Velo3D Qualified as First Additive Manufacturing Vendor for U.S. Army Ground Vehicles

Rhea-AI Summary

Velo3D (NASDAQ: VELO) was selected as the first qualified additive manufacturing vendor for the U.S. Army GVSC program to accelerate qualified AM solutions for ground vehicles. Under an existing CRADA, Velo3D met GVSC qualification criteria in less than two weeks and will validate parts in Aluminum CP1 and Inconel 718 on Sapphire printers.

Upon successful validation, AM alternatives may be inserted into the Army TACOM supply chain; Sapphire printers are U.S.-assembled and support parts up to 600mm diameter and 1m height.

Positive

• First qualified additive manufacturing vendor for U.S. Army GVSC
• Qualification achieved in less than two weeks
• Validation planned in Aluminum CP1 and Inconel 718
• Sapphire printers support up to 600mm diameter and 1m height
• Systems meet Department of War cybersecurity standards

Negative

• None.

Key Figures

Printer build diameter: 600mm Printer build height: 1 meter Qualification timeframe: Less than two weeks +1 more

4 metrics

Printer build diameter 600mm Maximum part diameter on Sapphire printers

Printer build height 1 meter Maximum part height on Sapphire printers

Qualification timeframe Less than two weeks Time to meet all GVSC qualification criteria

Announcement date February 3, 2026 Program recognition at Military Additive Manufacturing Summit

Market Reality Check

Price: $13.44 Vol: Volume 880,545 is light a...

low vol

$13.44 Last Close

Volume Volume 880,545 is light at 0.38x the 20-day average (2,296,230). low

Technical Trading above its 200-day MA with price at 13.70 vs 200-day MA of 8.84.

Peers on Argus

VELO was down 3.52% while peers were mixed: UAVS +0.9%, ALOT -2.0%, YIBO +12.0%,...

1 Up

VELO was down 3.52% while peers were mixed: UAVS +0.9%, ALOT -2.0%, YIBO +12.0%, QMCO +1.37%, OSS +7.46%. Momentum scanner only flagged ZSPC (+6.35%, no news). Moves do not indicate a coordinated sector rotation.

Historical Context

5 past events · Latest: Jan 13 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 13	Army CRADA partnership	Positive	-9.1%	Cooperative R&D agreement with U.S. Army GVSC for AM parts.
Dec 22	Private placement financing	Neutral	+44.0%	$30M private placement of common stock to institutional investors.
Dec 22	Defense contract award	Positive	+44.0%	$32.6M Department of War contract to support Project FORGE.
Nov 10	Q3 2025 earnings	Positive	+4.0%	Reported $13.6M Q3 revenue, $21.1M backlog and reaffirmed guidance.
Oct 31	Earnings call notice	Neutral	+11.2%	Announced timing and access details for Q3 2025 results call.

Pattern Detected

Defense-related contracts and financing news previously triggered large one-day moves, while a prior Army partnership update saw a negative reaction, indicating mixed responses to government-related announcements.

Recent Company History

Over the last few months, VELO has reported several notable developments. A Dec 22, 2025 Department of War contract worth $32.6M and a $30M private placement both coincided with strong positive price reactions of 43.95%. Earlier, its 3Q2025 results on Nov 10, 2025 showed $13.6M revenue, a $21.1M backlog and reaffirmed $50M–$60M 2025 guidance, also drawing a positive reaction. However, the Jan 13, 2026 CRADA announcement with the U.S. Army produced a -9.08% move, showing that not all defense partnerships were rewarded similarly.

Regulatory & Risk Context

Active S-3 Shelf

Shelf Active

Active S-3 Shelf Registration 2026-01-13

An effective S-3 resale shelf filed on Jan 13, 2026 registers 3,636,363 shares for existing investors. The company is not selling shares itself and will not receive proceeds from these resales, though it covers registration expenses. This structure allows current holders to gradually sell into the market while leaving primary capital-raising options available for the company.

Market Pulse Summary

This announcement highlights Velo3D’s qualification as the first additive manufacturing vendor for t...

Analysis

This announcement highlights Velo3D’s qualification as the first additive manufacturing vendor for the U.S. Army’s ground vehicle program, building on its existing CRADA with GVSC. It underscores the use of Sapphire printers for large metal parts up to 600mm in diameter and 1 meter in height and emphasizes U.S.-based assembly and cybersecurity standards. Investors may watch for follow-on contracts, actual part insertion into the Army supply chain, and any further regulatory filings that could impact capital structure.

