Aspen Aerogels, Inc.

NYSE:ASPN Stok Raporu

Piyasa değeri: US$341.2m

Aspen Aerogels Gelecekteki Büyüme

Future kriter kontrolleri 1/6

Aspen Aerogels kazanç ve gelirinin sırasıyla yıllık 88% ve 19.1% oranında artması tahmin edilirken, EPS'nin yıllık 88.2% oranında büyümesi bekleniyor.

Anahtar bilgiler

88.0%

Kazanç büyüme oranı

88.15%

EPS büyüme oranı

Chemicals kazanç büyümesi17.1%
Gelir büyüme oranı19.1%
Gelecekteki özkaynak getirisin/a
Analist kapsamı

Low

Son güncelleme07 May 2026

Gelecekteki son büyüme güncellemeleri

Analiz Makalesi Aug 09

Aspen Aerogels, Inc. (NYSE:ASPN) Analysts Are Pretty Bullish On The Stock After Recent Results

NYSE:ASPN 1 Year Share Price vs Fair Value Explore Aspen Aerogels's Fair Values from the Community and select yours...

Recent updates

Analiz Güncellemesi Apr 30

ASPN: GM Demand Reset And Facility Disruption Will Pressure Shares

Analysts have cut Aspen Aerogels' price targets into a lower $3 to $6 range, citing Q4 and Q1 misses, GM related EV demand weakness, and a tough near term outlook, partially balanced by cost actions, a growing net cash position, and what they see as longer term platform value. Analyst Commentary Recent Street research highlights that several bearish analysts have reset expectations lower for Aspen Aerogels, trimming price targets into a $3 to $6 range after the Q4 earnings miss and a soft Q1 outlook.
Analiz Güncellemesi Apr 15

ASPN: GM Demand Reset And Tough Outlook Will Pressure Shares

Analysts have cut their average price targets on Aspen Aerogels to a range of about $3 to $6. This reflects weaker near term expectations tied to GM related EV softness, offset by company efforts to protect cash, reduce costs, and focus on longer term platform value.
Analiz Güncellemesi Apr 01

ASPN: Cost Discipline And GM Settlement Cash Will Support Future Upside

Analysts have reduced their average price targets on Aspen Aerogels to a range of about $3 to $6, citing Q4 earnings and guidance shortfalls, ongoing softness tied to GM and the broader EV reset, as well as a sharper company focus on cash preservation and cost controls. Analyst Commentary Across recent research notes, analysts broadly cut price targets on Aspen Aerogels following Q4 results and softer guidance, but the tone is mixed rather than uniformly negative.
Analiz Güncellemesi Mar 18

ASPN: Cost Actions And Cash Support Will Drive Long-Term Upside Potential

Analysts have reduced the fair value estimate for Aspen Aerogels from $10 to $6, reflecting lower price targets across the Street as they weigh weaker GM related EV demand against the company's cost actions, cash support from the GM settlement, and longer term platform potential. Analyst Commentary Street research has shifted sharply lower on headline price targets, but the tone is not uniformly negative.
Analiz Güncellemesi Mar 04

ASPN: Tough Year And GM Demand Reset Will Pressure Shares

Narrative Update: Aspen Aerogels The analyst price target for Aspen Aerogels has moved from $6.00 to $3.00 as analysts factor in a tough year following a Q4 earnings miss and softer guidance, partly offset by cost actions and a stronger net cash position tied to the GM settlement. Analyst Commentary Bearish analysts have reset expectations for Aspen Aerogels, cutting price targets across the board after the Q4 earnings miss and softer near term guidance.
Seeking Alpha Feb 27

Aspen Aerogels: A Long Road Ahead

Summary Aspen Aerogels has experienced a dramatic boom-bust cycle, with shares plunging amid a dismal industry outlook and oversupply in EV insulation. After rapid revenue growth and a $2 billion expansion plan, Aspen halted new plant construction and saw revenues collapse from $453 million to a $300 million run rate. Guidance now points to Q4 sales of just $45 million and EBITDA losses of $10 million, highlighting severe operational and demand challenges. Despite a new European OEM contract and cost-cutting targets, Aspen faces long-term demand threats from solid-state battery developments and persistent market headwinds. Read the full article on Seeking Alpha
Analiz Güncellemesi Feb 18

