Aspen Aerogels

ASPN

Market cap $554M

Overview Fund Activity

6.73 USD

+0.03

0.45%

At close Updated Sep 17, 11:43 AM EDT

1 day

0.45%

5 days

8.37%

1 month

-5.34%

3 months

13.3%

6 months

-8.44%

Year to date

-44.7%

1 year

-72.28%

5 years

-38.76%

10 years

-24.64%

About: Aspen Aerogels Inc is an aerogel technology company that designs, develops, and manufactures high-performance aerogel insulation used in the energy industrial and sustainable insulation markets. The company also conducts research and development related to aerogel technology supported by funding from several agencies of the United States of America government and other institutions in the form of research and development contracts. It is engaged in two operating segment Energy Industrial and Thermal Barrier. Geographically, it operates in the U.S. and also has a presence in other International countries. It generates the majority of its revenue from the Energy Industrial segment and the United States market. Some of its products include Pyrogel XTE; Cryogel Z; Spaceloft Subsea; and others.

Employees: 554

Industrials Building Products & Equipment

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

96% more call options, than puts

Call options by funds: $4.93M | Put options by funds: $2.51M

43% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 53

0.25% more ownership

Funds ownership: 86.86% [Q1] → 87.11% (+0.25%) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 3 [Q1] → 3 (+0) [Q2]

7% less capital invested

Capital invested by funds: $458M [Q1] → $424M (-$33.9M) [Q2]

18% less funds holding

Funds holding: 221 [Q1] → 182 (-39) [Q2]

60% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 65

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Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$6

11% downside

Avg. target

$8

19% upside

High target

$10

49% upside

2 analyst ratings

1 positive

50%

0 neutral

0%

1 negative

50%

Barclays David Anderson	$6	Underweight Downgraded	11 Aug 2025
Canaccord Genuity George Gianarikas	$10	Buy Maintained	8 Aug 2025

See Analyst Rankings

Financial journalist opinion

Aspen Aerogels, Inc. (ASPN) Presents At Barclays 39th Annual CEO Energy-Power Conference 2025 Transcript

Aspen Aerogels, Inc. (NYSE:ASPN ) Barclays 39th Annual CEO Energy-Power Conference 2025 September 3, 2025 9:45 AM EDT Company Participants Ricardo Rodriguez - CFO & Treasurer Conference Call Participants John Anderson - Barclays Bank PLC, Research Division Presentation John Anderson Director and Senior North America Oilfield Services & Equipment Analyst So we don't know of too many companies quite like Aspen Aerogels. We often talk about transferable skill sets in energy services, products and services in traditional energy.

Aspen Aerogels, Inc. (ASPN) Presents At Barclays 39th Annual CEO Energy-Power Conference 2025 Transcript

Aspen Aerogels, Inc. to Participate in the Barclays 39th Annual Energy-Power Conference

NORTHBOROUGH, Mass., Aug. 25, 2025 (GLOBE NEWSWIRE) -- Aspen Aerogels, Inc. (NYSE: ASPN) (“Aspen” or the “Company”), a technology leader in sustainability and electrification solutions, today announced that the Company is scheduled to participate in the 39th Annual Barclays Energy-Power Conference on Wednesday, September 3, to be held at the Sheraton Times Square Hotel in New York, NY.

Aspen Aerogels, Inc. to Participate in the Barclays 39th Annual Energy-Power Conference

Aspen Aerogels: Still Many Questions After A Big Setback

Aspen Aerogels has stabilized after a dramatic boom-bust cycle that in itself was driven by EV market volatility and overexpansion. Revenue and EBITDA guidance suggest modest improvement, but near-term growth remains muted and heavily reliant on GM as a key customer. Long-term risks persist from EV market uncertainty, competition, and potential technological shifts like solid-state batteries reducing insulation demand.

Aspen Aerogels: Still Many Questions After A Big Setback

Zacks Investment Research

Aspen Aerogels (ASPN) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

The headline numbers for Aspen Aerogels (ASPN) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Aspen Aerogels (ASPN) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

Aspen Aerogels, Inc. (ASPN) Q2 2025 Earnings Call Transcript

Aspen Aerogels, Inc. (NYSE:ASPN ) Q2 2025 Earnings Conference Call August 7, 2025 8:30 AM ET Company Participants Donald R. Young - President, CEO & Director Neal Baranosky - Senior Director of Corporate of Strategy & Finance Ricardo C.

Aspen Aerogels, Inc. (ASPN) Q2 2025 Earnings Call Transcript

Zacks Investment Research

Aspen Aerogels (ASPN) Reports Q2 Loss, Tops Revenue Estimates

Aspen Aerogels (ASPN) came out with a quarterly loss of $0.04 per share versus the Zacks Consensus Estimate of a loss of $0.12. This compares to earnings of $0.21 per share a year ago.

Aspen Aerogels (ASPN) Reports Q2 Loss, Tops Revenue Estimates

The Motley Fool

Aspen Aerogels (ASPN) Sales Drop 34%

Gross margin improved to 32% in Q2 2025, rising three percentage points quarter-over-quarter amidst significant restructuring efforts. Adjusted loss per share of $(0.04) in Q2 2025 beat estimates by $0.07, though sharply down from $0.22 in the prior-year period (Q2 2024, basic, GAAP).

Aspen Aerogels (ASPN) Sales Drop 34%

Aspen Aerogels, Inc. Reports Second Quarter 2025 Financial Results and Recent Business Highlights

$78 million in quarterly revenue resulted in 32% gross margins and ~2X Adjusted EBITDA improvement QoQ CFO transition to internal successor during Q3 ensures continuation of strategic direction and execution Fixed cost structure reductions are expected to drive incremental profit in the second half of the year

Aspen Aerogels, Inc. Reports Second Quarter 2025 Financial Results and Recent Business Highlights

Aspen Aerogels to Participate in August Investor Conferences

NORTHBOROUGH, Mass., July 31, 2025 (GLOBE NEWSWIRE) -- Aspen Aerogels, Inc. (NYSE: ASPN) ("Aspen" or the "Company"), a technology leader in sustainability and electrification solutions, today announced that the Company is scheduled to participate in the following investor events in August: (i) Oppenheimer 28th Annual Technology, Internet & Communications Conference, and (ii) Canaccord Genuity 45th Annual Growth Conference. The presentation materials utilized during the conferences will be available on the Investor Relations section of Aspen's website at www.aerogel.com.

Aspen Aerogels to Participate in August Investor Conferences

Aspen Aerogels: Still Cheap Despite +32% Over The Last Month

Aspen Aerogels' PyroThin technology is driving growth, with strong OEM contracts and a massive addressable market in EV thermal barriers. Despite recent revenue and margin softness, cost-cutting and capital-light manufacturing position ASPN for margin expansion and improved profitability. The energy industrial segment remains a stable, high-margin contributor, balancing volatility in the EV business and supporting long-term growth.

Aspen Aerogels: Still Cheap Despite +32% Over The Last Month

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