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Velo3D, Inc. (VELO)

USD12.66 +0.60 (+5.01%)
US NASDAQ Industrials Industrial - Machinery
Address 2710 Lakeview Court 94538
Fremont, CA, US
CEO Arun Jeldi
Website velo3d.com
IPO 2021-01-25
CIK 1825079 ISIN US92259N3026

Explore sections of this company profile

Also trades on NASDAQ Capital Market · VELO (USD) NASDAQ Capital Market · VELOU (USD) NASDAQ Capital Market · VELOW (USD)
Description

Velo3D, Inc. produces and sells metal additive three dimensional printers in the Americas, Europe, and internationally. The company’s printers enable the production of components for space rockets, jet engines, fuel delivery systems, and other metal parts, which it sells or leases to customers for use in their businesses. It also offers Flow, a proprietary software platform, which scans part designs for geometrical features; and Sapphire, Sapphire 1MZ, Sapphire XC, and Sapphire XC 1MZ printers. In addition, the company provides Assure, a quality control software platform that includes process metrologies; Flow Developer, a new version of print preparation software that turns traditional design files into print files; and Intelligent Fusion, an underlying manufacturing process that unifies and manages the information flow, sensor data, and the advanced printing technology for precision control of the entire print. Further, it offers Rapid Production Solutions to build resilient supply chains for production parts in different industries; and provides support services. The company serves small- and medium-sized enterprises to Fortune 500 companies in the space, aviation, defense, automotive, energy, and industrial markets. Velo3D, Inc. was founded in 2014 and is headquartered in Fremont, California. Velo3D, Inc. operates as a subsidiary of Arrayed Additive inc.

News Sentiment (7d)
50 Neutral

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD12.66 +0.60 (+5.01%)
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Volume Profile
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Liquidity & share structure
Average Volume
4M
Beta
2.48
Float Shares
5.59M
Free Float %
26.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+49.43% +69.16% +82.22% +88.09% +322.74% +52.91% +125.91% -97.81% -99.60% -99.63% -99.63%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (1 ratings, all time) Buy
Price Targets & DCF
Current price
12.66
Low 18.00 +42.1%
Consensus 20.33 +60.5%
Median 18.00 +42.1%
High 25.00 +97.4%
DCF (Unlevered) 3,122.01 +24,551.7%
DCF (Levered) 1,695.60 +13,288.6%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 2 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 4
16.75
+32.3%
All Time 4
16.75
+32.3%
Quality scores
Altman Z-Score
-7.15
Distress
Piotroski F-Score
3 / 9
Average
MOAT Score
0 / 10
No MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
5 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Industrial - Machinery: +7.4%
    +12.1% Q1'26: +48.2% (vs Q1'25)
  • EPS growth Industrial - Machinery: +15.6%
    +95.0% Q1'26: +85.3% (vs Q1'25)
  • FCF margin FCF growth · Industrial - Machinery: +38.2%
    -140.0% Q1'26: -136,928.2% (vs Q1'25)
  • EBIT margin Industrial - Machinery: +10.0%
    -145.5% Q1'26: +0.0% (vs Q1'25)
  • ROIC Industrial - Machinery: +6.8%
    -1.2% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Industrial - Machinery: +0.0%
    +1,845.9% Q1'26: +86.8% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Industrial - Machinery: -0.65×
    -99.29× Q1'26: -112.82× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (2.27) × ERP
WACC = 4% × Ke + 96% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 3,122.01 Current price: 12.66
