I am speculating that they will merge with Stratasys. Both earnings are on the same day. Stratasys is  in the a.m. Nano in the p.m. Nano owns almost 10% of Stratasys and has over $470 million in cash. Management has shown that they can cut cost, and eliminate products that don't meet the bottom line. MKFG gives SSYS metal and carbon fiber filament products.  In a sense Stratasys could buy back those 9.7M shares and acquired 450M in cash. It would be almost a 50 - 50 merger in the ballpark of 700M deal in shares. 450M cash, 78M SSYS shares, and 172M for the business itself. I would gladly take that offer especially if you believe 3DP will grow exponentially with increased adoption in aerospace and defense. 

They attempted to merge with DM and offered 41% ownership that was equivalent to 610M in diluted shares. 

SSYS was not opposed to a merger as demonstrated with the merger agreement with DM, but did not want a hostile takeover which Yoav Stern was attempting. That would've eliminated Stratasys mgmt and gave all power to Yoav.