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Before the Moon Base Gets Built, These 4 Companies WinAuthored by Thomas Hughes. Publication Date: 5/11/2026. 
Key Points
- Datacenters drive photonic demand today, but space could sustain it long term.
- Photonics is critical to the development of space industries.
- The SpaceX IPO will unleash investment in space stocks, including photonic companies.
- Special Report: The Biggest IPO Ever: Claim Your Stake Today
Photonics is critical to AI, with data centers serving as the primary driver of business in 2026. The vast amount of data requires ultrafast, high-bandwidth transmission, or else these systems face the bottlenecks created by traditional copper. However, photonics is good for more than just AI, and space is the place where it may be needed most. Photonics is viewed as absolutely critical to the development and commercialization of space because it enables not only the ultra-fast communication required, but also offers low weight and a smaller size, which help make lighter craft and larger payloads possible. It is also naturally resistant to interference and useful for remote sensing. Remote sensing has many applications, including the maneuvering and docking of ultra-expensive spacecraft and stations that are slated for construction in the coming years. Aeluma Advances Commercialization Process
Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - not chips, not funding, but power. Demand is growing 15% per year and the grid can't keep up.
One small company makes the exact equipment these data centers need. They're sitting on $1.5 billion in orders, their hardware is already inside Musk's Colossus, and the stock still trades like a name nobody's heard of. Analyst Dylan Jovine is releasing the ticker for free. See the stock positioned to solve AI's biggest power crisis
Aeluma (NASDAQ: ALMU) is among the best-positioned photonics companies today. It is advancing both compound semiconductor technology and quantum dot laser development to power photonic devices and scalable manufacturing processes. Its Heterogeneous Integration Platform combines numerous advanced copackaging processes into a single platform, enabling the scale and efficiency that could disrupt the market. Catalysts in 2026 include its path to commercialization, which was strengthened by recent government awards. Aeluma has secured more than $4 million in government contracts, including work from NASA, to advance its strategy. Revenue is expected to begin growing by year-end, but significant gains are not expected until 2028. The opportunity for investors is to get into this stock early, before the race for space gains momentum. That momentum is expected to build this year, coinciding with the SpaceX IPO slated for late spring or early summer. SpaceX is the single largest space company, dominating the launch schedule, commanding a high-double-digit market share, and opening the door to an influx of institutional investment in space. While Mars remains the endgame, the near-term focus has shifted to a moon base, with Starship rocket bodies serving as the initial structures. The goal is to establish a moon-based manufacturing economy, with initial base construction planned for sometime in 2028. 
Coherent: AI Drives Business, But Good for Space, TooCoherent Corp. (NYSE: COHR) is among the most diversified optics and photonics companies in the market, producing a range of reliable, high-speed, copackaged products that are critical for AI infrastructure. It also manufactures components designed to withstand the harsh conditions of space and is positioned to benefit from the coming boom. As it stands, the stock price is in an uptrend, supported by accelerating growth and better-than-expected guidance that likely underestimates future strength. The upcoming launch of Advanced Micro Devices’ (NASDAQ: AMD) MI450 line will unleash a second wave of data center demand, helping Coherent sustain its momentum. Lumentum Lights Up the Photonic OpportunityLumentum (NASDAQ: LITE) is another well-diversified photonic manufacturer with business in space. The company produces a range of products for defense, aerospace, and satellite applications and is expected to grow in 2026. The business is underpinned by AI and datacenter demand, driving revenue acceleration to 90% in fiscal Q3 2026 and expected to remain strong in the coming quarters. Catalysts for the stock price include an uptrend in analyst sentiment and institutional buying, which indicate a strong support base and a favorable market tailwind. The stock price action reflects the strength of the tailwind and the opportunity ahead. The market for LITE and COHR stock is up by quadruple-digit percentages as of mid-2026 and is likely to continue rising. The technicals include rising volume and converging momentum, an indication of a strengthening market that is unlikely to reverse course without a change in fundamentals. The only change in fundamentals likely to come is an increase in strength, as AI workloads become more intense and more reliant on reliable, high-speed communications. nLIGHT: Laser Focused on Defense ApplicationsnLIGHT (NASDAQ: LASR) is a laser-focused photonics company amid a strategic shift. The company targets aerospace and defense applications, with products spanning a range of power and output sizes, enabling a wide variety of end uses. Results in 2026 show acceleration and the potential for additional gains as defense demand ramps higher. Of them all, space may be the strongest catalyst for nLIGHT, as its semiconductor and fiber lasers are critical to a variety of space-specific applications, including the advanced manufacturing of rockets and engines. The company also actively designs space-specific sensing and communications products. Analyst trends are robust for this company. Although price action is leading the consensus, MarketBeat’s reported consensus increased by more than 300% on a trailing 12-month basis, with high-end targets offering substantial upside. 
The likely outcome is that nLIGHT’s business continues to improve and sustain the positive revision cycle. In this scenario, nLIGHT can easily grow into its earnings outlook and sustain an uptrend over time. |
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