Update shared on08 Aug 2025
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.
- The company issued earnings guidance for H2 and full-year 2025, projecting H2 revenue of $140–160 million, net income (loss) of ($7)–$3 million, and FY 2025 revenue of $297–317 million with a net loss of $317–307 million.
- Aspen Aerogels reported a $955,000 impairment of property, plant, and equipment for Q2.
- Aspen Aerogels was dropped from multiple Russell growth and small-cap indices, including the Russell 2000 Growth, Russell 2500 Growth, Russell 3000 Growth, Russell Microcap Growth, and related benchmarks.
Valuation Changes
Summary of Valuation Changes for Aspen Aerogels
- The Consensus Analyst Price Target has risen from $9.17 to $9.75.
- The Future P/E for Aspen Aerogels has significantly risen from 14.46x to 20.08x.
- The Net Profit Margin for Aspen Aerogels has significantly fallen from 14.47% to 11.75%.
Disclaimer
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