Added to YB: 2026-05-18
Pitch date: 2026-05-14
ALMU [neutral]
Aeluma, Inc.
-10.1%
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
$24.40
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: The Market Still Thinks This Is a Tiny Photonics Company
ALMU (update): Q3 rev $1.2M, FY guide $4.2-4.6M disappointed momentum traders seeking immediate commercialization, but call revealed shift from proving tech to industrializing it. 30 active engagements, focus on manufacturing transfer, foundry integration, photodiode scaling for AI optical infrastructure bottlenecks. Market still values as speculative photonics co, but mgmt positioning as scalable platform for optical networking/AI interconnects. $37.8M cash, only 18M shares outstanding, disciplined capital mgmt. Execution risk remains, but opportunity may be infrastructure enabler vs niche component supplier.
Read full article (6 min)