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Added to YB: 2025-10-30

Pitch date: 2025-10-28

AERG [bullish]

Applied Energetics, Inc.

-31.18%

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

$1.70

Price Target

N/A

Dividend

N/A

EV/EBITDA

-19.14

P/E

-17.48

EV/Sales

61.48

Sector

Aerospace and Defense

Category

growth

Show full summary:
Applied Energetics (AERG): Reducing Abstraction

AERG: USPL tech moving from lab to field with 4-drone, 2km engagement demo coming. Recent test disabled 4 cameras at 70ft in <1 sec, proving precision & scalable architecture. All technical milestones met, outdoor demo this quarter. Market sees experiment, reality is operational proof imminent. Re-rating coming in multiples when perception snaps.

Read full article (2 min)