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Further Reading from MarketBeat.com
Before the Moon Base Gets Built, These 4 Companies WinSubmitted by Thomas Hughes. Originally Published: 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 massive amounts of data involved require ultrafast, high-bandwidth transmission, or they risk running into the bottlenecks created by traditional copper. However, photonics is useful for more than just AI, and space is the place where it may be needed most. Photonics is widely viewed as critical to the development and commercialization of space because it enables not only ultra-fast communication, but also lower weight and smaller size, which allow for lighter craft and larger payloads. 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 scheduled for construction in the coming years. Aeluma Advances Commercialization Process
Aeluma (NASDAQ: ALMU) is among the best-positioned photonics companies today. It is advancing both compound semiconductor technology and the development of quantum dot lasers 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 has been bolstered 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 the 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 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 one of the most diversified optics and photonics companies in the market, producing a range of reliable, high-speed, and 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. At present, the stock 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 improving analyst sentiment and institutional buying, both of which indicate a strong support base and a favorable market tailwind. The stock price action reflects the strength of that 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 technical picture includes rising volume and converging momentum, both signs of a strengthening market unlikely to reverse course without a change in fundamentals. The most likely change in fundamentals is continued strength, as AI workloads become more intense and increasingly 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 that provide a range of power and output sizes, enabling a wide variety of end uses. Results in 2026 show acceleration and the potential for further gains as defense demand ramps higher. Of the companies highlighted here, space may be the strongest catalyst for nLIGHT, as its semiconductor and fiber lasers are critical to a variety of space-specific applications, including 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 the price action is ahead of the consensus, MarketBeat’s reported consensus has 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 sustains the positive revision cycle. In that scenario, nLIGHT can easily grow into its earnings outlook and maintain an uptrend over time. |
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