Aspen Aerogels Inc stock: Why this aerogel innovator stands out for investors
Aspen Aerogels Inc specializes in advanced aerogel insulation, crucial for enhancing efficiency in electric vehicles (EVs) and clean energy applications. The company leverages proprietary technology, protected by patents, to produce lightweight, high-performance insulation solutions for demanding sectors like automotive, energy infrastructure, and aerospace. This positioning allows Aspen Aerogels to capitalize on global sustainability trends and significant tailwinds from the EV boom and clean energy initiatives, attracting institutional interest and offering investors a unique opportunity in material innovation.
Aspen Aerogels, Inc. (NYSE:ASPN) Q4 2025 earnings call transcript
The article is a transcript from Aspen Aerogels, Inc.'s Q4 2025 earnings call. It is a full account of the discussion regarding the company's financial results and outlook.
Aspen Aerogels (ASPN) price target decreased by 35.38% to 4.28
This article reports that the price target for Aspen Aerogels (ASPN) has been decreased by 35.38%, bringing it down to $4.28. No further details are provided regarding the reasons for this change or the analyst responsible.
Vanguard (NYSE: ASPN) amendment shows 0 shares; reporting reorganization
The Vanguard Group filed an amended Schedule 13G/A reporting 0 shares of Aspen Aerogels Inc. (ASPN) common stock, representing 0% of the class. This change is attributed to an internal realignment on January 12, 2026, which led certain Vanguard subsidiaries to report their holdings separately, citing SEC Release No. 34-39538. The filing indicates a reporting structure change rather than a sale or purchase of shares, with no economic transaction by Aspen Aerogels documented.
Aspen Aerogels (NYSE:ASPN) - Stock Analysis
This Simply Wall St analysis rates Aspen Aerogels (NYSE:ASPN) as trading significantly below its estimated fair value. Despite currently being unprofitable, the company is focused on cost optimization, EV thermal barriers, and U.S.-based manufacturing for future growth, while facing risks from regulatory uncertainty and cash flow pressures. The stock has experienced high volatility and underperformed the US Chemicals industry and the broader US market over the past year.
Aspen Aerogels, Inc. 2025 Annual Report Amendment: Financial Statements, Auditor Details, and SEC Filing Information
Aspen Aerogels, Inc. has filed an amendment to its 2025 Annual Report (Form 10-K/A) to correct a "scrivener's error" in its audited financial statements. The amendment specifically corrects the inventories balance for December 31, 2025, from $47.6 million to $38.2 million. This correction does not impact the company's overall audit opinion or its compliance status, with KPMG LLP maintaining an unqualified opinion on internal controls.
Aspen Aerogels Inc stock faces steep 52-week decline amid energy transition challenges
Aspen Aerogels Inc stock has experienced a significant 52-week decline, making it one of the worst performers on the NYSE, with shares trading far below previous highs. This downturn is attributed to shifting demands in the EV battery and insulation markets, as well as broader pressures in the advanced materials sector and competition from cheaper alternatives. The article highlights the company's core technology in aerogels for thermal insulation and EV battery safety, while also outlining challenges for DACH investors related to volatility, commercialization scale, and raw material costs.
Aspen Aerogels Inc stock faces steep 52-week decline amid energy transition challenges
Aspen Aerogels Inc. (ASPN) has experienced a steep 52-week decline, making it one of the worst performers on the NYSE as of March 2026. The downturn is attributed to shifting demand in the EV battery market and challenges in the advanced materials sector, with its shares trading significantly below their previous peaks. The company, which specializes in aerogel-based insulation for industrial and EV applications, faces market caution and analyst sell ratings due to cost pressures, competition, and macroeconomic headwinds.
Aspen Aerogels (ASPN) Price Target Decreased by 20.00% to 7.82
The article reports that the price target for Aspen Aerogels (ASPN) has been decreased by 20.00% to $7.82. This indicates a significant revision in expectations for the company's stock performance.
Aspen Aerogels (ASPN) Price Target Decreased by 20.00% to 7.82
This article reports a significant 20% decrease in the price target for Aspen Aerogels (ASPN) to $7.82. The information originates from an MSN article, indicating a notable adjustment in financial outlook for the company's stock.
