Aspen Aerogels, Inc.

NYSE:ASPN Stok Raporu

Piyasa değeri: US$353.7m

Aspen Aerogels Yönetim

Yönetim kriter kontrolleri 3/4

Aspen Aerogels CEO'su Don Young, Nov2001 tarihinde atandı, in görev süresi 24.5 yıldır. in toplam yıllık tazminatı $ 2.69M olup, şirket hissesi ve opsiyonları dahil olmak üzere 21.5% maaş ve 78.5% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.5% ine doğrudan sahiptir ve bu hisseler $ 1.77M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 1.7 yıl ve 7.8 yıldır.

Anahtar bilgiler

Don Young

İcra Kurulu Başkanı

US$2.7m

Toplam tazminat

CEO maaş yüzdesi21.49%
CEO görev süresi24.5yrs
CEO sahipliği0.5%
Yönetim ortalama görev süresi1.7yrs
Yönetim Kurulu ortalama görev süresi7.8yrs

Son yönetim güncellemeleri

Recent updates

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.

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.

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.

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.

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.

Aspen Aerogels: A Long Road Ahead

Feb 27

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.

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).

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

Jan 23
Aspen Aerogels, Inc.'s (NYSE:ASPN) 32% Share Price Surge Not Quite Adding Up

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).

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.

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).

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).

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

Dec 04
Aspen Aerogels (NYSE:ASPN) Might Have The Makings Of A Multi-Bagger

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.

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.

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

Oct 11
Optimistic Investors Push Aspen Aerogels, Inc. (NYSE:ASPN) Shares Up 27% But Growth Is Lacking

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

Aug 09
Aspen Aerogels, Inc. (NYSE:ASPN) Analysts Are Pretty Bullish On The Stock After Recent Results

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.

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

Aug 06
Aspen Aerogels, Inc.'s (NYSE:ASPN) Shares Climb 28% But Its Business Is Yet to Catch Up

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

Jul 09
Is Aspen Aerogels (NYSE:ASPN) A Risky Investment?

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

Jun 11
Aspen Aerogels, Inc.'s (NYSE:ASPN) 29% Share Price Surge Not Quite Adding Up

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

Apr 17
Not Many Are Piling Into Aspen Aerogels, Inc. (NYSE:ASPN) Stock Yet As It Plummets 30%

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

Apr 01
Aspen Aerogels (NYSE:ASPN) Has A Pretty Healthy Balance Sheet

Aspen Aerogels: Tariffs, Tesla And The Silver Lining

Mar 31

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

Feb 28
Positive Sentiment Still Eludes Aspen Aerogels, Inc. (NYSE:ASPN) Following 34% Share Price Slump

Aspen Aerogels: Insulation Play Leaves Investors In The Cold

Feb 14

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

Feb 14
Aspen Aerogels (NYSE:ASPN) Is Looking To Continue Growing Its Returns On Capital

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

Dec 23

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

Dec 02

Aspen Aerogels: Despite Recent Pressure, This Is Intriguing

Nov 17

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

Nov 07
With A 32% Price Drop For Aspen Aerogels, Inc. (NYSE:ASPN) You'll Still Get What You Pay For

Aspen Aerogels: Interesting Times

Oct 28

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

Oct 17
Aspen Aerogels (NYSE:ASPN) Is Looking To Continue Growing Its Returns On Capital

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

Sep 26

Aspen Aerogels: Management Guidance Remains Very Conservative

Sep 18
User avatar

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.

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

Aug 24
Why Investors Shouldn't Be Surprised By Aspen Aerogels, Inc.'s (NYSE:ASPN) 32% Share Price Surge

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

Aug 15
Investors Shouldn't Be Too Comfortable With Aspen Aerogels' (NYSE:ASPN) Earnings

Aspen Aerogels: Impressive, But Some Questions As Well

Aug 12

CEO Tazminat Analizi

Don Young'un ücretlendirmesi Aspen Aerogels'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Dec 31 2025US$3mUS$577k

-US$390m

Sep 30 2025n/an/a

-US$305m

Jun 30 2025n/an/a

-US$312m

Mar 31 2025n/an/a

-US$286m

Dec 31 2024US$3mUS$515k

US$13m

Sep 30 2024n/an/a

US$1m

Jun 30 2024n/an/a

US$1m

Mar 31 2024n/an/a

-US$31m

Dec 31 2023US$4mUS$515k

-US$46m

Sep 30 2023n/an/a

-US$55m

Jun 30 2023n/an/a

-US$71m

Mar 31 2023n/an/a

-US$80m

Dec 31 2022US$2mUS$515k

-US$83m

Sep 30 2022n/an/a

-US$89m

Jun 30 2022n/an/a

-US$68m

Mar 31 2022n/an/a

-US$50m

Dec 31 2021US$8mUS$511k

-US$37m

Sep 30 2021n/an/a

-US$27m

Jun 30 2021n/an/a

-US$26m

Mar 31 2021n/an/a

-US$25m

Dec 31 2020US$2mUS$496k

-US$22m

Sep 30 2020n/an/a

-US$17m

Jun 30 2020n/an/a

-US$12m

Mar 31 2020n/an/a

-US$12m

Dec 31 2019US$2mUS$515k

-US$15m

Tazminat ve Piyasa: Don 'ın toplam tazminatı ($USD 2.69M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 2.57M ).

Tazminat ve Kazançlar: Don 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Don Young (68 yo)

24.5yrs
Görev süresi
US$2,685,085
Tazminat

Mr. Donald R. Young, also known as Don, has been the President, Chief Executive Officer and Director of Aspen Aerogels, Inc. since November 2001. Mr. Young possesses specific attributes that qualify him to...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Donald Young
President24.5yrsUS$2.69m0.50%
$ 1.8m
Grant Thoele
Treasurer & CFOless than a yearUS$943.34k0.0056%
$ 19.7k
Gregg Landes
Chief Operating Officer6.6yrsUS$1.38m0.019%
$ 66.7k
Glenn Deegan
Chief Administrative Officerless than a yearUS$750.52kVeri yok
Corby Whitaker
Chief Commercial Officerless than a yearUS$1.44m0.14%
$ 500.9k
Santhosh Daniel
Chief Accounting Officer2.7yrsVeri yok0.0045%
$ 16.1k
Neal Baranosky
Senior Director of Corporate of Strategy & Financeno dataVeri yokVeri yok
Paul Betts
Managing Director of Investment Banking at RBC Capital Markets Inc.no dataVeri yokVeri yok
1.7yrs
Ortalama Görev Süresi
55yo
Ortalama Yaş

Deneyimli Yönetim: ASPN 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 1.7 yıl), bu da yeni bir ekibin varlığını gösteriyor.


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Donald Young
President24.5yrsUS$2.69m0.50%
$ 1.8m
William Noglows
Independent Chairman11.9yrsUS$195.41k0.12%
$ 421.1k
James Sweetnam
Independent Director3.8yrsUS$147.50k0.019%
$ 66.5k
Steven Mitchell
Independent Director16.8yrsUS$140.00k0.16%
$ 581.4k
Kathleen Kool
Independent Director3.5yrsUS$159.16k0.016%
$ 58.0k
Cari Robinson
Independent Director1.8yrsUS$150.66k0.0023%
$ 8.0k
7.8yrs
Ortalama Görev Süresi
64yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: ASPN 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 7.8 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/04 14:05
Gün Sonu Hisse Fiyatı2026/05/04 00:00
Kazançlar2025/12/31
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