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Velo3D, Inc. Stock Price

NasdaqCM:VELO Community·US$288.2m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 18 Fair Values set on narratives written by author

VELO Share Price Performance

US$9.67
2.70 (38.74%)
US$17.00
Fair Value
US$9.67
2.70 (38.74%)
43.1% undervalued intrinsic discount
US$17.00
Fair Value
Price US$9.67
AnalystLowTarget US$17.00
AnalystConsensusTarget US$23.75
AnalystHighTarget US$25.00

VELO Community Narratives

·
Fair Value US$17 43.1% undervalued intrinsic discount

Defense And Space Exposure Will Pressure Margins Yet Could Support Long Term Resilience

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3users have followed this narrative
·
Fair Value US$23.75 59.3% undervalued intrinsic discount

Defense And Space Manufacturing Adoption Will Drive Long Term Potential

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3users have followed this narrative
·
Fair Value US$25 61.3% undervalued intrinsic discount

Defense And Space Integration Will Support Recurring Platform Upside Over Time

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1users have followed this narrative
US$25
61.3% undervalued intrinsic discount
Profit Margin
9.95%
Future PE
55.29x
Price in 2029
US$17.86

Trending Discussion

No trending discussion available.

Updated Narratives

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VELO: Defense Reindustrialization Tailwinds Will Support Metal Additive Manufacturing Platform

Fair Value: US$23.75 59.3% undervalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
VELO logo

VELO: Defense Reindustrialization Demand Will Support Future Metal Additive Margins

Fair Value: US$17 43.1% undervalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
VELO logo

Defense And Space Integration Will Support Recurring Platform Upside Over Time

Fair Value: US$25 61.3% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet with low risk.

3 Risks
1 Reward

Velo3D, Inc. Key Details

US$50.5m

Revenue

US$56.2m

Cost of Revenue

-US$5.7m

Gross Profit

US$47.6m

Other Expenses

-US$53.3m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-1.79
-11.33%
-105.70%
0%
View Full Analysis

About VELO

Founded
2014
Employees
134
CEO
Arun Jeldi
WebsiteView website
www.velo3d.com

Velo3D, Inc. produces and sells metal additive three-dimensional printers in the Americas, Europe, and internationally. Its printers enable the production of components for space rockets, jet engines, fuel delivery systems, and other metal parts. The company also offers Flow, a proprietary software platform, which scans part designs for geometrical features; Sapphire, Sapphire 1MZ, Sapphire XC, and Sapphire XC 1MZ printers; Assure, a quality assurance software platform; Developer, a new version of print preparation software that turns traditional design files into print files; and Intelligent Fusion, the underlying manufacturing process that binds and facilitates all aspects of the Velo3D fully integrated solution. It serves companies in the space, aviation, defense, automotive, energy, and industrial markets. The company was founded in 2014 and is headquartered in Fremont, California. Velo3D, Inc. operates as a subsidiary of Arrayed Additive inc.

Recent VELO News & Updates

Narrative Update Jul 24

VELO: Defense Reindustrialization Tailwinds Will Support Metal Additive Manufacturing Platform

Analysts have raised their fair value estimate for Velo3D from $6.00 to $23.75, citing new Buy-rated coverage with a $33 price target, as well as expectations that the company's metal additive manufacturing platform could benefit from U.S. aerospace and defense reindustrialization, along with anticipated revenue growth and margin improvement. Analyst Commentary Recent Street research on Velo3D highlights both optimism around its metal additive manufacturing platform and a range of execution questions that matter for anyone thinking about valuation, growth and risk.
Narrative Update Jul 10

VELO: Defense Reindustrialization Demand Will Support Future Metal Additive Margins

Analysts have adjusted the Velo3D fair value estimate from $20 to $17. This change reflects updated assumptions on discount rate, revenue growth, profit margins, and future P/E, informed by recent Street research highlighting the company’s metal additive manufacturing platform and expectations around U.S. defense-related demand.
Narrative Update Jun 26

VELO: Defense Reindustrialization Tailwinds Will Support Metal Additive Demand

Analysts lifted their price target on Velo3D to $20 from $18, citing fresh research that points to the company's metal additive manufacturing platform playing a bigger role in U.S. aerospace and defense reindustrialization and supporting expectations for stronger revenue ramp and margin expansion. Analyst Commentary Recent research coverage on Velo3D highlights a split in sentiment, with some analysts emphasizing the potential of the metal additive manufacturing platform in U.S. aerospace and defense, while also pointing to meaningful execution and valuation risks that readers should keep in mind.

Recent updates

No updates