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Xometry Stock Gets A Lift From Raised Revenue Outlook

Simply Wall St · 2d ago
  • Xometry reported third quarter 2026 sales of US$252.44 million compared to US$180.72 million a year earlier, with net income of US$1.94 million and basic and diluted earnings per share of US$0.03 from continuing operations.
  • Management raised full year 2026 revenue growth guidance to at least 37%, pointing to approximately 41% marketplace expansion and a smaller net loss over the first nine months. This highlights how the core marketplace is scaling while profitability metrics are starting to improve.
  • We will now look at how Xometry's raised full year revenue guidance reshapes the existing investment narrative built around its AI marketplace.

Scan how Xometry's AI marketplace story compares with other high growth platforms by reviewing our hand picked 19 high quality undiscovered gems that are also leaning on data and automation to scale.

Xometry Investment Narrative Recap

To own Xometry, you need to believe its AI marketplace can keep attracting more buyers and higher quality suppliers while gradually turning that scale into consistent profits. The raised full year 2026 revenue outlook and the move to positive quarterly net income suggest the operating model is starting to support that thesis, especially as marketplace driven growth remains the focus.

The key near term catalyst is whether Xometry can string together additional profitable quarters while holding marketplace growth near recent levels. The biggest risk is that international operations and software investment keep group level GAAP results in the red, which could revive concerns about future funding needs if cash burn widens again.

The most relevant update is Xometry's new fourth quarter 2026 guidance for US$254 million to US$256 million of revenue, tied to 32% to 33% year over year growth and 35% to 36% marketplace expansion. That outlook effectively extends the third quarter run rate and shows management is planning for continued volume on the platform.

For you as a shareholder, that guidance frames the next checkpoint on execution. Strong delivery against those ranges would reinforce the recent improvement in net income and loss reduction over the first nine months, while any shortfall or weaker marketplace contribution would quickly refocus attention on the risks around profitability, valuation and international drag.

Xometry's narrative projects US$1.5b revenue and US$89.2 million earnings by 2029. This assumes 22.5% yearly revenue growth and an earnings increase of roughly US$120 million from current earnings, which are a US$30.8 million loss.

Uncover why Xometry's fair value is essentially consistent with its current price.

NasdaqGS:XMTR 1-Year Stock Price Chart
NasdaqGS:XMTR 1-Year Stock Price Chart

Exploring Other Perspectives

One alternate view puts the Siemens integration risk front and center for Xometry. Before this latest guidance, the most cautious analysts were modeling about 18.1% annual revenue growth and earnings of roughly US$80.6 million by 2029. That is much more restrained than the consensus, and you can use these gaps to explore very different potential scenarios for the stock.

Explore 2 other Xometry fair value estimates, including one that suggests as much as 23% downside from the current price.

Decide For Yourself

Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so consider forming your own view.

Looking For More Investment Ideas Beyond Xometry?

If Xometry has sharpened your interest in platforms using data and software to scale, it can be useful to line it up against other candidates with different strengths. The Simply Wall St Screener lets you do that quickly by filtering for the traits that matter most to you.

  • If capital preservation tops your list, start with a basket of companies screened for resilience through our 31 resilient stocks with low risk scores and compare how their risk profiles stack up against Xometry.
  • If you care most about financial strength, focus on businesses with cleaner balance sheets using the list of solid balance sheet and fundamentals (25 results) to see which ones pair healthy fundamentals with Xometry in your watchlist.
  • If you are hunting for new stories before they hit the mainstream, scan the 19 high quality undiscovered gems to find other under-the-radar stocks that may share some of Xometry's growth characteristics.