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
2 Rev. Ana.
2 EPS Ana.
Dec 2027
2 Rev. Ana.
2 EPS Ana.
Revenue
77.44M
est: 107.00M (-27.6%)
41.00M
est: 121.00M (-66.1%)
45.97M
est: 45.21M (+1.7%)
64.10M
63.19M – 65.00M
+41.8% YoY
96.19M
95.18M – 97.20M
+50.1% YoY
EBITDA
-116.11M
est: -38.86M (-198.8%)
-52.44M
est: -59.35M (+11.7%)
-63.50M
est: -22.18M (-186.3%)
-31.44M
-31.88M – -31.00M
-41.8% YoY
-47.18M
-47.68M – -46.69M
-50.1% YoY
EBIT
-125.42M
est: -52.57M (-138.6%)
-57.35M
est: -71.76M (+20.1%)
-66.88M
est: -26.82M (-149.4%)
-38.01M
-38.55M – -37.48M
-41.8% YoY
-57.05M
-57.65M – -56.45M
-50.1% YoY
Net Income
-135.14M
est: -231.30M (+41.6%)
-73.30M
est: -2.68B (+97.3%)
-71.36M
est: -65.86M (-8.3%)
-23.08M
-24.90M – -21.27M
+65.0% YoY
-14.26M
-17.64M – -10.88M
+38.2% YoY
SGA
64.96M
est: 85.90M (-24.4%)
63.15M
est: 97.12M (-35.0%)
36.86M
est: 36.29M (+1.6%)
51.44M
50.72M – 52.17M
+41.8% YoY
77.20M
76.39M – 78.01M
+50.1% YoY
EPS
-357.00
est: -273.00 (-30.8%)
-86.51
est: -162.75 (+46.8%)
-4.33
est: -4.00 (-8.4%)
-1.40
-1.51 – -1.29
+65.0% YoY
-0.87
-1.07 – -0.66
+38.2% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C+ 2/5 1/5 1/5 1/5 3/5 1/5 5/5
2026-05-08 C+ 2/5 1/5 1/5 1/5 3/5 1/5 5/5
2026-05-07 C+ 2/5 1/5 1/5 1/5 3/5 1/5 5/5
2026-05-06 C+ 2/5 1/5 1/5 1/5 3/5 1/5 5/5
2026-05-05 C+ 2/5 1/5 1/5 1/5 3/5 1/5 5/5
2026-05-04 C+ 2/5 1/5 1/5 1/5 3/5 1/5 5/5
2026-05-01 C+ 2/5 1/5 1/5 1/5 3/5 1/5 5/5
2026-04-30 C+ 2/5 1/5 1/5 1/5 3/5 1/5 5/5
2026-04-29 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-04-28 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-04-27 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-04-24 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-04-23 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-04-22 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-04-21 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-04-20 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-04-17 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-04-16 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-04-15 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-30.08B
OE per share TTM
-1,826.90
Owner's Yield
-12,649.07%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
5,490.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
15
Total invested
5.01M
Insider transactions (90d)
0
Beneficial owners (>5%)
21
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Glazer Capital, LLC 1.26M 5.50% 1.26M IA, OO State of Delaware 2022-02-14
2 Paul J. Glazer 1.26M 5.50% 1.26M IN United States 2022-02-14
3 Adage Capital Advisors, L.L.C. 1.20M 5.22% 1.20M OO Delaware 2021-03-08
4 Adage Capital Partners GP, L.L.C. 1.20M 5.22% 1.20M OO Delaware 2021-03-08
