Velo3D Insider Buying Sparks Hope: CEO and Quiet Investor Ramp Up Stakes Amid $11.5 Million Defense Contract Deal

Insider Buying in a Volatile Market

Lloyd Jason Michael’s recent purchase of 6,000 shares of Velo3D on 4 September 2025, at $3.74 per share, represents a significant stake for an individual who has been a quiet yet steady investor in the company. The transaction comes at a time when Velo3D’s share price is hovering near $9.02—just over a year‑old low—yet the stock has just secured an $11.5 million defense contract that could serve as a catalyst for future upside. Michael’s buying, combined with a modest buy on 3 November 2025, suggests that he views the company’s current valuation as a bargain relative to its strategic opportunities.

Implications for Investors

For shareholders, Michael’s actions provide a subtle confidence signal. Insider buying is generally interpreted as a sign that the person believes the stock is undervalued or that the company’s fundamentals will strengthen. The timing—just after the company’s recent contract win—may hint at a view that the deal will drive earnings in the next fiscal cycle. However, the broader insider activity is mixed: CEO Jeldi Arun has recently made two sizeable purchases, while other executives have been selling restricted stock units. This blend of buying and selling may indicate internal hedging rather than a clear bullish stance.

What It Means for Velo3D’s Future

The company’s stock has seen a steep decline of more than 50 % over the past year, yet the defense contract signals a potential turning point. If the production ramp proceeds smoothly, Velo3D could capture a significant share of the high‑value metal additive manufacturing market, improving margins and cash flow. Michael’s purchases may be interpreted by analysts as a bet on the company’s ability to convert its technology into commercial success, especially as the defense and aerospace sectors look for reliable, scalable 3D printing solutions.

Profile of Lloyd Jason Michael

Across his filing history, Michael has consistently bought common stock at prices ranging from $3.74 to $13.50, with total holdings currently around 13,376 shares. His transactions show a pattern of incremental accumulation rather than large block moves, suggesting a long‑term investment horizon. He has also sold restricted stock units in 2025, a common practice for executives to diversify their holdings and manage tax exposure. Michael’s disciplined, gradual buying strategy contrasts with the more aggressive buying by the CEO, indicating that he may be positioning himself for the next upside without taking on high volatility.

Conclusion

Lloyd Jason Michael’s recent insider purchases, set against a backdrop of a volatile but potentially recovering stock, give investors a mixed but ultimately cautiously optimistic view. The insider activity—especially in light of the recent defense contract—could be a harbinger of a rebound for Velo3D, but the market will need to see execution on the manufacturing front before a sustained price correction materializes. Investors should monitor both the company’s operational milestones and future insider filings to gauge whether this buying trend signals a genuine bullish outlook or merely a tactical position.