Added to YB: 2026-02-19
Pitch date: 2026-02-18
ALMU [bullish]
Aeluma, Inc.
Author Info
RICHARD PRATI has 40 years of experience in equity analysis & investment, 20 years on Wall Street, CEO & Co-founder, American Technology Research, Inc., Public & Private Equity. Vanderbilt, BS Economics. MBA - U Rochester. Sign up for the newsletter.
Company Info
Aeluma, Inc. develops optoelectronic and electronic devices for sensing, communication, and computing applications in the United States.
Market Cap
$260.5M
Pitch Price
N/A
Price Target
25.50 (+60%)
Dividend
N/A
EV/EBITDA
-48.21
P/E
-81.93
EV/Sales
42.65
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Aeluma (ALMU): Commercialization Inflection Amid Structural Photonics Constraints
ALMU: III-V-on-silicon photonics bypassing InP shortages (70% supply gap thru 2026). Q2: $1.3M rev, $38.6M cash, reaffirmed $4-6M FY26 guidance. Mobile SWIR ($2B+ mkt) customers 'convinced'; data center detector demand exceeding supply. Partial GR-468 qual met. Analyst PT $25.50 (~75% upside from $14.43). U.S.-based, aligns w/CHIPS Act. Risk: execution, competition. BUY for photonics commercialization inflection.
Read full article (6 min)