Velo3D, Inc. (VELO)

In November 2025, Velo3D uplisted to Nasdaq under the ticker VELO, supported by a public stock offering that raised approximately $17.5 million and an additional $15 million in financing during the quarter. In Q3 2025, Velo3D reported revenue of $13.6 million, an increase from $8.2 million in Q3 2024, driven by higher system and parts sales and momentum in its Rapid Production Services (RPS) business. The company has been undergoing a strategic shift from primarily hardware sales to a more recurring, service-driven model through its Rapid Production Services (RPS). In December 2025, Velo3D announced a $30 million private placement of common stock and secured a $32.6 million contract with the Department of War. Over the last 12 months, Velo3D's stock price has increased by 31.44%, but it has experienced volatility, with a 9.61% decrease in the past month.

Velo3D's demand for its products and services does not appear to be driven by traditional seasonality but rather by project cycles and strategic shifts within its target industries. The company has observed strong and increasing demand for its Rapid Production Services (RPS), particularly from the space and defense sectors. The company's shift towards a recurring, service-driven model further suggests a move away from lumpy revenue associated with aggressive machine sales in previous years.

Velo3D, Inc. specializes in advanced metal 3D printing solutions for mission-critical components, operating in the Technology sector, specifically in the Computer Hardware and Industrial Machinery industries. The company's core business involves providing intelligent metal additive manufacturing solutions that enable engineers to create intricate parts with true design freedom. Velo3D's major products include the Sapphire Production System, Flow Intelligent Print Preparation Software, Assure Quality Assurance Software, and Rapid Production Services (RPS). Velo3D's solutions are utilized by companies such as SpaceX, Honeywell, and Lam Research, serving demanding markets including space, aviation, defense, automotive, energy, and industrial sectors.

Velo3D is a US-based developer and technology provider headquartered in Fremont, California. The company produces and sells its metal additive 3D printers and offers services in the Americas, Europe, and internationally. Its "copy-exact" consistency feature allows qualified parts to be stored digitally and printed on any Velo3D Sapphire printer worldwide.

Velo3D has focused on strengthening its operational efficiency and building new partnerships. Velo3D has announced partnerships with the U.S. Army for 3D printing solutions, with Momentus Space for developing additive manufactured fuel tanks and teamed up with Linde AMT to supply domestically produced copper-nickel powder for its printers. Velo3D announced the integration of Dyndrite's LPBF Pro software across its Sapphire printer line. The company earned AS9100D certification, confirming that its Rapid Production Services (RPS) operations meet the quality standards for aviation and space industries. Velo3D's efforts in cost reduction, restructuring, and a clearer path to profitability in 2026 have been highlighted.

Velo3D, Inc. has a notable institutional ownership presence, with 39 institutional owners and shareholders holding a total of 2,602,971 shares. Major institutional owners include AWM Investment Company, Inc., Vanguard Group Inc, Susquehanna International Group, Llp, UBS Group AG, White Pine Capital Llc, Apis Capital Advisors, LLC, Jane Street Group, Llc, Perkins Capital Management Inc, Portolan Capital Management, LLC and Vk Services, Llc. Individual ownership includes CEO Arun Jeldi, who holds a significant percentage of the company's shares.