5 Adage Capital Partners, L.P. 1.20M 5.22% 1.20M PN Delaware 2021-03-08
6 Aristeia Capital, L.L.C. 1.20M 5.22% 1.20M 1.20M IA, OO Delaware 2022-02-14
7 Phillip Gross 1.20M 5.22% 1.20M IN Delaware 2021-03-08
8 Robert Atchinson 1.20M 5.22% 1.20M IN Delaware 2021-03-08
9 Boaz R. Weinstein 1.16M 5.00% 1.16M 1.16M IN Delaware 2022-06-10
10 Saba Capital Management GP, LLC 1.16M 5.00% 1.16M 1.16M OO Delaware 2022-06-10
11 Saba Capital Management, L.P. 1.16M 5.00% 1.16M 1.16M IA, PN Delaware 2022-06-10
12 CALC IV LP 10.00 12.00% 3.7K HC, PN Delaware 2021-03-08
13 Citadel Securities GP LLC 10.00 12.00% 3.7K HC, OO Delaware 2021-03-08
14 Citadel Securities LLC 10.00 12.00% 3.7K BD, OO Delaware 2021-03-08
15 2. 10.00 7.50% 1.72M IA, HC, OO 2022-02-14
16 Citadel Advisors Holdings LP 10.00 7.40% 1.70M HC, PN Delaware 2021-03-08
17 Citadel Advisors LLC 10.00 7.40% 1.70M IA, HC, OO Delaware 2021-03-08
18 Citadel GP LLC 10.00 7.40% 1.70M HC, OO Delaware 2021-03-08
19 Kenneth Griffin 10.00 7.40% 1.70M HC, IN Delaware 2021-03-08
20 GLENVIEW CAPITAL MANAGEMENT, LLC 0.00% OO Delaware 2022-02-14
21 LARRY ROBBINS 0.00% HC, IN Delaware 2022-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
15
-38 vs prev Q
New positions
8
Closed positions
46
Increased
13
Reduced
0
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 ALYESKA INVESTMENT GROUP, L.P. 2.42M +2.4M (+100.0%) 33.31M +33.3M (+100.0%) 11.59% +11.593 pp 0.09% +0.094 pp USD13.74 +0.0% 1 qtrs NEW
2 AWM INVESTMENT COMPANY, INC. 2.15M +819.7K (+61.5%) 28.01M +23.9M (+584.2%) 10.30% -132.137 pp 2.70% +2.321 pp USD7.13 +92.7% 2 qtrs
3 VANGUARD GROUP INC 386.8K +386.8K (+100.0%) 5.32M +5.3M (+100.0%) 1.85% +1.850 pp 0.00% +0.000 pp USD13.74 +0.0% 1 qtrs NEW
4 DNB ASSET MANAGEMENT AS 237.4K +237.4K (+100.0%) 3.26M +3.3M (+100.0%) 1.14% +1.135 pp 0.01% +0.011 pp USD13.74 +0.0% 1 qtrs NEW
5 UBS GROUP AG 175.9K +108.0K (+159.2%) 2.42M +2.2M (+1,060.0%) 0.84% -6.409 pp 0.00% +0.000 pp USD9.62 +42.8% 2 qtrs
6 BLACKROCK, INC. 135.1K +135.1K (+100.0%) 1.86M +1.9M (+100.0%) 0.65% +0.646 pp 0.00% +0.000 pp USD13.74 +0.0% 1 qtrs NEW
7 WHITE PINE CAPITAL LLC 129.6K -4.5K (-3.4%) 1.78M +1.4M (+332.4%) 0.62% -13.714 pp 0.49% +0.372 pp USD3.07 +347.6% 2 qtrs
8 GEODE CAPITAL MANAGEMENT, LLC 104.2K +104.2K (+100.0%) 1.43M +1.4M (+100.0%) 0.50% +0.498 pp 0.00% +0.000 pp USD13.74 +0.0% 1 qtrs NEW
9 INVST, LLC 87.7K +19.8K (+29.1%) 1.21M +996.7K (+477.9%) 0.42% -6.837 pp 0.13% +0.107 pp USD5.48 +150.7% 2 qtrs
10 PERKINS CAPITAL MANAGEMENT INC 87.0K +17.0K (+24.3%) 1.20M +980.5K (+456.2%) 0.42% -7.062 pp 0.95% +0.760 pp USD5.15 +166.8% 2 qtrs
11 CENTERBOOK PARTNERS LP 76.0K +76.0K (+100.0%) 1.04M +1.0M (+100.0%) 0.36% +0.364 pp 0.05% +0.051 pp USD13.74 +0.0% 1 qtrs NEW
12 NEWEDGE ADVISORS, LLC 58.6K +58.6K (+100.0%) 805.6K +805.6K (+100.0%) 0.28% +0.280 pp 0.00% +0.003 pp USD13.74 +0.0% 1 qtrs NEW