ASPN: Updated Profitability Assumptions Will Still Support Long-Term Upside Potential

Analysts have lifted their price target for Aspen Aerogels to $10.00, citing updated inputs around revenue growth, profit margins, and future P/E assumptions as the key drivers of this change. Valuation Changes Fair Value: revised slightly from $9.98 to $10.00 per share, aligning with the updated price target.
Analiz Güncellemesi Feb 04

ASPN: Higher 2025 Loss Guidance Will Still Support Long-Term Opportunity

Analysts have adjusted their price target on Aspen Aerogels, highlighting a slightly higher discount rate and future P/E assumptions, along with modest tweaks to revenue growth and profit margin expectations, as they reassess the risk and earnings profile embedded in their valuation models. What's in the News Aspen Aerogels revised full year 2025 revenue guidance to a range of $270 million to $280 million, compared with prior guidance of $297 million to $317 million (company guidance).
Analiz Makalesi Jan 23

Aspen Aerogels, Inc.'s (NYSE:ASPN) 32% Share Price Surge Not Quite Adding Up

Those holding Aspen Aerogels, Inc. ( NYSE:ASPN ) shares would be relieved that the share price has rebounded 32% in the...
Analiz Güncellemesi Jan 20

ASPN: Lower 2025 Guidance Will Still Support Long-Term Upside Potential

Analysts have raised their price targets on Aspen Aerogels, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that together suggest a modest improvement in their overall outlook for the shares. What's in the News Aspen Aerogels revised its full-year 2025 revenue guidance to a range of US$270 million to US$280 million, compared with prior guidance of US$297 million to US$317 million (company guidance).
Analiz Güncellemesi Jan 06

ASPN: Lower 2025 Outlook Will Still Support Attractive Long-Term Upside Potential

Analysts have lifted their price target on Aspen Aerogels to reflect updated assumptions around revenue growth, profit margins, discount rate and future P/E. The new target implies a valuation aligned with these revised inputs compared with the prior figure.
Analiz Güncellemesi Dec 19

ASPN: Reduced Guidance And Higher Discount Rate Will Present Long-Term Upside Opportunity

Aspen Aerogels' consensus analyst price target has been reduced by approximately $4.02 per share, as analysts temper their assumptions for revenue growth and profit margins, while also applying a slightly higher discount rate and multiple to future earnings. What's in the News Aspen Aerogels lowered its full year 2025 revenue guidance to a range of $270 million to $280 million, down from prior expectations of $297 million to $317 million (Key Developments).
Analiz Güncellemesi Dec 05

ASPN: Improving Risk Profile Will Support Long-Term Opportunity Despite Wider Losses

Analysts have raised their price target on Aspen Aerogels by a modest amount, now embedding slightly lower discount rates and marginally softer future valuation multiples, as they emphasize the company’s improving risk profile and steady long term growth outlook. What's in the News Aspen Aerogels lowered its full year 2025 revenue guidance to a range of $270 million to $280 million, down from the prior outlook of $297 million to $317 million (company guidance).
Analiz Makalesi Dec 04

Aspen Aerogels (NYSE:ASPN) Might Have The Makings Of A Multi-Bagger

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Analiz Güncellemesi Nov 21

ASPN: Lower Profit Margins Will Drive Opportunity As Net Losses Peak

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.
Analiz Güncellemesi Nov 07

ASPN: Reduced EV Tax Credits Will Challenge Thermal Segment Performance Ahead

Analysts have lowered their price target for Aspen Aerogels from $9.58 to $8.75. They cited reduced electric vehicle production forecasts and increased macroeconomic pressures on the company’s key Thermal Barrier business segment.
Analiz Makalesi Oct 11

Optimistic Investors Push Aspen Aerogels, Inc. (NYSE:ASPN) Shares Up 27% But Growth Is Lacking

