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Aspen Aerogels
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AnalystConsensusTarget
Consensus Narrative from 8 Analysts
New Contracts With GM And Volvo Trucks Will Expand Future EV Thermal Barrier Market Presence
Key Takeaways Strategic decision to utilize existing facilities and external manufacturing minimizes capital expenditures, enhancing scalability and net margins by reducing fixed costs. Increased capacity and demand from key clients like General Motors suggests potential earnings growth, boosting EBITDA and long-term profitability.
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US$17.50
FV
70.1% undervalued
intrinsic discount
16.50%
Revenue growth p.a.
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Your Valuation for
ASPN
ASPN
Aspen Aerogels
Your Fair Value
US$
Current Price
US$5.23
27.6% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-83m
1b
2015
2018
2021
2024
2025
2027
2030
Revenue US$1.3b
Earnings US$37.4m
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