Added to YB: 2026-05-18
Pitch date: 2026-05-14
ALMU [neutral]
Aeluma, Inc.
-20.16%
current return
Author Info
No bio for this author
Company Info
Aeluma, Inc. develops optoelectronic and electronic devices for sensing, communication, and computing applications in the United States.
Market Cap
$404.2M
Pitch Price
$23.61
Price Target
N/A
Dividend
N/A
EV/EBITDA
-62.08
P/E
-62.27
EV/Sales
70.73
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Aeluma: The Pitch Drop Experiment
ALMU (overview): InGaAs-on-Si tech for SWIR sensors in smartphones (Apple FaceID under-screen target). InP supply constrained for datacenters but ALMU lacks GR-468 qualified photodiodes despite early awareness. No customer qualification yet, no NRE deals signed despite strong interest in 200G/400G photodiodes. All-MOCVD quantum dot lasers boost throughput. SWIR deployment timeline unclear (2027-28 iPhone possible). Need contract commitments to prove commercial viability. Stock down on lack of concrete progress/timing details.
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