13 VK SERVICES, LLC 57.8K +— (+0.0%) 794.3K +616.8K (+347.6%) 0.28% -5.899 pp 27.50% +27.452 pp USD3.07 +347.6% 2 qtrs
14 JANE STREET GROUP, LLC 47.1K -27.3K (-36.7%) 647.0K +418.7K (+183.4%) 0.23% -7.720 pp 0.00% +0.000 pp USD3.07 +347.6% 2 qtrs
15 STATE STREET CORP 42.8K +42.8K (+100.0%) 588.1K +588.1K (+100.0%) 0.20% +0.205 pp 0.00% +0.000 pp USD13.74 +0.0% 1 qtrs NEW
16 RENAISSANCE TECHNOLOGIES LLC 39.9K -8.4K (-17.4%) 548.2K +399.9K (+269.7%) 0.19% -4.969 pp 0.00% +0.001 pp USD3.07 +347.6% 2 qtrs
17 POLEN CAPITAL MANAGEMENT LLC 39.9K +39.9K (+100.0%) 548.2K +548.2K (+100.0%) 0.19% +0.191 pp 0.00% +0.002 pp USD13.74 +0.0% 1 qtrs NEW
18 GOLDMAN SACHS GROUP INC 36.9K +18.4K (+99.1%) 507.5K +450.5K (+791.2%) 0.18% -1.805 pp 0.00% +0.000 pp USD8.38 +64.0% 2 qtrs
19 TWO SIGMA INVESTMENTS, LP 32.1K +32.1K (+100.0%) 440.5K +440.5K (+100.0%) 0.15% +0.153 pp 0.00% +0.001 pp USD13.74 +0.0% 1 qtrs NEW
20 OMERS ADMINISTRATION CORP 23.1K +23.1K (+100.0%) 317.4K +317.4K (+100.0%) 0.11% +0.111 pp 0.00% +0.002 pp USD13.74 +0.0% 1 qtrs NEW
21 SAPIENT CAPITAL LLC 20.5K +— (+0.0%) 299.2K +237.6K (+385.7%) 0.10% -2.095 pp 0.00% +0.003 pp USD3.07 +347.6% 2 qtrs
22 PEKIN HARDY STRAUSS, INC. 21.0K +21.0K (+100.0%) 288.9K +288.9K (+100.0%) 0.10% +0.101 pp 0.03% +0.027 pp USD13.74 +0.0% 1 qtrs NEW
23 CORSAIR CAPITAL MANAGEMENT, L.P. 20.0K +20.0K (+100.0%) 274.8K +274.8K (+100.0%) 0.10% +0.096 pp 0.04% +0.043 pp USD13.74 +0.0% 1 qtrs NEW
24 SCIENTECH RESEARCH LLC 20.0K +20.0K (+100.0%) 274.3K +274.3K (+100.0%) 0.10% +0.096 pp 0.17% +0.173 pp USD13.74 +0.0% 1 qtrs NEW
25 XTX TOPCO LTD 18.5K +18.5K (+100.0%) 254.8K +254.8K (+100.0%) 0.09% +0.089 pp 0.01% +0.007 pp USD13.74 +0.0% 1 qtrs NEW
26 NORTHERN TRUST CORP 17.4K +17.4K (+100.0%) 239.4K +239.4K (+100.0%) 0.08% +0.083 pp 0.00% +0.000 pp USD13.74 +0.0% 1 qtrs NEW
27 BYRNE ASSET MANAGEMENT LLC 17.3K +8.0K (+85.6%) 237.4K +208.8K (+730.5%) 0.08% -0.912 pp 0.13% +0.114 pp USD7.99 +72.0% 2 qtrs
28 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 17.1K +17.1K (+100.0%) 234.0K +234.0K (+100.0%) 0.08% +0.082 pp 0.00% +0.001 pp USD13.74 +0.0% 1 qtrs NEW
29 MORGAN STANLEY 14.6K +12.2K (+496.2%) 200.7K +193.2K (+2,568.5%) 0.07% -0.192 pp 0.00% +0.000 pp USD11.95 +15.0% 2 qtrs
30 CENTIVA CAPITAL, LP 14.5K +14.5K (+100.0%) 199.2K +199.2K (+100.0%) 0.07% +0.069 pp 0.00% +0.002 pp USD13.74 +0.0% 1 qtrs NEW
31 DUPREE FINANCIAL GROUP, LLC 13.0K +13.0K (+100.0%) 178.6K +178.6K (+100.0%) 0.06% +0.062 pp 0.07% +0.065 pp USD13.74 +0.0% 1 qtrs NEW
32 OPPENHEIMER & CO INC 12.7K +12.7K (+100.0%) 174.6K +174.6K (+100.0%) 0.06% +0.061 pp 0.00% +0.003 pp USD13.74 +0.0% 1 qtrs NEW