Aspen Aerogels, Inc. to Participate in the 38th Annual Roth Conference
Aspen Aerogels, Inc. (NYSE: ASPN) announced its participation in the 38th Annual Roth Conference in Laguna Niguel, CA, on Monday, March 23. Don Young, President & CEO, and Neal Baranosky, Senior Director of Investor Relations & Corporate Strategy, will host one-on-one meetings with investors. The company, a leader in sustainability and electrification solutions, specializes in aerogel technology for various markets including EV thermal management and energy infrastructure.
Aspen Aerogels, Inc. to Participate in the 38th Annual Roth Conference
Aspen Aerogels, Inc. announced its participation in the 38th Annual Roth Conference on Monday, March 23, 2026, at the Ritz Carlton in Laguna Niguel, CA. Don Young, President & CEO, and Neal Baranosky, Senior Director, Head of Investor Relations & Corporate Strategy, will host one-on-one meetings with investors. The company, a leader in sustainability and electrification solutions, encourages interested parties to contact their Roth representative to arrange a meeting.
Aspen Aerogels Faces Margin Squeeze as Tariff Risks Rise and EV Policy Rollbacks Threaten Growth
Aspen Aerogels Inc. faces significant new risks due to potential U.S. trade policy changes, including tariffs that could increase input costs and reduce gross margins. Additionally, regulatory rollbacks like the elimination of EV tax credits may dampen EV demand, negatively impacting the company's growth, operating results, and access to capital markets. Despite these concerns, analysts project a 15.07% upside potential for ASPN stock with an average price target of $4.20.
Aspen Aerogels, Inc. to Participate in the 38th Annual Roth Conference
Aspen Aerogels, Inc. announced its participation in the 38th Annual Roth Conference on Monday, March 23, where President & CEO Don Young and Senior Director Neal Baranosky will host one-on-one investor meetings. The company, a leader in sustainability and electrification solutions, aims to discuss its aerogel technology, including PyroThin® for EVs and Cryogel®/Pyrogel® for energy infrastructure, with interested investors. The conference will take place at the Ritz Carlton in Laguna Niguel, CA.
Aspen Aerogels (ASPN) proxy: $159M cash, $38M GM payment expected
Aspen Aerogels (ASPN) has filed a preliminary proxy statement for its May 13, 2026 virtual annual meeting, outlining key financial updates and governance proposals. The company concluded 2025 with $159 million in cash and anticipates a $38 million payment from General Motors in Q1 2026. Operational efforts included eliminating $75 million in structural fixed costs and securing new business awards, with plans to sell its Plant II assets to further reduce debt.
Aspen Aerogels 2025 10-K: Revenue $271.1M, EPS $(4.73)
Aspen Aerogels reported fiscal 2025 revenue of $271.1 million, a 40% decrease year-over-year, and a net loss per share of $(4.73). This decline was primarily due to a significant decrease in thermal barrier sales, coupled with substantial impairment and restructuring charges. The company also experienced a shift in revenue mix, increased customer concentration, and operational disruptions including a plant halt and facility fire.
Aspen Aerogels celebrates 25th anniversary looking to expand insulation market presence
Aspen Aerogels is preparing to celebrate its 25th anniversary in 2026, marking a quarter-century of expertise in advanced insulation solutions. The company emphasizes its long-standing track record as a basis for customer trust in demanding thermal insulation applications. Aspen Aerogels aims to further strengthen its market position through continuous innovation and industry knowledge.
Aspen Aerogels, Inc. (NYSE:ASPN) Q4 2025 earnings call transcript
This document is a transcript of Aspen Aerogels, Inc.'s Q4 2025 earnings call. It provides a detailed record of the company's financial performance, management commentary, and potentially a question-and-answer session with analysts regarding the quarter. Investors and interested parties can review this transcript to understand the company's financial results and outlook.
