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Added to YB: 2025-10-30

Pitch date: 2025-10-28

AERG [bullish]

Applied Energetics, Inc.

+1.18%

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. develops, manufactures, and sells advanced high-performance lasers and optical systems, and integrated guided energy systems to defense, national security, industrial, biomedical, and scientific customers worldwide.

Market Cap

$378.4M

Pitch Price

$1.70

Price Target

N/A

Dividend

N/A

EV/EBITDA

-35.04

P/E

-32.57

EV/Sales

211.41

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)