Update shared on 21 Nov 2025
Fair value Decreased 22%Analysts have lowered their price target for Aspen Aerogels from $8.75 to $6.83 per share. They cite revised expectations for slower revenue growth and profit margins.
What's in the News
- Aspen Aerogels has lowered its earnings guidance for the year ending December 31, 2025. The company now expects revenue of $270 million to $280 million, compared to its previous guidance of $297 million to $317 million (Company Guidance).
- The company projects its net loss for 2025 to increase to $342 million to $334 million, compared to previous expectations of $317 million to $307 million (Company Guidance).
- Loss per share (basic) is forecasted at $4.15 to $4.05, higher than the earlier guidance of $3.86 to $3.73 (Company Guidance).
- For the fourth quarter of 2025, Aspen Aerogels expects revenues between $40 million and $50 million (Company Guidance).
- Impairment of property, plant, and equipment for 2025 is now anticipated at $287.6 million, slightly above the previous estimate of $287.567 million (Company Guidance).
Valuation Changes
- Consensus Analyst Price Target has fallen significantly, decreasing from $8.75 to $6.83 per share.
- Discount Rate has risen moderately, increasing from 7.80% to 8.51%.
- Revenue Growth expectations have dropped sharply, falling from 18.14% to 5.12%.
- Net Profit Margin has decreased from 14.76% to 8.18%.
- Future P/E ratio is expected to rise notably, going from 10.60x to 21.89x.
Disclaimer
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