Velo3D makes metal 3D printers for rockets and jet engines, like a high-tech inkjet for titanium parts.
Revenue is tiny (USD 0.05B in 2025) and gross profit is negative, so no business pays the bills; losses are massive.
Their software and precision printing are hard to copy, but they're losing money fast and competitors like Desktop Metal and Markforged could catch up.
Key events, in time order
Q2 revenue $20.7M up 52% YoY; FY26 guidance raised to $65-75M; Needham reiterates Buy with $33 PT
Two independent sources confirm initiation with Buy and $20 target, signaling analyst optimism on technology.
Second bank initiates coverage with positive rating, but PT far below Needham's $33, showing divergence.
Market participant notes short report overhang, stock lags space sector rebound
Sees metal AM platform as critical enabler for US aerospace
KeyBanc analyst says space sector sell-off is unwarranted, long-term growth intact for Velo3D
Multiple independent X accounts on May 22-23 note new highs and continued gains, but no new fundamental facts; purely market sentiment and trading activity.
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