Xometry, Inc. Class A (XMTR)

Xometry's stock has been impacted by several key events in the past six months. The company reported its Q4 2025 earnings on February 24, 2026, which topped estimates. Xometry announced its Q1 2026 financial results on May 7, 2026, reporting a loss of $5.3 million but adjusted earnings of $0.12 per share, surpassing analyst forecasts. A strategic partnership with Siemens, including a $50 million minority investment in Xometry, was announced on May 7, 2026. Following these announcements, Xometry's stock price surged, with a nearly 40% increase after the Q1 earnings and Siemens deal. The company also raised its full-year 2026 revenue growth guidance to 27-28%. A CEO succession plan was announced, with Sanjeev Singh Sahni transitioning to CEO and founder Randy Altschuler becoming Executive Chair.

While explicit information on the precise seasonality of Xometry's demand is not detailed, the company benefits from growing trends in custom manufacturing. There is a consistent and increasing demand for additive manufacturing and precision machining across various industries. Xometry's platform is designed to provide on-demand capacity for any volume, process, or material, suggesting a business model that aims to mitigate traditional manufacturing seasonality by offering flexible solutions to a diverse customer base.

Xometry, Inc. operates as a global, AI-powered marketplace for custom manufacturing, connecting buyers with a network of suppliers. The company digitizes the manufacturing industry by streamlining the sourcing of on-demand parts and assemblies. Xometry's major products and services include its AI-powered online marketplace, the Xometry Instant Quoting Engine, and the Thomasnet.com industrial sourcing platform. The company offers a wide range of manufacturing processes and serves diverse industries.

Xometry operates a global network of manufacturing partners, primarily in North America and Europe, with an expanding presence 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's operations are segmented into U.S. and International, with the majority of its revenue derived from the U.S. segment. Xometry's headquarters are located in North Bethesda, Maryland, U.S.

Xometry's brand reputation in the past year appears to be largely positive, driven by strong financial performance and strategic advancements. The company has emphasized its AI-powered marketplace advantage, introducing new enterprise lead time intelligence and personalized pricing models. A significant boost to its reputation came with the announcement of the strategic partnership and $50 million investment from Siemens in May 2026. The company's record Q1 2026 results, with accelerating revenue growth and improving profitability, have also contributed to positive sentiment and analyst upgrades.

Xometry, Inc. has a mixed ownership structure, with institutional investors holding approximately 61.32% to 84.99% of the company's stock, insiders owning around 10.03% to 17.21%, and public companies and individual investors holding the remainder. Major institutional owners include Primecap Management Co/ca/, Vanguard Group Inc, and BlackRock, Inc.. Randolph Altschuler and Laurence Zuriff are notable individual owners.