Feb. 27 at 6:54 PM
$XMTR Uncovering one possible factor for continued volatility aside from R2K getting slammed and some standard post-ER insider sales. Bloomberg explicitly grouped it in coverage of the software selloff, noting pre-market earnings alongside DigitalOcean while discussing AI fears dragging the sector. This creates guilt-by-association in algo trading, even though XMTR isn't in the IGV ETF or software indices. XMTR's AI is a cost reducer and moat builder for physical manufacturing fulfillment—not a replaceable SaaS product. Management will have to focus on making this key distinction in the upcoming investor conferences 3/3 and 3/11. They are the disruptor, not the disrupted. Emerging macro tailwinds and strong growth should lead to qtly ER beats throughout the year. Looking at
$1BN+ sales for '27 IMO.
