Core Insights - Xometry has launched auto-quotes for injection molding services in the U.S., following a successful introduction in European markets earlier this year [1][2] Group 1: Product Offering - The new auto-quoting capability simplifies the injection molding manufacturing process, allowing customers to transition from design to finished part more efficiently [2] - Customers can now receive quotes in minutes instead of days, significantly reducing development and sourcing time [2] Group 2: Customer Benefits - The auto quoting feature provides immediate access to pricing and lead-time estimates, which are crucial for production processes [3] - By minimizing friction and wait times, the service aids engineers and procurement teams in making quicker, more informed decisions, thereby enhancing project momentum [3] Group 3: Company Overview - Xometry's AI-powered marketplace and cloud-based services are digitizing the manufacturing industry, providing essential resources for manufacturers and streamlining procurement for buyers [4]

Core Insights - Xometry, Inc. will report its Q3 2025 financial results on November 4, 2025, before market opens [1] - A conference call and webcast to discuss the results will take place at 8:30 a.m. ET on the same day [2] - An earnings presentation will accompany the financial results announcement and will be available on the Investor Relations website [2][3] Company Overview - Xometry operates an AI-powered marketplace that connects buyers and suppliers in the custom manufacturing sector [4] - The company is digitizing the manufacturing industry through its Thomasnet® industrial sourcing platform and cloud-based services [4] - Xometry provides essential resources for manufacturers to grow their business and enhances the procurement process for buyers with real-time pricing and lead time data [4]

Core Insights - Liberty Park Fund, LP's value increased by 1.13% in Q3 2025, underperforming the Russell 2000's 12.40% increase, with long positions contributing positively and shorts detracting significantly [2][4][21] - Liberty Park Select Opportunities, LP's value increased by 14.27% in the same period, indicating a strong performance in its investment strategy [3][21] - The Federal Reserve's interest rate cuts are expected to stimulate the economy, but have also inflated a bubble in speculative stocks, reminiscent of the dot-com bubble [4][10] Performance Analysis - Long positions saw a 14.42% increase, contributing 12.38% on a weight-adjusted basis, while shorts increased by 18.60%, detracting 10.85% [2][4] - The gross exposure for Liberty Park Fund averaged 142.48%, while net exposure averaged 33.61% [2][21] - Gross Pure Alpha for the quarter was -3.11%, indicating challenges in stock selection [2] Long Performance - Best-performing long positions included Xometry Inc (61.20% return), BK Technologies Corp (79.25% return), and Napco Security Technologies (45.13% return) [5] - Worst-performing long positions included Limbach Holdings Inc (-30.68% return), DMC Global Inc (-20.84% return), and Whirlpool Corp (-24.49% return) [6] Short Performance - The short portfolio faced significant pressure, with seven companies accounting for over half of the negative contribution, surging an average of 170% without fundamental changes [7] - These companies collectively have a market cap of $100 billion, reflecting unrealistic valuations based on 2026 revenue estimates [7] Portfolio Outlook - The investment environment is complex, with interest rate cuts expected to boost consumption while speculation in certain sectors has risen dramatically [10] - The fund's strategy is to remain invested in real economy, non-bubble names while being short on profitless hype [11] Adaptation and Strategy - The fund is considering single-name equity shorts as a core competency, but currently finds few attractive traditional economy shorts [12] - Options have been introduced for risk management, including long call and put positions to hedge against potential market corrections [13][14] Communication Changes - The fund will no longer disclose top positions or highlight individual investments in quarterly communications to protect proprietary research and focus on new initiatives [15][17]