Aspen Aerogels (ASPN) CCO has shares withheld to cover RSU taxes
Aspen Aerogels' Chief Commercial Officer, Corby C. Whitaker, had 1,924 shares of Common Stock withheld at $3.22 per share to cover minimum statutory tax obligations upon the vesting of Restricted Stock Units (RSUs) on March 8, 2026. This transaction, indicated by SEC Form 4 transaction code 'F', was a tax-related disposition and not an open-market sale. After this event, Whitaker directly holds 205,315 shares of Common Stock, which includes 128,170 shares and 77,145 RSUs.
[Form 4] ASPEN AEROGELS INC Insider Trading Activity
Aspen Aerogels CFO & Treasurer Grant Douglas Thoele reported an insider trading activity related to tax withholding on restricted stock units. 590 shares of common stock were withheld to cover statutory taxes on vesting RSUs. Thoele now holds 77,732 common-equivalent units, consisting of 10,111 shares of common stock and 67,621 RSUs. This transaction is a non-market disposition reflecting compensation mechanics rather than a market sale.
Aspen Aerogels (NYSE: ASPN) COO reports routine tax share withholding
Aspen Aerogels (NYSE: ASPN) Chief Operating Officer Gregg Landes reported a routine tax-related share disposition. The company withheld 1,924 shares of common stock at $3.22 per share to cover minimum statutory taxes on the vesting of restricted stock units. After this transaction, Landes holds 102,931 equity-linked units, comprising 26,317 shares of common stock and 76,614 restricted stock units.
Aspen Aerogels (ASPN) CEO receives equity awards and RSU tax share withholding
Aspen Aerogels (ASPN) CEO Donald R. Young was granted 156,716 shares of Common Stock and 212,249 stock options on March 4, 2026, with vesting scheduled in three equal annual installments starting March 4, 2027. On March 5, 2026, 8,618 shares were withheld by the company to cover tax obligations related to RSU vesting. Following these transactions, Young holds 642,109 directly held shares, comprising 430,387 Common Stock shares and 211,722 RSUs.
Barclays Lowers Price Target for ASPN: Underweight Rating Mainta
Barclays analyst David Anderson has lowered the price target for Aspen Aerogels (ASPN) from $4.00 to $3.00, while maintaining an Underweight rating. This decision follows previous reductions from other analysts including Roth Capital and TD Cowen, and highlights ongoing revisions to ASPN's valuation by financial institutions. Despite the lowered targets, the average Wall Street forecast suggests a potential upside from the current price, and GuruFocus estimates a significantly higher fair value for the stock.
Aspen Aerogels Q4 2025 Financial Results: Revenue Miss, Net Loss Reported - News and Statistics
Aspen Aerogels Inc. reported a significant net loss for Q4 2025, totaling $72.9 million, or 88 cents per share, missing Street revenue forecasts with $41.3 million. The company's full-year 2025 losses reached $389.6 million on $271.1 million in revenue. Looking ahead, Aspen Aerogels projects Q1 2026 revenue between $35 million and $40 million, as its stock price has declined considerably over the past year.
A Look At Aspen Aerogels (ASPN) Valuation After Steep Losses And Manufacturing Impairment
Aspen Aerogels (ASPN) has experienced significant losses, a sharp revenue decline, and an impairment charge, leading to a 59% drop in share price over the past year. Despite analysts forecasting future revenue growth and a shift to profitability, the stock is currently seen as undervalued with a fair value of $6.83 compared to its recent close of $3.12. However, concerns remain about heightened 2025 loss guidance and reliance on a few large customers.
A Look At Aspen Aerogels (ASPN) Valuation After Steep Losses And Manufacturing Impairment
Aspen Aerogels (ASPN) shares have seen steep declines following a reported revenue drop, significant net loss, impairment charge, and negative future guidance. Despite a narrative among some analysts suggesting the stock is undervalued with a fair value of $6.83, risks like higher anticipated losses and reliance on a few large customers could challenge this thesis. Investors are advised to conduct their own due diligence given the mixed signals and volatility.
Aspen Aerogels, Inc. 2025 Q4 - Results - Earnings Call Presentation (NYSE:ASPN) 2026-02-26
Aspen Aerogels, Inc. (ASPN) reported its Q4 2025 earnings, with EPS missing by $0.12 at -$0.34 and revenue missing by $2.91M, totaling $41.34M, a 66.42% year-over-year decrease. The company published a slide deck in conjunction with its earnings call.