33 MERIDIAN WEALTH MANAGEMENT, LLC 11.4K +— (+0.0%) 156.2K +121.3K (+347.6%) 0.05% -1.160 pp 0.01% +0.004 pp USD3.07 +347.6% 2 qtrs
34 SAGE ADVISORS, LLC 11.3K +11.3K (+100.0%) 154.6K +154.6K (+100.0%) 0.05% +0.054 pp 0.10% +0.103 pp USD13.74 +0.0% 1 qtrs NEW
35 EVERNEST FINANCIAL ADVISORS, LLC 10.2K +10.2K (+100.0%) 139.7K +139.7K (+100.0%) 0.05% +0.049 pp 0.03% +0.029 pp USD13.74 +0.0% 1 qtrs NEW
36 CITIGROUP INC 7.7K +1.3K (+20.4%) 106.2K +86.5K (+438.9%) 0.04% -0.649 pp 0.00% +0.000 pp USD4.88 +181.6% 2 qtrs
37 QUANTBOT TECHNOLOGIES LP 4.8K +4.8K (+100.0%) 66.3K +66.3K (+100.0%) 0.02% +0.023 pp 0.00% +0.002 pp USD13.74 +0.0% 1 qtrs NEW
38 TOWER RESEARCH CAPITAL LLC (TRC) 2.3K +2.3K (+100.0%) 31.0K +31.0K (+100.0%) 0.01% +0.011 pp 0.00% +0.001 pp USD13.74 +0.0% 1 qtrs NEW
39 ADVISOR GROUP HOLDINGS, INC. 414.00 -218.0 (-34.5%) 5.7K +3.8K (+193.8%) 0.00% -0.066 pp 0.00% +0.000 pp USD3.07 +347.6% 2 qtrs
40 SRS CAPITAL ADVISORS, INC. 375.00 -410.0 (-52.2%) 5.2K +2.7K (+113.8%) 0.00% -0.082 pp 0.00% +0.000 pp USD3.07 +347.6% 2 qtrs
41 CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD 296.00 +296.0 (+100.0%) 4.1K +4.1K (+100.0%) 0.00% +0.001 pp 0.00% +0.001 pp USD13.74 +0.0% 1 qtrs NEW
42 NEW MILLENNIUM GROUP LLC 173.00 +— (+0.0%) 2.4K +1.8K (+347.6%) 0.00% -0.018 pp 0.00% +0.001 pp USD3.07 +347.6% 2 qtrs
43 BANK OF AMERICA CORP /DE/ 74.00 +73.0 (+7,300.0%) 1.0K +1.0K (+33,800.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD13.59 +1.1% 2 qtrs
44 GROUP ONE TRADING, L.P. 36.00 -354.0 (-90.8%) 495.00 -702.0 (-58.6%) 0.00% -0.042 pp 0.00% +0.000 pp USD3.06 +349.0% 2 qtrs
45 SBI SECURITIES CO., LTD. 15.00 -1.0 (-6.3%) 206.00 +157.0 (+320.4%) 0.00% -0.002 pp 0.00% +0.000 pp USD3.00 +358.0% 2 qtrs
46 BRYN MAWR TRUST CO 10.00 +— (+0.0%) 137.00 +106.0 (+341.9%) 0.00% -0.001 pp 0.00% +0.000 pp USD3.00 +358.0% 2 qtrs
47 BARCLAYS PLC 9.00 +— (+0.0%) 124.00 +96.0 (+342.9%) 0.00% -0.001 pp 0.00% +0.000 pp USD3.00 +358.0% 2 qtrs
48 BNP PARIBAS ARBITRAGE, SNC 7.00 -89.0 (-92.7%) 96.00 -199.0 (-67.5%) 0.00% -0.010 pp 0.00% +0.000 pp USD3.00 +358.0% 2 qtrs
49 JPMORGAN CHASE & CO 6.00 -11.0 (-64.7%) 82.00 +30.0 (+57.7%) 0.00% -0.002 pp 0.00% +0.000 pp USD3.00 +358.0% 2 qtrs
50 SAGEVIEW ADVISORY GROUP, LLC 2.00 +2.0 (+100.0%) 28.00 +28.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD13.50 +1.8% 1 qtrs NEW
51 GLOBAL RETIREMENT PARTNERS, LLC 2.00 +— (+0.0%) 27.00 +21.0 (+350.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD3.00 +358.0% 2 qtrs
52 DANSKE BANK A/S 1.00 +— (+0.0%) 14.00 +11.0 (+366.7%) 0.00% 0.000 pp 0.00% +0.000 pp USD3.00 +358.0% 2 qtrs
53 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1.00 +— (+0.0%) 14.00 +11.0 (+366.7%) 0.00% 0.000 pp 0.00% +0.000 pp USD3.00 +358.0% 2 qtrs
54 BELVEDERE TRADING LLC -100.0 (-100.0%) -21.0 (-100.0%) 0.00% -0.011 pp 0.00% +0.000 pp USD 2 qtrs SOLD
