Is Velo3D (VELO) Using Andretti Partnership to Prove Its Motorsport-Grade Manufacturing Edge?

In April 2026, Velo3D, Inc. announced a partnership with Andretti Performance to sponsor two 2026 IMSA Michelin Pilot Challenge events and supply metal additive manufacturing technology, including an aluminum CP1 radio controls mounting bracket for the No. 43 Porsche produced with Constellium’s Aheadd CP1 alloy. This collaboration highlights how Velo3D’s generative design and high‑performance alloys are being applied in demanding motorsport conditions to create lighter, stronger, and more efficient components. Next, we’ll examine how showcasing generatively designed, race‑proven components through Andretti Performance could influence Velo3D’s broader investment narrative.

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Velo3D Investment Narrative Recap

To own Velo3D, you need to believe its metal additive manufacturing and Rapid Production Services platform can convert high performance engineering wins into recurring, higher margin revenue, while the company works through persistent losses and a short cash runway. The Andretti Performance partnership is directionally positive as a proof point for CP1 alloy and generative design, but it does not materially change the near term need to improve gross margins and reduce cash burn.

The recent five year, US$9.8 million IDIQ contract with the Defense Logistics Agency is the most relevant backdrop to the Andretti news, as both highlight Velo3D’s attempt to show its technology in demanding, real world settings. Together, these programs showcase the same core capabilities that underpin the RPS growth catalyst, but they also sit against guidance of US$60 million to US$70 million in 2026 revenue and ongoing, sizable net losses.

Yet behind the racing headlines, the real issue investors should be aware of is the risk that continued losses could force...

Read the full narrative on Velo3D (it's free!)

Velo3D's narrative projects $15.5 million revenue and $1.4 million earnings by 2028. This implies a 32.0% yearly revenue decline but an earnings increase of about $74.1 million from -$72.7 million today.

Uncover how Velo3D's forecasts yield a $6.00 fair value, a 65% downside to its current price.

Exploring Other PerspectivesVELO 1-Year Stock Price Chart

While consensus focuses on liquidity risk, the most optimistic analysts tie this Andretti showcase to a faster RPS ramp, assuming revenue could reach about US$149 million by 2029, which shows how differently you and other investors might weigh the same information.

Story Continues

Explore 5 other fair value estimates on Velo3D - why the stock might be worth less than half the current price!

Form Your Own Verdict

Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

A great starting point for your Velo3D research is our analysis highlighting 1 key reward and 4 important warning signs that could impact your investment decision. Our free Velo3D research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Velo3D's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include VELO.

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