Core Insights - Xometry, Inc. has launched the Workcenter Mobile App to enhance the management capabilities of suppliers within its partner network, allowing them to manage job offers, production workflows, and shop performance from anywhere [1][4]. Company Overview - Xometry operates an AI-powered marketplace that connects buyers and suppliers in custom manufacturing, providing critical resources to manufacturers and streamlining procurement processes through real-time pricing and lead time data [6]. Product Features - The Workcenter platform, introduced in 2022, serves as an all-in-one quote-to-cash solution for partners, enabling them to source work, manage operations, and monitor performance [2]. - The new mobile app allows partners to access the same functionalities as the desktop version, facilitating on-the-go management of jobs and operations [4]. User Experience - The app is designed to improve productivity by allowing partners to manage jobs and communicate while reducing downtime and speeding up workflows [8]. - It offers better support and engagement by providing seamless access to tools and support, ensuring partners remain connected with Xometry's support teams [8]. - Real-time communication features, such as push notifications, keep partners informed of critical updates and job opportunities [8]. - The app enhances data capture capabilities, allowing for photos, signatures, and status updates to be recorded directly, improving accuracy and responsiveness [8]. Availability - The Workcenter Mobile App is available for download on both the Apple App Store and Google Play [5].

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1][2]. Company Overview: Xometry (XMTR) - Xometry currently holds a Momentum Style Score of B and a Zacks Rank of 2 (Buy), indicating strong potential for outperformance in the market [3][4]. - The company operates in the on-demand manufacturing sector, which shows promise as a solid momentum pick [4]. Price Performance - Over the past week, Xometry shares increased by 3.81%, while the Zacks Manufacturing - General Industrial industry saw a decline of 0.19% [6]. - In a longer timeframe, Xometry's shares have risen by 12.27% over the past month, significantly outperforming the industry's 0.75% [6]. - Over the last quarter, shares have surged by 47.59%, and over the past year, they have gained 197.62%, compared to the S&P 500's increases of 8.57% and 18.94%, respectively [7]. Trading Volume - Xometry's average 20-day trading volume is 768,045 shares, which serves as a bullish indicator when combined with rising stock prices [8]. Earnings Outlook - Recent earnings estimate revisions for Xometry have been positive, with three estimates moving higher for the current fiscal year, raising the consensus estimate from $0.30 to $0.35 [10]. - For the next fiscal year, four estimates have increased, with no downward revisions noted [10]. Conclusion - Considering the positive price trends, strong earnings outlook, and favorable trading volume, Xometry is positioned as a 2 (Buy) stock with a Momentum Score of B, making it a compelling option for investors seeking near-term gains [12].

Group 1 - Xometry has consistently participated in the conference over the past few years, indicating strong engagement with the investment community [1] - The team from Xometry includes CEO Randy Altschuler, CFO James Miln, and Shawn Milne from the Investor Relations team, showcasing a robust leadership presence at the event [1]

Summary of Xometry Conference Call - September 10, 2025 Company Overview - **Company**: Xometry (NasdaqGS: XMTR) - **Industry**: Custom manufacturing and digital marketplace Key Points and Arguments Growth and Market Penetration - **Strong Year**: 2025 has been a strong year for Xometry with accelerated growth attributed to deeper penetration within enterprise customers [5][6] - **Enterprise Focus**: Transitioning from small companies to larger enterprise customers, leveraging technology tools and a specialized sales team [5][6] - **Software Development**: Increased output from software development enhances user experience and marketplace functionality [6] Technology and AI Integration - **AI Utilization**: AI is central to Xometry's operations, improving pricing accuracy and supplier matching, which enhances gross margins [7][30][48] - **Marketplace Efficiency**: The platform allows for instant quoting and sourcing flexibility, addressing supply chain resilience and digitization trends [6][14] Executive Team Expansion - **New Leadership**: Recent appointments include a new President, CTO, and CMO from larger companies to guide Xometry's growth towards a billion-dollar revenue mark [10][11] Marketplace Dynamics - **Strong Marketplace Growth**: Over 100 accounts spent more than $500,000 last year, with a 40% growth rate among these customers [14][22] - **Technology-Driven Sales**: Integration with enterprise procurement software reduces friction and enhances customer experience [14][15] International Expansion - **International Revenue Growth**: From $2 million in 2020 to over $100 million run rate, with a 31% growth last quarter [24][25] - **Global Market Resonance**: The business model is effective in Europe and Asia-Pacific, with expectations for international revenue to reach 30%-40% of total [25][26] Financial Performance - **Gross Margin Improvement**: Achieved an all-time high gross margin of 35.4% in Q2, with expectations to maintain a long-term range of 35%-40% [30][31] - **Adjusted EBITDA**: Positive adjusted EBITDA margins expected as the company scales towards a billion-dollar revenue target [52] Supplier Services and Thomasnet - **Advertising Strategy**: Thomasnet, with nearly 500,000 suppliers, is being enhanced with updated technology to improve advertiser engagement and ROI [36][37] - **Self-Service Improvements**: Transitioning to a self-service model for advertisers to increase ease of use and engagement [38][39] Strategic Priorities - **Long-Term Vision**: Aim to be the default choice for custom manufacturing, providing a seamless experience for buyers and suppliers [56][57] - **Supplier Support**: Offering free software to suppliers to streamline their operations and enhance profitability [58] Conclusion - **Market Positioning**: Xometry is positioned to capitalize on the growing demand for custom manufacturing solutions through technology, AI integration, and a strong marketplace strategy [56][58]

