Velo3D Triples Production Capacity to Meet Strong Defense and Aerospace Demand

Rhea-AI Summary

Velo3D (Nasdaq: VELO) announced a new 288,747-square-foot Livermore, California production campus, designed to triple production capacity to meet rising aerospace and defense demand.

The site supports 40+ large-format metal 3D printers at launch, scalable to 100+, creating a 125‑machine, two-campus manufacturing ecosystem with Fremont.

Positive

• New 288,747-square-foot Livermore campus with ~270,000 square feet of production space
• Infrastructure for 40+ large-format metal systems at launch, scalable to 100+ machines
• Combined Fremont and Livermore footprint to encompass about 125 additive manufacturing machines
• Facility designed for in-house post-processing and mission-critical component production
• Expansion aims to support growing aerospace, defense, and energy manufacturing demand

Negative

• None.

News Market Reaction – VELO

-4.62%

44 alerts

-4.62% Session close to close

+3.9% Peak Tracked

-16.5% Trough Tracked

$594.68M Market Cap

0.3x Rel. Volume

In the Jun 30 session, VELO declined 4.62%, reflecting a moderate negative market reaction. Argus tracked a peak move of +3.9% during that session. Argus tracked a trough of -16.5% from its starting point during tracking. Our momentum scanner triggered 44 alerts that day, indicating elevated trading interest and price volatility.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement highlights a 289,000-square-foot Livermore campus and capacity for 100+ systems, m...

Analysis

This announcement highlights a 289,000-square-foot Livermore campus and capacity for 100+ systems, materially expanding production, but past losses and resale registrations remain key risks as investors watch how new demand fills this footprint.

Key Figures

Campus size: 289,000 square feet Production space: 270,000 square feet Manufacturing volume: Nearly 10 million cubic feet +5 more

8 metrics

Campus size 289,000 square feet New Livermore production campus footprint

Production space 270,000 square feet Manufacturing area within Livermore campus

Manufacturing volume Nearly 10 million cubic feet Production volume at Livermore facility

Systems at launch 40+ large-format metal systems Initial capacity at new Livermore campus

Future system capacity Infrastructure for 100+ systems Planned scaling at Livermore over next couple of years

Total machines 125 machines Combined capacity across Fremont and Livermore campuses

2024 revenue $41.0M Full-year 2024 per 424B3 filing

2024 net loss $73.3M Full-year 2024 per 424B3 filing

Historical Context

5 past events · Latest: Jun 29 (Positive)

Pattern 5 events

Date	Event	Sentiment	24h Move	Catalyst
Jun 29	Index inclusion news	Positive	+10.6%	Addition to Russell 3000 and Russell Microcap index memberships.
Jun 12	Sector commentary	Neutral	-16.7%	Orbital economy commentary mentioning Velo3D among space-related names.
Jun 11	Board appointment	Positive	+35.0%	Appointment of former Fremont Mayor Lily Mei as independent director.
Jun 11	Space sector repricing	Neutral	+35.0%	Coverage of sector-wide repricing tied to anticipated SpaceX IPO.
Jun 10	Index and IPO focus	Positive	+16.7%	Discussion of index inclusions and space IPO pipeline including Velo3D data.

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

Pattern Detected

Recent VELO headlines have mostly led to positive price reactions, with 4 of 5 tracked events showing aligned moves.

Key Terms

additive manufacturing, post-processing, distributed manufacturing network, reverse stock split, +2 more

6 terms

additive manufacturing technical

"a leader in metal additive manufacturing, today announced a major expansion"

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.

post-processing technical

"capacity for machine manufacturing, in-house post-processing operations, and production-scale"

Post-processing is the set of follow-up steps applied after an initial result, product, or dataset is produced to clean, adjust, or refine it before final use or reporting. For investors, it matters because these changes can alter reported performance, product quality, or regulatory compliance—like polishing a photo after taking it, post-processing can improve appearance but may also hide or change details that affect valuation and risk assessment.

distributed manufacturing network technical

"engineering expertise, and a growing distributed manufacturing network. This model enables"

A distributed manufacturing network is a system where production is spread across multiple factories or partner sites in different locations rather than concentrated in one plant. Like a chain of neighborhood bakeries that bakes closer to customers, it can cut shipping time, reduce risk from a single-site disruption, and allow faster scaling — factors that influence costs, delivery reliability and profit stability for investors.

reverse stock split financial

"A 1‑for‑15 reverse stock split became effective in July 2025"

A reverse stock split reduces a company's number of outstanding shares while raising the price per share proportionally, so the total value of each investor's holding is unchanged; a 1-for-10 split turns 100 shares worth $1 each into 10 shares worth $10 each. Companies often do this to regain compliance with an exchange's minimum price rule or to attract investors who avoid very low-priced stocks.

at-the-market program financial

"with additional shares potentially issuable from equity awards, warrants and an at-the-market program."

