Is Velo3D, Inc. (NASDAQ:VELO) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating Velo3D, Inc. at current levels.
The only metal printer SpaceX, Launcher, and the Pentagon actually trust for flight-critical parts. Cash burn is the only thing standing between here and a re-rate.
Where VELO is headed
Velo3D shouldn't exist anymore. Eighteen months ago it was a SPAC carcass trading under $3, gross margin underwater, customers walking. Arrayed Additive took it private-ish, recapitalised it, and pointed the entire company at one market: parts that go bang, fly fast, or burn hot for the US defense and space complex. That refocus is what the 48% revenue growth print is actually measuring. Sapphire XC 1MZ machines are now sitting on shop floors at primes and tier-twos building hypersonic test articles, solid rocket motor components, and engine parts that nobody else can print in a single piece because nobody else does support-free overhangs in Inconel at that scale.
Read the full Compass Direction on VELO
The complete destination call, the overlooked angle, milestones, and bull, base, and bear price scenarios (around $23.06).
See the full VELO analysisGet calls like this, free
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Frequently asked questions
Is Velo3D, Inc. (NASDAQ:VELO) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating Velo3D, Inc. at current levels. The only metal printer SpaceX, Launcher, and the Pentagon actually trust for flight-critical parts. Cash burn is the only thing standing between here and a re-rate.
What is VELO's Compass Score?
Velo3D, Inc. scores 78/100 on Alexandria's Compass, placing it in the "True North" tier. Scores blend eight factors and update weekly.
What is the price target for VELO?
Alexandria's full Compass Direction includes bull, base, and bear price scenarios with the valuation math behind each. Read the full breakdown on the VELO page.
Compass verdicts are AI-generated, forward-looking editorial research from publicly available data, not investment advice or a recommendation regarding any security. Scores and verdicts update as the data changes.