Key Terms

additive manufacturing, cooperative research & development agreement (crada), in-situ process monitoring

3 terms

additive manufacturing technical

"first qualified additive manufacturing (AM) vendor to support the U.S. Army's"

Additive manufacturing, often called 3D printing, builds physical parts by laying down material layer by layer from a digital design, rather than cutting or molding from a solid block. It matters to investors because it can cut production time and waste, enable cheaper prototypes and customized products, and reshape supply chains—changes that can lower costs, speed new products to market, and create competitive advantages that affect a company's revenue and margins.

cooperative research & development agreement (crada) regulatory

"Under the Company's previously announced Cooperative Research & Development Agreement (CRADA) with"

A Cooperative Research & Development Agreement (CRADA) is a formal partnership between a government laboratory and a private company to jointly develop new technologies, where the lab provides expertise, equipment or data and the company helps fund or carry out the work. For investors, a CRADA signals that a company may gain access to government research, reduce development costs and speed commercialization of promising products—similar to a start-up borrowing a high-end workshop and expert help to finish a prototype faster.

in-situ process monitoring technical

"benefits of LPBF technology, including higher fidelity printing and Velo3D's best-in-class, layer-by-layer in-situ process monitoring."

Real-time measurement and checking of a manufacturing or production step where it actually happens, using sensors or instruments built into the process. Like watching a car’s dashboard while driving, it helps spot problems early, keep product quality steady, reduce waste and delays, and meet regulatory rules—factors that can lower costs, protect revenue and make a company’s operations more reliable for investors.

AI-generated analysis. Not financial advice.

FREMONT, Calif., Feb. 10, 2026 /PRNewswire/ -- Velo3D, Inc. (NASDAQ: VELO), a leading additive manufacturing technology company for mission-critical metal parts, today announced it has been selected as the first qualified additive manufacturing (AM) vendor to support the U.S. Army's Ground Vehicle Systems Center's (GVSC) campaign of accelerating qualified AM solutions throughout the Defense Industrial Base. This announcement was made during the Military Additive Manufacturing Summit (MILAM) on February 3, 2026 in Tampa, Florida.

Under the Company's previously announced Cooperative Research & Development Agreement (CRADA) with the U.S. Army DEVCOM GVSC, Velo3D is partnering with GVSC to rapidly develop and validate additively manufactured complex parts and assemblies, addressing critical supply chain challenges affecting ground combat vehicles and other military systems.

Velo3D met all GVSC qualification criteria in less than two weeks to earn selection as the first qualified vendor under this program.  In partnership, the U.S. Army GVSC and Velo3D will validate the critical components on Velo3D's Sapphire family of standard and large-format advanced metal AM printers in both Aluminum CP1 and Inconel 718. Upon successful completion, the Velo3D AM alternatives will be available to the U.S. Army Tank and Automotive Command (TACOM) for insertion into the Army supply chain to help relieve current sustainment bottle necks.

"Accelerating AM solutions is a critical effort for the Army and GVSC,"  said Mr. Brandon Pender, Associate Director, GVSC Materials Engineering.  "Velo3D has the advanced AM technology we need within industry and the robust process, quality and material data available required to support our accelerated qualification process.  We are excited to replicate this process with other industrial base partners and appreciative of Velo3D's close cooperation that enabled us to rapidly validate this concept."

"Velo3D is humbly honored to support the U.S. Army and be the first of an important cohort of industrial base partners facilitating GVSC's rapid advancement of sustainment technologies at the speed of war - soldiers should expect nothing less from a company like ours," said Dr. Arun Jeldi, CEO of Velo3D. "Our Rapid Production Solution is a proven solution the Department of War and the broader national security community increasingly rely on to accelerate the delivery of critical advanced technologies."

All Velo3D Sapphire® printers are assembled in the United States and capable of printing parts up to 600mm in diameter and one meter in height, with repeatably across the entire fleet . This advancement significantly expands addressable applications by enabling larger part production, while delivering the many benefits of LPBF technology, including higher fidelity printing and Velo3D's best-in-class, layer-by-layer in-situ process monitoring.

Velo3D's systems meet DoW cybersecurity standards and can connect securely to military networks, ensuring integrity and security for critical manufacturing operations.