ASPN Stock News Today | Earnings, Events & Price Alerts
This page provides a consolidated view of news, events, and financial updates for Aspen Aerogels (ASPN). Recent news highlights include an investigation into investor claims, Q4 2025 earnings call insights, and reports of a significant revenue drop and losses in Q4. Upcoming events indicate a Q1 revenue forecast of $35M-$40M.
Aspen Aerogels Q4 Earnings Call Highlights
Aspen Aerogels experienced a "transitional year" in 2025 due to a reset in the North American EV market and modest activity in its energy industrial business. The company has taken measures to reduce fixed costs, expects a rebound in its energy industrial segment in 2026 driven by subsea, LNG, and maintenance demand, and is exploring new markets like battery energy storage systems (BESS) and has initiated a strategic review to maximize shareholder value.
Why Aspen Aerogels (ASPN) Is Down 13.3% After Impairment-Driven Loss And Strategic Review News
Shares of Aspen Aerogels (ASPN) fell 13.3% following its fourth-quarter 2025 report, which revealed a significant net loss, an impairment charge on assets, and the launch of a strategic review of its business and capital structure. Despite management's characterization of this review as stemming from financial strength, the company posted a full-year net loss of US$389.55 million and projects further losses for Q1 2026. This financial performance and strategic re-evaluation necessitate a significant reassessment of Aspen Aerogels' investment outlook.
Aspen Aerogels, Inc. (NYSE:ASPN) Q4 2025 Earnings Call Transcript
Aspen Aerogels, Inc. (NYSE:ASPN) reported its Q4 and full-year 2025 financial results, with Q4 revenue at $41.3 million and a GAAP net loss of $72.9 million, missing EPS expectations. The company is actively focusing on growth in its Energy Industrial segment, expecting 20% growth in 2026, and is strategically expanding into the battery energy storage systems segment, alongside securing new EV thermal barrier awards in Europe. Aspen Aerogels has also initiated a strategic review to optimize its growth strategy and capital allocation, operating from a position of financial strength after significant cost reductions and balance sheet improvements.
ASPN Financials: Income Statement, Balance Sheet & Cash Flow
This article provides a comprehensive overview of Aspen Aerogels Inc.'s (ASPN) financial statements, including income statement, balance sheet, and cash flow, along with key financial ratios. It details the company's financial health signals such as profitability, growth, leverage, liquidity, cash flow, and returns, based on FY2024 annual data. The report also addresses frequently asked questions about the company's financial performance and quality of earnings.
Aspen Aerogels Inc (ASPN) Q4 2025 Earnings Call Highlights: Navi
Aspen Aerogels Inc (ASPN) reported a challenging Q4 and full-year 2025 with significant GAAP net losses, primarily due to a drop in U.S. EV sales and underutilized manufacturing capacity. Despite this, the company projects 20% growth in its Energy Industrial segment for 2026, driven by subsea projects, LNG, and new Battery Energy Storage Systems (BESS) initiatives. Aspen Aerogels aims to navigate these challenges by streamlining operations, securing design wins with European OEMs, and capitalizing on a strong liquidity position and expected payment from General Motors.
Aspen Aerogels (ASPN) TTM Loss Of US$389.6 Million Reinforces Profitability Concerns
Aspen Aerogels (ASPN) reported a trailing twelve-month (TTM) loss of $389.6 million and a basic EPS loss of $4.73 for FY 2025, raising concerns about its profitability despite an expectation of 18% annual revenue growth. The company's P/S ratio of 0.8x is below industry averages, and a DCF fair value of $15.47 suggests a potential undervaluation if its forecasted earnings growth of 93.7% per year and a return to profitability within three years materialize. However, past volatile quarterly net incomes amplify bearish worries about the business model's sensitivity to project timing and demand fluctuations.
Aspen Aerogels Inc earnings missed by $0.67, revenue fell short of estimates
Aspen Aerogels Inc reported a significant miss on its fourth-quarter earnings, with an EPS of $-0.88, which was $0.67 worse than analyst estimates. The company's revenue also fell short of expectations, coming in at $41.34 million against a consensus estimate of $48 million. Despite this, the company's stock has seen a 10.56% increase in the last three months, though it is down 51.76% over the last year.
