VELO

Over the past six months, Velo3D's stock experienced several significant events: it plunged in October 2026, while in September 2026, it climbed after entering a government-industry defense data program but later dropped approximately 18% following the abrupt and unexplained resignation of its CFO. In August 2026, the company reported a 52% year-over-year revenue jump to $20.7 million, raised its full-year 2026 revenue guidance to between $65 million and $75 million, and returned to a positive gross margin of 21.5%. In June 2026, the CEO discussed strong Q1 results with 48% year-over-year revenue growth and reiterated full-year guidance. May 2026 saw first-quarter revenue of $13.8 million, up 48% year-on-year due to continued demand and increased sales prices, with gross margin increasing to 17.2%. In April 2026, Velo3D announced a $50 million underwritten registered direct offering of common stock, which, along with debt-to-equity conversions, significantly reduced its outstanding debt by over 70% to approximately $8.2 million by June 30, 2026. Earlier in 2026, a short-seller attack alleging a deteriorating relationship with key aerospace sector clients caused a 50% capitalization haircut.