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XMTRActive

Will Xometry stock close at or above $60.00 on any trading day before December 31, 2026?

Resolves December 31, 2026(156d)
IG: 0.64

Current Prediction

42%
Likely No
Model Agreement96%
Predictions9 runs
Last UpdatedApril 25, 2026

Why This Question Matters

Direct test of constructive re-rating path. $60 = ~26% upside, would push 2030 Notes deeper in-the-money and reduce dilution risk. Catalyst stack: Q1 print (May), Q2 + transition execution (Aug), 2027 Notes refinancing (Sep), FY guide raise. Tests whether the moat thesis prices through.

NARRATIVE_REALITY_GAPEXPECTATIONS_PRICED

Prediction Distribution

0%25%50%75%100%
opus
sonnet
haiku
Range: 40%45%Aggregate: 42%
Individual Predictions(9 runs)
opusRun 1
42%

$47.71 to $60 = +25.8% over 8 months. Small-cap with multiple positive catalysts (Q1 print, transition, refinancing, FY guide raise) typically reach 25%+ upside ~50-55% of time. Counterweight: cycle-vs-structural moat ambiguity caps multiple expansion until resolved. CEO transition risk creates 2H volatility in either direction. ~42%.

+25.8% in 8 monthsMultiple catalysts ~50-55% baseCycle-vs-structural caps multipleTransition vol
opusRun 2
40%

Touch any-day-close at $60 is technically easier than year-end close — single positive catalyst could spike intraday. But Q1 print uncertainty + transition window introduces meaningful downside variance. Stock currently near 2030 conversion ($47.06) — stuck in resistance/support battle. ~40%.

Single-touch easier than YE closeStuck near conversion priceTransition variance
opusRun 3
45%

Profitability inflection + revenue acceleration + GM expansion form constructive base case. EV/Sales at $60 = ~6.5x (on $855M revenue) — premium-marketplace multiple, achievable with thesis validation. Catalyst clustering supports any-day-touch probability above coin-flip... but 25% gap is meaningful. ~45%.

Profitability inflection6.5x EV/Sales targetCatalyst clustering25% gap meaningful
sonnetRun 1
40%

+26% in 8 months for small-cap industrial with mixed signals. Catalyst stack supports it but transition + cycle uncertainty caps probability. ~40%.

+26% in 8 monthsMixed signalsTransition/cycle caps
sonnetRun 2
43%

PROCEED_WITH_CAUTION posture suggests committee sees constructive base but not consensus uniform. Q1 beat + PayPal-equivalent catalyst (here: 2027 Notes refinancing visibility) could cluster — single-day touch achievable. ~43%.

PROCEED_WITH_CAUTIONCatalyst clustering possible
sonnetRun 3
41%

Small-cap volatility + 8-month window favors any-day-touch outcomes. But 25% upside requires fundamental momentum, not just vol. CEO transition introduces 1-2Q variance that could go either way. ~41%.

Vol favors single touch25% needs fundamentalsTransition variance
haikuRun 1
41%

+26% in 8 months for small-cap with positive catalyst stack but uncertainties. Below coin-flip. ~41%.

+26% / 8 monthsCatalyst stack
haikuRun 2
43%

Single-touch easier than year-end close. Volatility supports. ~43%.

Single-touch easierVolatility supports
haikuRun 3
42%

Constructive base case but cycle uncertainty caps. ~42%.

Constructive baseCycle caps

Resolution Criteria

Resolves YES if XMTR's closing price on any trading day between April 26, 2026 and December 31, 2026 (inclusive) is at or above $60.00, as reported by Nasdaq. Resolves NO if no closing price reaches $60.00 within the window.

Resolution Source

Nasdaq daily closing prices

Source Trigger

Marketplace GM expansion + revenue acceleration + profitability inflection support upside re-rating

moat-mapperCOMPETITIVE_POSITIONMEDIUM
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