Added to YB: 2026-07-07
Pitch date: 2026-07-04
MRLN [neutral]
Merlin, Inc.
-10.72%
current return
Author Info
I hunt patiently for 100-baggers in the realm from small to mid-cap preferably for underfollowed companies. The goal is to find asymmetric bets, with high upside, limited downside and always exposed to additional outsized optionality. Sign up for the newsletter.
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
$509.6M
Pitch Price
$5.41
Price Target
528.00 (+10832%)
Dividend
N/A
EV/EBITDA
-8.34
P/E
-0.06
EV/Sales
74.08
Sector
Aerospace and Defense
Category
growth
The Pentagon is funding my next 100-bagger candidate - Merlin, Inc.
MRLN (watchlist): Boston aerospace-autonomy microcap; aircraft-agnostic autopilot. $470M cap on $7.7M rev (60x sales), $183M cash, no debt, 6-8qtr runway. $105M USSOCOM C-130J contract + GE partnership. Binary bet on winning FAA ML-cert race; rival Reliable Robotics better-funded/ahead. Sidelines.
Read full article (5 min)