Added to YB: 2026-09-24
Pitch date: 2026-09-19
ALMU [bearish]
Aeluma, Inc.
-0.42%
current return
Author Info
No bio for this author
Company Info
Aeluma, Inc. develops photonic and electronic technologies for communications and sensing in the United States.
Market Cap
$245.2M
Pitch Price
$13.13
Price Target
N/A
Dividend
N/A
EV/EBITDA
-20.84
P/E
-24.54
EV/Sales
42.85
Sector
Semiconductors and Semiconductor Equipment
Category
N/A
Quick Note - Aeluma, Inc.
ALMU (update): The prior position has been sold. FY27 is viewed as a bust: III-V-on-silicon commercialization is targeted for 2028 or later, government revenue appears limited to $2.3 million, and Craig-Hallum uses that as total FY27 revenue. LiDAR and defense are no longer first-to-market sectors, AI data centers are the sole focus, potential NRE contracts remain unproven, and the CEO filed a 10b5-1 plan to sell 300,000 shares.
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