Aspen AerogelsASPN
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
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
284% more call options, than puts
Call options by funds: $14.3M | Put options by funds: $3.74M
26% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 66
8% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 48
2.14% less ownership
Funds ownership: 88.93% [Q4 2024] → 86.79% (-2.14%) [Q1 2025]
4% less funds holding
Funds holding: 228 [Q4 2024] → 220 (-8) [Q1 2025]
40% less funds holding in top 10
Funds holding in top 10: 5 [Q4 2024] → 3 (-2) [Q1 2025]
47% less capital invested
Capital invested by funds: $867M [Q4 2024] → $458M (-$410M) [Q1 2025]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Barclays David Anderson | 14%upside $7 | Equal-Weight Downgraded | 29 May 2025 |
Financial journalist opinion