About the U.S. Army DEVCOM Ground Vehicle System Center:

The U.S. Army Combat Capabilities Development Command (DEVCOM) Ground Vehicle Systems Center (GVSC), based at the Detroit Arsenal in Michigan, is the Army's primary R&D organization for ground vehicle technology, electrification, survivability and advanced manufacturing. GVSC develops and integrates next-generation capabilities across the full vehicle lifecycle—from design and prototyping to sustainment and modernization. Its mission is to deliver and sustain overmatch in ground mobility and

protection through innovation in areas such as robotics, modeling and simulation, and additive manufacturing. For more information, visit https://gvsc.devcom.army.mil/

About Velo3D:

Velo3D is a metal 3D printing technology company. 3D printing - also known as additive manufacturing (AM) - has a unique ability to improve the way high-value metal parts are built. However, legacy metal AM has been greatly limited in its capabilities since its invention almost 30 years ago. This has prevented the technology from being used to create the most valuable and impactful parts, restricting its use to specific niches where the limitations were acceptable.

Velo3D has overcome these limitations so engineers can design and print the parts they want. The company's solution unlocks a wide breadth of design freedom and enables customers in space exploration, aviation, power generation, energy, and semiconductor to innovate the future in their respective industries. Using Velo3D, these customers can now build mission-critical metal parts that were previously impossible to manufacture. 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. The company delivered its first Sapphire system in 2018 and has been a strategic partner to innovators such as Honeywell, Honda, Chromalloy, and Lam Research. Velo3D has been named as one of Fast Company's Most Innovative Companies for 2024. For more information, please visit Velo3D.com, or follow the company on LinkedIn or X.

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. The Company's actual results may differ from its expectations, estimates and projections and consequently, you should not rely on these forward-looking statements as predictions of future events. Words such as "expect", "estimate", "project", "budget", "forecast", "anticipate", "intend", "plan", "may", "will", "could", "should", "believes", "predicts", "potential", "continue", and similar expressions are intended to identify such forward-looking statements. These forward-looking statements include, without limitation, statements regarding the timing, size and expected gross proceeds of the offering, the satisfaction of customary closing conditions related to the offering and sale of securities, the Company's ability to complete the offering, the timing of the Cash Payment and the Company's other expectations, hopes, beliefs, intentions, or strategies for the future. These forward-looking statements involve significant risks and uncertainties that could cause the actual results to differ materially from the expected results. You should carefully consider the risks and uncertainties described in the documents filed by the Company from time to time with the SEC. These filings identify and address other important risks and uncertainties that could cause actual events and results to differ materially from those contained in the forward-looking statements. Most of these factors are outside the Company's control and are difficult to predict. The Company cautions not to place undue reliance upon any forward-looking statements, including projections, which speak only as of the date made. The Company does not undertake or accept any obligation to release publicly any updates or revisions to any forward-looking statements to reflect any change in its expectations or any change in events, conditions, or circumstances on which any such statement is based.

VELO, VELO3D, SAPPHIRE and INTELLIGENT FUSION, are registered trademarks of Velo3D, Inc.; and WITHOUT COMPROMISE, FLOW and ASSURE are trademarks of Velo3D, Inc. © Velo3D, Inc.

View original content to download multimedia:https://www.prnewswire.com/news-releases/velo3d-qualified-as-first-additive-manufacturing-vendor-for-us-army-ground-vehicles-302683627.html

SOURCE Velo3D, Inc.

FAQ

What did Velo3D (VELO) announce about qualification with U.S. Army GVSC on Feb 10, 2026?

Velo3D announced it was selected as the first qualified AM vendor for GVSC, meeting criteria in under two weeks. According to the company, this qualification enables rapid validation of additively manufactured complex parts for Army ground vehicles under an existing CRADA.

Which materials and printers will Velo3D use for Army part validation under the GVSC program?

Velo3D will validate parts using Aluminum CP1 and Inconel 718 on its Sapphire family of metal AM printers. According to the company, Sapphire systems are available in standard and large formats and assembled in the United States.

How could Velo3D (VELO) technology affect the Army supply chain for ground vehicles?

Validated AM alternatives could be inserted into the Army TACOM supply chain to relieve sustainment bottlenecks. According to the company, rapid qualification and on-demand printing aim to accelerate delivery of critical replacement parts for vehicles.

What are the size and security capabilities of Velo3D Sapphire printers mentioned for military use?

Sapphire printers can print parts up to 600mm diameter and 1m height and include in-situ process monitoring. According to the company, systems meet Department of War cybersecurity standards and can connect securely to military networks.