Xometry, Inc. Class A (XMTR)

Over the past six months, Xometry's stock has experienced significant movements influenced by earnings reports and company updates. In August 2025, strong Q2 performance led to a stock surge and raised full-year revenue growth guidance. September 2025 saw news suggesting potential unpleasant surprises and a fall in consensus EPS estimates. In October 2025, Xometry introduced an auto-quote capability and a new Workcenter experience, with a co-founder notifying of an intention to sell stock. November 2025 brought Q3 results surpassing expectations, leading to a positive stock reaction and raised earnings guidance. January 2026 saw Xometry announcing accelerating solutions and notifications of insider stock sales. In February 2026, Brown Capital Management LLC reduced its position, and company insiders sold shares. The stock's 52-week range has been between $18.59 and $69.26, with a 66.69% change over the past year as of January 2026. As of February 6, 2026, the stock price was $66.03.

The provided information does not explicitly detail the demand seasonality for Xometry, Inc.'s products and services. Demand could be influenced by broader industrial and economic cycles rather than strict seasonal patterns. The company's marketplace revenue growth has been robust, indicating strong and expanding demand for its digital manufacturing solutions. The growth in active buyers and U.S. enterprise growth also underscores consistent demand for its AI-enabled manufacturing services.

Xometry, Inc. is an AI-powered online manufacturing marketplace connecting buyers with a global network of manufacturing suppliers. The company operates within the industrial manufacturing sector, specifically in trading companies and distributors, and technology services. Xometry's AI platform facilitates the sourcing of custom-manufactured parts and assemblies, offering instant pricing and lead times. Xometry's major products and services include the Xometry Marketplace, an AI-powered online platform connecting buyers with suppliers, the Xometry Instant Quoting Engine, which utilizes AI to analyze parts and provide instant pricing, Thomasnet, an industrial sourcing platform, cloud-based systems like Workcenter and Teamspace, and a comprehensive range of manufacturing services. Xometry serves diverse industries, including aerospace, industrial, medical devices, automotive, consumer goods, defense, government, energy, education, and robotics.

Xometry operates through two primary geographical segments: the United States and International (primarily Europe). The company is actively expanding its reach beyond the U.S., targeting international markets where demand for custom manufacturing is growing. Its global network includes over 10,000 qualified manufacturers across North America and Europe.

Xometry's brand reputation in the past year appears generally positive, particularly in relation to its financial performance and technological advancements. Strong earnings reports and expansion of its AI-powered platform contribute to a reputation as an innovative leader. A headline suggesting potential unpleasant surprises and consistent insider selling might be viewed with caution by some investors.

Xometry, Inc. has significant institutional ownership, with 419 institutional owners and shareholders holding 87.4% of the company's shares, while individuals hold about 15.88%. Major institutional owners include PRIMECAP Management Company, The Vanguard Group, Inc., and BlackRock, Inc. Insiders collectively own 9.66% of the company, and recent insider selling activity has been noted.