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Anp🅰️nman

AST SpaceMobile Research

27 Oct, 14:31Latest

Bridger Aerospace has real upside potential if revenue and EBITDA margins grow alongside year-round work. High leverage, rising rates and waning institutional interest make it very risky. Bridger estimates up to $183M from three Metatek survey aircraft over five-year terms and assumed extensions; the first is expected in service in 2027. An AI-assisted 2027 forecast also factors in Spanish scoopers, Texas A&M and DOI work: $162M-$190M revenue and $57M-$76M EBITDA, which seems a bit conservative. x.com x.com x.com

BAER

21 Aug, 12:38

Bridger Aerospace looks set up for a strong Q3: July and August flight data are up materially year over year, per @BDeveran, and Chair Jeffrey Kelter bought 300,000 shares on the open market at an average of $1.18, a sign of confidence in Q3 and full-year 2026 guidance. x.com x.com

BAER

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