: ZSPC) reported third quarter 2025 results for the three and nine months ended September 30, 2025. Revenue was $8.8M versus $14.2M year-ago, reflecting a non-repeating large order in 2024 and ongoing funding uncertainty. Gross margin expanded 642 basis points to 51% driven by lower hardware costs and more company-owned software content. Net loss was $6.2M and Adjusted EBITDA was ($2.0M). ACV of renewable software was $10.2M and Net Dollar Revenue Retention was 77%. Cash and equivalents totaled $4.3M; backlog was $6.4M. The company highlighted recent deployments with Danbury Public Schools and GEMS Education and new product launches including zKnow.

zSpace (NASDAQ: ZSPC) announced international availability of the zSpace Inspire 2 Laptop at GESS Dubai 2025 (Nov 11–13, 2025), marking an expansion into Middle East classrooms.

The headset-free device combines AR and VR with a patented stereoscopic display and stylus interaction for hands-on 3D learning across STEM, health sciences, and CTE. zSpace said its systems are used in over 3,500 K–12 schools, technical centers, and universities worldwide.

zSpace is also integrating AI-driven language support with tools that can operate in over 50 languages, including automated translation of website and application interfaces, to broaden accessibility in emerging markets.

zSpace (NASDAQ: ZSPC) announced that Danbury Public Schools deployed its AR/VR learning platform district-wide on Nov 05, 2025, covering both high schools (including the new Danbury High School West campus) and three middle schools to serve over 12,000 students. The rollout includes zSpace's award-winning Career Coach AI, which delivers geo-located, real-time career data sourced from authoritative labor resources and won the 2025 District Administration Top EdTech Products Award in the CTE/Upskilling category.

The program features a district-wide 9th grade Career Exploration course with customized zSpace activities for hands-on STEM, 3D modeling, virtual dissections, and AI-guided local career exploration to support college and career pathways.

zSpace (Nasdaq: ZSPC) will release financial results for the third quarter ended September 30, 2025, on Thursday, November 13, 2025 after market close. The company will host a conference call the same day at 5:00 PM ET / 2:00 PM PT with CEO Paul Kellenberger and CFO Erick DeOliveira.

A live webcast will be available via the Events and Presentations section of zSpace’s investor relations website. Phone participants must register to receive dial-in details and are encouraged to dial in 15 minutes early. A replay of the webcast will be available on the company website for a limited time.

zSpace (NASDAQ: ZSPC) announced two additions to its health science portfolio on Oct 28, 2025: BodyViz, a 3D anatomy visualization platform built from MRI/CT data, and a new version of Virtual ECG by zSpace, an interactive electrocardiography training simulation. Both integrate with zSpace's headset-free AR/VR laptop ecosystem to expand access to anatomy and ECG training for community colleges, technical schools, and CTE programs.

zSpace will demonstrate the solutions at the NCHSE Conference in Cincinnati, Oct 28–31, with a spotlight session on Oct 30 focused on credentialing and career readiness.

zSpace (NASDAQ: ZSPC) announced Nasdaq Listing Qualifications approved a transfer of its common stock from the Nasdaq Global Market to the Nasdaq Capital Market, effective at market open on October 16, 2025. Nasdaq confirmed zSpace has regained compliance with all applicable continued listing requirements and that the prior noncompliance period is fully resolved.

The company said the transfer aligns with its current business profile and market capitalization, preserves the ZSPC ticker, and aims to support sustained listing eligibility while it pursues international expansion and growth initiatives.

zSpace (NASDAQ: ZSPC) announced on October 15, 2025 a partnership with GEMS Education to deploy immersive AR/VR STEM learning at GEMS’ School of Research and Innovation in Dubai.

The collaboration includes a deployed STEM Lab, headset-free AR experiences, and zSpace’s Career Coach AI with localized career insights. The move supports the UAE national agenda on innovation and expands zSpace’s international deployments in Italy, Bulgaria, Poland and additional Middle East locations.

zSpace (NASDAQ: ZSPC) was featured in the October 2025 issue of American School Board Journal, published by the National School Boards Association, in an article titled AI Changes the Game for CTE.

The piece profiles Atlanta College and Career Academy’s use of zSpace AR/VR to deliver hands-on Career and Technical Education across pathways such as dental, transportation, and allied health, and notes Atlanta Public Schools’ zSpace adoption since 2015 and a 2024 National Education Technology Plan mention. zSpace CEO Paul Kellenberger and ACCA leaders describe simulations reducing cost, safety, and accessibility barriers while building student technical skills and confidence.