Xometry and Siemens Partner to Embed AI-Native Supply Chain Intelligence into Siemens Xcelerator

Rhea-AI Summary

Xometry (NASDAQ: XMTR) announced a strategic partnership with Siemens to embed Xometry’s AI-native manufacturability, pricing, sourcing and execution intelligence into Siemens Xcelerator. Siemens is purchasing approximately $50 million of Xometry Class A common stock. The integration creates a continuous digital thread from design decisions to delivered parts and links Xometry’s Thomas sourcing network with Siemens Supplyframe to source complete BOMs.

Positive

• $50M strategic investment by Siemens
• Native integration into Siemens Xcelerator
• Creates continuous digital thread from design to delivery
• Thomas integration with Supplyframe to source BOM
• Places manufacturability and pricing intelligence in-design

Negative

• None.

Key Figures

Siemens investment: $50 million 2025 revenue: $686.6 million Revenue growth: 26% +5 more

8 metrics

Siemens investment $50 million Siemens purchase of Xometry Class A common stock as part of partnership

2025 revenue $686.6 million Record 2025 revenue highlighted in DEF 14A proxy statement

Revenue growth 26% Year-over-year revenue growth for 2025 per DEF 14A

Marketplace revenue growth 30% 2025 marketplace revenue growth driving overall revenue increase

Marketplace gross margin 34.7% 2025 marketplace gross margin disclosed in DEF 14A

Gross margin increase 120 basis points Year-over-year increase in marketplace gross margin for 2025

Adjusted EBITDA 2025 $18.5 million 2025 Adjusted EBITDA as company moves toward free cash flow profitability

Shares outstanding 50,349,113 shares Shares outstanding as of 04/02/2026 from Form 144 filing

Market Reality Check

Price: $56.40 Vol: Volume 1,265,066 is 1.95x...

high vol

$56.40 Last Close

Volume Volume 1,265,066 is 1.95x the 20-day average of 647,941, indicating elevated pre-news activity. high

Technical Shares trade above the 200-day MA, with price at $56.40 versus MA(200) at $51.58.

Peers on Argus

XMTR is up 1.73% with elevated volume while key peers show mixed moves (e.g., AM...

XMTR is up 1.73% with elevated volume while key peers show mixed moves (e.g., AMSC +2.46%, ATS -1.7%), suggesting a stock-specific reaction rather than a broad sector rotation.

Historical Context

5 past events · Latest: Apr 30 (Neutral)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Apr 30	Investor conferences	Neutral	+4.7%	Management highlighted upcoming participation in major investor conferences in May and June.
Apr 23	Earnings date notice	Neutral	-3.1%	Company scheduled release of Q1 2026 financial results and related conference call.
Mar 03	AI product update	Positive	-1.7%	Announced new AI models for lead-time prediction and personalized pricing in marketplace.
Feb 27	Investor conferences	Neutral	-9.4%	Outlined management participation in technology and industrial growth investor events.
Feb 26	Strategic partnership	Positive	+8.2%	Thomas partnership with Maryland MEP to support digital maturity and sourcing portal.

Pattern Detected

Recent XMTR news often sees meaningful single-day moves, with some divergence on AI-related product updates but generally positive reactions to partnerships.

Recent Company History

Over the last six months, XMTR’s news flow has featured conference participation, AI capability enhancements, and partnership activity. A prior AI-focused marketplace update on Mar 3, 2026 saw a modest negative move despite product expansion, while a partnership-themed Thomas/Maryland MEP announcement on Feb 26, 2026 coincided with a +8.23% reaction. Investor conference notices have produced mixed but notable moves. Today’s Siemens partnership extends the AI-native and partnership narrative into a larger industrial ecosystem context.

Market Pulse Summary

This announcement embeds Xometry’s AI-native manufacturability and pricing intelligence directly int...

