VELO · NASDAQ · Industrial - Machinery

Velo3D

Builds integrated metal-printing systems for reproducible complex parts.

$11.99
After-hours close+0.13 (+1.10%)
At close$11.86(−8.13%)
Loading prices…

Profile

Velo3D, Inc.VELOIndustrials

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

CEOArun Jeldi
ListedAug 19, 2025
ExchangeNASDAQ
HeadquartersFremont, CA
CountryUnited States
Employees134
CIK0001825079
ISINUS92259N3026

Key statistics

Market cap$353.7M
EPS (ttm)−$2.39
P/E (ttm)−4.97
ROE-76.1%
P/B2.39
P/S6.15
Dividend yield
Beta4.43vs XLI 2.47

Year to date −28.5% · Average volume (30d) 1.6M

Analysts

Price target, next 12 months$20.00+68.5%Median of 6 analysts · vs the Aug 28 close
ConsensusBuy4 of 6 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionRatingPrior targetTarget
Aug 4, 2026Craig-HallumInitiateBuy$20
Jul 9, 2026Cantor FitzgeraldInitiateOverweight$17
Jun 25, 2026NeedhamInitiateBuy$33
Feb 11, 2026UBSTarget$25
Dec 29, 2025Lake StreetReiterateBuy$6$18

Earnings

EPS

Estimate−$0.26
ReportedDue Nov 9, 2026

Revenue

Estimate$19.5M
ReportedDue Nov 9, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext 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%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 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 margin7.5%-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

Support Services$1.5M · 88%
Other$202.0K · 12%

Revenue by geography · Q2 FY26

Americas$20.2M · 98%
Europe$357.0K · 2%

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

Institutions 40.82%12.17M sharesInsiders 46.90%13.98M sharesOther 12.28%3.66M shares

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

HolderShares% outstandingFormFiled
Arun Jeldi · director, 10 percent owner, officer: CEO12.75M42.79%Form 4Aug 28, 2026
BlackRock, Inc.1.38M4.63%13FAug 7, 2026
Awm Investment Company, Inc.1.32M4.44%13FAug 14, 2026
Kenneth Dale Thieneman · director1.16M3.88%Form 4May 29, 2026
State Street Corp1.00M3.37%13FAug 7, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Mar 4, 2026Arun Jeldidirector, 10 percent owner, officer: CEO+5,000,000$16.38
Sep 4, 2025Jason Michael Lloyddirector+6,000$3.74
Nov 3, 2025Jason Michael Lloyddirector+1,000$4.95
View details

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

CompanyPriceChange
Velo3D$11.99+1.10%$353.7M6.1+52.3%
3D Systems$3.28−0.15%$535.8M1.4−0.3%
GE Aerospace$343.00+0.11%$355.45B40.440.77.0+14.6%
Nano Dimension (ADR)$1.61+2.22%$332.6M2.8+12.1%
Median40.440.72.8+12.1%