Added to YB: 2026-02-24
Pitch date: 2026-02-19
VELO [bullish]
Velo3D, Inc.
-4%
current return
Author Info
No bio for this author
Company Info
Velo3D, Inc. produces and sells metal additive three dimensional printers in the Americas, Europe, and internationally.
Market Cap
$189.3M
Pitch Price
$10.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
-4.21
P/E
-1.44
EV/Sales
4.27
Sector
Machinery
Category
turnaround
[VELO] Velo3D Transforms into a Strategic Core of the U.S. Defense Supply Chain
VELO: New CEO Arun Zeldi pivoted from equipment sales to RPS model (parts delivery), securing $44.1M defense contracts (Feb '26 $11.5M FRP + Dec '25 $32.6M DIU FORGE). Only metal AM with DoD STIG Green cert for SIPRNet access. $22M exclusive Amaero deal locks refractory alloy supply (C103, Mo, Ta, W, Zr). Mgmt targets EBITDA+ H1 2026. Key risk: cash conversion lag on RPS revenue recognition.
Read full article (7 min)