Aspen Aerogels

Decarbonization And EV Adoption Will Unlock High-Performance Insulation Demand

AnalystHighTarget

Not Invested

Consensus Narrative from 6 Analysts

Published

05 May 25

Updated

15 Aug 25

AnalystHighTarget's Fair Value

US$14.00

48.2% undervalued

15 Aug

US$7.25

-75.8%

-4.0%

Author's Valuation

US$14.0

48.2% undervalued

AnalystHighTarget Fair Value

Narrative

Updates1

Shared on07 May 25
Fair value Decreased 51%

AnalystHighTarget Fair Value

US$14.0

48.2% undervalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

12.67%

Chemicals revenue growth rate

0.35%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

7.82%

Calculation

US$100.74m

Earnings '28

17.41x

PE Ratio '28

US$1.75b

Market Cap '28

US$1.75b

Market Cap '28

100.47m

No. shares '28

US$17.46

Share Price '28

US$17.46 Share Price '28

Discounted to 2025 @ 7.81% p.a.

US$13.94

Fair Value '25

Decarbonization And EV Adoption Will Unlock High-Performance Insulation Demand

Shared on07 May 25Fair value Decreased 51%

Shared on07 May 25
Fair value Decreased 51%