Velo3D Opens Livermore Production Campus, Forge 1, One of North America's Largest Metal Additive Manufacturing Facilities

Rhea-AI Summary

Velo3D (Nasdaq: VELO) has officially opened its Livermore Production Campus, Forge 1, in Livermore, California, described as one of North America's largest metal additive manufacturing facilities. The nearly 289,000-square-foot site includes about 270,000 square feet of production space, initially designed to support more than 40 large-format metal additive manufacturing systems, with potential expansion beyond 100 systems.

According to Velo3D, Forge 1 will operate alongside its Fremont headquarters, enabling up to 125 systems across both campuses and providing an integrated environment for machine assembly, production-scale printing, post-processing, inspection, quality assurance and customer acceptance to help customers move mission-critical programs from qualification into production.

Positive

• 289,000-square-foot Forge 1 campus adds major manufacturing footprint
• Production space sized for 40+ large-format systems, expandable beyond 100
• Combined campuses expected to run up to 125 systems in North America

Negative

• None.

News Explained

Forge 1 has opened, but its production capability is not yet fully in service: Velo3D says operations will start in phases as systems are installed and qualified, so the stated capacity is a future operating ceiling rather than current output.

Market reaction: VELO +13.53% on Forge 1 campus opening

+13.53%

49 alerts

+13.53% News Effect

+14.2% Peak in 14 hr 6 min

+$40M Valuation Impact

$338.24M Market Cap

0.5x Rel. Volume

On the day this news was published, VELO gained 13.53%, reflecting a significant positive market reaction. Argus tracked a peak move of +14.2% during that session. Our momentum scanner triggered 49 alerts that day, indicating elevated trading interest and price volatility. This price movement added approximately $40M to the company's valuation, bringing the market cap to $338.24M at that time.

Data tracked by StockTitan Argus on the day of publication.

Market Context

The stock surged +13.5% in the session following this news. Historical event 1076440 recorded a -4.6...

Analysis

The stock surged +13.5% in the session following this news. Historical event 1076440 recorded a -4.62% reaction after Velo3D announced the Livermore capacity expansion. A strong positive response would contrast with that precedent, while phased system installation and qualification remained execution risks.

Key Figures

Campus size: nearly 289,000 square feet Ribbon-cutting date: July 15 Production space: approximately 270,000 square feet +3 more

6 metrics

Campus size nearly 289,000 square feet Livermore Production Campus, Forge 1

Ribbon-cutting date July 15 Forge 1 opening ceremony

Production space approximately 270,000 square feet Forge 1 production space

Initial system capacity more than 40 systems Large-format metal additive manufacturing systems

Expansion capacity beyond 100 systems Forge 1 over time

Combined system capacity up to 125 systems Fremont headquarters and Forge 1

Historical Context

5 past events · Latest: Jul 07 (Positive)

Pattern 5 events

Date	Event	Sentiment	24h Move	Catalyst
Jul 07	Strategic partnership	Positive	-9.5%	Fifth Sapphire XC order expanded distributed manufacturing capacity across strategic end markets.
Jun 30	Production expansion	Positive	-4.6%	New Livermore campus was announced to triple production capacity for aerospace and defense demand.
Jun 29	Index inclusion	Positive	+10.6%	Russell 3000 and Russell Microcap inclusion became effective at the market open.
Jun 12	Sector commentary	Neutral	-16.7%	Commentary described public-market expansion of the orbital economy and highlighted Velo3D.
Jun 11	Board appointment	Positive	+35.0%	Former Fremont mayor Lily Mei joined the board as an independent director.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent positive partnership and capacity announcements were followed by negative 24-hour reactions, contrasting with positive reactions to index inclusion and board appointment.

