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Velo3D, Inc. (VLDXW) Stock Fundamental Analysis & AI Rating 2026

VLDXW Nasdaq Special Industry Machinery, NEC DE CIK: 0001825079
Recently Updated • Analysis: Apr 18, 2026 • SEC Data: 2025-12-31
STRONG SELL
95% Conf
Pending
Analysis scheduled

📊 VLDXW Key Takeaways

Revenue: $46.0M
Net Margin: -155.2%
Free Cash Flow: $-30.0M
Current Ratio: 2.37x
Debt/Equity: 0.81x
EPS: $-4.33
AI Rating: STRONG SELL with 95% confidence
Velo3D, Inc. (VLDXW) receives a STRONG SELL rating with 95% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $46.0M, net profit margin of -155.2%, and return on equity (ROE) of -187.0%, Velo3D, Inc. demonstrates mixed fundamentals in the Industrial sector. Below is our complete VLDXW stock analysis for 2026.

Is Velo3D, Inc. (VLDXW) a Good Investment?

Claude

Velo3D exhibits terminal financial distress with negative gross margins (-16.1%), indicating fundamental unprofitability at the core operations level. The company is burning $30M annually in free cash flow with only $39M in cash reserves (~1.3 years runway) while generating zero revenue growth. Without immediate operational turnaround or capital injection, the company will face insolvency.

Why Buy Velo3D, Inc. Stock? VLDXW Key Strengths

Claude
  • + Adequate liquidity with current ratio of 2.37x and $39.0M cash reserves
  • + Moderate leverage at 0.81x debt-to-equity provides restructuring flexibility
  • + Loss trajectory improving year-over-year (EPS loss reduced 94.7% YoY, though still deeply negative)

VLDXW Stock Risks: Velo3D, Inc. Investment Risks

Claude
  • ! Negative gross margin (-16.1%) indicates fundamental cost structure or pricing failure at core business level
  • ! Negative free cash flow of -$30.0M annually with ~1.3 years of cash runway before insolvency
  • ! Revenue stagnation (0.0% growth) coupled with -$71.4M net losses demonstrates inability to scale profitably
  • ! Operating margin of -119.5% reflects severe inability to manage costs relative to revenue

Key Metrics to Watch

Claude
  • * Gross margin trajectory - must turn positive for operational viability
  • * Revenue growth rate - critical inflection point needed from 0% current level
  • * Monthly cash burn rate - $30M annual burn is unsustainable without significant improvement
  • * Operating cash flow - $-27.3M burn rate determines cash depletion timeline

Velo3D, Inc. (VLDXW) Financial Metrics & Key Ratios

Revenue
$46.0M
Net Income
$-71.4M
EPS (Diluted)
$-4.33
Free Cash Flow
$-30.0M
Total Assets
$105.3M
Cash Position
$39.0M

💡 AI Analyst Insight

Strong liquidity with a 2.37x current ratio provides a solid financial cushion.

VLDXW Profit Margin, ROE & Profitability Analysis

Gross Margin -16.1%
Operating Margin -119.5%
Net Margin -155.2%
ROE -187.0%
ROA -67.7%
FCF Margin -65.3%

VLDXW vs Industrial Sector: How Velo3D, Inc. Compares

How Velo3D, Inc. compares to Industrial sector averages

Net Margin
VLDXW -155.2%
vs
Sector Avg 10.0%
VLDXW Sector
ROE
VLDXW -187.0%
vs
Sector Avg 15.0%
VLDXW Sector
Current Ratio
VLDXW 2.4x
vs
Sector Avg 1.8x
VLDXW Sector
Debt/Equity
VLDXW 0.8x
vs
Sector Avg 0.7x
VLDXW Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Velo3D, Inc. Stock Overvalued? VLDXW Valuation Analysis 2026

Based on fundamental analysis, Velo3D, Inc. shows some fundamental concerns relative to the Industrial sector in 2026.

Return on Equity
-187.0%
Sector avg: 15%
Net Profit Margin
-155.2%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.81x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Velo3D, Inc. Balance Sheet: VLDXW Debt, Cash & Liquidity

Current Ratio
2.37x
Quick Ratio
1.57x
Debt/Equity
0.81x
Debt/Assets
63.8%
Interest Coverage
-51.33x
Long-term Debt
$31.0M

VLDXW Revenue & Earnings Growth: 5-Year Financial Trend

VLDXW 5-year financial data: Year 2025: Revenue $46.0M, Net Income -$27.5M, EPS $-55.51.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Velo3D, Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $-55.51 indicates the company is currently unprofitable.

VLDXW Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-65.3%
Free cash flow / Revenue

VLDXW Quarterly Earnings & Performance

Quarterly financial performance data for Velo3D, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $8.2M -$11.8M $-0.69
Q2 2025 $10.3M -$172.0K $-0.30

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Velo3D, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$27.3M
Cash generated from operations
Capital Expenditures
$2.7M
Investment in assets
Dividends
None
No dividend program

VLDXW SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Velo3D, Inc. (CIK: 0001825079)

📋 Recent SEC Filings

Date Form Document Action
Apr 8, 2026 4 xslF345X06/ownership.xml View →
Apr 7, 2026 8-K form8-k.htm View →
Mar 31, 2026 10-K velo-20251231.htm View →
Mar 31, 2026 4 xslF345X06/ownership.xml View →
Mar 30, 2026 4 xslF345X06/ownership.xml View →

Frequently Asked Questions about VLDXW

What is the AI rating for VLDXW?

Velo3D, Inc. (VLDXW) has an AI rating of STRONG SELL with 95% confidence, based on fundamental analysis of SEC EDGAR filings.

What are VLDXW's key strengths?

Claude: Adequate liquidity with current ratio of 2.37x and $39.0M cash reserves. Moderate leverage at 0.81x debt-to-equity provides restructuring flexibility.

What are the risks of investing in VLDXW?

Claude: Negative gross margin (-16.1%) indicates fundamental cost structure or pricing failure at core business level. Negative free cash flow of -$30.0M annually with ~1.3 years of cash runway before insolvency.

What is VLDXW's revenue and growth?

Velo3D, Inc. reported revenue of $46.0M.

Does VLDXW pay dividends?

Velo3D, Inc. does not currently pay dividends.

Where can I find VLDXW SEC filings?

Official SEC filings for Velo3D, Inc. (CIK: 0001825079) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is VLDXW's EPS?

Velo3D, Inc. has a diluted EPS of $-4.33.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is VLDXW a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Velo3D, Inc. has a STRONG SELL rating with 95% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is VLDXW stock overvalued or undervalued?

Valuation metrics for VLDXW: ROE of -187.0% (sector avg: 15%), net margin of -155.2% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy VLDXW stock in 2026?

Our dual AI analysis gives Velo3D, Inc. a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is VLDXW's free cash flow?

Velo3D, Inc.'s operating cash flow is $-27.3M, with capital expenditures of $2.7M. FCF margin is -65.3%.

How does VLDXW compare to other Industrial stocks?

Vs Industrial sector averages: Net margin -155.2% (avg: 10%), ROE -187.0% (avg: 15%), current ratio 2.37 (avg: 1.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 18, 2026 | Data as of: 2025-12-31 | Powered by Claude AI