Cost Optimization And Industrial Demand Will Shape Future Markets

Published
11 Sep 24
Updated
14 Aug 25
AnalystConsensusTarget's Fair Value
US$9.58
24.3% undervalued intrinsic discount
14 Aug
US$7.25
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1Y
-75.8%
7D
-4.0%

Author's Valuation

US$9.6

24.3% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on08 Aug 25
Fair value Increased 4.55%

The consensus price target for Aspen Aerogels has increased, reflecting a higher valuation multiple (future P/E rising from 14.46x to 20.08x) despite a notable decline in net profit margin (from 14.47% to 11.75%), resulting in a new fair value estimate of $9.75. What's in the News Ricardo Rodriguez will step down as CFO at the end of Q3 and be succeeded by Grant Thoele, who currently serves as Chief of Staff and VP of Corporate Strategy and Finance.

Shared on30 Apr 25
Fair value Decreased 44%

Shared on23 Apr 25
Fair value Decreased 2.09%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.1% to 0.1%.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 3.62%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 4.55%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Increased 47%

AnalystConsensusTarget has decreased revenue growth from 22.1% to 16.5% and decreased profit margin from 14.6% to 12.4%.