Velo3D, Inc. (VELO)

Velo3D's stock price has experienced significant movement over the past six months. From August 19, 2025, to April 9, 2026, the share price increased by 225.89%, but decreased by 28.11% in the past month. Key events impacting the stock include the Q4 and Full-Year 2025 financial results, the CEO's debt-to-equity conversion, the long-term capacity plan and Rapid Production Solutions, and defense contracts.

While specific information on traditional seasonal fluctuations for Velo3D's products and services is not explicitly detailed, the company's recent strategic shifts and growth drivers suggest a more consistent and accelerating demand rather than strong seasonality. Velo3D is transitioning towards a service-driven model with its Rapid Production Solutions (RPS), which is expected to contribute an increasing share of revenue. The company's long-term capacity plan to build up to approximately 400 production systems over the next decade is a direct response to this growing and compounding demand from defense and aerospace customers.

Velo3D, Inc. specializes in metal additive manufacturing (AM) and provides an integrated metal 3D printing solution. Its core products include the Sapphire® family of printers, the Flow™ print preparation software, and the Assure™ quality control system. The company's technology serves industries such as aerospace, defense, energy, and semiconductor, with customers including SpaceX, Honeywell, and Lam Research. Velo3D has also introduced Rapid Production Solutions (RPS) to provide scalable, high-quality production parts.

Velo3D is headquartered in Fremont, California, USA, and supports a global customer base. The company has a European technology center in Augsburg, Germany, and maintains a presence in Japan to serve the APAC region. Globally, the company provides sales, customer service, application engineering, and partner enablement.

Velo3D has maintained a strong brand reputation over the past year. The company was recognized as one of Fast Company's Most Innovative Companies for both 2023 and 2024. Its technology is trusted by prominent companies like SpaceX, Honeywell, and Lam Research. Velo3D has expanded its market footprint, including growing adoption in new sectors such as automotive, and has secured significant government contracts.

Velo3D, Inc. has 56 institutional owners and shareholders holding a total of 6,643,073 shares. Major institutional shareholders include Alyeska Investment Group, L.P., AWM Investment Company, Inc., Vanguard Group Inc, DnB Asset Management AS, UBS Group AG, and BlackRock, Inc. Arun Jeldi is a major individual shareholder, holding 48.63% of the equities.