Analysis

This announcement embeds Xometry’s AI-native manufacturability and pricing intelligence directly into Siemens Xcelerator, backed by a $50 million Siemens investment. It extends earlier AI and partnership initiatives into a broader industrial software ecosystem. Investors may track how this integration influences marketplace demand, revenue growth off the $686.6 million 2025 base, and margins, while also monitoring leadership transition milestones and any follow-on strategic activity from the Siemens relationship.

Key Terms

ai-native, digital thread, digital twin, bill of materials (bom), +1 more

5 terms

ai-native technical

"Xometry’s AI-native manufacturability, pricing, sourcing and execution intelligence will be embedded"

A company or product described as ai-native is built from the ground up around artificial intelligence rather than having AI added on later; its core processes, user experience and decision-making rely on machine learning models and data pipelines. Like a house designed for wheelchair access versus one retrofitted, ai-native firms can move faster, scale more cheaply and offer unique products or cost advantages—information investors use to judge future growth potential and risk exposure to model, data or regulatory failures.

digital thread technical

"The partnership creates a continuous digital thread from design decision to delivered parts"

A digital thread is a continuous digital record that links data and decisions across the entire life of a product or process—from initial design through manufacturing, operation and maintenance—so everyone can see the same up-to-date information. For investors, it matters because companies that use a digital thread can develop products faster, cut mistakes and costs, and show clearer performance and risk information, which can improve margins and predictability much like a single map guiding a team through a complex project.

digital twin technical

"combining Siemens' digital twin and industrial AI leadership with Xometry's global marketplace"

A digital twin is a live virtual replica of a physical asset, process, or system that mirrors real-world behavior using data and models so users can test changes, predict problems, and measure performance without touching the real thing. For investors, digital twins matter because they can lower maintenance costs, speed product development, improve uptime and reliability, and make future cash flows and risks easier to forecast — like using a flight simulator to safely train and tune a real airplane.

bill of materials (bom) technical

"components to completely source the Bill of Materials (BOM) for Siemens’ customers"

A bill of materials (BOM) is a detailed “recipe” listing every part, raw material and subassembly needed to make a product, including quantities and how pieces fit together. Investors use it to estimate production costs, inventory needs and supply-chain risks—similar to checking ingredients and shopping lists before cooking a big meal—so changes to a BOM can affect profit margins, manufacturing speed and a company’s ability to meet demand.

industrial ai technical

"combining Siemens' digital twin and industrial AI leadership with Xometry's global marketplace"

Industrial AI is the application of artificial intelligence to physical operations—factories, power systems, transportation and similar environments—using data from machines and sensors to find patterns, predict equipment problems and improve workflows. For investors, it matters because it can lower operating costs, boost productivity, reduce downtime and create new revenue streams, all of which can improve a business’s profitability and change its future investment needs.

AI-generated analysis. Not financial advice.

• Xometry’s AI-native manufacturability, pricing, sourcing and execution intelligence will be embedded directly into Siemens Xcelerator, reaching Siemens’ global customer base of engineers at the moment design decisions are made.
• Siemens is backing the partnership with an approximately $50 million investment in Xometry, reflecting its conviction that AI-powered intelligence will be a defining source of differentiation in the next generation of industrial software.
• The partnership creates a continuous digital thread from design decision to delivered parts, combining Siemens' digital twin and industrial AI leadership with Xometry's global marketplace and Thomas’s supplier network.
  

NORTH BETHESDA, Md., May 07, 2026 (GLOBE NEWSWIRE) -- Xometry, Inc. (NASDAQ: XMTR), the global, AI-native marketplace connecting buyers and suppliers of custom manufacturing, announced a new strategic partnership with Siemens to embed its proprietary manufacturability, pricing, sourcing and execution intelligence directly within Siemens Xcelerator. Siemens is purchasing approximately $50 million of Xometry Class A common stock, underscoring its conviction that AI-powered intelligence will define the next generation of industrial software.

