Added to YB: 2026-04-28
Pitch date: 2026-04-26
AERG [bullish]
Applied Energetics, Inc.
+8.82%
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
$321.0M
Pitch Price
$1.36
Price Target
N/A
Dividend
N/A
EV/EBITDA
-21.32
P/E
N/A
EV/Sales
N/A
Sector
Aerospace and Defense
Category
growth
AERG - The Drone-Killer Frame Is Too Small
AERG: Ultra-short pulse laser defeats sensors at speed of light w/ low SWaP, near-zero cost/shot. 1 of 6 DoW critical tech areas (SCADE). Architecture fits affordability/scale mandate CW lasers can't meet. 26 patents, no credible competitor emerged in 10yrs. Apps: drones, satellites, hypersonics, backpack, space. Rochester/MDA modeling lethality across all domains, tens of millions revenue potential. Multiple prototypes by YE. Risk: laser build-out execution, capital runway vs procurement speed.
Read full article (11 min)