Key Stats for Xometry Stock
- Price Change: -22.24%
- Current Price: $44.44
- Street Target Price: $64.56
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What Happened?
Xometry (XMTR) shares plunged 22.24% to close at $44.44 on February 24, 2026.
The selloff occurred immediately after the company’s fourth-quarter earnings call, despite reporting strong financial results that beat Wall Street estimates.
The AI-powered manufacturing marketplace reported Q4 revenue of more than $192 million, representing 30% year-over-year growth and comfortably beating the $183.37 million consensus estimate.
However, investors aggressively sold the stock after management issued conservative guidance for the coming year.
CFO James Miln projected at least 21% revenue growth for 2026, noting that the outlook reflects the company “continuing to be mindful of the uncertain macro environment.”
This cautious tone overshadowed the company’s operational milestones, including achieving its first full year of adjusted EBITDA profitability at $18.5 million.
Additionally, the company announced a major leadership transition.
Effective July 1, 2026, co-founder and CEO Randy Altschuler will transition to Executive Chair, while current President Sanjeev Singh Sahni will take over as CEO.
Altschuler stated verbatim: “Our record Q4 quarter and record full year 2025 powerfully demonstrate the success of our AI native marketplace in the massive, complex, and highly fragmented custom manufacturing market.”
See analysts’ growth forecasts and price targets for Xometry stock (It’s free!) >>>
Is Xometry Undervalued Today?
The consensus Street Target Price is $64.66, representing a substantial 45.5% upside from the post-earnings selloff price.
Wall Street analysts recognize that despite cautious macro guidance, Xometry is capturing massive market share in an underpenetrated total addressable market.
Incoming CEO Sanjeev Singh Sahni detailed exactly why the underlying financial model justifies a premium valuation.
Sahni stated verbatim: “As the last few years have demonstrated, we’ve been able to reaccelerate growth while continuing to improve gross margins and deliver at least 20% incremental adjusted EBITDA margins.”
This structural profitability and expanding network effect give analysts confidence in the long-term upside, as the company ended 2025 with four major enterprise accounts each generating at least $10 million in spend.
Read the full Xometry Transcript on TIKR to see the revenue breakdown >>>
Valuation Deep Dive
The Wall Street consensus target identifies Xometry as a leading digital disruptor in the custom manufacturing space, temporarily punished by a “good quarter, bad outlook” market reaction.
- Target Price: $64.66
- Current Price: $44.44
- Potential Return: 45.5%
Expanding Marketplace Margins: Xometry’s core competitive advantage lies in its proprietary AI quoting engine. As the network grows to over 80,000 active buyers, the algorithms become increasingly accurate, driving marketplace gross margins up 80 basis points year-over-year to 35.3% in Q4.
Enterprise Software Integration: The company is evolving beyond a simple marketplace by deeply embedding its technology into enterprise procurement workflows. Through ERP integrations and the expansion of its Teamspace collaboration tool, Xometry increased the number of accounts spending over $500,000 annually by more than 40% year-over-year.
Conclusion: A temporary dislocation driven by cautious macro commentary. Xometry offers substantial return potential toward its $64.66 street target. The path to this valuation is supported by 30% revenue growth, expanding AI-driven profit margins, and the increasing digitization of the global manufacturing supply chain.
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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!