An at-the-market program is a way for a company to sell new shares of its stock gradually over time directly into the stock market, rather than all at once. This approach allows the company to raise money as needed while giving investors the opportunity to buy shares at current market prices. It helps manage the timing and price of new stock offerings, providing flexibility for both the company and investors.

shelf registration statement regulatory

"[S-3] Velo3D, Inc. Shelf Registration Statement"

A shelf registration statement is a document a company files with regulators that allows it to sell shares or bonds quickly when it’s a good time to raise money. It’s like having a pre-approved plan ready so the company can act fast without going through lengthy paperwork each time they want to sell, making fundraising more flexible.

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

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A new 289,000 square foot campus with nearly 10 million cubic feet of production space, purpose built for 100+ metal 3D printers to deliver the qualified production capacity manufacturers need to scale with confidence.

FREMONT, Calif., June 30, 2026 /PRNewswire/ -- Velo3D, Inc. (Nasdaq: VELO), a leader in metal additive manufacturing, today announced a major expansion of its manufacturing operations with a new 288,747-square-foot advanced manufacturing facility in Livermore, California - one of the largest metal additive manufacturing buildouts in North America. The expansion significantly increases Velo3D's production capacity and strengthens its ability to support growing customer demand as additive manufacturing continues its transition from prototyping and qualification into scaled production.

The new Livermore Production Campus is expected to become operational later this year  and will serve as Velo3D's primary production and manufacturing center. The facility complements the company's Fremont headquarters, which will remain the hub for research and development, applications engineering, process development, customer collaboration, prototyping, and qualification activities.

Together, the two facilities create a comprehensive manufacturing ecosystem that enables customers to move from concept and qualification through production with a single trusted partner.

The Livermore campus includes approximately 270,000-square-feet of manufacturing space with more than 36-foot clear heights - nearly 10 million cubic feet of volume available.  For a leading metal additive manufacturer, that vertical headroom is a strategic asset.  It provides Velo3D the clearance to install large-format systems today and to scale to even taller, more ambitious builds as customer demand and technology evolves. The facility is designed to support the installation of more than 40 large-format additive manufacturing systems, with infrastructure to accommodate more than 100 systems over the next couple of years as customer demand continues to grow.

To put the scale in perspective, the new campus offers:

• ~289,000 square feet, roughly the size of five football fields
• 270,000 square feet of production space with 36 feet clear heights - nearly 10 million cubic feet of manufacturing volume
• Capacity for 40+ large format metal systems at launch, with infrastructure to scale beyond 100

The facility will also provide substantial capacity for machine manufacturing, in-house post-processing operations, and production-scale manufacturing of mission-critical components. These capabilities support Velo3D's commitment to helping customers reduce barriers to adoption, accelerate qualification timelines, strengthen supply chains, and scale additive manufacturing into production environments.

"This expansion is a reflection of the increasing demand we are seeing from customers who want to move beyond prototyping and qualification into production," said Arun Jeldi, Chief Executive Officer of Velo3D. "Our customers are looking for more than technology. They are looking for a trusted partner that can help them qualify applications, scale production, strengthen supply chains, and accelerate innovation. Fremont will continue serving as our center for engineering, process development, and qualification, while Livermore becomes a cornerstone of our production strategy. Together, these facilities create a powerful manufacturing ecosystem that helps customers move from concept to production faster while leveraging the technology, expertise, and solutions that make Velo3D unique."

The expansion further strengthens Velo3D's integrated approach to additive manufacturing by combining industry-leading technology, Rapid Production Solutions (RPS), engineering expertise, and a growing distributed manufacturing network. This model enables customers to access production capacity, qualification support, and manufacturing expertise without requiring significant upfront capital investment.

"We believe additive manufacturing should be accessible, scalable, and production-ready," said Michelle Sidwell, Chief Revenue Officer of Velo3D. "Customers are increasingly seeking flexible ways to adopt additive manufacturing without the burden of significant upfront investment or manufacturing risk. Through our technology, Rapid Production Solutions, engineering expertise, and distributed manufacturing network, we help customers move confidently from qualification into production while improving supply chain resilience and accelerating time to market."

