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.
Despite Recent Gains, Aspen Aerogels Insiders Are Still Down US$40k
Insiders at Aspen Aerogels, Inc. (NYSE:ASPN) who purchased US$107,000 worth of stock in the last year are currently down US$40,000, despite a recent 13% rise in the stock price. The biggest individual purchase was by President Donald Young at US$5.35 per share, which is above the current price of US$3.33, indicating his past optimism. While current insider ownership stands at 1.4%, there have been no insider transactions in the last three months.
Despite Recent Gains, Aspen Aerogels Insiders Are Still Down US$40k
Insiders at Aspen Aerogels (NYSE:ASPN) who bought US$107k worth of stock last year are still down US$40k, despite a recent 13% rise in share price. President Donald Young's purchase at US$5.35 per share indicates a belief in the company's value, even though the current stock price is lower at US$3.33. While there have been no recent insider transactions, past purchases and the 1.4% insider ownership suggest some confidence in the company's prospects.
Despite Recent Gains, Aspen Aerogels Insiders Are Still Down US$40k
Despite a 13% stock rise last week, insiders of Aspen Aerogels, Inc. (NYSE: ASPN) who purchased US$107,000 worth of stock in the past year are still down US$40,000. President Donald Young's purchase at US$5.35 per share, above the current US$3.33, indicates his prior optimism. While there have been no insider transactions in the last three months, the purchases over the last year are viewed as encouraging.
Aspen Aerogels: High-Voltage Hype Meets Profit Jitters as Stock Tests Investor Nerves
Aspen Aerogels' stock has seen a significant surge over the past year due to its thermal barrier materials for EVs and energy infrastructure, but recent sessions show volatility as investors weigh rapid revenue growth against ongoing losses and high capital spending. The company, a key supplier for EV batteries, faces a tug-of-war between long-term growth potential and investor concerns about profitability and execution risks. Wall Street remains cautiously optimistic, with analysts largely rating it a "Buy" despite some trimming of price targets due to perceived risks.
Aspen Aerogels (ASPN) Stock Price, News & Analysis
Aspen Aerogels (ASPN) currently trades at $3.40, with analysts giving it a consensus "Hold" rating and a price target of $12.67, implying significant upside potential. The company specializes in high-performance aerogel insulation materials for various industries. Despite a bearish short interest level, analysts expect strong earnings growth of 270.59% in the coming year.
Pyrogel Insulation Market Size to Hit USD 763.12 Million by 2035
The global Pyrogel Insulation Market is projected to grow from USD 301.26 million in 2025 to USD 763.12 million by 2035, exhibiting a CAGR of 9.74%. This growth is primarily driven by increasing demand for energy-efficient and fire-resistant materials in sectors like oil & gas, power generation, and automotive. North America currently holds the largest market share, while Asia Pacific is anticipated to show the fastest growth, fueled by rapid industrialization and infrastructure development.
Aspen Aerogels lists Georgia factory shell for sale after $671M federal loan falls through
Aspen Aerogels has put its unfinished Georgia factory shell up for sale after a promised $671 million federal loan did not materialize. The company took a $296 million impairment charge and is now shifting its strategy to target data centers and European automotive markets, moving away from domestic electric vehicle production. This change in focus follows the collapse of their federal funding and a reassessment of EV demand.
Aspen Aerogels amends credit agreement with MidCap Financial
Aspen Aerogels, Inc. announced an amendment to its credit agreement with MidCap Financial, aiming to strengthen its financial position by updating the financial covenant framework for greater flexibility. The company, valued at $244 million, reports improved liquidity due to operational efficiencies and prudent spending. This move follows recent mixed Q3 2025 financial results, where revenue slightly beat forecasts but EPS showed a larger-than-expected loss.
Aspen Aerogels Announces Amendment to MidCap Credit Facility
Aspen Aerogels, Inc. announced an amendment to its Credit, Security and Guaranty Agreement with MidCap Financial, enhancing its financial position and providing greater flexibility. The company's CFO noted that the liquidity outlook is exceeding expectations due to operational efficiencies, improvements in working capital, and controlled capital spending. This amendment supports Aspen's strategy as it looks toward executing its plans for 2026.
Aspen Aerogels Signs Credit Agreement Amendment With MidCap Financial
Aspen Aerogels (ASPN) has signed Amendment No. 2 to its Credit, Security and Guaranty Agreement with MidCap Financial, modifying key loan terms. The changes include raising the minimum liquidity threshold, removing the minimum EBITDA covenant, and clarifying asset sale proceeds application for mandatory prepayments. Management anticipates these amendments will simplify covenant compliance while maintaining liquidity management.
