Velo3D
Builds integrated metal-printing systems for reproducible complex parts.
Something off on this page? Send us feedback.
Profile
Sells an integrated metal additive-manufacturing system of Flow software, Sapphire printers, Assure quality control, parts and services. Its system is designed to produce complex, mission-critical metal parts reproducibly, with Fremont serving as its R&D and qualification center.
Develops an integrated metal additive-manufacturing system built around Flow print-preparation software, Sapphire printers and Assure quality control. The platform uses laser powder-bed fusion and Intelligent Fusion to produce complex, mission-critical metal parts reproducibly.
Its hardware portfolio includes Sapphire, Sapphire 1MZ, Sapphire XC and Sapphire XC 1MZ, alongside parts, consumables and Rapid Production Solutions. Fremont is the hub for R&D, applications engineering, process development, customer collaboration and qualification, while the Forge 1 campus in Livermore is being brought online in phases for production.
Operations are shaped by an integrated hardware, software and quality-control architecture, as well as by Arrayed's concentrated controlling ownership following the debt-for-equity exchange.
Company facts
Key statistics
Year to date −28.5% · Average volume (30d) 1.6M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 4, 2026 | Craig-Hallum | Initiate | Buy | $20 | |
| Jul 9, 2026 | Cantor Fitzgerald | Initiate | Overweight | $17 | |
| Jun 25, 2026 | Needham | Initiate | Buy | $33 | |
| Feb 11, 2026 | UBS | Target | $25 | ||
| Dec 29, 2025 | Lake Street | Reiterate | Buy | $6 | $18 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 11, 2026Q2 FY26 | −$0.27 | −$0.30 | −12.1% | $14.1M | $20.7M | +46.0% | +10.30% |
| May 12, 2026Q1 FY26 | −$0.48 | −$0.20 | +58.3% | $9.9M | $13.8M | +40.2% | +49.43% |
| Mar 24, 2026Q4 FY25 | — | −$3.35 | — | — | $45.94B | — | −21.38% |
| Nov 12, 2025Q3 FY25 | — | −$0.69 | — | — | $13.6M | — | −13.86% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $9.3M | $13.6M | $13.6M | $9.4M | $13.8M | $20.7M | |
| Gross profit | $697.0K | −$1.6M | $433.0K | −$6.9M | $2.4M | $4.4M | |
| Operating income | −$11.9M | −$12.1M | −$10.6M | −$20.3M | −$6.9M | −$11.1M | |
| Net income | −$25.4M | −$13.8M | −$11.8M | −$20.4M | −$7.0M | −$11.5M | |
| Diluted EPS | −$0.13 | −$0.98 | −$0.69 | −$1.03 | −$0.28 | −$0.39 | |
| Gross margin | 7.5% | -11.7% | 3.2% | -73.6% | 17.2% | 21.5% | |
| Operating margin | -127.9% | -89.1% | -77.9% | -214.8% | -50.3% | -53.5% |
Fiscal years (4-quarter sums)FY24 $41.0M · FY25 $46.0M
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $91.1M · Total debt $3.2M · Total assets $200.1M · Shareholders' equity $146.5M
Dividends
No dividends on record.
Ownership
Shares outstanding 29.80M · Float 13.79M · 46.3% free float
A Form 4 total here can count shares the filer formally disclaims — an award voted by proxy, for instance — which the holder's own Schedule 13D/G excludes, so where the two disagree the schedule's smaller figure is used.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Arun Jeldi · director, 10 percent owner, officer: CEO | 12.75M | 42.79% | Form 4 | Aug 28, 2026 |
| BlackRock, Inc. | 1.38M | 4.63% | 13F | Aug 7, 2026 |
| Awm Investment Company, Inc. | 1.32M | 4.44% | 13F | Aug 14, 2026 |
| Kenneth Dale Thieneman · director | 1.16M | 3.88% | Form 4 | May 29, 2026 |
| State Street Corp | 1.00M | 3.37% | 13F | Aug 7, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 4, 2026 | Arun Jeldi | director, 10 percent owner, officer: CEO | +5,000,000 | $16.38 |
| Sep 4, 2025 | Jason Michael Lloyd | director | +6,000 | $3.74 |
| Nov 3, 2025 | Jason Michael Lloyd | director | +1,000 | $4.95 |
Peers
- 3D Systems
Direct metal-printing systems, software, materials, and production services
- GE Aerospace
Colibrium metal printers, powders, and services for industrial AM
- Nano Dimension (ADR)
Digital-manufacturing platform expanded with Desktop Metal and Markforged
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Velo3D | $11.99 | +1.10% | $353.7M | — | — | 6.1 | +52.3% |
| 3D Systems | $3.28 | −0.15% | $535.8M | — | — | 1.4 | −0.3% |
| GE Aerospace | $343.00 | +0.11% | $355.45B | 40.4 | 40.7 | 7.0 | +14.6% |
| Nano Dimension (ADR) | $1.61 | +2.22% | $332.6M | — | — | 2.8 | +12.1% |
| Median | 40.4 | 40.7 | 2.8 | +12.1% |