Key Terms

metal additive manufacturing, laser powder bed fusion, oem

3 terms

metal additive manufacturing technical

"one of North America's largest metal additive manufacturing facilities"

Metal additive manufacturing is a production method that builds metal parts layer by layer from a digital design using focused energy (for example a laser), like a printer stacking very thin layers to form a finished object. It matters to investors because it can shorten lead times, cut material waste, enable complex or customized parts without expensive tooling, and change cost structures or market opportunities for manufacturers—factors that can affect profitability and competitive position.

laser powder bed fusion technical

"large-format laser powder bed fusion market"

Laser powder bed fusion is a type of 3D printing where a thin layer of metal powder is spread across a platform and a focused laser melts selected areas to fuse particles together, repeating layer by layer to build a finished metal part. Investors should care because it enables complex, lightweight designs, faster prototyping, and lower tooling costs compared with traditional manufacturing—factors that can reduce production time, cut supply‑chain steps, and open new market opportunities, but may require different quality controls and certification.

oem technical

"the only U.S.-founded and U.S.-based OEM in the"

OEM stands for Original Equipment Manufacturer, which is a company that produces parts or components used in the final products made by other companies. For investors, understanding OEMs is important because their performance can impact the supply chain and overall success of major industries, especially those relying on specialized parts. Think of OEMs as the suppliers that provide the building blocks for larger products, like the engine parts for a car.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Supporting customers in accelerating from concept and qualification to production while strengthening America's industrial base, resilient supply chains and national security.

LIVERMORE, Calif., July 21, 2026 /PRNewswire/ -- Velo3D, Inc. (Nasdaq: VELO) last week officially opened its Livermore Production Campus, Forge 1, one of North America's largest metal additive manufacturing facilities. The nearly 289,000-square-foot campus responds to growing demand for America's advanced manufacturing capabilities and expands Velo3D's ability to help customers move mission-critical programs from qualification into production.

The company celebrated the opening of Forge 1 during a ribbon-cutting ceremony on July 15 with Livermore Mayor John Marchand, Alameda County Supervisor David Haubert, California Senator Jerry McNerney, Alameda County Assessor Phong La, company leadership, customers, employees and community partners. Attendees also heard a special message from Lt. Gen. (Ret.) H.R. McMaster, former U.S. national security advisor, recognizing the importance of strengthening American manufacturing and the nation's industrial base.

Forge 1 was built to address a growing challenge facing the United States and its allies: the need to rapidly scale production of mission-critical components while strengthening resilient domestic supply chains. As demand grows across aerospace, defense, energy and other strategic industries, manufacturers require trusted partners capable of moving qualified applications into repeatable production at scale. Forge 1 significantly expands that capability.

Velo3D is uniquely positioned to support this mission as the only U.S.-founded and U.S.-based OEM in the large-format laser powder bed fusion market whose hardware is manufactured in the United States, whose software is developed in the United States, and whose systems are deployed across the United States, allied nations, and trusted international partners. That foundation provides customers with a trusted manufacturing platform designed to support national security, allied industrial cooperation and long-term supply chain resilience.

Forge 1 reflects Velo3D's vision for the future of manufacturing, where engineering, qualification, digital production and industrial-scale operations work together to accelerate innovation and transition critical technologies into production faster than ever before. The facility complements Velo3D's Fremont headquarters, which will remain the company's center for research and development, applications engineering, process development, customer collaboration and qualification. Together, the two campuses create an integrated ecosystem that accelerates the path from concept to production.

Forge 1 includes approximately 270,000 square feet of production space with infrastructure designed to support more than 40 large-format metal additive manufacturing systems, with capacity to expand beyond 100 systems over time. Combined with its Fremont headquarters, Velo3D expects to operate up to 125 systems across both campuses, creating one of North America's largest integrated metal additive manufacturing environments.

The campus supports machine assembly, production-scale printing, post-processing, inspection, quality assurance and customer acceptance, enabling Velo3D to manufacture both its additive manufacturing systems and qualified production parts under one roof. This vertically integrated approach reduces time to production, increases manufacturing flexibility and provides customers with a scalable path from development to full-rate production.

More than an expansion of manufacturing capacity, Forge 1 reflects Velo3D's commitment to America's industrial future. As governments and industry increasingly prioritize trusted domestic manufacturing capabilities, resilient supply chains and production readiness, Velo3D is scaling capacity to meet growing demand to help strengthen the U.S. industrial base, support allied manufacturing and improve preparedness for future aerospace, defense, energy and strategic industrial requirements.

"Forge 1 is much more than a new production facility," said Arun Jeldi, Chief Executive Officer of Velo3D. "It represents our commitment to helping customers and our nation build a stronger, more resilient manufacturing foundation. Our customers need more than innovative technology. They need a trusted American partner capable of taking critical programs from qualification to production while strengthening supply chains and supporting national security. Forge 1 is how we deliver on that commitment."

