Industrial Technology / Digital Manufacturing Marketplaces
Strategic Profile
Xometry operates a two-sided digital marketplace leveraging machine learning to match engineers, product designers, and procurement teams with qualified manufacturers globally. The company has expanded internationally through Xometry Europe and Xometry Asia, while building enterprise relationships with ~30% of Fortune 500 companies and achieving 30% year-over-year revenue growth in Q4 2025.
Cyborg Score Rationale
Xometry demonstrates strong revenue growth (30% YoY) and platform scaling metrics, but remains unprofitable with negative operating (-7.49%) and net margins (-9.8%). The platform has expanded globally with enterprise customer concentration increasing, though high volatility (68.28%) and insider selling activity present valuation concerns.
Top Insights
Record Q4 2025 performance with 30% YoY revenue growth and 40% increase in enterprise accounts spending over $500k annually
AI-powered instant quoting engine using millions of data points provides competitive moat in complex parts analysis and real-time supplier matching
Achieved 39.29% gross margin with strong balance sheet liquidity (current ratio 3.62), indicating operational efficiency despite near-term losses
Enterprise customer concentration growing with four accounts now exceeding $10M annually; significant insider selling activity signals potential concerns about valuation
Named Competitors
Fictiv — On-demand manufacturing platform for precision parts
Fast Radius — 3D printing and digital manufacturing solutions
Thomasnet — Industrial supplier directory and sourcing platform
Recent Developments
(February 2026) Stock trading at ~$41 with market cap of $2.1B and trailing 12-month revenue of $687M
(December 2025) Record Q4 2025 results announced with leadership transition
(November 2025) CEO highlighted AI platform speed advantage and 'record year' performance
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