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ASPN logo

Aspen Aerogels, Inc. Stock Price

NYSE:ASPN Community·US$407.5m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 62 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

ASPN Share Price Performance

US$4.84
-1.43 (-22.81%)
​
US$10.00
Fair Value
US$4.84
-1.43 (-22.81%)
51.6% undervalued intrinsic discount
US$10.00
Fair Value
Price US$4.84
AnalystHighTarget US$10.00
AnalystConsensusTarget US$7.55
AnalystLowTarget US$5.00
Sat, 22 Aug 26
Fair ValueUS$10.00
Share Pricen/a

ASPN Community Narratives

AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$10 51.6% undervalued intrinsic discount

Decarbonization And EV Adoption Will Unlock High-Performance Insulation Demand

1users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$7.55 35.9% undervalued intrinsic discount

Cost Optimization And Industrial Demand Will Shape Future Markets

0users have liked this narrative
0users have commented on this narrative
34users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$5 3.2% undervalued intrinsic discount

Rising Regulation And Capital Strains Will Weaken EV Outlook

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
ASPN logo
Aspen Aerogels
51.6% undervalued intrinsic discount

Decarbonization And EV Adoption Will Unlock High-Performance Insulation Demand

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 22 Aug
Read Narrative
ASPN logo
Aspen Aerogels
3.2% undervalued intrinsic discount
Updated

Rising Regulation And Capital Strains Will Weaken EV Outlook

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 5 Sep
Read Narrative
ASPN logo
Aspen Aerogels
35.9% undervalued intrinsic discount

Cost Optimization And Industrial Demand Will Shape Future Markets

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 8 Aug
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystLowTarget
ASPN logo

ASPN: Q2 Beat And EBITDA Turn Will Test Execution And Profitability

Fair Value: US$5 3.2% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
ASPN logo

ASPN: Positive EBITDA Guidance And Q2 Execution Will Support Future Upside

Fair Value: US$10 51.6% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
ASPN logo

ASPN: Improved Segment Visibility And Restart Progress May Support Future Upside

Fair Value: US$7.55 35.9% undervalued intrinsic discount
34 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Excellent balance sheet and slightly overvalued.

2 Risks
2 Rewards
View Full Analysis

Aspen Aerogels, Inc. Key Details

US$202.1m

Revenue

US$169.3m

Cost of Revenue

US$32.8m

Gross Profit

US$159.0m

Other Expenses

-US$126.2m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-1.52
16.24%
-62.45%
47.4%
View Full Analysis

About ASPN

Founded
2001
Employees
854
CEO
Donald Young
WebsiteView website
www.aerogel.com

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 through two segments: Thermal Barrier and Energy Industrial. 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.

Recent ASPN News & Updates

User avatar
Narrative Update • Sep 05

ASPN: Q2 Beat And EBITDA Turn Will Test Execution And Profitability

Analysts recently lifted their price targets on Aspen Aerogels to a range between $5 and $9, reflecting updated views on fair value after the company reported a solid Q2 beat, guided to a return to positive adjusted EBITDA, and noted what they describe as improved visibility across both operating segments. Analyst Commentary Recent research on Aspen Aerogels highlights a mixed tone.
User avatar
Narrative Update • Aug 22

ASPN: Positive EBITDA Guidance And Q2 Execution Will Support Future Upside

Analysts have lifted their fair value estimate for Aspen Aerogels from $8.00 to $10.00 after recent price target increases that they link to a solid Q2 performance, a return to positive adjusted EBITDA guidance, and what they describe as better visibility across the company’s segments. Analyst Commentary Recent commentary around Aspen Aerogels has centered on fresh price target increases that reflect how analysts are interpreting the latest Q2 report.

Recent updates

No updates

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