Aspen Aerogels, Inc. ( NYSE:ASPN ) shares have had a really impressive month, gaining 27% after a shaky period...
Analiz Makalesi Aug 09

Aspen Aerogels, Inc. (NYSE:ASPN) Analysts Are Pretty Bullish On The Stock After Recent Results

NYSE:ASPN 1 Year Share Price vs Fair Value Explore Aspen Aerogels's Fair Values from the Community and select yours...
Analiz Güncellemesi Aug 08

Cost Optimization And Industrial Demand Will Shape Future Markets

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.
Analiz Makalesi Aug 06

Aspen Aerogels, Inc.'s (NYSE:ASPN) Shares Climb 28% But Its Business Is Yet to Catch Up

NYSE:ASPN 1 Year Share Price vs Fair Value Explore Aspen Aerogels's Fair Values from the Community and select yours...
Analiz Makalesi Jul 09

Is Aspen Aerogels (NYSE:ASPN) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analiz Makalesi Jun 11

Aspen Aerogels, Inc.'s (NYSE:ASPN) 29% Share Price Surge Not Quite Adding Up

Those holding Aspen Aerogels, Inc. ( NYSE:ASPN ) shares would be relieved that the share price has rebounded 29% in the...
Analiz Makalesi Apr 17

Not Many Are Piling Into Aspen Aerogels, Inc. (NYSE:ASPN) Stock Yet As It Plummets 30%

To the annoyance of some shareholders, Aspen Aerogels, Inc. ( NYSE:ASPN ) shares are down a considerable 30% in the...
Analiz Makalesi Apr 01

Aspen Aerogels (NYSE:ASPN) Has A Pretty Healthy Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Seeking Alpha Mar 31

Aspen Aerogels: Tariffs, Tesla And The Silver Lining

Summary Aspen Aerogels' growth is tied to the EV market, which faces uncertainty due to the potential elimination of the EV tax credit. Despite fears, Aspen Aerogels may benefit from Tesla's declining market share, as smaller EV players gain traction, particularly in Europe and China. US EV sales are expected to plateau until 2027, potentially limiting Aspen's revenue growth. But international markets offer expansion opportunities. The market may be overreacting to Aspen's stock decline. The company's prospects remain strong with increasing production capabilities in non-US markets. Read the full article on Seeking Alpha
Analiz Makalesi Feb 28

Positive Sentiment Still Eludes Aspen Aerogels, Inc. (NYSE:ASPN) Following 34% Share Price Slump

To the annoyance of some shareholders, Aspen Aerogels, Inc. ( NYSE:ASPN ) shares are down a considerable 34% in the...
Seeking Alpha Feb 14

Aspen Aerogels: Insulation Play Leaves Investors In The Cold

Summary Aspen Aerogels has seen significant revenue growth from EV insulation but faces challenges with EV demand, tariffs, and potential oversupply. Despite impressive revenue increases, shares have fallen due to concerns over market demand and halted construction of a new plant. The company reported strong 2024 sales and profits but faces a slowdown in EV revenue growth, with 2025 becoming a much tougher year. Given the uncertain outlook and recent setbacks, I remain cautious about ASPN stock but see the potential appeal if incremental improvements materialize throughout 2024. Read the full article on Seeking Alpha
Analiz Makalesi Feb 14

Aspen Aerogels (NYSE:ASPN) Is Looking To Continue Growing Its Returns On Capital

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Seeking Alpha Dec 23

Aspen Aerogels: There Are Reasons To Be Careful But It's So Cheap

Summary The company has recently taken on significant debt to finance its Statesboro plant. Stock were issued to improve the balance. The market didn't like but could make sense if it's compensated with growth thanks to the new Statesboro Plant. Q3 2024 earnings showed 92.93% YoY revenue growth and improved margins, but flat quarter-over-quarter sales led to a 28% stock decline. It's currently trading at 12 times forward EV/EBITDA and only 2.5 EV/Sales despite its revenue growth of almost 90%, so I think it's cheap. Read the full article on Seeking Alpha
Seeking Alpha Dec 02

