Velo3D Scores Big With US Army And Raytheon—Defense Growth Locked In

Core Insights - Velo3D has transitioned from near bankruptcy to a Nasdaq relisting in under a year, establishing itself as a key player in the U.S. defense supply chain through partnerships with the U.S. Army and RTX Corp [1][5] - The company is not merely a machine vendor but is positioned as a critical contributor to the Pentagon's initiative for resilient and distributed manufacturing [2][5] Company Developments - Velo3D's technology has been validated through actual defense deployments, moving beyond prototypes and lab demonstrations, which is crucial for its credibility in the defense sector [3] - The company is actively involved in setting new standards for materials and qualifications in next-generation defense manufacturing, providing it with a significant first-mover advantage [4] Market Positioning - Establishing standards allows Velo3D to attract future contracts, enhancing its revenue visibility and solidifying its status as a preferred partner in defense manufacturing [5] - The collaboration with Raytheon and the Army is viewed as a structural moat, with implications for sustained defense spending and the acceleration of reshoring efforts [5] Future Outlook - The focus now shifts to whether Velo3D can achieve sustained gains driven by defense contracts, marking a potential transformation from a turnaround story to a long-term growth stock [6]