Aspen Aerogels, Inc.

Aspen Aerogels, Inc.

ASPNยทNYSE

$5.90

-5.1%
IndustrialsConstruction

Aspen Aerogels, Inc. designs, develops, manufactures, and sells aerogel insulation products primarily for use in the energy infrastructure and building materials markets in the United States, Asia, Canada, Europe, and Latin America. The company offers PyroThin thermal barriers for use in lithium-ion batteries in electric vehicles and energy storage industries; Pyrogel XTE that reduces the risk of corrosion under insulation in energy infrastructure operating systems; Pyrogel HPS for applications within the power generation market; Pyrogel XTF to provide protection against fire; Cryogel Z for sub-ambient and cryogenic applications in the energy infrastructure market; and Spaceloft Subsea for use in pipe-in-pipe applications in offshore oil production. It also offers Spaceloft Grey and Spaceloft A2 for use in the building materials market; and Cryogel X201, which is used in designing cold systems, such as refrigerated appliances, cold storage equipment, and aerospace systems. The company was founded in 2001 and is headquartered in Northborough, Massachusetts.

At a Glance

Live Snapshot
Market Cap$488.98M
EPS-4.7400
P/E Ratio-1.24
Earnings Date08/06/2026
aspn

Aspen Aerogels, Inc. Street Expectations Map

ASPN ยท NYSE

Wall Street analysts project that ASPN stock may decline over the coming 12 months. The consensus 1-year price target stands at 4.88, with estimates ranging from a low of 4.00 to a high of 5.75.

Lowest Target
4.00
-32.20%
Consensus Target
4.88
-17.29%
Highest Target
5.75
-2.54%

The consensus 1-year price target stands at 4.88, with estimates ranging from a low of 4.00 to a high of 5.75.

Analyst Consensus Analysis

Upside Potential

-17.3%

Significant downside risk. Stock trading well above analyst consensus suggests elevated valuation concerns and potential correction.

Analyst Agreement

35.9% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

0.08x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Aspen Aerogels, Inc. Forward Estimates of Revenue

ASPN ยท NYSE
Latest Revenue
271.10M
FY 2025
Avg Estimate
236.43M
FY 2026
Estimate Range
221.65M - 249.20M
Analyst Spread

Forward Growth Analysis

Projected Growth-12.8%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Aspen Aerogels, Inc. Forward Estimates of Net Income

ASPN ยท NYSE
Latest Net Income
-389.55M
FY 2025
Avg Estimate
-33.77M
FY 2026
Estimate Range
-44.87M - -17.26M
Analyst Spread

Forward Growth Analysis

Projected Growth+91.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread82%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Aspen Aerogels, Inc. Forward Estimates of EPS

ASPN ยท NYSE
Latest EPS
-4.74
FY 2025
Avg Estimate
$-0.41
FY 2026
Estimate Range
$-0.56 - $-0.21
Analyst Spread

Forward Growth Analysis

Projected Growth+91.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread84%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Aspen Aerogels, Inc. Forward Estimates of EBIT

ASPN ยท NYSE
Latest EBIT
5.67B
FY 2025
Avg Estimate
-50.05M
FY 2026
Estimate Range
-52.75M - -46.92M
Analyst Spread

Forward Growth Analysis

Projected Growth-100.9%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Aspen Aerogels, Inc. Forward Estimates of EBITDA

ASPN ยท NYSE
Latest EBITDA
5.72B
FY 2025
Avg Estimate
-33.00M
FY 2026
Estimate Range
-34.79M - -30.94M
Analyst Spread

Forward Growth Analysis

Projected Growth-100.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Aspen Aerogels, Inc. Forward Estimates of SG&A Expense

ASPN ยท NYSE
Latest SG&A Expense
40.91B
FY 2025
Avg Estimate
74.72M
FY 2026
Estimate Range
70.05M - 78.75M
Analyst Spread

Forward Growth Analysis

Projected Growth-99.8%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Aspen Aerogels, Inc. Insider Positioning

ASPN ยท NYSE

During the last 12 months, insiders have purchased $106K and sold $322K worth of ASPN shares, resulting in $216K of net selling activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

14.6K

106.31K

Sold

67.4K

264.39K

Net Activity

-158K

-$158K

9-12 Months

Bought

0

0.00

Sold

8.0K

57.77K

Net Activity

-58K

-$58K

Top Buyers

1
TGD

Thoele Grant Douglas

Officer: Cfo & Treasurer

14.6K sharesโ€ข1 transactions

$106K

Top Sellers

1
YDR

Young Donald R

Director, Officer: President And Ceo

56.8K sharesโ€ข1 transactions

$184K

2
TGD

Thoele Grant Douglas

Officer: Cfo & Treasurer

9.0K sharesโ€ข1 transactions

$70K

3
DSP

Daniel Santhosh P

Officer: Chief Accounting Officer

8.0K sharesโ€ข3 transactions

$58K

4
PS

Pittman Stephanie

Officer: Chief Human Resources Officer

1.6K sharesโ€ข1 transactions

$10K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $216K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.33:1

Weak buy/sell ratio. Selling significantly exceeds buyingโ€”monitor for potential fundamental concerns.

Insider Participation

High Selling

4 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.