Added to YB: 2025-09-18
Pitch date: 2025-09-16
ALMU [bullish]
Aeluma, Inc.
-21.13%
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 photonic and electronic technologies for communications and sensing in the United States.
Market Cap
$245.2M
Pitch Price
$16.94
Price Target
25.00 (+87%)
Dividend
N/A
EV/EBITDA
-20.84
P/E
-24.54
EV/Sales
42.85
Sector
Semiconductors and Semiconductor Equipment
Category
growth
You Can't Buy Lightmatter, or, For That Matter, Anduril, but You Can Buy Aeluma
ALMU: Photonics tech scaling InGaAs onto silicon wafers, 20 customer engagements across defense/AI/mobile, 4 foundry partnerships (vs 2 expected). DARPA/NASA validated $15M+ contracts. Conservative FY26 $4-6M rev guidance masks commercial inflection. Craig-Hallum $20 PT, Benchmark $25 PT. SAM $4.9B by 2030.
Read full article (9 min)