55 SUSQUEHANNA INTERNATIONAL GROUP, LLP -204.3K (-100.0%) -627.2K (-100.0%) 0.00% -21.824 pp 0.00% 0.000 pp USD 2 qtrs SOLD
56 AIGH CAPITAL MANAGEMENT LLC -1.7M (-100.0%) -5.3M (-100.0%) 0.00% -183.725 pp 0.00% -1.488 pp USD 2 qtrs SOLD
57 ARCHON CAPITAL MANAGEMENT LLC -21.1K (-100.0%) -64.7K (-100.0%) 0.00% -2.252 pp 0.00% -0.039 pp USD 2 qtrs SOLD
58 APIS CAPITAL ADVISORS, LLC -103.7K (-100.0%) -318.5K (-100.0%) 0.00% -11.082 pp 0.00% -0.070 pp USD 2 qtrs SOLD
59 PORTOLAN CAPITAL MANAGEMENT, LLC -59.9K (-100.0%) -184.0K (-100.0%) 0.00% -6.401 pp 0.00% -0.010 pp USD 2 qtrs SOLD
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
2.50
Bullish
Ratio by volume
0.44
Bearish
Buys
5
Sells
2
Shares acquired
6.57M
Shares disposed
15.00M
Cash buys
1.00
Cash sales
Net activity
-8,434,487
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-06 Suva James D Officer A-Award A Restricted Stock Unit 135,000 0.00 135,000 D
2026-03-27 Thieneman Kenneth Dale Director M-Exempt A Common Stock 3,188 10.00 31.9K 9,564 D
2026-03-27 Lloyd Jason Michael Director M-Exempt D Restricted Stock Units 3,188 0.00 11,187 D
2026-03-27 Krause Stefan Director M-Exempt A Common Stock 3,188 10.00 31.9K 10,222 D
2026-03-27 Keppler Adrian Director M-Exempt A Common Stock 3,188 10.00 31.9K 10,060 D
2026-03-04 Thieneman Kenneth Dale Director C-Conversion D 12.0% Senior Secured Convertible Promissory Note 10,000,000 10.50 105.00M 0 I
2026-03-04 Jeldi Arun Director / Officer / 10% Owner P-Purchase A 12.0% Senior Secured Convertible Promissory Note 5,000,000 16.38 81.90M 5,000,000 I
2026-02-15 Jeldi Arun Director / Officer / 10% Owner M-Exempt A Common Stock 12,583 0.00 37,746 D
2025-12-31 Xu Hull Hou Jun Officer F-InKind D Common Stock 3,578 14.57 52.1K 13,600 D
2025-12-31 Chung Bernard Officer 0 0.00 0
2025-12-27 Thieneman Kenneth Dale Director M-Exempt D Restricted Stock Units 3,188 0.00 7,999 D
2025-12-27 Lloyd Jason Michael Director M-Exempt D Restricted Stock Units 3,188 0.00 7,999 D
2025-12-27 Krause Stefan Director M-Exempt A Common Stock 3,188 13.50 43.0K 7,034 D
2025-12-27 Keppler Adrian Director M-Exempt D Restricted Stock Units 3,188 0.00 6,376 D
2025-11-15 Xu Hull Hou Jun Officer M-Exempt A Restricted Stock Units 119 0.00 48,294 D
2025-11-03 Lloyd Jason Michael Director P-Purchase A Common Stock 1,000 4.95 5.0K 13,376 I
2025-09-27 Thieneman Kenneth Dale Director M-Exempt D Restricted Stock Units 3,188 0.00 11,187 D
2025-09-27 Lloyd Jason Michael Director M-Exempt D Restricted Stock Units 3,188 0.00 11,187 D
2025-09-27 Krause Stefan Director M-Exempt D Restricted Stock Units 3,188 0.00 9,564 D
2025-09-27 Keppler Adrian Director M-Exempt A Common Stock 3,188 3.01 9.6K 3,684 D
