Aeluma (ALMU)
Develops compound-semiconductor devices for sensing, communication, and computing.
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Develops optoelectronic and electronic devices for sensing, communication, and computing, using compound semiconductors on large-diameter substrates. Current revenue is concentrated in government R&D contracts, while commercial activity is mainly engineering samples, small-volume chips, and related services.
Develops optoelectronic and electronic devices for sensing, communication, and computing applications. The platform combines compound semiconductors with large-diameter substrates used in mass-market microelectronics, with near-term work around photodetectors and imaging arrays.
Operations are centered in Goleta, California, where wafer production, quick-turn chip fabrication, prototyping, test, and validation support customer engagements. Commercial work includes wafer development, engineering samples, small-volume chips, and R&D-related services.
Current revenue is dominated by government R&D contracts with U.S. agencies and prime contractors. Scaling depends on converting prospective customers and partners into production use, while the business remains shaped by government-contract timing and customer concentration.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Mar 3, 2026 | Williams Trading | Target | Target: — | Target: $25 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $56.0M · Total debt $2.0M · Total assets $60.7M · Shareholders' equity $56.9M
- Revenue
- $582.0K
- Operating income
- −$4.4M
- Net income
- −$4.0M
No dividends on record.
| Institutions | ≈ 29.86% | 5.47M shares | |
|---|---|---|---|
| 107 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 30.08% | 5.51M shares | |
| 8 holders · as of Aug 28, 2026 | |||
| Other | ≈ 40.06% | 7.33M shares | |
| remainder | |||
18.31M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Mark N. Tompkins1Insiderother: Former 10% Owner | 9.78% | 1.79M | filed Feb 5, 2026 |
Jonathan KlamkinInsiderdirector, officer: Chief Executive Officer | 7.26% | 1.33M | filed Aug 5, 2026 |
Perry George HerbertInsider | 5.46% | 1.00M | filed Mar 31, 2026 |
Lee McCarthy2Insider10 percent owner | 5.34% | 977,425 | filed Jan 2, 2026 |
BlackRock, Inc.Institution | 5.32% | 973,235 | as of Jun 30, 2026 |
- Reported at 4.83% on May 15, 2026, under the 5% line, so no further filing is required.
- Reported at 1.50% on Jan 2, 2026, under the 5% line, so no further filing is required.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 27, 2026 | Steven Denbaars | director | −12,500 | $13.82 |
| Aug 26, 2026 | Steven Denbaars | director | −12,500 | $13.84 |
| Aug 3, 2026 | Jonathan Klamkin | director, officer: Chief Executive Officer | −20,000 | $16.73 |
| Jul 1, 2026 | Jonathan Klamkin | director, officer: Chief Executive Officer | −20,000 | $21.08 |
| May 20, 2026 | Steven Denbaars | director | −12,500 | $20.46 |
- Coherent
Scale peer in compound photonics, lasers, and AI optics
- Lumentum
Optical-networking and 3D-sensing photonics rival
- MACOM Technology Solutions
Photodetector, laser, data-center, and defense semiconductor peer
- Teledyne Technologies
Infrared imaging and defense sensing incumbent
- POET Technologies
Photonic-integration peer for AI and datacenter optics
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Aeluma | $13.65 | +0.29% | $249.1M | — | — | 55.8 | −55.8% |
| Coherent | $307.29 | −4.43% | $62.90B | 78.2 | 32.8 | 8.8 | +33.7% |
| Lumentum | $945.43 | −0.95% | $74.26B | — | 43.8 | 24.6 | +109.3% |
| MACOM Technology Solutions | $279.07 | −0.01% | $21.29B | 89.7 | 33.8 | 18.3 | +35.8% |
| Teledyne Technologies | $612.85 | +0.62% | $28.23B | 29.4 | 24.0 | 4.4 | +9.8% |
| POET Technologies | $8.18 | −2.79% | $1.11B | — | — | 648.1 | +112.3% |
| Median | 78.2 | 33.3 | 18.3 | +35.8% |