Added to YB: 2026-05-14
Pitch date: 2026-05-12
ALMU [neutral]
Aeluma, Inc.
-16.15%
current return
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
$455.1M
Pitch Price
$28.17
Price Target
N/A
Dividend
N/A
EV/EBITDA
-70.67
P/E
-70.11
EV/Sales
80.52
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Aeluma Earnings Preview
ALMU (update): Q3 2026 results May 13. Rev likely uneventful, but not bearish. Real focus: progress from lab demos to repeatable 200mm/300mm foundry manufacturing via heterogeneous integration. Recent hires (Rachmady VP Strategic Partnerships), Tower/Sumitomo gov contracts signal scaling efforts. Mgmt commentary shifted to yield, repeatability, foundry compatibility vs pure tech validation. Understated IR style, no hype. Watch for customer re-engagement, qualification milestones, manufacturing consistency over multi-quarter horizon. Author's largest position, holding through volatility.
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