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Applied Aerospace shares drop 35% post-IPO, now valued attractively with growth potential.

Analyst Insights
06 Sep 2026
Seeking Alpha
View Source
Bullish
Applied Aerospace shares drop 35% post-IPO, now valued attractively with growth potential.

Applied Aerospace & Defense shares have fallen 35% since their IPO, reducing valuations to below 3x sales and 14–15x EBITDA. The company shows improving earnings visibility and a growing $1.13 billion backlog, with second-half revenue guidance indicating strong sequential growth. Adjusted EBITDA guidance suggests potential upside compared to consensus, making current valuations less demanding and a pullback toward $10 a possible attractive entry point for investors.

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