Velo3D (NASDAQ: VELO) on Large Format Metal 3D Printing and Value Catalysts for 2026

Why It Matters

Velo3D’s domestic, large‑scale 3D‑printing platform secures critical defense contracts, offering investors exposure to a high‑growth, strategically essential manufacturing niche.

Key Takeaways

• Velo3D builds the largest American‑made laser‑bed fusion printers.
• Sapphire 1MZ prints up to 1‑meter tall parts with low‑angle capability.
• Company holds ~120 patents, 56 issued, protecting its unique technology.
• Secured $60‑70 million in defense contracts, targeting Navy, Army, Air Force.
• Upcoming investor conference in Las Vegas, June 2026, to showcase growth.

Summary

Velo3D (NASDAQ: VELO) used the Planet Micro Cap podcast to outline its strategy around large‑format metal additive manufacturing and the value catalysts it expects to drive through 2026. The company, founded in 2014 and now employing roughly 150 staff in Fremont, California, markets the Sapphire family of laser‑bed fusion systems, with the flagship Sapphire 1MZ capable of printing parts up to one meter tall and handling complex, low‑angle geometries that reduce support structures. The firm emphasizes its vertically integrated stack—proprietary Flow software, Assure slicing, and Assure quality tools—backed by a portfolio of about 120 patents, 56 of which are issued. Velo3D positions itself as the sole American‑made OEM of large‑scale laser‑bed fusion machines, differentiating from European and Japanese rivals and from smaller Chinese vendors. Recent traction includes a $60‑70 million surge in defense contracts over the past five months, covering Navy, Army, Air Force, and space programs, notably a 25‑machine order for SpaceX. Arun Jeldi highlighted that Velo3D’s technology is now a critical supplier for national‑security projects, citing munitions stockpiles, ship‑building, and drone initiatives. While specific program details remain confidential, the company’s rapid contract wins underscore its growing role in the defense and aerospace supply chain. Looking ahead, Velo3D will showcase its roadmap at an investor conference in Las Vegas, June 16‑18 2026. The combination of unique large‑format capabilities, a robust IP moat, and expanding defense revenue streams positions the firm for accelerated growth, making it a compelling watch for investors focused on advanced manufacturing and U.S. defense supply chains.

Original Description

In this interview, Arun Jeldi, CEO of Velo3D, Inc. (NASDAQ: VELO), discusses the company's additive manufacturing technology, its position in the industry, and its strategic value in defense and space markets.

Chapters:

00:00 Introduction to Velo3D and Arun Jeldi

03:52 Velo3D's Unique Technology and Market Position

06:55 Arun Jeldi's Background and Entrepreneurial Journey

07:46 Value Catalysts and Future Outlook for Velo3D

Velo3D, Inc. will be presenting at the upcoming Planet MicroCap Las Vegas 2026 powered by MicroCapClub. Register to attend here: https://www.meetmax.com/sched/event_130817/conference_home.html

For more information about Velo3D, Inc., please visit: https://www.velo3d.com/

The interview may contain forward looking statements about Velo3D, Inc. See Velo3D, Inc.'s periodic filings with the Securities and Exchange Commission for more complete information.

About Velo3D, Inc.

Velo3D is a metal 3D printing technology company that enables customers to build mission-critical metal parts. The fully integrated solution includes the Flow print preparation software, the Sapphire® family of printers, and the Assure quality control system—all of which are powered by Velo3D's Intelligent Fusion® manufacturing process.

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