Aspen Aerogels (ASPN) TTM Loss Of US$389.6 Million Reinforces Profitability Concerns
Aspen Aerogels (ASPN) reported a trailing twelve-month (TTM) loss of US$389.6 million for FY 2025, with a basic EPS loss of US$4.73, raising significant profitability concerns among investors. The company experienced declining quarterly revenue throughout 2025 and volatile net income, reinforcing a bearish outlook due to heavy capital needs and uneven demand. Despite these losses, a bullish case exists, pointing to a P/S of 0.8x, a DCF fair value of US$15.47, and strong forecasted earnings growth of 93.7% per year, with expected profitability within three years.
Aspen Aerogels, Inc. Shareholders Are Encouraged to Reach
Johnson Fistel, PLLP is investigating potential claims on behalf of investors of Aspen Aerogels, Inc. (NYSE: ASPN) following a significant decline in share value. The investigation focuses on whether Aspen's executive officers complied with federal securities laws after the company reported a $291.2 million impairment charge related to its Statesboro manufacturing facility. Shareholders who suffered losses are encouraged to contact Johnson Fistel for more information.
Aspen Aerogels posts $389M loss for 2025
Aspen Aerogels Inc. reported a significant loss of $389.6 million for 2025, a stark contrast to its $13.4 million profit the previous year. This loss, amounting to $4.73 per diluted share, was largely driven by a $291.2 million impairment charge related to a planned facility in Georgia, alongside other restructuring costs. The company's revenue also declined to $271.1 million from $452.6 million in the prior year, highlighting a transitional period marked by decreased North American EV production and fewer large project awards in its Energy Industrial segment.
Aspen Aerogels, Inc. Reports Fourth Quarter and Full Year 2025 Financial Results and Recent ...
Aspen Aerogels, Inc. announced its financial results for the fourth quarter and full year 2025, revealing a significant reduction in customer demand for its thermal barrier segment due to regulatory changes and incentive programs. The company reported a net loss for both periods, driven by restructuring costs and impairment charges, but ended the year with a strong cash balance of $158.6 million and anticipates a $37.6 million settlement payment in Q1 2026. Aspen Aerogels has also initiated a strategic review to enhance its long-term competitive positioning and maximize shareholder value, while focusing on growth in its Energy Industrial segment and European OEM programs.
Cryogenic Insulation Market to Reach US$ 7,354.30 Million
The global cryogenic insulation market is projected to reach US$ 7,354.30 million by 2033, growing at a CAGR of 7.7% from 2026. This growth is driven by increasing LNG trade, industrial gas applications, and investments in energy infrastructure, with Asia Pacific leading the market. Key players include Aspen Aerogels, Cabot Corporation, BASF SE, Owens Corning, and Armacell.
Peregrine Investment Management Inc. Makes New $4.18 Million Investment in Aspen Aerogels, Inc. $ASPN
Peregrine Investment Management Inc. has acquired a new stake of 600,000 shares in Aspen Aerogels, Inc. (NYSE:ASPN) during the third quarter, valued at approximately $4.18 million. This investment represents 2.1% of Peregrine's portfolio and about 0.73% ownership of Aspen Aerogels. Other institutional investors like Raymond James and Legal & General also increased their holdings, contributing to the high institutional ownership of 97.64% for ASPN.
Federated Hermes Inc. Sells 1,476,802 Shares of Aspen Aerogels, Inc. $ASPN
Federated Hermes Inc. significantly reduced its stake in Aspen Aerogels, Inc. (NYSE:ASPN) by selling 1,476,802 shares, an 83.6% reduction, due to the company's underperformance. This transaction leaves Federated Hermes Inc. owning 289,931 shares of Aspen Aerogels, valued at approximately $2.02 million. The article also notes that Aspen Aerogels reported disappointing Q3 earnings, with revenue down 37.8% year-over-year and missing EPS estimates, alongside recent insider selling and mixed analyst ratings.