Aspen Aerogels amends credit agreement with MidCap Financial By Investing.com
Aspen Aerogels, Inc. (NYSE:ASPN) has amended its credit agreement with MidCap Financial, enhancing its financial flexibility through updated financial covenants. The company, valued at approximately $244 million, focuses on aerogel technology for sustainability and electrification. This amendment follows recent Q3 2025 results, which showed revenue slightly above forecasts but an earnings per share miss.
Aspen Aerogels Announces Amendment to MidCap Credit Facility
Aspen Aerogels, Inc. (NYSE: ASPN) announced an amendment to its existing Credit, Security and Guaranty Agreement with MidCap Financial. This amendment aims to enhance Aspen's financial position by updating the financial covenant framework for greater flexibility and includes other technical adjustments. The company's CFO, Grant Thoele, stated that their liquidity outlook is improving due to operational efficiencies and capital management.
Aspen Aerogels altera acordo de crédito com MidCap Financial
Aspen Aerogels Inc. (ASPN) anunciou a alteração de seu Acordo de Crédito, Segurança e Garantia com a MidCap Financial para aumentar sua flexibilidade financeira. A empresa, avaliada em US$ 244 milhões, tem dívida moderada e superou as expectativas de liquidez. Recentemente, a Aspen Aerogels reportou receita de US$ 73 milhões no terceiro trimestre de 2025, superando as previsões, mas com uma perda de LPA maior que a esperada.
Aspen Aerogels Announces Amendment to MidCap Credit Facility
Aspen Aerogels, Inc. (NYSE: ASPN) announced an amendment to its existing Credit, Security, and Guaranty Agreement with MidCap Financial. This amendment aims to strengthen Aspen's financial position by updating financial covenant frameworks for greater flexibility and includes other technical changes. The company highlighted that its liquidity outlook exceeds expectations due to operational efficiencies, capital improvements, and prudent spending, and values its ongoing partnership with MidCap.
Aspen Aerogels, Inc. Announces Amendment to Credit Agreement with MidCap Financial to Enhance Financial Flexibility
Aspen Aerogels, Inc. has amended its Credit, Security and Guaranty Agreement with MidCap Financial to improve its financial flexibility and liquidity outlook for 2026. The amendment updates the financial covenant framework, enabling the company to execute its strategic plans with greater ease. CFO Grant Thoele highlighted that operational efficiencies and prudent spending are driving an improved liquidity position for Aspen Aerogels.
Aspen Aerogels (ASPN) Reports Q1 Loss, Lags Revenue Estimates
Aspen Aerogels (ASPN) reported a Q1 loss of $0.06 per share, outperforming the Zacks Consensus Estimate of a $0.07 loss, but missed revenue estimates, posting $78.72 million against an expected $82.93 million. The company has surpassed EPS estimates in the last four quarters but its shares have fallen 52.1% year-to-date. The stock currently holds a Zacks Rank #3 (Hold) based on mixed estimate revisions.
Aspen Aerogels (ASPN) Price Target Decreased by 15.22% to 6.63
The average one-year price target for Aspen Aerogels (NYSE:ASPN) has been lowered by 15.22% to $6.63 per share, down from $7.82. This new target represents an increase of 82.64% from the latest closing price of $3.63 per share. Institutional ownership data shows 387 funds holding positions in ASPN, with a slight decrease in the number of owners but an increase in average portfolio weight dedicated to the stock.
Canaccord Lowers Aspen Aerogels (ASPN) PT to $5, Cites Healthy Liquidity
Canaccord Genuity has adjusted its price target for Aspen Aerogels (ASPN) to $5, down from $6. While reducing the price target, Canaccord highlighted the company's healthy liquidity position. The adjustment comes as analysts maintain a hold rating on the stock.
Aspen Aerogels Reports Q3 2025 Revenue Decline
Aspen Aerogels reported a decline in Q3 2025 revenue. The company's financial performance for the quarter indicates a decrease compared to previous periods. Further details on the reasons for the decline and future outlook were not provided in this short update.
Canaccord Lowers Aspen Aerogels (ASPN) PT to $5, Cites Healthy Liquidity
Canaccord analyst George Gianarikas has reduced the price target for Aspen Aerogels (ASPN) to $5 from $10, while maintaining a Buy rating, citing the company's healthy liquidity. This decision follows Aspen Aerogels' Q3 2025 financial results, which showed a revenue decline and a lowered full-year financial outlook due to reduced near-term EV production in North America. Despite the revised outlook, Canaccord anticipates robust EBITDA and free cash flow beyond 2026 for the aerogel technology company.
