Added to YB: 2026-05-19
Pitch date: 2026-05-15
ALMU [bullish]
Aeluma, Inc.
-10.1%
current return
Author Info
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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
$24.40
Price Target
209.00 (+853%)
Dividend
N/A
EV/EBITDA
-70.67
P/E
-70.11
EV/Sales
80.52
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Aeluma ($ALMU): This 10x AI Photonics Multibagger Is Still on the Launchpad — Why the Market Is Overreacting to a Tiny Q3 Miss
ALMU: Q3 rev $1.2M missed $1.35M est, FY26 guide narrowed to $4.2-$4.6M, stock sold off. But: $37.8M cash/zero debt = multi-year runway; first globally to grow Quantum Dot lasers on 200mm Si wafers via MOCVD (vs slower MBE); process transferred to Tower Semi foundry (fabless, asset-light); hired Intel/Marvell vet for CPO partnerships w/ NVDA/AVGO/CSCO; $8.9M NASA/Navy backlog = reliability cert; 30+ Tier-1 engagements. Timeline: H2 2026 yield optimization, Q1-Q2 2027 first qualified status, FY2027 volume production for AI interconnects. Market overreacting to small miss vs massive de-risking.
Read full article (2 min)