GOLETA, Calif., Jan. 28, 2026 (GLOBE NEWSWIRE) -- Aeluma, Inc. (NASDAQ: ALMU), a semiconductor company specializing in high-performance, scalable technologies for mobile, AI, defense and aerospace, robotics, automotive, AR/VR, and quantum computing, today announced it will issue its financial results for the second quarter of fiscal 2026, which ended December 31, 2025, after the U.S. financial markets close on Wednesday, February 11, 2026. That same day, Aeluma will host a conference call at 2:00 p.m. Pacif ...

During much of 2025 and early 2026, I have conducted an ongoing, in-depth diligence process on Aeluma ( ALMU ) to understand not only its technology but also its evolving commercial posture. MyRichard Prati has nearly 40 years of experience in equity research and investing, including close to two decades on Wall Street. He co-founded American Technology Research and successfully exited the firm in 2008. His work focuses on identifying inflection points—when companies transition from concept or skepticism in ...

Industry Overview - Artificial intelligence stocks have been among the best investments over the past year, outperforming the S&P 500 in 2025, with potential for continued success into 2026 and beyond [1] Company: IREN - IREN (NASDAQ:IREN) is an AI infrastructure company with a significant 5-year, $9.7 billion deal with Microsoft (NASDAQ:MSFT) for 200 megawatts, highlighting the demand for data centers and energy to support AI workloads [2] - The company has approximately three gigawatts in its pipeline, with its 1.4 gigawatt Sweetwater 1 site expected to be operational by April, ahead of competitors [3] - Although IREN started as a crypto miner, the Microsoft deal and potential for similar agreements are expected to shift its business trajectory, with the stock price increasing over 300% in the past year [4] Company: Rezolve AI - Rezolve AI (NASDAQ:RZLV) has a market cap of $1.5 billion and has seen a rally of over 90% in the past year, despite a 40% decline from its all-time highs [5] - The company exited 2025 with approximately $209 million in annual recurring revenue and anticipates reaching at least $500 million by the end of 2026, with projected earnings of $350 million in 2026 compared to $40 million in 2025 [6][7] Company: Aeluma - Aeluma (NASDAQ:ALMU) is a semiconductor company that has nearly tripled in value over the past year, attracting significant investment despite only generating $1.4 million in Q1 FY26 [8] - The company has secured new partnerships and extended contracts, including with NASA, and expects to generate $4 million to $6 million in revenue in fiscal 2026 as it expands into commercial markets [9] - Aeluma has no long-term debt and holds $38 million in cash, positioning it for potential significant returns if commercialization efforts succeed [10]

Core Insights - The article highlights Richard Prati's extensive experience in equity analysis and investment, emphasizing his nearly 40 years in the field and 20 years on Wall Street, including co-founding American Technology Research and selling it in 2008 [1]. Group 1 - Richard Prati has nearly 40 years of equity analysis and investment experience [1] - He spent nearly 20 years on Wall Street in various positions [1] - He co-founded American Technology Research and sold the company in 2008 [1]

Core Insights - Aeluma, Inc. is a semiconductor company focused on high-performance technologies for various sectors including mobile, AI, defense, aerospace, robotics, automotive, AR/VR, and quantum computing [1][4] - The company will participate in a fireside chat on December 18, 2025, hosted by Benchmark Company [1] - Aeluma has filed a new patent application for volume manufacturing of compound semiconductor photonics, enhancing its intellectual property portfolio [3] Company Overview - Aeluma specializes in high-performance photonic and electronic technologies that are scalable, combining compound semiconductors with mass market microelectronics [4] - The company is headquartered in Goleta, California, and has advanced R&D and manufacturing capabilities for semiconductor wafer production and quick-turn chip fabrication [4] - Aeluma collaborates with production-scale fabrication foundries and integration companies to support its manufacturing processes [4] Recent Developments - Aeluma joined the MMEC, a hub for microelectronics innovation under the Department of War's Microelectronics Commons Program [3] - The company secured a contract with NASA to utilize its scalable semiconductor platform for low size, weight, and power quantum systems [3]

Core Insights - Aeluma, Inc. has expanded its intellectual property portfolio to 35 issued and pending patents, enhancing its heterogeneous integration platform for semiconductor manufacturing [1][2][3] Group 1: Patent Application and Technology - The latest patent application focuses on volume manufacturing of compound semiconductor photonics for various applications, including mobile and consumer electronics [2] - This new patent complements existing patents related to 3D imaging sensors and large-format imagers for defense systems, reinforcing Aeluma's proprietary technology [2][3] - The company's patent portfolio is designed to protect the entire commercialization lifecycle, covering heterogeneous integration and manufacturing processes for target markets such as mobile, AI, and defense [3] Group 2: Commercialization Strategy - Intellectual property development is crucial for Aeluma as it approaches commercialization, with ongoing evaluations from customers for potential technology integration [3] - The company maintains trade secrets related to its manufacturing processes, which are essential for scaling high-performance semiconductors [3] Group 3: Company Overview - Aeluma specializes in high-performance photonic and electronic technologies, combining compound semiconductors with scalable manufacturing for mass-market microelectronics [4] - The company operates advanced R&D and manufacturing facilities in Goleta, California, and collaborates with production-scale fabrication foundries [4]

