Velo3D Inc

VELO

Market cap $263M

For the second-straight year and third time in five years, the Dow, S&P 500, and Nasdaq started off the calendar with quarterly losses. ‘Didn't get off the bus,' is the apt sports colloquial that comes to mind.

The contract establishes a flexible, rapid vehicle to acquire additively manufactured components for the nation's largest military logistics agency FREMONT, Calif., March 30, 2026 /PRNewswire/ -- Velo3D, Inc. (NASDAQ: VELO), an industry leading metal additive manufacturing company has been awarded a $9.8 million, five-year Indefinite Delivery Indefinite Quantity (IDIQ) contract supporting the Defense Logistics Agency's (DLA) Joint Additive Manufacturing Acceptability (JAMA) Pilot Parts Program, an initiative aimed at accelerating adoption of additively manufactured components across Department of War sustainment operations.

This week's move lower came despite a mix of earnings beats, improving liquidity, a growing backlog and commentary about demand heading into 2026. Here's what investors need to know.

Velo3D, Inc. faces severe margin deterioration, delayed profitability, and a sharp post-earnings selloff, raising substantial concerns about its turnaround prospects. VELO's Q4 revenue fell 25% y/y to $9.4m, with GAAP gross margin at -74% due to a $7m inventory write-off and ongoing operational losses. Management guides for 2026 revenue of $65m and a return to 30% gross margin, but delays EBITDA breakeven to H2 2026, intensifying investor skepticism.

Velo3D stock is sinking today after the company reported a big sales decline for Q4. The company is guiding for strong sales growth this year, but its forecast wasn't enough to prevent sell-offs for its stock.

FREMONT, Calif., March 25, 2026 /PRNewswire/ -- Velo3D, Inc. (Nasdaq: VELO) ("Velo3D" or the "Company"), a leader in additive manufacturing ("AM") technology known for transforming aerospace and defense supply chains through world-class metal AM, today announced the appointment of James Suva as its Chief Financial Officer, effective April 6, 2026.

Velo3D, Inc. (VLDXD) Q4 2025 Earnings Call Transcript

Full-year 2025 Revenue of $46 million Backlog of $31 million as of December 31, 2025 Expects 2026 revenue between $60 million and $70 million Expects to turn EBITDA positive in the second half of 2026 Announces demand-driven capacity plan envisioning up to approximately 400 production systems over the next decade, supported by potential asset-backed financing and expanding defense and aerospace program portfolio FREMONT, Calif., March 24, 2026 /PRNewswire/ -- Velo3D, Inc. (Nasdaq: VELO) ("Velo3D" or the "Company"), a leader in additive manufacturing ("AM") technology known for transforming aerospace and defense supply chains through world-class metal AM, today announced financial results for its fourth quarter and full year ended December 31, 2025.

Velo3D Inc. (NYSE: VELO) shares are up on Wednesday as the company converted certain of its debt to equity at $16.38 per share.

FREMONT, Calif., March 11, 2026 /PRNewswire/ -- Velo 3D, Inc. (Nasdaq: VELO) ("Velo3D" or the "Company"), a leader in additive manufacturing ("AM") technology known for transforming aerospace and defense supply chains through world-class metal AM, today announced that Dr. Arun Jeldi, the Company's Chief Executive Officer, acquired a $5 million promissory note from an existing debt holder and converted it into shares of common stock at $16.38 per share, a significant premium to the Company's current share price.