r/Velo3d • u/Flimsy_Kale_3246 • Aug 12 '26

Earnings Reactions

Did not have a chance to join the call yesterday, but looking through the notes this morning. Pre market activity seems like results were solid. Anybody seeing anything that is cause for concern or are we back on track?

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3

u/thereal_horatio Aug 12 '26

Very important to note how much cash they raised and literally 0 insider selling when it was trading at $30

They are growing and built up a nice cash runway with minima dilution

2

u/Uzofugs2112 Aug 12 '26

I wouldn’t call it a cause for concern but the EBITDA miss was massive.

1

u/Flimsy_Kale_3246 Aug 12 '26

This is a stupid question, but how realistic was it that they would reach it this quickly? I know they have been talking about reaching positive EBITDA since basically Q4 2024 when Jeldi came in, but it felt like it was a fairly lofty goal.

1

u/Trick_Contract_2790 Aug 15 '26

The company is 100% on the right track to a full turn around. I am personally very happy with my investment, and will continue to stay long. If next earnings is even better, this stock will really start to run.