Added to YB: 2025-09-24
Pitch date: 2025-09-22
AERG [bullish]
Applied Energetics, Inc.
-23.27%
current return
Author Info
David’s Investment Notes is a former fund manager with a focus on value. Their investment approach constantly explores different scenarios, with a focus on worst-case outcomes, while demanding significantly more upside potential than downside in each opportunity. Sign up for the newsletter.
Company Info
Applied Energetics, Inc. engages in the provision of advanced optical technologies and ultrashort pulse directed energy solutions utilizing dual-use laser and optical technologies to defense, national security, industrial, biomedical, and scientific customers worldwide.
Market Cap
$156.1M
Pitch Price
$1.59
Price Target
50.00 (+3998%)
Dividend
N/A
EV/EBITDA
-19.14
P/E
-17.48
EV/Sales
61.48
Sector
Aerospace and Defense
Category
growth
The Milestone That May Force a Revaluation - Applied Energetics, Inc.
AERG: Defense tech co developing ultra-short-pulse lasers for counter-drone/space defense. Approaching critical Q4 outdoor demo to reach TRL-5, unlocking $29.5B funding pool vs current $8.7B. PLAID system alone: 20K unit potential at $1M each = $1B revenue at 5% penetration. Trading at venture-stage discount despite public access.
Read full article (4 min)