January 28, 2026
Finance

Velo3D Stock Climbs Amid Defense Contract Wins and Tech Sector Upswing

Market Momentum and Strategic Partnerships Boost Velo3D's Stock Performance

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Summary

Shares of Velo3D, Inc. experienced a notable increase, supported by recent defense contracts, collaborative projects, and positive movements in the technology sector. Despite mixed technical indicators, the stock maintains strong long-term momentum as it approaches its 52-week high.

Key Points

Velo3D's stock price increased alongside gains in the broader market, particularly in the technology sector, which rose by 1.68%.
Significant contracts and partnerships include a $32.6 million Department of War contract under Project FORGE and a Cooperative Research and Development Agreement with the U.S. Army's DEVCOM Ground Vehicle Systems Center.
The stock has delivered a substantial 316.67% gain over the past year, currently trading closer to its 52-week high than its low.
Mixed technical indicators show the stock trading below its 20-day SMA but well above its 50-day and 100-day SMAs, with RSI at neutral levels and MACD indicating short-term bearish momentum.

Velo3D, Inc. (NYSE: VELO) witnessed an upward movement in its stock price on Wednesday, demonstrating a positive market sentiment that aligns with gains seen across major indices. The broader market experienced a favorable day, with the S&P 500 rising by 0.37% and the technology sector advancing significantly by 1.68%. This sector performance has contributed to the tailwinds supporting equities such as Velo3D.

The company has recently strengthened its market position through several key agreements and partnerships within the defense and aerospace segments. On December 22, Velo3D secured a substantial contract valued at $32.6 million from the Department of War, specifically under the initiative known as Project FORGE. This contract represents a significant endorsement of Velo3D's capabilities and technological offerings in additive manufacturing.

Further expanding its defense collaborations, Velo3D entered into a Cooperative Research and Development Agreement with the U.S. Army's DEVCOM Ground Vehicle Systems Center on January 13. This agreement signals ongoing commitment from both parties to advance technology integration and development in ground vehicle systems, leveraging Velo3D's expertise.

Complementing its defense engagements, Velo3D also partnered with Momentus Inc. (NASDAQ: MNTS) in a project announced on January 5 involving the design and manufacturing of a 3D-printed fuel tank intended for space testing. This collaboration illustrates Velo3D's growing role in aerospace applications and innovative additive manufacturing solutions for challenging environments.

Technical analysis of Velo3D stock reveals that while the current price uplift ties closely to the positive dynamics in the technology sector rather than any immediate company-specific news, the stock maintains significant long-term strength. Trading at approximately $14.55 as of the latest session, this level marks a substantive improvement from previous closes. This rise coincides with the Nasdaq Composite's 0.92% increase, further anchoring Velo3D's stock gains within sector-wide momentum.

Over the course of the past year, Velo3D's stock price has surged impressively by 316.67%, indicating robust investor confidence and strong operational progress. The stock is trading nearer to its 52-week high than to its lows, a clear signal of sustained strength and positive trajectory.

Current technical measures present a complex picture. The stock price sits 16% below its 20-day simple moving average (SMA), suggesting some near-term price consolidation or volatility. However, it remains 25.1% above its 50-day SMA and a substantial 81.2% above its 100-day SMA, which confirms a solid long-term upward trend.

Momentum indicators such as the Relative Strength Index (RSI) and the Moving Average Convergence Divergence (MACD) reflect mixed sentiment. The RSI rests at a neutral 46.57, while the MACD remains below its signal line, signaling prevailing bearish pressure in the short term. These factors collectively imply that traders are cautiously monitoring the stock’s performance for potential shifts in trend.

Investors are eagerly anticipating Velo3D's upcoming earnings report, scheduled for February 26, 2026. Analysts currently estimate that Velo3D will report an earnings per share (EPS) loss of $0.50 alongside projected revenues near $8.50 million. Market participants will likely be evaluating these figures closely for indications of the company's financial health and operational scaling.

From an analyst perspective, Velo3D maintains a "Buy" rating consensus with an average price target set at $18. This outlook is supported by recent analyst activity, notably Lake Street raising its target price to $18 on December 29, 2025.

In premarket trading on Wednesday, Velo3D shares have already shown a 4.00% increase, reaching approximately $14.56. This premarket strength aligns with the broader positive trends observed within technology stocks and reinforces market optimism surrounding Velo3D's prospects.

Overall, Velo3D's recent contractual wins, collaborative endeavors, and favorable positioning within the technology sector are vital contributors to its stock performance. While short-term technical indicators suggest caution, the company’s long-term momentum and strategic engagements highlight encouraging prospects for investors monitoring this specialty manufacturing firm.

Risks
  • Upcoming earnings report anticipates a loss in EPS of 50 cents, which may affect investor sentiment.
  • The stock is trading 16% below its 20-day simple moving average, indicating potential short-term price volatility.
  • MACD indicator below its signal line points to prevailing bearish pressure in the near term.
  • Market gains broadly influence the stock's current price action rather than any recent company-specific news, suggesting dependency on sector momentum.
Disclosure
Education only / not financial advice
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Ticker Sentiment
VELO - positive MNTS - neutral
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