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Cost Optimization And Industrial Demand Will Shape Future Markets

Published
11 Sep 24
Updated
07 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
-78.4%
7D
-20.2%

Author's Valuation

US$8.7564.8% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 07 Nov 25

Fair value Decreased 8.70%

ASPN: Reduced EV Tax Credits Will Challenge Thermal Segment Performance Ahead

Analysts have lowered their price target for Aspen Aerogels from $9.58 to $8.75. They cited reduced electric vehicle production forecasts and increased macroeconomic pressures on the company’s key Thermal Barrier business segment.

Shared on 08 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 on 30 Apr 25

Fair value Decreased 44%

Shared on 23 Apr 25

Fair value Decreased 2.09%

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

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 3.62%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 4.55%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 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%.