Aspen Aerogels: Thermal Barriers Could Sustain Further Growth Despite A Chilly Market

Summary I find Aspen's 93% YoY revenue growth in Q3 2024 quite impressive, driven entirely by organic demand for PyroThin thermal barriers, with revenue guidance raised significantly this year. Gross margins climbed to 42% in the past quarter, while adj. EBITDA is projected to reach $90M in FY2024. Management's debt refinancing decision reduces dilution risks in the long term, a move I highly favor, despite the recent public offering. I foresee strong long-term growth from the Statesboro facility, set to generate $1.2–$1.6B annually, once completed in 2026. While potential changes to EV tax credits in the US and customer concentration pose risks, I believe Aspen's strong fundamentals and long-term growth drivers justify my cautious buy rating. Read the full article on Seeking Alpha
Seeking Alpha Nov 17

Aspen Aerogels: Despite Recent Pressure, This Is Intriguing

Summary Aspen Aerogels has transformed from an industrial insulation supplier to a key EV sector player, showing significant revenue growth and operating leverage. Despite impressive results and DOE funding news, shares fell due to a low-priced equity issue, concerns over EV demand, and uncertainty about a new factory. Shares dropped nearly 50% in a month, with third quarter sales up 93% YoY, driven by thermal barrier revenues, while facing capacity constraints. The company's valuation appears modest, with potential upside from the new factory and DOE loan, despite political and inflationary risks. Read the full article on Seeking Alpha
Analiz Makalesi Nov 07

With A 32% Price Drop For Aspen Aerogels, Inc. (NYSE:ASPN) You'll Still Get What You Pay For

Aspen Aerogels, Inc. ( NYSE:ASPN ) shares have had a horrible month, losing 32% after a relatively good period...
Seeking Alpha Oct 28

Aspen Aerogels: Interesting Times

Summary Aspen Aerogels has transformed from an insulation supplier to a key player in the EV sector, showing strong revenue growth and operating leverage. Despite impressive quarterly results and preliminary DOE funding for a new plant, concerns about EV demand remain. The company raised $85 million through a share issuance, despite holding over $100 million in cash, raising questions about future funding needs. At around $20 per share, I see potential in Aspen Aerogels, despite recent share dilution and lack of sequential growth in Q3. Read the full article on Seeking Alpha
Analiz Makalesi Oct 17

Aspen Aerogels (NYSE:ASPN) Is Looking To Continue Growing Its Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
Seeking Alpha Sep 26

Aspen Aerogels: Current Valuation Is Not A Good Risk/Reward

Summary Aspen Aerogels' growth is constrained by its heavy reliance on General Motors, which may switch to superior battery technology, impacting ASPN's sales. The company's valuation appears overly optimistic, not adequately accounting for risks like EV market slowdown and uncertain DOE loan approval. Aspen Aerogels' Thermal Barrier division, crucial for growth, faces challenges that could slow down the company's overall progress and affect share prices. Current stock valuation at 3.7x book value lacks a sufficient margin of safety; a more attractive entry point would be at 2.5x P/B or $16.8 per share. Read the full article on Seeking Alpha
Seeking Alpha Sep 18

Aspen Aerogels: Management Guidance Remains Very Conservative

Summary Aspen Aerogel's unique aerogels offer unmatched thermal insulation, driving growth in legacy energy markets and the booming electric vehicle sector. The company's thermal barrier segment saw explosive growth, with a 98% increase year-over-year in 2023, leveraging its technology for EV battery protection. Aspen's gross margins expanded significantly by outsourcing energy industrial manufacturing, focusing on the high-demand thermal barrier business without needing new plant investments. Current management guidance is very conservative, but analyst expectations are based on this. Here's a Q3 beat opportunity and price reaction. Read the full article on Seeking Alpha
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Yeni Analiz Sep 11

Decisive Expansion And EV Innovations Propel Aerogel Giant Towards Financial Triumph

