Added to YB: 2025-09-24
Pitch date: 2025-09-22
AERG [bullish]
Applied Energetics, Inc.
+18.87%
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. develops, manufactures, and sells advanced high-performance lasers and optical systems, and integrated guided energy systems to defense, national security, industrial, biomedical, and scientific customers worldwide.
Market Cap
$378.4M
Pitch Price
$1.59
Price Target
50.00 (+2546%)
Dividend
N/A
EV/EBITDA
-35.04
P/E
-32.57
EV/Sales
211.41
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)