Added to YB: 2026-07-03
Pitch date: 2026-07-01
MRLN [bullish]
Merlin, Inc.
-6.88%
current return
Author Info
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Company Info
Merlin, Inc., an aerospace and defense technology company, develops AI-powered autonomous flight software and systems for aircraft in the United States and New Zealand.
Market Cap
$549.2M
Pitch Price
$5.67
Price Target
565.00 (+9900%)
Dividend
N/A
EV/EBITDA
-8.92
P/E
-0.06
EV/Sales
79.23
Sector
Aerospace and Defense
Category
growth
Pattern Recognition: Episode 2 / Merlin (MRLN) & AST Spacemobile (ASTS)
MRLN: Author draws parallels to ASTS 3yrs ago (before 40x run). First autonomous pilot retrofit platform ('Waymo for planes') vs $100bn+ pilot cost TAM. Sub-$1bn mkt cap, potential 100-bagger if tech scales. Partners: GE, GD, Honeywell, DoD. 2027 commercialization catalyst (C-130J, $55bn DAWG budget). High-margin licensing model, founder-aligned. Risks: dilution (convert prefs, 50-80% FD share increase), regulatory, execution, 100% downside possible. 50%+ borrow cost, retail 'pilotmob' emerging.
Read full article (4 min)