High Materiality9/10
Information
Q4 revenue increased 30% year-over-year to a record $192 million, driven by robust marketplace growt...
Original sourceAI Summary
Xometry, Inc. (NASDAQ: XMTR) reported a strong Q4 2025 with a 30% YoY revenue increase, reaching $192 million. The company’s active buyer base and marketplace revenue growth underscore its successful enterprise strategy, while expectations for continued margin expansion position XMTR favorably for future fiscal periods.
Sentiment Rationale
Xometry's strong growth metrics, especially in EBITDA and revenue, reduce perceived operational risk, similar to past quarters when growth prospects led to stock price appreciation.
Trading Thesis
Consider buying XMTR for significant growth potential over the next 12 months.
Market-Moving
- Strong Q4 results may drive increased institutional investment in XMTR.
- Sustained marketplace growth could lead to a price rally for XMTR stock.
- Expect potential analyst upgrades based on growth metrics and outlook.
- Xometry's expansion into new markets enhances its long-term growth potential.
Key Facts
- Q4 revenue grew 30% YoY to $192 million.
- Marketplace revenue surged 33% YoY driven by enterprise growth.
- Adjusted EBITDA rose to $8.4 million, up $7.3 million YoY.
- Active buyers increased by 20% to 81,821 as of Dec 31, 2025.
- Xometry targets $1 billion in revenue with 20% EBITDA margins ahead.
Companies Mentioned
- Thomasnet (N/A): Partnership enables targeted supplier advertisements and is beneficial for XMTR's marketplace.
Corporate Developments
This falls under Corporate Developments as Xometry's strategic growth initiatives and strong quarterly performance illustrate significant corporate progress, positively influencing investor confidence.