Core Insights - Aeluma, Inc. is a semiconductor company focused on high-performance, scalable technologies for various applications including mobile, AI, defense, aerospace, robotics, automotive, AR/VR, and quantum computing [1][3] Company Overview - Aeluma operates a proprietary platform that integrates compound semiconductors with scalable manufacturing for mass market microelectronics, enabling volume production and large-scale integration [3] - The company is headquartered in Goleta, California, and has advanced R&D and manufacturing capabilities for semiconductor wafer production, quick-turn chip fabrication, rapid prototyping, and testing [3] - Aeluma collaborates with production-scale fabrication foundries, packaging, and integration companies to enhance its manufacturing capabilities [3] Upcoming Events - Aeluma's CEO Jonathan Klamkin and CFO Christopher Stewart will participate in the Northland Growth Conference on December 16, 2025, through virtual one-on-ones and small group meetings [1]

Core Insights - Aeluma, Inc. (ALMU) is a micro-cap company in the semiconductor industry with a market capitalization of approximately $250 million, demonstrating strong alpha generation this year [1] Company Overview - Aeluma, Inc. is categorized as a micro-cap stock, indicating its smaller size relative to larger companies in the market [1] - The company has shown solid performance in terms of returns, outperforming the average returns of micro-cap stocks [1]

Core Insights - Aeluma, Inc. has joined the Midwest Microelectronics Consortium (MMEC) to enhance its role in the U.S. microelectronics sector, focusing on high-performance technologies for various applications including AI and defense [1][2] - The MMEC is part of the Microelectronics Commons, a national network aimed at transitioning critical technologies from research to domestic manufacturing, aligning with Aeluma's goals to address technology challenges in the semiconductor ecosystem [2] Company Overview - Aeluma specializes in scalable semiconductor photonics and electronic technologies, combining compound semiconductors with advanced manufacturing processes for mass market applications [3] - The company operates R&D and manufacturing facilities in Goleta, California, and collaborates with foundries and integration companies to support its production capabilities [3]

Financial Data and Key Metrics Changes - Revenue for Q1 Fiscal 2026 was $1.4 million, up from $481,000 a year ago and $1.3 million in the prior quarter [10] - GAAP net loss for the quarter was $1.5 million, or $0.09 per share, compared to a net loss of $730,000, or $0.06 per share in Q1 of last year [10] - Non-GAAP net loss was $437,000, or $0.03 per share, versus a net loss of $550,000, or $0.04 per share in the first quarter last year [11] - Cash and cash equivalents at the end of the quarter were $38.1 million, with no long-term debt [11] Business Line Data and Key Metrics Changes - The company is focusing on high-performance semiconductor photonics, including high-speed transceiver components and high-power quantum dot lasers [3][4] - A new contract with NASA was signed to leverage the scalable semiconductor platform for quantum applications [6] Market Data and Key Metrics Changes - The market for optical component technologies and AI infrastructure is projected to be several billion dollars within a few years [4] - Demand for semiconductors in U.S. markets is at an all-time high, with supply chain issues affecting traditional manufacturing processes [3] Company Strategy and Development Direction - Aeluma is transitioning to commercial-scale production of high-performance semiconductors to meet the growing demand for AI infrastructure [3] - The company aims to increase manufacturing readiness and has increased wafer fabrication levels at foundry partners nearly fivefold [7][8] - Strategic priorities include transitioning from R&D revenue to initial commercial product revenue [13] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growing demand for high-performance semiconductor technology in key target markets [15] - The company is focused on solidifying relationships with prospective customers and preparing for initial commercial product revenue during the fiscal year [27] Other Important Information - Aeluma completed an oversubscribed capital raise, strengthening its balance sheet and boosting cash to $38 million [6] - The company is actively recruiting to fill key roles in business development, manufacturing, and operations [8] Q&A Session Summary Question: Update on customer engagements - Management reported continued progress in defense, aerospace, and AI infrastructure engagements, with notable achievements including sample deliveries [20][21] Question: Timeline for standing up fabs - The timeline for volume production depends on specific volume and market vertical, but current capacity can support reasonable volumes in defense and aerospace [22][23] Question: Market size for transceiver components - Management highlighted growing interest in high-performance technology for higher-speed transceivers, with potential for good margins [24][25] Question: Timeline for design wins or qualifications - The goal is to achieve initial commercial product revenue during the fiscal year, with ongoing efforts to solidify customer relationships [26][28] Question: Balance sheet and cash flow position - Management believes the current cash position is sufficient to reach initial revenue, but future investments may be needed for rapid growth [29] Question: Impact of government shutdown - The government shutdown has caused some delays in contract execution, but it has not significantly impacted the company's operations [42][43] Question: Updates on fab relationships - No new fab partners were formally added, but the company has increased wafer runs at existing fabs [45]