Xometry, Inc. Class A (XMTR)

Over the past six months, Xometry's stock price has been influenced by several events, including the release of Q3 and Q4 2025 earnings. A leadership change was announced on February 24, 2026, with Sanjeev Singh Sahni succeeding Randy Altschuler as CEO effective July 1, 2026. The leadership transition and AI-related uncertainty contributed to a sharp drop in shares after the Q4 2025 earnings announcement. Positive developments included the launch of new AI-powered tools and the integration of Teamspace collaboration software. Macroeconomic factors and geopolitical tensions have also impacted investor sentiment. Xometry's stock has experienced significant volatility, with a 52-week high of $73.87 and a low of $19.96.

Specific detailed information regarding the demand seasonality for Xometry, Inc.'s products and services is not extensively detailed. There are mentions of "typical holiday seasonality" in the context of Q4 2025 earnings, suggesting that some seasonal patterns may exist, particularly around holiday periods. Discussions around Q2 guidance have referenced "seasonality-wise," implying that the company considers seasonal trends in its financial outlook. The company has also noted operating in an "uneven manufacturing environment" and an "uncertain macro environment," which can influence demand beyond typical seasonal fluctuations.

Xometry, Inc. operates as an AI-powered online manufacturing marketplace, connecting enterprise buyers with a global network of manufacturing suppliers for on-demand custom parts and assemblies. The company is categorized within the Industrials sector, specifically Industrial Distribution or Trading Companies and Distributors. Xometry's products and services include CNC machining, 3D printing, injection molding, and other manufacturing processes. Xometry also offers its AI-powered Xometry marketplace, an instant quoting engine, the industrial sourcing platform Thomasnet, and cloud-based systems like Workcenter and Teamspace.

Xometry maintains a significant global presence, operating a network of manufacturing partners primarily in North America and Europe, with an expanding footprint in Asia. The company serves customers worldwide through its AI-powered digital platform, offering localized manufacturing solutions, international logistics, and multi-lingual customer support. Xometry has established localized platforms in the U.S., Europe, Australia, and China.

Xometry's brand reputation has been positively influenced by its continued growth and technological advancements. The company announced significant growth in its global custom-manufacturing marketplace, hosting over 4,200 active suppliers and adding more than 780 new suppliers in the first three quarters of 2024. Active buyers also increased by 22% year-over-year to 71,454 in Q1 2025. The launch of new features like Teamspace and the Enterprise Machining Lead Time Prediction Model demonstrates Xometry's commitment to improving its platform and services. Customer reviews highlight satisfaction with the quality of parts, timely delivery, and user-friendly website.

Xometry has significant institutional ownership, with 264 institutional owners holding a total of 49,602,573 shares. Major institutional shareholders include Primecap Management Co/ca/, Vanguard Group Inc, and BlackRock, Inc. Co-founder Randolph Altschuler is the largest individual shareholder, owning 4.56 million shares representing 8.80% of the company. Approximately 97.31% of the stock is held by institutions, while 9.66% is held by insiders.