Aspen Aerogels, Inc. Schedules Fourth Quarter and Fiscal Year 2025 Earnings Release and Conference Call
Aspen Aerogels, Inc. (NYSE: ASPN) announced its fourth quarter and fiscal year 2025 earnings release and an accompanying conference call. The company's financial results for the period ending December 31, 2025, will be discussed by CEO Don Young and CFO Grant Thoele on Wednesday, February 25, 2026, at 8:30 a.m. ET. The earnings report will be released before market open on the same day.
February 2026
The February 2026 issue of LNG Industry magazine features a report on the European LNG industry and covers topics such as gas treatment, small scale LNG, and automation. It includes contributions from industry leaders like Aspen Aerogels, Kranji Solutions, Titan Clean Fuels, and Wärtsilä. The issue highlights security and sustainability in Europe, digital transformation in LNG shipping, and innovative solutions for cryogenics and decarbonization.
Aspen Aerogels (ASPN) to Release Quarterly Earnings on Wednesday
Aspen Aerogels (ASPN) is set to release its Q4 2025 earnings before market open on Wednesday, February 11th, with analysts projecting a loss of $0.24 per share and revenue of $44.25 million. The company's previous quarter missed estimates, reporting a 37.8% year-over-year revenue decrease. Insiders own 3.4% of the company, though the CEO recently sold shares, while institutional ownership is high at 97.64%.
Aspen Aerogels, Inc.'s (NYSE:ASPN) 32% Share Price Surge Not Quite Adding Up
Aspen Aerogels (NYSE:ASPN) recently experienced a 32% share price rebound, but this follows a 67% decline over the last year. Despite the surge, the company's price-to-sales (P/S) ratio of 0.9x is considered "middle-of-the-road" within the Chemicals industry, and analysts forecast significantly lower revenue growth for Aspen Aerogels compared to the broader industry. This suggests that the current P/S might not be sustainable given the company's limited growth expectations.
Aspen Aerogels, Inc.'s (NYSE:ASPN) 32% Share Price Surge Not Quite Adding Up
Aspen Aerogels' share price recently surged by 32% over the last month, yet it has still experienced a 67% decline over the past year. Despite its current price-to-sales (P/S) ratio of 0.9x being below the industry median, analysts question its sustainability due to recent revenue declines and lower-than-industry growth forecasts. The article suggests that investors may be overlooking risks associated with limited revenue growth, which could eventually weigh down the shares.
Aspen Aerogels, Inc.'s (NYSE:ASPN) 32% Share Price Surge Not Quite Adding Up
Aspen Aerogels, Inc. (NYSE:ASPN) recently experienced a 32% share price surge, but this rebound barely offsets a 67% decline over the past year. Despite its current price-to-sales ratio being "middle-of-the-road" compared to the Chemicals industry, the company's revenue has been declining, and future growth forecasts are lower than the industry average. This suggests that the current P/S ratio may not be sustainable given the limited growth expectations, posing a risk to investors.
Pyrogel Insulation Market Projected to Reach US$ 803.89 Million by 2035, Supported by Capacity Expansion in High-Temperature Applications Says Astute Analytica
The global pyrogel insulation market is projected to reach US$ 803.89 million by 2035, growing at a CAGR of 10.06% from USD 308.25 million in 2025. This growth is driven by increasing demand in high-temperature applications, particularly in downstream refining maintenance and LNG infrastructure expansion, with a shift from a monopoly to a duopoly between Aspen Aerogels and Armacell. The market is propelled by the superior thermal efficiency, mechanical resilience, and logistical advantages of aerogel blankets, along with stringent ASTM compliance standards.
Aerogel Market - Global Trends, Investment Opportunities and Growth Forecast 2025-2033 | Astute Analytica
The global aerogel market, valued at $1.41 billion in 2024, is projected to reach $5.88 billion by 2033, growing at a CAGR of 17.2%. This significant growth is primarily driven by the electric vehicle (EV) sector, where aerogels are crucial for thermal management, and robust demand from sustainable construction due to stringent regulatory support. North America leads the market, propelled by innovation and commercialization, with silica aerogels dominating over 67% of the market share.
