Nov. 13 at 3:33 PM
$ALMUBENCHMARK Equity Research Report on Aeluma, Inc. (
$ALMU), a company in the semiconductor and optical technology sector.
1. OVERVIEW 📊
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Date: November 13, 2025
Rating: Reiterates Buy recommendation with a price target of
$25 (current price:
$14.05).
Sector valuation: Overweight (above market).
2. KEY CONCLUSIONS 🚀
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The company shows signs of growth and maturity following improvements in its manufacturing processes and increasing demand for optical solutions.
Strong pipeline of projects in optical interconnects for AI infrastructure and defense.
Initial product revenue expected by year-end.
Small team (~16 employees) with high productivity.
3. MARKET OPPORTUNITIES 💡
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High demand for high-speed optical components (100G→400G) for data centers.
Growth in the defense, aerospace, mobile, and smartwatch sectors.
