Velo3D CEO Arun Jeldi ties demand growth to a heated space race, pushing customers from prototypes to full-scale deployments. If aerospace programs scale, VELO could see stronger orders, utilization, and revenue visibility. The piece lacks quantitative metrics but frames a favorable demand backdrop for additive manufacturing.
Velo3D unveils Forge 1, a ~289k sq ft Livermore facility with ~270k sq ft production space and capacity for up to 125 systems across two campuses. The vertically integrated site aims to shorten time-to-production and boost exposure to aerospace, defense, and energy programs. The Aug. 26 earnings report is the next key catalyst, with upbeat analyst sentiment supporting near-term upside.
Velo3D disclosed that SpaceX’s Raptor engine was built on VELO's Pure Platform, with SpaceX previously using VELO machines in 2018 and 2021 and now producing parts for Raptor 4. Management signaled potential new orders beyond the 25 machines already operated. Technically, VELO remains in an uptrend and trades above major moving averages, though near-term resistance at $26.50 could cap gains.
Velo3D unveiled a strategic partnership with Aurelia Technologies to advance additive manufacturing for next-generation gas turbine systems. The phased program targets component feasibility and material development, aiming to streamline design, strengthen supply chains, and reduce lead times and costs. Despite a mixed market backdrop, VELO trades near recent highs with overhead supply to watch.
Velo3D shares increased following SpaceX's IPO filing, reminiscent of potential demand for its advanced manufacturing services. Analysts suggest that growth in aerospace production will likely benefit Velo3D significantly in the near term as companies like SpaceX ramp up operations, translating into potential revenue for Velo3D.
Velo3D reported better-than-expected earnings in Q1 2026, with significant revenue growth, fueled by increased sales and rising average prices. The company reaffirmed its 2026 revenue guidance of $60-$70 million and aims for positive EBITDA in the second half, reinforcing investor confidence.