Added to YB: 2026-10-13
Pitch date: 2026-10-09
AERG [bullish]
Applied Energetics, Inc.
-9.09%
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
$0.88
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
The First Domino Falls - Applied Energetics, Inc.
AERG (hold): Applied Energetics says its next-generation laser architecture achieved both higher power and significantly better beam quality, overcoming the central tradeoff that had gated extended-range and backpack systems; it is now constructing two prototypes, though demonstrations have not occurred. Liquidity remains the key risk: June 30 cash was $1.12M versus roughly $2.8M of quarterly operating burn, making pre-demonstration financing potentially highly dilutive despite subsequent capital raises.
Read full article (3 min)