By natively integrating Xometry’s marketplace capabilities directly into the Siemens Xcelerator portfolio of industry software, the two companies are creating capabilities that neither company could deliver independently. It puts Xometry’s design, pricing, sourcing intelligence, and production insights in front of engineers at the moment design decisions are made. Orders can seamlessly be placed and tracked through to delivery. The result is a continuous digital thread from design decision to delivered part.

In addition to the integration with Siemens’ Designcenter™ software, the partnership includes the integration of Thomas – Xometry’s North American industrial sourcing network, with Siemens’ Supplyframe to bring deep design-to-source intelligence for both electronic and mechanical components to completely source the Bill of Materials (BOM) for Siemens’ customers.

“Xometry and Siemens share a common opportunity: integrate AI directly into the design digital thread, putting manufacturability, pricing, sourcing and execution intelligence in front of engineers at the instant design decisions are made,” said Randy Altschuler, co-founder and CEO, Xometry. “We have built and trained our platform on the real-world complexities of manufacturing, including millions of part files, actual manufacturer feedback and production outcomes at global scale. This partnership enables us to deliver this intelligence to engineers inside the design systems and workflows where manufacturing decisions are made. When that intelligence is embedded inside the world's leading industrial software, everyone wins.”

"Industrial competitiveness is defined by how fast and how confidently companies can turn digital ideas into physical reality,” said Tony Hemmelgarn, president and CEO, Siemens Digital Industries Software. “By infusing Siemens’ comprehensive digital twin expertise and industrial AI innovation with large-scale, AI-driven manufacturing intelligence, we’re breaking down the boundary between design and production for our customers. Our partnership with Xometry enables us to leverage AI to deliver the intelligence captured from millions of manufactured custom parts directly into the design process, empowering designers to work smarter, faster, and with greater impact.”

By combining Siemens’ enterprise-grade software and global go-to-market reach with Xometry's AI-native manufacturing intelligence and global marketplace scale, the partnership will accelerate Siemens and Xometry’s collective penetration of the massive, highly fragmented manufacturing market.

Learn more about Xometry at xometry.com.

About Xometry
Xometry’s (NASDAQ: XMTR) AI-native marketplace, popular Thomasnet^® industrial sourcing platform and suite of cloud-based services are rapidly digitizing the manufacturing industry. Xometry provides manufacturers the critical resources they need to grow their businesses and streamlines the procurement process for buyers through real-time pricing and lead time data. Learn more at xometry.com or follow Xometry on LinkedIn.

Media Contact
Lauran Cacciatori
VP Communications
773-610-0806
lauran.cacciatori@xometry.com

Investor Contact
Shawn Milne
VP Investor Relations
240-335-8132
shawn.milne@xometry.com

Siemens Digital Industries Software PR Team
press.software.sisw@siemens.com 

FAQ

What did Xometry (XMTR) announce on May 7, 2026 with Siemens?

Xometry announced a strategic partnership to embed its AI manufacturing intelligence into Siemens Xcelerator. According to the company, Siemens is also purchasing approximately $50 million of Xometry Class A common stock to back the collaboration and integration.

How will the Siemens investment affect Xometry (XMTR)?

Siemens is purchasing about $50 million of Xometry stock as part of the partnership. According to the company, the investment underscores Siemens’ conviction in integrating AI-powered manufacturing intelligence into industrial software platforms.

What capabilities will Xometry add inside Siemens Xcelerator for XMTR users?

Xometry will add manufacturability, pricing, sourcing and execution intelligence directly inside design workflows. According to the company, this puts pricing and sourcing insights in front of engineers at the moment design decisions are made.

Does the partnership with Siemens change how Xometry sources BOMs for customers?

The partnership integrates Xometry’s Thomas network with Siemens Supplyframe to source complete BOMs. According to the company, this brings combined electronic and mechanical component sourcing into the design-to-source workflow.

What operational impact does the Xometry-Siemens integration have for engineers using XMTR tools?

Engineers will see manufacturability and pricing guidance inside their design tools, enabling faster decisions. According to the company, orders can be placed and tracked through delivery, creating a continuous digital thread from design to part.