Expansion of production capacity and strategic financial management shows promise for significant revenue growth and improved net income through cost efficiency.
Analiz Makalesi Aug 24

Why Investors Shouldn't Be Surprised By Aspen Aerogels, Inc.'s (NYSE:ASPN) 32% Share Price Surge

Aspen Aerogels, Inc. ( NYSE:ASPN ) shares have had a really impressive month, gaining 32% after a shaky period...
Analiz Makalesi Aug 15

Investors Shouldn't Be Too Comfortable With Aspen Aerogels' (NYSE:ASPN) Earnings

Aspen Aerogels, Inc. ( NYSE:ASPN ) just reported some strong earnings, and the market reacted accordingly with a...
Seeking Alpha Aug 12

Aspen Aerogels: Impressive, But Some Questions As Well

Summary Aspen Aerogels, Inc. has successfully transformed itself into a key supplier to the electric vehicle sector, with impressive sales growth and now earnings to show for. Momentum remains strong for the company, with significant capital spending questions arising as it aims to fulfill increasing demand. Despite concerns about the pace of the EV transition and delays in expansion plans, Aspen Aerogels shows strong operating performance and potential for growth. Read the full article on Seeking Alpha

Kazanç ve Gelir Büyüme Tahminleri

NYSE:ASPN - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/2028454N/A107N/A1
12/31/2027278-1529215
12/31/2026194-61-64-554
3/31/2026230-1122461N/A
12/31/2025271-390-533N/A
9/30/2025353-305352N/A
6/30/2025397-312-358N/A
3/31/2025437-286-469N/A
12/31/202445313-4146N/A
9/30/20244141-927N/A
6/30/20243571-132-21N/A
3/31/2024288-31-188-36N/A
12/31/2023239-46-218-43N/A
9/30/2023214-55-270-64N/A
6/30/2023190-71-335-94N/A
3/31/2023188-80-309-96N/A
12/31/2022180-83-272-94N/A
9/30/2022152-89-209-82N/A
6/30/2022146-68-113-51N/A
3/31/2022132-50-66-40N/A
12/31/2021122-37-32-19N/A
9/30/2021113-27-19-12N/A
6/30/2021107-26-13-7N/A
3/31/2021100-25-14-10N/A
12/31/2020100-22-13-10N/A
9/30/2020124-17-30N/A
6/30/2020135-12-5-2N/A
3/31/2020140-12-21N/A
12/31/2019139-15N/A-1N/A
9/30/2019129-28N/A-6N/A
6/30/2019117-32N/A-4N/A
3/31/2019109-34N/A-9N/A
12/31/2018104-34N/A-9N/A
9/30/2018105-22N/A-8N/A
6/30/2018108-19N/A-5N/A
3/31/2018112-17N/A-3N/A
12/31/2017112-19N/A-5N/A
9/30/2017103-23N/A-4N/A
6/30/2017105-23N/A-1N/A
3/31/2017108-19N/A-5N/A
12/31/2016118-12N/A-1N/A
9/30/2016127-5N/A4N/A
6/30/2016129-4N/A1N/A
3/31/2016132-5N/A9N/A
12/31/2015123-6N/A5N/A
9/30/2015113-11N/A5N/A
6/30/2015107-11N/A6N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: ASPN önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.

Kazançlar ve Piyasa: ASPN önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.

Yüksek Büyüme Kazançları: ASPN önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.

Gelir ve Pazar: ASPN şirketinin gelirinin (yıllık 19.1% ) US pazarından (yıllık 11.5% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Geliri: ASPN şirketinin gelirinin (yıllık 19.1% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.


Hisse Başına Kazanç Büyüme Tahminleri


Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: ASPN 'un Özsermaye Getirisi'nin 3 yıl içinde yüksek olmasının öngörülüp öngörülmediğini belirlemek için yeterli veri yok


Büyüyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/07 21:52
Gün Sonu Hisse Fiyatı2026/05/07 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Aspen Aerogels, Inc. 16 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Benjamin KalloBaird
J. David AndersonBarclays
J. David AndersonBarclays