2025-09-04 Lloyd Jason Michael Director P-Purchase A Common Stock 6,000 3.74 22.4K 12,376 I
2025-08-25 Xu Hull Hou Jun Officer F-InKind D Common Stock 43 3.89 167.27 2,781 D
2025-08-19 Thieneman Kenneth Dale Director A-Award A 12.0% Senior Secured Convertible Promissory Note 10,000,000 10.50 105.00M 10,000,000 I
2025-08-15 Xu Hull Hou Jun Officer M-Exempt A Restricted Stock Units 3,365 0.00 64,442 D
2025-06-27 Thieneman Kenneth Dale Director A-Award A Restricted Stock Unite 12,752 0.00 14,375 D
2025-06-27 Lloyd Jason Michael Director A-Award A Restricted Stock Unit 12,752 0.00 14,375 D
2025-06-27 Krause Stefan Director A-Award A Restricted Stock Units 12,752 0.00 12,752 D
2025-06-27 Keppler Adrian Director A-Award A Restricted Stock Units 12,752 0.00 12,752 D
2021-02-22 Arani Ramin Director 0 0.00 0

Executive team

Top executives
EBIT / Employee
-409.9K
Shares Outstanding
20.92M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Hull Xu Former Chief Financial Officer 375.2K 2.0K 709.1K 10.8K 1.10M 64.63%
2 2025 Arun Jeldi Chief Executive Officer 415.6K 2.0K 664.3K 12.1K 1.09M 60.72%
3 2025 Michelle Sidwell Chief Revenue Officer 368.1K 2.0K 418.0K 285.9K 12.8K 1.09M 38.46%
4 2025 Bradley Kreger Former Chief Operating Officer 157.2K 602.8K 205.9K 966.0K 62.41%
5 2025 Bernard Chung Controller and Former Acting Chief Financial Officer 147.0K 2.0K 312.3K 5.4K 466.7K 66.92%
6 2024 Hull Xu Former Chief Financial Officer 268.2K 244.6K 8.4K 521.1K 46.93%
7 2024 Bradley Kreger Former Chief Operating Officer 443.7K 11.3K 455.0K 0.00%
8 2024 Bernard Chung Controller and Former Acting Chief Financial Officer 156.9K 4.0K 160.9K 0.00%
9 2024 Arun Jeldi Chief Executive Officer 3.2K 137.00 3.4K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-27 DEFA14A
2026-04-27 DEF 14A
2025-06-16 DEFA14A
2025-04-30 DEFA14A
2025-04-30 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 3
2026-05-04 SC 13G/A
2026-04-27 DEFA14A
2026-04-27 DEF 14A
2026-04-27 ARS
2026-04-27 8-K/A
2026-04-27 8-K
2026-04-27 424B5
2026-04-08 EFFECT
2026-04-08 4

Executive team

NameTitleCompensationGender
Michelle Sidwell Chief Revenue Officer 668.8K female
Arun Jeldi Chairman & Chief Executive Officer 429.7K male
Bernard Chung Controller 154.4K male
Zachary Murphree Chief Strategy Officer
James Dickey Suva CFO and Principal Financial & Accounting Officer male
Darren Beckett Chief Technology Officer male
Nancy Krystal Vice President, General Counsel & Secretary female
ESG Rating
B+
COMPUTER HARDWARE
Rank: 6 out of 38
2025
E (Environmental)
96.9 / 65.3
Company / Sector avg.
S (Social)
64.1 / 67.1
Company / Sector avg.
G (Governance)
46.9 / 63.9
Company / Sector avg.
ESG Total
69.3 / 65.4
Company / Sector avg.
ESG Score History COMPUTER HARDWARE
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits