Aeluma, Inc. (ALMU)
NASDAQ:ALMU
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Earnings Data
Report Date
Sep 29, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
-0.08Last Year’s EPS
-0.01Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced picture: strong technological momentum, expanding commercial interest (notably in AI datacom and SWIR), strategic partnerships and non-dilutive contract wins provide meaningful operational progress and optionality. However, near-term financials are pressured by modest revenue, GAAP losses, negative adjusted EBITDA and timing-related guidance narrowing driven by government contract delays. Customer qualification and scaled production remain future milestones. Given both tangible technical and commercial advances alongside clear financial and timing risks, the overall tone is cautiously optimistic but still early-stage.Company Guidance
Technology Traction and Differentiation
Aeluma is gaining meaningful interest for its non-indium phosphide approach (InGaAs photodiodes on large-diameter substrates and MOCVD quantum dot lasers). Management highlighted strong attention at OFC and positioning at the intersection of compound semiconductors and scalable microelectronics manufacturing.
Quantum Dot Laser Leadership
Company claims to be the first to offer MOCVD quantum dot lasers (higher throughput vs. MBE and industry-standard production approach), with growing customer interest due to potential for higher power handling, improved reliability and simplified packaging.
Growing Commercial Pipeline
Engagements expanded from ~20 to ~30 active customer engagements (roughly a ~50% increase), driven primarily by AI datacom, mobile SWIR, defense and emerging quantum prospects.
Strategic Partnerships and Supply Relationships
New or emphasized partnerships with Tower Semiconductor and Sumitomo Chemical Advanced Technologies to enable wafer production scaling (Tower for foundry manufacturing; Sumitomo for wafer/epi scaling). These partnerships support paths to 150/200/300-mm manufacturing.
Non-Dilutive Government Contracts Secured
Secured 6 new government development contracts totaling well over $5 million to date, meeting the FY26 strategic priority of winning 3–7 development contracts and providing non-dilutive funding for R&D and validation.
Strong Liquidity and Conservative Balance Sheet
Closed the quarter with $37.8 million in cash and cash equivalents and no long-term debt, providing runway to continue R&D and strategic hiring; established an ATM facility allocating $50 million of existing shelf capacity (no shares sold to date).
Key Executive Hires to Scale Operations
Added Dr. Christiane Poblenz as VP of Materials Operations (25 years experience) and Dr. Willy Rachmady as VP of Strategic Partnerships and Ecosystem to accelerate wafer scaling, foundry partnerships and commercialization efforts.
Progress on Commercialization Pathways
Management emphasized near-term opportunities to supply components (e.g., detectors, arrays) into pluggable optics while simultaneously pursuing longer-term co-packaged optics and mobile SWIR markets, reflecting a multi-path commercialization strategy.
ALMU Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ALMU Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 13, 2026 | $31.49 | $26.65 | -15.37% |
Feb 11, 2026 | $16.79 | $15.38 | -8.43% |
Nov 12, 2025 | $14.05 | $13.41 | -4.56% |
Sep 09, 2025 | $18.20 | $13.20 | -27.47% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Aeluma, Inc. (ALMU) report earnings?
Aeluma, Inc. (ALMU) is schdueled to report earning on Sep 29, 2026, After Close (Confirmed).
What is Aeluma, Inc. (ALMU) earnings time?
Aeluma, Inc. (ALMU) earnings time is at Sep 29, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ALMU EPS forecast?
ALMU EPS forecast for the fiscal quarter 2026 (Q4) is -0.08.