Xometry unveils its inaugural global Manufacturing Outlook, highlighting key trends and strategies for manufacturersNORTH BETHESDA, Md., Sept. 08, 2025 (GLOBE NEWSWIRE) -- Xometry, Inc. (NASDAQ:XMTR), the global AI-powered marketplace connecting buyers with suppliers of manufacturing services, unveiled its inaugural Manufacturing Outlook report, a forward-looking analysis of the forces shaping the manufacturing industry for 2026. Drawing on proprietary research with manufacturing executives across the U.S., ...

PresentationRonald JoseyMD and Co-Head of Tech & Communications Happy to have to share the stage, be on stage with Xometry's CEO and Founder, Randy Altschuler; and then CFO, James Miln. So I think we all know about Xometry. We've been public for a few years now, and so we can sort of get to the questions. But I was talking to a few guys today, and we know Xometry is a marketplace for manufacturing or whatever. But also, I thought the buzzword supply chain platform is a good way of saying what Xometry is. So ...

Xometry (XMTR) 2025 Conference Summary Company Overview - Xometry is a marketplace for custom manufacturing, often referred to as a supply chain platform [1] Key Financial Performance - 21.5% growth in annual buyers in Q2 [2] - 26% growth in marketplace revenue [3] - Record high gross margin for marketplace at over 40% [4] - Overall gross margin reached 35.4% in Q2, with expectations to maintain between 35% to 40% [88][92] Drivers of Growth - Increased adoption of AI for smarter quoting and dynamic pricing, enhancing buyer-supplier matching [4][10] - Integration into customer procurement and CAD systems, improving efficiency and reducing friction [5][28] - Expansion of the supplier network, which has grown over 40% since 2019 [15] - Introduction of TeamSpace, facilitating collaboration among buyers and enhancing enterprise customer engagement [22][25] Product Innovations - Instant quoting capabilities are being expanded to include more manufacturing technologies and materials [14] - TeamSpace launched in Europe, with over 8,500 teams adopted, aiding in enterprise operations [18][21] - WorkCenter software provides real-time order status, improving customer experience [41] Market Dynamics - Xometry is gaining market share despite overall manufacturing contraction, indicating strong competitive positioning [58] - Renewed interest in reshoring and multi-sourcing strategies among customers [60][61] - The company is diversifying its supplier base, with a 28% growth in suppliers last year [65] International Expansion - International revenue is approximately 16.5% of total revenue, with potential for significant growth [69] - The company aims for a 30-40% international revenue mix in the future [71] Customer Engagement and Retention - Focus on building strategic partnerships with enterprise customers, with top 100 customers growing over 40% in 2024 [25] - Emphasis on reducing procurement friction through ERP integrations, enhancing customer access to Xometry's services [30] Future Outlook - The potential for multiple customers to reach $10 million in revenue, driven by enhanced technology and sales strategies [31][36] - Continued investment in technology and supplier relationships to improve customer satisfaction and profitability [76][92] Additional Insights - Xometry's addressable market is estimated at nearly $2 trillion, highlighting the vast opportunity in custom manufacturing [95] - The company is revitalizing its Thomas platform to enhance advertising capabilities and supplier engagement [78][85] Conclusion - Xometry is positioned for continued growth through technological advancements, strategic partnerships, and an expanding marketplace, with a strong focus on customer experience and operational efficiency [53][96]