Xometry's AI-Powered Manufacturing Marketplace Sees Rapid Growth, But Valuation Concerns Temper Upside
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Xometry is an online marketplace connecting manufacturers with custom product orders, enabled by AI for instant pricing
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Revenue and margins are growing rapidly, indicating the AI is working well to balance customer value and manufacturer incentives
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Huge $2.4 trillion estimated total addressable market based on outsourcing custom manufacturing
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Stock has already risen over 130% in 2 months, seems driven by short-term traders, could pull back before continuing climb
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Long-term upside remains if Xometry can continue taking market share in custom manufacturing, but still unproven so buy at reasonable valuation