Added to YB: 2026-08-03
Pitch date: 2026-07-30
ALMU [neutral]
Aeluma, Inc.
-1.88%
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
$296.5M
Pitch Price
$16.51
Price Target
N/A
Dividend
N/A
EV/EBITDA
-43.89
P/E
-45.69
EV/Sales
50.01
Sector
Semiconductors and Semiconductor Equipment
Category
special_situation
The Market Sees a Microcap. Washington Is Evaluating Aeluma as Strategic Photonics Infrastructure.
ALMU (overview): July 29 LOI with Commerce's CHIPS R&D Office for up to $30M to develop/commercialize non-InP, large-diameter (300mm) photonics platform for AI interconnects. Strong manufacturing-validation event, but preliminary/conditional. Equity issued to Commerce = dilution risk; terms TBD. Market still prices as speculative low-rev microcap; author sees strategic upgrade, execution risk intact.
Read full article (7 min)