Added to YB: 2025-12-23
Pitch date: 2025-12-19
ALMU [bullish]
Aeluma, Inc.
-1.26%
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
$258.9M
Pitch Price
$15.06
Price Target
26.00 (+75%)
Dividend
N/A
EV/EBITDA
-101.87
P/E
-54.24
EV/Sales
39.86
Sector
Semiconductors and Semiconductor Equipment
Category
growth
You Can’t Buy Anduril or Lightmatter — But $ALMU Is the Public Photonics Play About to Explode in 2026
ALMU: Solved III-V photonics on 300mm silicon at production scale. Customers shifted from evaluation to integration planning; 4-5 late-stage engagements tracking 2026 qualification. Management confidence notably higher, 'go time' urgency. Street models $20-50M 2028 rev vs sub-$200M EV today. Skepticism peaked as transition accelerates - asymmetric setup.
Read full article (9 min)