Aeluma, Inc. (ALMU)

US — Technology Sector
Peers: GSIT  XPER  MRAM  VUZI  AUDC  EGHT  SMRT  AZ  NVEC  INSG 

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News

Nvidia's $4B Optics Push And Capacity Constraints Are Tailwinds For Aeluma
ALMU, NVDA
Published: March 05, 2026 by: Seeking Alpha
Sentiment: Positive

Nvidia recently committed roughly $4B to secure photonics supply chains, including equity investments and multiyear capacity agreements with key optical suppliers such as Aeluma, Inc. Coherent Corp. and Lumentum Holdings both warn that indium phosphide (InP) wafer and device capacity may remain constrained for years, even after aggressive fab expansions. Photodetectors sit in the same InP-dependent ecosystem as high-power lasers, making receive-side device supply an underappreciated bottleneck as optical interconnect demand accelerates.

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image for news Nvidia's $4B Optics Push And Capacity Constraints Are Tailwinds For Aeluma
5 Hot Buys Ready to Spring Higher in March
ALMU, AMD, AMPX, ELF, MU
Published: February 27, 2026 by: MarketBeat
Sentiment: Positive

Spring is about to be sprung, and along with it come several hot buys for traders and investors. The questions to be answered include what drives the market, the catalysts at hand, and how high the stock may go.

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image for news 5 Hot Buys Ready to Spring Higher in March
Aeluma: The AI Photonics Dark Horse
ALMU
Published: February 20, 2026 by: Seeking Alpha
Sentiment: Neutral

Aeluma: The AI Photonics Dark Horse

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image for news Aeluma: The AI Photonics Dark Horse
Aeluma Joins the Midwest Microelectronics Consortium (MMEC) to Accelerate Pathway to Defense and Commercial Markets
ALMU
Published: November 18, 2025 by: GlobeNewsWire
Sentiment: Neutral

Advancing U.S. Microelectronics Leadership Through Strategic Collaboration Advancing U.S. Microelectronics Leadership Through Strategic Collaboration

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image for news Aeluma Joins the Midwest Microelectronics Consortium (MMEC) to Accelerate Pathway to Defense and Commercial Markets
Aeluma: Contracts Fueled Growth, Buy
ALMU
Published: September 17, 2025 by: Seeking Alpha
Sentiment: Positive

Aeluma, Inc. (ALMU) rated a buy, driven by government contracts with NASA, DOE, and the US Navy, fueling strong revenue growth projections. ALMU's quantum and sensing technology positions it at the forefront of a rapidly expanding sector, with defense and aerospace as key revenue catalysts. Despite premium valuation, ALMU's 407% YoY revenue growth and solid cash runway justify optimism for continued expansion and narrowing losses.

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image for news Aeluma: Contracts Fueled Growth, Buy
3 AI Stocks You Haven't Heard of With Explosive Upside Potential
ALMU, GDS, MDALF
Published: July 28, 2025 by: 24/7 Wall Street
Sentiment: Positive

These AI stocks are still quite unknown to most retail investors. They are gaining popularity fast and can build on their momentum.

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image for news 3 AI Stocks You Haven't Heard of With Explosive Upside Potential

About Aeluma, Inc. (ALMU)

  • IPO Date 2022-11-16
  • Website https://www.aeluma.com
  • Industry Semiconductors
  • CEO Jonathan Klamkin
  • Employees 11

Aeluma, Inc. develops optoelectronic devices for sensing and communications applications. It manufactures devices using compound semiconductor materials on diameter silicon wafers that are used to manufacture mass market microelectronics. The company was incorporated in 2019 and is headquartered in Goleta, California.