Aspen Aerogels Reports Q3 2025 Revenue Decline
Aspen Aerogels reported a significant revenue decline in Q3 2025, falling to $73 million from $117.3 million in Q3 2024, attributed to lower U.S. EV demand. Despite a reduced net loss, the company has updated its 2025 outlook but sees growth opportunities in its Energy Industrial segment for 2026. Aspen Aerogels (ASPN) is focusing on cost reduction and operational efficiency, with analysts currently rating the stock as a Hold.
Why Aspen Aerogels (ASPN) Is Down 52.6% After Slashing Guidance and Taking a Major Impairment Charge
Aspen Aerogels (ASPN) reported a significant year-over-year revenue drop and a net loss in Q3 2025, leading to a 52.6% stock decline. The company slashed its full-year 2025 guidance, incurred a large impairment charge, and appointed new leadership, signaling ongoing challenges in the electric vehicle market and a shift towards cost control. This report examines how these factors impact Aspen Aerogels' investment narrative, recovery prospects, and future growth outlook.
Earnings call transcript: Aspen Aerogels Q3 2025 sees revenue growth amid stock drop
Aspen Aerogels (ASPN) reported mixed Q3 2025 results with revenue slightly exceeding forecasts at $73 million, but EPS missing expectations with an $0.08 loss, causing a significant stock drop. The company is strategically shifting towards energy storage and thermal management solutions, securing a new European OEM battery design award, and anticipating growth in its Energy Industrial segment despite EV market volatility. Leadership emphasized cost streamlining and diversifying into adjacent markets to build a profitable and capital-efficient business, projecting a return to growth by 2027.
Aspen Aerogels plunges after annual sales forecast cut
Shares of specialty chemicals maker Aspen Aerogels (ASPN) fell approximately 32% premarket after the company cut its annual revenue forecast. The revised forecast is now between $270 million and $280 million, down from the previous $297 million to $317 million. Additionally, the company reported a Q3 net loss of $6.3 million, including $1.6 million in impairment charges.
Aspen Aerogels (NYSE:ASPN investor one-year losses grow to 58% as the stock sheds US$51m this past week
Aspen Aerogels (NYSE:ASPN) shareholders have experienced a 58% loss over the past year, with the stock shedding US$51 million this past week. The company's revenue growth of 11% over the last year is considered low given its unprofitability, raising concerns among investors. Despite insider buying, future earnings and stronger revenue growth are crucial for a potential turnaround.
Aspen Aerogels, Inc. Schedules Third Quarter 2025 Earnings Release and Conference Call
Aspen Aerogels, Inc. has announced the scheduling of its third-quarter 2025 earnings release and a subsequent conference call. The company will issue its earnings press release after the market closes on Thursday, November 7, 2024, followed by a conference call at 5:00 p.m. ET. Investors can access the live webcast or a replay through the company's investor relations website.
Aspen Aerogels, Inc. (NYSE:ASPN) is a favorite amongst institutional investors who own 82%
Institutional investors own 82% of Aspen Aerogels, Inc. (NYSE:ASPN), indicating significant professional investor interest and potential influence on the stock price. The top 11 shareholders collectively own 51% of the company, with hedge funds, including Spring Creek Capital, LLC, holding notable stakes. Insiders collectively own US$8.6m worth of shares, showing some alignment with shareholder interests.
Optimistic Investors Push Aspen Aerogels, Inc. (NYSE:ASPN) Shares Up 27% But Growth Is Lacking
Aspen Aerogels, Inc. (NYSE: ASPN) shares rose 27% in the last month, but the company's valuation remains high with a P/S ratio of 1.7x compared to an industry average of 1.1x. Despite recent revenue growth of 11% this year and 172% over three years, future revenue is projected to grow slower than the industry. This disparity between current valuation and future growth prospects suggests potential risks for the share price.
Janney Montgomery Scott LLC Reduces Position in Aspen Aerogels, Inc. $ASPN - Defense World
Janney Montgomery Scott LLC has trimmed its holdings in Aspen Aerogels, Inc. (ASPN). Other hedge funds also adjusted their positions in the company, with institutional investors holding 97.64% of the stock. Analyst ratings show mixed sentiment, while an insider recently sold a significant number of shares.
