Aeluma projects FY26 revenue between $4M and $6M, below consensus estimate of $7.35M.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 09 2025
0mins
Should l Buy ALMU?
- Revenue Expectations: Aeluma anticipates revenue for the full fiscal year of 2026 to be between $4.0 million and $6.0 million.
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Analyst Views on ALMU
Wall Street analysts forecast ALMU stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ALMU is 25.50 USD with a low forecast of 25.00 USD and a high forecast of 26.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 13.860
Low
25.00
Averages
25.50
High
26.00
Current: 13.860
Low
25.00
Averages
25.50
High
26.00
About ALMU
Aeluma, Inc. is a semiconductor company that focuses on photonic and electronic technologies that are designed for scalability. It is engaged in developing semiconductors for sensing, communication, and computing applications. The Company’s proprietary platform combines compound semiconductors with scalable manufacturing used for mass market microelectronics to enable volume production and large-scale integration. Its technology is used in mobile, artificial intelligence (AI), defense and aerospace, robotics, automotive, augmented reality/virtual reality (AR/VR), industrial automation, machine vision, robotics, defense & aerospace, three-dimensional (3D) imaging, telecommunications, and quantum. The Company operates research and development (R&D) and manufacturing capabilities for semiconductor wafer production, quick-turn chip fabrication, rapid prototyping, test, and validation. It also partners with production-scale fabrication foundries, packaging, and integration companies.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Patent Application Progress: Aeluma recently filed a new patent application related to volume manufacturing of compound semiconductor photonics for mobile devices and data center interconnects, further solidifying its intellectual property moat in high-growth markets.
- Industry Collaboration: The company has joined the MMEC, a leading hub for microelectronics innovation and technology transition, indicating its strategic positioning in the defense microelectronics sector and aiming to enhance market standing through government project collaborations.
- NASA Contract: Aeluma has secured a contract with NASA to leverage its scalable semiconductor platform for developing low size, weight, and power quantum systems, showcasing the potential and market demand for its technology in high-end applications.
See More
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- Executive Participation: Aeluma's CEO Jonathan Klamkin and CFO Christopher Stewart will participate in a fireside chat hosted by Benchmark Company's analyst David Williams on December 18, 2025, which is expected to attract investor attention and enhance the company's visibility.
- Patent Application: Aeluma recently filed a new patent application related to volume manufacturing of compound semiconductor photonics for mobile devices and data center interconnects, further solidifying its intellectual property moat in high-growth markets.
- Strategic Collaboration: The company has joined the MMEC, a leading hub for microelectronics innovation and technology transition, indicating its strategic focus on technology transformation in the defense sector and aiming to enhance its market position through partnerships with government agencies.
- NASA Contract: Aeluma signed a contract with NASA to leverage its scalable semiconductor platform for low size, weight, and power quantum systems, showcasing the potential and market demand for its technology in high-end applications.
See More
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- Commercialization Progress: This patent complements earlier patents for 3D imaging sensors and large-format imagers, providing crucial support for the company's commercialization strategy and ensuring technology integration in targeted markets.
- Intellectual Property Strategy: Aeluma's patent portfolio is strategically designed to protect the entire commercialization lifecycle, securing competitive advantages in primary target markets such as mobile, AI, and defense.
- R&D and Manufacturing Capabilities: Headquartered in Goleta, California, the company boasts advanced R&D and manufacturing capabilities that, combined with its proprietary platform, support mass production of microelectronics, further solidifying its position in the rapidly evolving semiconductor market.
See More
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- Transaction Value: The shares were sold for a total of $1,607,500.
See More
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- Conference Participation: Aeluma's CEO Jonathan Klamkin, Ph.D., and CFO Christopher Stewart will participate in the Northland Growth Conference on December 16, 2025, utilizing virtual one-on-ones and small group meetings to enhance investor engagement and elevate company visibility.
- Technology Expertise Showcase: Aeluma specializes in high-performance photonic and electronic technologies, integrating compound semiconductors with scalable manufacturing to support applications across mobile, AI, defense, and aerospace sectors, thereby demonstrating its technological leadership in the semiconductor industry.
- Market Positioning: As a transformative semiconductor company, Aeluma's platform enables large-scale production and integration, addressing the rapidly growing demand in the microelectronics market, which enhances its strategic advantage in a competitive landscape.
- R&D Capabilities: Aeluma operates state-of-the-art R&D and manufacturing facilities in Goleta, California, focusing on semiconductor wafer production, quick-turn chip fabrication, and rapid prototyping, ensuring its technology can swiftly adapt to market changes and meet customer needs.
See More
