ASPN Share Price Performance
US$3.08
-11.20 (-78.43%)
64.8% undervalued intrinsic discount
US$8.75
Fair Value
Price US$3.08
AnalystConsensusTarget US$8.75
AnalystLowTarget US$7.00
AnalystHighTarget US$12.25
Fair ValueUS$8.75
Share Pricen/a
Aspen Aerogels, Inc. Stock Price
- 3 Narratives written by author
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- 54 Fair Values set on narratives written by author
ASPN Community Narratives
AN
Fair Value US$8.75 64.8% undervalued intrinsic discount
Cost Optimization And Industrial Demand Will Shape Future Markets
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AN
Fair Value US$6 48.7% undervalued intrinsic discount
Rising Regulation And Capital Strains Will Weaken EV Outlook
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AN
Fair Value US$14 78.0% undervalued intrinsic discount
Decarbonization And EV Adoption Will Unlock High-Performance Insulation Demand
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Cost Optimization And Industrial Demand Will Shape Future Markets
Key Takeaways Cost reductions and process improvements are enhancing profitability and positioning the company for stronger earnings even at modest revenue levels. Strategic focus on EV thermal barriers and U.S.-based manufacturing aligns with regulatory trends, supporting future growth and market share expansion.Read more
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AN
US$8.75
64.8% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
18.14% p.a.
Profit Margin
14.76%
Future PE
10.6x
Share price in 2028
US$10.9
Decarbonization And EV Adoption Will Unlock High-Performance Insulation Demand
Key Takeaways Major regulatory trends and rapid EV adoption could drive outsized revenue growth and transform Aspen into an industry price setter with increased market share. Structural cost discipline, strong R&D, and deep OEM integration position Aspen for margin expansion and long-term, highly predictable revenue streams.Read more
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AN
US$14
78.0% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
12.33% p.a.
Profit Margin
18.75%
Future PE
13.83x
Share price in 2028
US$17.53
Rising Regulation And Capital Strains Will Weaken EV Outlook
Key Takeaways Revenue growth and profitability are threatened by regulatory uncertainty, reduced demand in core markets, and rising compliance and input costs. Sustained cash flow pressures and intensifying competition create risks of margin compression, asset dependency, and diminished market diversification.Read more
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AN
US$6
48.7% undervalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
0.84% p.a.
Profit Margin
11.93%
Future PE
12.86x
Share price in 2028
US$7.5
Snowflake Analysis
Aspen Aerogels, Inc. Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
- -3.69
- 32.89%
- -86.52%
- 36.1%
About ASPN
- Founded
- 2001
- Employees
- 554
- CEO
- WebsiteView website
Aspen Aerogels, Inc., an aerogel technology company, designs, develops, manufactures, and sells aerogel materials primarily for use in the energy industrial, sustainable insulation materials, and electric vehicle (EV) markets in the United States, Canada, Asia, Europe, and Latin America. It operates in two segments, Energy Industrial and Thermal Barrier. The company offers PyroThin aerogel thermal barriers for use in battery packs in EVs; Pyrogel XTE for refineries and petrochemical facilities; Pyrogel HPS for high temperatures and in demanding thermal applications in refining and chemical processing systems; Pyrogel XTF for protection against fire; Cryogel Z for sub-ambient and cryogenic applications; Spaceloft Subsea for pipe-in-pipe applications in offshore oil production; and Cryogel X201 for cold system designs. It serves EV manufacturers, automotive suppliers, lithium-ion battery manufacturers, and e-mobility and energy storage companies. The company was founded in 2001 and is headquartered in Northborough, Massachusetts.