Livermore Mayor John Marchand welcomed Velo3D's investment as a reflection of the city's continued growth as a center for advanced manufacturing and innovation.

"Livermore is proud to welcome Velo3D, an industry leader in advanced additive manufacturing and precision engineering, as it calls our city home to its primary production facility. The facility will manufacture essential components that are shaping the future of aerospace production. This investment reinforces what companies across advanced industries already know: Livermore is where Bay Area innovation gets built. As an established and growing hub for advanced industry, Livermore offers the talent, infrastructure, space, and civic support companies need to move from vision to production. We are committed to supporting companies to build, scale, and thrive while advancing industries vital to our region and our nation. We are excited to welcome Velo3D to Livermore and look forward to the future they will build here," said Marchand.

Livermore's leadership also emphasized the city's growing role as a destination for advanced manufacturing and innovation.

"Velo3D is exactly the kind of company we want deeply rooted in Livermore's economy. Their leadership in additive manufacturing and precision engineering fits naturally within Livermore's advanced industry ecosystem, where proximity to key suppliers, partners, and talent creates real advantages for companies ready to scale," said Brandon Cardwell, Innovation & Economic Development Director for the City of Livermore. "Just as important, their work reflects the spirit of innovation, problem-solving, and hands-on execution that has long defined our city. We are proud to partner with Velo3D as they add to the momentum shaping Livermore's next chapter of advanced industry," added Cardwell.

The Livermore campus is expected to play a critical role in supporting the growing demand for domestic manufacturing capacity across aerospace, defense, and energy. Combined with Velo3D's Fremont headquarters, the company is establishing one of North America's largest advanced metal additive manufacturing environments that will encompass 125 machines across two campuses, capable of supporting the future of domestic manufacturing expansion from a single integrated platform.

This investment reflects Velo3D's long-term commitment to advancing additive manufacturing adoption with greater speed, flexibility, and confidence.

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 of which are powered by Velo3D's Intelligent Fusion® manufacturing process.

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 expected timing of the Livermore Production Campus becoming operational; its anticipated production capacity and system installation plans; the respective roles of the Livermore and Fremont facilities; the anticipated benefits of the expansion; and expected demand across the aerospace, defense, and energy 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.

 

View original content to download multimedia:https://www.prnewswire.com/news-releases/velo3d-triples-production-capacity-to-meet-strong-defense-and-aerospace-demand-302814468.html

SOURCE Velo3D, Inc.

FAQ

What did Velo3D (VELO) announce on June 30, 2026 about its production capacity?

Velo3D announced a major expansion with a new Livermore production campus designed to significantly increase metal 3D printing capacity. According to Velo3D, the facility will support 40+ large-format systems initially and infrastructure for over 100 systems as demand grows.

How large is Velo3D's new Livermore production facility and what does it include?

Velo3D's Livermore campus measures about 288,747 square feet, with roughly 270,000 square feet of manufacturing space. According to Velo3D, the site offers nearly 10 million cubic feet of volume and space for machine manufacturing, post-processing, and production-scale component manufacturing.

How many metal 3D printers will Velo3D's Livermore campus support for VELO shareholders?

The Livermore campus is designed to host more than 40 large-format metal additive systems at launch. According to Velo3D, infrastructure is planned to accommodate over 100 systems within a few years as customer demand for production capacity increases.

How does Velo3D's Fremont and Livermore campuses work together for VELO customers?

Fremont remains Velo3D's hub for R&D, engineering, and qualification, while Livermore becomes the main production center. According to Velo3D, the two sites will form an integrated environment of about 125 machines supporting customers from concept through scaled production.

What industries will benefit from Velo3D's expanded production capacity in Livermore?

Velo3D expects the Livermore campus to support rising domestic manufacturing demand in aerospace, defense, and energy. According to Velo3D, the expansion aims to strengthen supply chains and help customers move additive manufacturing from prototyping into full production environments.

How does Velo3D's Rapid Production Solutions support the new Livermore facility?

Rapid Production Solutions are part of Velo3D's integrated offering alongside the Livermore campus. According to Velo3D, this combination of technology, engineering expertise, and distributed manufacturing network helps customers qualify applications, access capacity, and scale production without large upfront capital investment.