Aspen Aerogels, Inc.
ASPN
NYSE·Basic Materials·Chemicals - Specialty·Mkt cap $407.8M
$4.92
▲ +2.93%
P/E
-3.22
Mkt Cap
$407.8M
52-Wk Range
$2.30–$9.35
52-Week Range
$2.30 - $9.35
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 27.2% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Proprietary aerogel technology with high thermal performance and durability
- Diversified product portfolio serving multiple high-growth end markets
- Strong IP protection and manufacturing expertise developed since 2001
- Critical applications in EV batteries and energy infrastructure with high switching costs
- Global distribution network across major industrial markets
Bear Case
1 risk
- High volatility (beta 3.0). Larger-than-normal price swings expected.
Growth
Stable outlook
Accelerating EV adoption and battery thermal management requirements
Value
Deep value opportunity - significant discount to Construction & Engineering peers
Momentum
Weak
-12.8% over 3m
Quality
Thin
Mixed fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying ASPN right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 5, 2026
AUG 6, 2026
Reported EPS of -$0.28 vs -$0.23 consensus (-23.1% surprise). Revenue of $49.8M vs $42.4M expected (+17.5%).
EPS surprise · last 4Q
0 of 1 beats
Estimate
Actual
Q3 26
-23.1%
Revenue trend · last 8Q
—
+46%
-17%
-34%
-38%
-66%
-52%
-36%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$117.3M
$123.1M
$78.7M
$78.0M
$73.0M
$41.3M
$37.9M
$49.8M
Margins · last 8Q
Gross
6.5%
Operating
-57.7%
Profit
-46.7%
Wall Street consensus
3 analysts · 67% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
67%
Hold
0%
Sell
33%
Median Price Target
—
Latest: Barclays · Aug 11, 2026
vs Industry
How ASPN stacks vs Chemicals - Specialty
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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