Xometry (XMTR) Is Up 33.1% After Raising Guidance and Showcasing AI Marketplace Innovations Has the Narrative Shifted?

• Xometry, Inc. recently reported its third quarter 2025 results, highlighting US$180.72 million in sales and a net loss of US$11.6 million, along with raised full-year revenue guidance to US$676 million–US$678 million.
• A unique aspect of the announcement is the company's emphasis on AI-powered marketplace innovations, such as new auto-quote features and apps enhancing supplier engagement and operational efficiency.
• We'll look at how Xometry's improved revenue guidance and product launches reshape its growth outlook and investment narrative.

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Xometry Investment Narrative Recap

To be a Xometry shareholder, you need confidence in the company's ability to scale its AI-powered marketplace and translate growing sales into eventual profitability despite near-term operating losses. The recent Q3 report, which saw revenue outpace expectations and guidance rise, further spotlights marketplace momentum as the key catalyst; however, the persistence of net losses keeps the spotlight on cash burn and the risk of ongoing dilution, an important factor that remains material to the investment case in the short term.

Against this backdrop, the launch of Xometry’s auto-quote feature for injection molding stands out. By streamlining and digitizing the customer experience, this announcement is particularly relevant as it directly supports the catalyst of accelerated digital adoption and operational scale, central to both recent results and management’s bullish outlook.

Yet, in contrast to topline strength and innovation, investors should be aware that Xometry’s persistent lack of GAAP profitability and continued operating losses may...

Read the full narrative on Xometry (it's free!)

Xometry's narrative projects $989.6 million revenue and $57.5 million earnings by 2028. This requires 17.9% yearly revenue growth and a $119.1 million earnings increase from -$61.6 million currently.

Uncover how Xometry's forecasts yield a $51.67 fair value, a 20% downside to its current price.

Exploring Other Perspectives

Three Simply Wall St Community fair value estimates for Xometry range from US$32.75 to US$77.22 per share. These views highlight differing expectations for the company’s ability to achieve consistent profitability as sales growth continues, inviting you to weigh several alternative viewpoints.

Explore 3 other fair value estimates on Xometry - why the stock might be worth as much as 19% more than the current price!

Build Your Own Xometry Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Xometry research is our analysis highlighting 2 key rewards that could impact your investment decision.
• Our free Xometry research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Xometry's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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