Added to YB: 2026-08-24
Pitch date: 2026-08-20
AERG [neutral]
Applied Energetics, Inc.
-34.48%
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 worldwide.
Market Cap
$188.3M
Pitch Price
$1.22
Price Target
N/A
Dividend
N/A
EV/EBITDA
-12.19
P/E
-11.93
EV/Sales
772.57
Sector
Aerospace and Defense
Category
growth
AERG: A Year Comes Down To Months
AERG (holding update): Counter-drone laser (PLAID) at TRL5 targeting $1-1.5M/unit vs AeroVironment's $25M. Mgmt's Feb '3 Ps' scoreboard mostly unmet w/4 months left: no prototype, contracts, or teaming yet. STRATFI $8M win + Guard sponsor validates. Burn ~$1M/mo, cash runway to Sept/Oct—raise looms. $280M cap vs $4B program potential if demos land by Dec. Key catalyst: first 5-unit ($6M) order.
Read full article (5 min)