Added to YB: 2026-03-23
Pitch date: 2026-03-19
VELO [bullish]
Velo3D, Inc.
+1.82%
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
$302.3M
Pitch Price
$12.64
Price Target
20.00 (+55%)
Dividend
N/A
EV/EBITDA
-6.59
P/E
-2.66
EV/Sales
6.60
Sector
Machinery
Category
turnaround
Velo3D: The ASML of Space?
VELO: U.S.-only large-format metal 3D printer for space/defense; non-contact recoater enables complex geometries rivals can't match. Pivot to RPS (recurring production services) targets 40% of rev by 2026. $32.6M DIU contract, $11.5M defense production deal; bookings +200% YoY. FY25 guide $50-60M rev, EBITDA+ by H1 2026. CEO converted debt-to-equity at $16.38/share premium, owns 95%. Risk: never profitable, -200% op margin, 21% short interest, customer concentration. $360M mcap, path to $3.6B if RPS scales & defense wins compound.
Read full article (19 min)