Velo3D, Inc.

Several companies made notable moves in midday trading, led by Wendy's jumping 13% after The Financial Times reported that Nelson Peltz' Trian Fund Management was preparing a bid to take the fast food chain private. Quantinuum rallied more than 21% after issuing better-than-expected 2026 revenue guidance of $28 million to $32 million, above the FactSet consensus of $26.5 million. CoreWeave gained 18% after reporting second quarter adjusted operating income margin of 5%, beating the StreetAccount estimate of 2.7%, and revenue of $2.58 billion, up 112% year over year. Super Micro Computer rose 14% on strong first quarter guidance, expecting adjusted earnings of $1.01 to $1.10 per share versus the LSEG consensus of 76 cents, and revenue of $14.5 billion to $15.5 billion, far above the anticipated $11.68 billion. H&R Block surged 15% after issuing an upbeat fiscal 2027 forecast of adjusted earnings between $6.04 and $6.24 per share on revenue of $4.11 billion to $4.16 billion, compared to LSEG estimates of $5.86 per share and $4.05 billion. Cava Group jumped 12% after second quarter earnings of 19 cents per share topped the LSEG consensus of 18 cents, with revenue of $368.4 million beating the expected $361 million. National Vision tumbled 6% after full-year guidance of 94 cents to $1.09 per share on revenue of $2.037 billion to $2.076 billion fell short of FactSet estimates of 96 cents and $2.06 billion. Aecom dropped 6% on weak fiscal third quarter results, with revenue of $3.59 billion down about 14% year over year and net service revenue in the Americas of $808.4 million below the FactSet forecast of $1.24 billion. Velo3D jumped 12% after raising its full-year revenue outlook to $65 million to $75 million, up from $60 million to $70 million, versus the FactSet consensus of $64.4 million. Lumentum Holdings rose 15% after fourth quarter adjusted earnings and revenue exceeded expectations, and Nebius Group jumped more than 25% on better-than-expected EBITDA and revenues. Coherent gained more than 9% ahead of its own earnings after the bell, and Kontoor Brands added 7% after second quarter earnings slightly beat expectations and full-year guidance was raised above consensus.

SBO AG is expanding its 3D metal printing capacity in the United States and the United Kingdom while its subsidiary 3T Additive Manufacturing Limited was named Tech SME of the Year at the Thames Valley Tech & Innovation Awards 2026. In the US, the company added one VELO XC and two Renishaw 500Q printers for high-performance alloys Inconel and Titanium in the second quarter of 2026, with two more VELO XC printers ordered for delivery in the third quarter, and expanded its Houston, Texas manufacturing space by 50 percent to more than 2,100 square meters. In the UK, 3T added another M400 to its fleet of EOS printers in the second quarter and ordered a second for delivery by the end of the third quarter, while also investing further in post-processing equipment. CEO Klaus Mader said 3D metal printing is a key pillar of the company's diversification strategy beyond oil and gas, targeting high-growth industries such as space, aerospace, defense and semiconductors, and noted the additive manufacturing market is projected to grow from roughly 1.5 billion US dollars in 2025 to 4.8 billion by 2030.