Key Takeaways
- Target Catches Up: The Street now rates Xometry stock 6 buys, 3 outperforms, and 3 holds with no sells, and the mean target of $110 sits 14% above the current $97 price.
- Earnings Engine: Q2 revenue hit $229.28M, up 41% YoY and well past the $215.14M analysts expected, marking a fourth straight quarter of accelerating growth for the company.
- Insider Selling: Executives and directors, including the CEO and CFO, have sold roughly $3.46 million in stock since July even as shares kept climbing.
What’s Driving Xometry Stock’s 144% Run Since March
Xometry (XMTR) stock has climbed 144% since March, turning a stock trading near $40 into one closing at $97.18 on September 18, and the run traces to a single earnings report and a software partnership that reset what investors think this business is worth.
The turn started August 4, when Xometry posted second quarter revenue of $229.28 million, up 41% year over year and ahead of the $215.14 million analysts had modeled. Marketplace revenue, the company’s core custom manufacturing business, grew 45% year over year, its fourth straight quarter of acceleration. Adjusted EBITDA more than tripled to $14.14 million from $3.9 million a year earlier, and management raised full year revenue growth guidance to a range of 33% to 34%, up from 27% to 28% heading into the quarter.
Xometry credited the beat to a rebuilt set of AI pricing and sourcing models, including a costing engine that improved CNC price accuracy by about 15%, and to a new partnership with Siemens that embeds Xometry’s pricing and manufacturability intelligence directly inside Siemens’ design software. Siemens backed the deal with a $50 million equity investment in May. CEO Sanjeev Sahni told analysts at the Goldman Sachs Communacopia conference on September 8 how far that integration still has to go: “A lot of it is going to start rolling out in 2027. And so for ’26, we have not made any such assumptions.” That timeline gap matters. Xometry stock has already priced in a partnership whose financial contribution has not yet shown up in a single reported quarter.
The rally has not stopped insiders from selling into it. CEO Sanjeev Sahni sold shares twice, on August 17 and September 16, for a combined $261,264. CFO James Miln, CTO Raghavan Vaidyanathan, and three Xometry directors, Randolph Altschuler, Emily Rollins, and Fabio Rosati, added another $3.2 million in disposals since early July. None of those sales were large relative to individual holdings. But the pattern held through the entire run: executives sold, the stock kept climbing.
The thesis for Xometry stock now rests on whether the marketplace’s organic acceleration, not a Siemens deal still a year from mattering, can keep revenue growth above 30% into 2027.
Xometry Stock’s Target Finally Catches Up to the Price
Wall Street currently rates Xometry stock 6 buys, 3 outperforms, and 3 holds, with no sell ratings on the stock. The mean price target sits at $110, 14% above the September 18 close of $97.18. Separately, 11 analysts now publish a price target on the stock, up from 7 as of June 30.
That gap has not always run the same direction. On June 30, 2025, the mean target was $34.89 against a $33.79 close, a modest premium with 9 estimates and one sell rating still on the books. By June 30, 2026, the stock had rocketed to $96.52 while the mean target sat at just $89.14, meaning the price had actually run ahead of the Street’s math. Analysts spent the following quarter catching up, pushing the mean target from $89.14 to $110.30 as the Q2 beat and the Siemens deal forced a rewrite of the model. The lone sell rating disappeared along the way.
That sequence tells its own story about Xometry stock. The Street has been reacting to results, not anticipating them, and the current $110 target reflects a business analysts now believe is executing, not one they were betting on ahead of proof.
Should You Invest in Xometry, Inc.?
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