"Livermore is proud to welcome Velo3D and celebrate the opening of Forge 1," said Livermore Mayor John Marchand. "This new production campus reflects the kind of bold investment that continues to shape Livermore as a destination for advanced industry. We are excited to partner with Velo3D as they strengthen American manufacturing and build the next generation of technologies right here in Livermore."

Forge 1 will begin operations in phases as systems are installed and qualified, with capacity increasing over time to support future customer demand. Together, Velo3D's Fremont headquarters and Forge 1 provide an integrated platform that enables manufacturers to accelerate the adoption of additive manufacturing while strengthening domestic production capabilities for the industries most critical to America's future.

About Velo3D

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 powered by Velo3D's Intelligent Fusion® manufacturing process. Learn more at velo3d.com.

Velo, Velo3D, Sapphire and Intelligent Fusion are registered trademarks of Velo3D, Inc. Flow and Assure are trademarks of Velo3D, Inc.

Forward-Looking Statements

This press release includes "forward-looking statements" within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. Words such as "expect," "anticipate," "intend," "plan," "believe," "will," "could," "should," and similar expressions are intended to identify such statements. These include, without limitation, statements regarding the ramp of production operations at the Livermore Production Campus and the expected timing thereof; its anticipated production capacity and system installation plans; the respective roles of the Livermore and Fremont facilities; the anticipated benefits of the expansion; the Company's role in strengthening domestic and allied manufacturing capabilities, supply chain resilience and national security preparedness, and expected demand across the aerospace, defense, energy, and other strategic industry sectors. These statements involve significant risks and uncertainties that could cause actual results to differ materially, including risks related to the buildout, equipping, commissioning, and ramp-up of the facility, including delays and cost overruns; the Company's ability to achieve and sustain anticipated production capacity; changes in customer demand; the Company's exposure to government and defense contracts, including delays or reductions in government funding, changes in defense procurement priorities, and the timing of contract awards; and the other risks described under "Risk Factors" in the Company's Annual Report on Form 10-K for the year ended December 31, 2025 and its subsequent filings with the SEC. You should not place undue reliance on any forward-looking statements, which speak only as of the date made. The Company undertakes no obligation to update any forward-looking statements except as required by law.

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SOURCE Velo3D, Inc.

FAQ

What is Velo3D's Forge 1 Livermore Production Campus and why is it important for VELO?

Forge 1 is a nearly 289,000-square-foot metal additive manufacturing campus in Livermore. According to Velo3D, it expands capacity to move mission-critical applications from qualification into production and supports domestic, industrial-scale additive manufacturing for strategic industries.

How many metal 3D printing systems can Velo3D (VELO) operate at Forge 1 and Fremont?

Velo3D designed Forge 1 to support more than 40 large-format systems, with room to exceed 100. According to Velo3D, combined capacity across Forge 1 and its Fremont headquarters is expected to reach up to 125 systems in total.

When did Velo3D (NASDAQ: VELO) open the Forge 1 Livermore facility?

Velo3D officially opened Forge 1 in Livermore in July 2026, with a ribbon-cutting on July 15, 2026. According to Velo3D, the campus will ramp operations in phases as systems are installed and qualified.

How does Forge 1 change Velo3D's manufacturing capabilities for aerospace and defense customers?

Forge 1 adds large-scale, vertically integrated manufacturing, including printing, post-processing and quality assurance under one roof. According to Velo3D, this helps aerospace, defense and energy customers scale mission-critical parts from qualification to repeatable production using domestic, trusted supply chains.

What processes are integrated at Velo3D's Forge 1 campus in Livermore?

Forge 1 supports machine assembly, production-scale metal printing, post-processing, inspection, quality assurance and customer acceptance. According to Velo3D, this vertical integration is intended to reduce time to production and provide a scalable path to full-rate manufacturing for qualified parts.

How does Velo3D describe the strategic role of Forge 1 for U.S. manufacturing and VELO shareholders?

Velo3D describes Forge 1 as part of a strategy to strengthen domestic manufacturing, resilient supply chains and national security. According to Velo3D, the expanded capacity supports growing demand in aerospace, defense, energy and other strategic industries that rely on advanced metal additive manufacturing.