Aspen Aerogels, Inc. Schedules Third Quarter 2025 Earnings Release and Conference Call - The Manila Times
The article confirms that Aspen Aerogels, Inc. has scheduled its Third Quarter 2025 earnings release and an accompanying conference call. The content provided does not include the details of the release or call itself, but rather a verification process for accessing the information on The Manila Times website.
25-Year Legal & HR Veteran from $2B Altra Motion Joins Aspen Aerogels as Chief Administrative Officer
Aspen Aerogels (NYSE: ASPN) has appointed Glenn Deegan as Chief Administrative Officer. Deegan brings over 25 years of experience in legal, HR, and transactional leadership, previously serving as Chief Legal and HR Officer at Altra Industrial Motion Corporation. In his new role, he will oversee administrative functions, including legal, compliance, HR, and governance, reporting directly to CEO Don Young.
Aerogel Market Trends, Applications, Regulations and Growth Strategies 2025-2034
The aerogel market is in a growth phase, driven by demand for energy-efficient, lightweight thermal insulation materials and supported by advancements in bio-based aerogels and scalable production. Despite challenges like high costs and limited awareness, the market is projected to grow significantly, reaching $11.59 Billion by 2034 at an 18.5% CAGR, fueled by increased R&D and expanding applications across various industries. Key players are focusing on innovation, cost reduction, and sustainability to meet growing industrial demand.
USA Aerogel Market to Drive Manufacturing Growth with 14.5% CAGR Through 2035
The USA aerogel market is projected to reach USD 380 Million by 2035, growing at a robust 14.5% CAGR between 2025 and 2035. This expansion is driven by the adoption of aerogels across various sectors like construction, automotive (especially EVs for battery safety), oil and gas, and aerospace due to their ultra-lightweight structure and superior insulation properties. Manufacturers are leveraging aerogels to meet sustainability goals, enhance energy efficiency, and improve product performance, with significant opportunities in both established and emerging applications.
Is Aspen Aerogels (NYSE:ASPN) A Risky Investment?
Aspen Aerogels (NYSE: ASPN) utilizes debt but maintains a net cash position of US$54.2m as of March 2025, suggesting a conservative balance sheet. The company reported a significant 52% revenue gain, reaching US$437m, despite an EBIT loss and a net loss of US$286m in the past year. Analysts indicate potential for future profitability through continued revenue growth, making it a higher-risk, higher-reward investment before profit generation.
Investors in Aspen Aerogels (NYSE:ASPN) have unfortunately lost 77% over the last year
Aspen Aerogels (NYSE: ASPN) shareholders have experienced a significant loss of 77% over the past year, and 60% over three years, despite the company increasing its revenue by 52% in the last twelve months. The article suggests that while revenue growth is strong for a loss-making company, the market has not reacted positively, indicating a potential disconnect between the company's fundamentals and its stock performance. It also notes recent insider buying, which could be a positive sign.
Rhode Island's triple-stack power plant part of $1.9B Vistra expansion move
Vistra Corp., a Texas-based company, is acquiring the Manchester Street Power Station in Providence, a facility known for its iconic triple exhaust stack. This acquisition is part of a larger $1.9 billion deal that includes six other power plants across the U.S. The Providence plant's sale is a significant part of Vistra's expansion efforts.
RefComm Galveston 2025
This article provides a photo gallery showcasing attendees and exhibitors networking at the RefComm Galveston 2025 event. It highlights various industry professionals from companies like D.D. Technology, Kuwait National Petroleum Company, VEGA Americas, Inc., Marathon Petroleum, Sulzer, Koch-Glitsch, and many others, connecting and visiting at the conference. The photos capture the interactions and presence of different organizations at the event.
Proposed EV Manufacturing Facilities Are Being Cancelled
Numerous proposed electric vehicle (EV) manufacturing facilities in the United States, totaling $8 billion, are being canceled, a trend accelerated by the Trump administration's shift away from Biden's pro-EV policies and subsidies towards consumer choice. This reversal, combined with waning consumer interest in EVs and challenges in Europe's EV market, is prompting manufacturers to focus on hybrid vehicles instead. China, with its substantial lead in EV and battery technology, continues to dominate the global market, heavily supported by its domestic policies and coal-fired power plants.
Taxpayer dollars impacted after Aspen Aerogels abandons Bulloch County
Taxpayer dollars have been impacted after Aspen Aerogels abandoned its plans in Bulloch County. The article primarily consists of navigation links and mentions other news updates. It highlights the financial repercussions for the county due to the company's withdrawal.
