ALMU Aeluma, Inc.
Price Chart
Executive Summary
Aeluma filed an updated investor presentation (Ex-99.1) covering its InGaAs-on-silicon photonics technology, targeting SWIR sensors, AI datacom, defense, and mobile markets. Key metrics re-stated include: $4.7M recurring R&D revenue in FY25, ~$37.8M cash at 3/31/26, zero debt, 20+ customer engagements, and ~36 issued/pending patents. The presentation is a routine business update with no new financial disclosures, guidance changes, or material events.
Actionable Insight
This is a routine investor presentation update with no new material information. Monitor subsequent 10-Q filings for audited financials and customer conversion milestones. The AI datacom and SWIR market narratives are unchanged from prior messaging.
Key Facts
- Recurring R&D revenue of $4.7M in FY25
- Cash balance of ~$37.8M as of 3/31/26
- Zero debt or overhang
- 20+ customer engagements
- ~36 issued and pending patents
- 27 employees; capital-light outsourced manufacturing model
- ISO 9001:2015 certified; 12k sq ft facility in Goleta, CA
- Nasdaq-listed; no registered offering or new business event announced
Financial Impact
Reiterated FY25 R&D revenue of $4.7M and cash of $37.8M; no change to guidance or capital structure.
Risk Factors
- Pre-revenue on commercial products; R&D revenue alone does not indicate product-market fit
- Dependence on outsourced manufacturing partners for scale
- Competition from established InP and silicon photonics players
- Capital-light model may limit control over production capacity
Market Snapshot
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001213900-26-058750 |
| Document: ea0291411-8k_aeluma.htm | 0001213900-26-058750 |
| Document: 0001213900-26-058750-index-headers.html | 0001213900-26-058750 |
| Document: 0001213900-26-058750-index.html | 0001213900-26-058750 |
| Document: 0001213900-26-058750.txt | 0001213900-26-058750 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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May 19, 2026
1d ago
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144
| $20.58 awaiting T+1 | awaiting T+1 | — | $20.95 (−1.80%) |
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May 19, 2026
1d ago
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8-K
| $20.76 awaiting T+1 | awaiting T+1 | — | $20.95 (+0.94%) |
|
May 13, 2026
7d ago
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8-K
| $26.65 $26.65 | · 0.00% | ▲ +0.01% | $20.95 (+21.39%) |
|
May 13, 2026
7d ago
|
Press Release
| $26.65 $26.65 | · 0.00% | ▲ +0.01% | $20.95 (+21.39%) |
|
Mar 10, 2026
10w ago
|
Press Release
| $15.82 $16.08 | ▲ +1.64% | ▲ +1.75% | $20.95 (+32.43%) |
|
Feb 26, 2026
11w ago
|
Insider Cluster
| $16.00 $15.47 | ▲ +3.31% | ▲ +2.86% | $20.95 (−30.94%) |
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Feb 26, 2026
11w ago
|
Insider Cluster
| $16.00 $15.47 | ▲ +3.31% | ▲ +2.86% | $20.95 (−30.94%) |
US Market Status
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