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Added to YB: 2026-06-10

Pitch date: 2026-06-07

VELO [neutral]

Velo3D, Inc.

+16.84%

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

$418.8M

Pitch Price

$16.63

Price Target

N/A

Dividend

N/A

EV/EBITDA

-8.72

P/E

-5.11

EV/Sales

8.15

Sector

Machinery

Category

turnaround

Show full summary:
Deep-Dive Equity Research Report: Velo3D, Inc. ($VELO) - SpaceX Partner #1

VELO (deep dive): Metal AM turnaround. Q1'26 rev $13.8M (+48% YoY), gross margin inflected to +17.2% from -73.6%; net loss narrowed to $7M. 70% debt cut to $9.2M; $50M equity raise. SpaceX key partner (22 Sapphire units, $8M license) ahead of June'26 IPO. Risks: going-concern, $18M burn, customer concentration. DCF implies 24% FCF CAGR.

Read full article (23 min)