ASPNBasic Materials · Specialty ChemicalsThe 6 Wall Street analysts covering Aspen Aerogels, Inc. hold a median 12-month price target of $7.75 — +40.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 61 of 100 as at 24 Oct 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores Aspen Aerogels, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Accruals (100): Reported profit is backed by cash, and the company is not expanding recklessly.
Volatility (6): The share price moves around a lot.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on ASPN, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +40.4% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 11 Aug 2026 | Barclays | Maintains | Underweight | $4.00 → $5.00 |
| 11 May 2026 | Barclays | Maintains | Underweight | $3.00 → $4.00 |
| 11 May 2026 | Barclays | Maintains | Underweight | — |
| 5 Mar 2026 | Barclays | Maintains | Underweight | — |
| 26 Feb 2026 | Roth Capital | Maintains | Buy | — |
| 26 Feb 2026 | TD Cowen | Maintains | Buy | — |
| 7 Nov 2025 | Barclays | Maintains | Underweight | — |
| 7 Nov 2025 | Canaccord Genuity | Maintains | Buy | — |
| 11 Aug 2025 | Barclays | Downgrade | Underweight | — |
| 8 Aug 2025 | Canaccord Genuity | Maintains | Buy | — |
| 29 May 2025 | Barclays | Downgrade | Equal-Weight | — |
| 19 Feb 2025 | B. Riley Securities | Maintains | Buy | — |
| 19 Feb 2025 | Barclays | Maintains | Overweight | — |
| 14 Feb 2025 | Canaccord Genuity | Maintains | Buy | — |
| 14 Feb 2025 | Craig-Hallum | Maintains | Buy | — |
| 14 Feb 2025 | Roth MKM | Maintains | Buy | — |
| 13 Feb 2025 | Seaport Global | Downgrade | Neutral | — |
| 24 Jan 2025 | Craig-Hallum | Maintains | Buy | — |
| 16 Jan 2025 | Canaccord Genuity | Maintains | Buy | — |
| 12 Nov 2024 | Barclays | Maintains | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
ASPN appears in the Radar on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 23 Oct 2026, Aspen Aerogels, Inc. returned −32.3% against +14.3% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 30% of US stocks
Cheaper than 48% of US stocks
Cheaper than 37% of US stocks
Cheaper than 86% of US stocks
Higher than 7% of US stocks
Higher than 14% of US stocks
Higher than 6% of US stocks
Higher than 19% of US stocks
Higher than 9% of US stocks
Higher than 21% of US stocks
Higher than 28% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Aspen Aerogels, Inc. has a market value of $458.1M and an enterprise value of $431.5M.
Revenue in the twelve months to 30 June 2026: $202.1M. The latest quarter shrank 36.1% year on year.
Net income over the same four quarters: −$126.2M, a −62.4% net margin.
Diluted earnings per share, trailing twelve months: $−1.53.
Free cash flow in the twelve months to 30 June 2026: $34.4M, after $14.7M of capital spending.
Trailing P/E: 25.4×; forward P/E: −35.6× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Aspen Aerogels, Inc. employs 854 people — $237K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Aspen Aerogels, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Aspen Aerogels announced that CEO Don Young and CFO & Treasurer Grant Thoele expect to discuss the company’s third-quarter 2026 financial results on a conference call scheduled for November 5, 2026, at 8:30 a.m.
Why it matters — The announcement gives ASPN watchers the date and time when management is scheduled to discuss quarterly results.
MarketBeat reports that insiders have been selling off stakes in three stocks, including Aspen Aerogels, noting that such insider selling can raise warning signals for investors. The article cautions, however, that there are many possible reasons for insider transactions and that assumptions should not be made without additional context.
Why it matters — An ASPN watcher would care because insider selling may signal that company leaders are reducing their exposure to the stock, which could be seen as a cautionary indicator.
Aspen Aerogels posted sequential revenue and EBITDA gains, with Q2 revenue exceeding guidance and Q3 outlook indicating further recovery, although shares failed to truly impress investors. Thermal Barrier sales rebounded sequentially, especially in Europe, but remain pressured by regulatory shifts and evolving battery technologies, while its EBITDA break-even threshold was lowered to $175 million in annual revenue.
Why it matters — ASPN watchers would care because the report shows operational progress and a lower break-even threshold, yet continuing headwinds in the Thermal Barrier segment and an underwhelming market reaction signal a mixed outlook for the company.
A Seeking Alpha article by an author discusses materials science as an underappreciated field, using Aspen Aerogels as an example of a company whose products could matter if electric vehicles become more popular. The piece frames materials science as less glamorous than AI or consumer tech but nonetheless relevant.
Why it matters — For ASPN watchers, the article highlights the company's connection to the electric vehicle theme, which could shape how investors perceive its long-term opportunity.
Aspen Aerogels said during its Q2 earnings call that it expects a sharp sequential increase in revenue and adjusted EBITDA in the third quarter. The growth is expected to be supported by energy-industrial project deliveries, rising General Motors EV production, and expanding European demand for its PyroThin thermal barriers.
Why it matters — The company's guidance signals near-term growth for ASPN, driven by energy-industrial, automotive, and European thermal-barrier demand.
The 6 Wall Street analysts covering Aspen Aerogels, Inc. have a median 12-month price target of $7.75, with estimates ranging from $5 to $10. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 6 analysts covering Aspen Aerogels, Inc., 4 rate it a Buy, 1 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Aspen Aerogels, Inc. 61 out of 100 across roughly 4,600 US stocks as at 24 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 24 Oct 2026, Aspen Aerogels, Inc. ranks 61 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Accruals (100 of 100).
No one can know that. What the data says: the median 12-month target from 6 analysts implies +40.4% from the last close, and Ticker Nerd's factor model ranks Aspen Aerogels, Inc. 61 out of 100 as at 24 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Aspen Aerogels, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for ASPN are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $5 to $10 over the next 12 months.
Aspen Aerogels, Inc. returned -32.3% over the 12 months to 23 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Aspen Aerogels, Inc. is an aerogel technology company that designs, develops, manufactures, and sells advanced insulation materials for industrial, energy, and electric vehicle applications.
The most recent item we track (GlobeNewsWire, 22 Oct 2026): "Aspen Aerogels, Inc. Schedules Third Quarter 2026 Earnings Release and Conference Call". Aspen Aerogels announced that CEO Don Young and CFO & Treasurer Grant Thoele expect to discuss the company’s third-quarter 2026 financial results on a conference call scheduled for November 5, 2026, at 8:30 a.m.
Aspen Aerogels, Inc. is an aerogel technology company that designs, develops, manufactures, and sells advanced insulation materials for industrial, energy, and electric vehicle applications. Its products are used to improve thermal management, energy efficiency, and asset protection in demanding operating environments, including energy infrastructure, petrochemical processing, power generation, and battery systems. The company’s current business is organized around two segments: Energy Industrial, which serves markets requiring high-performance insulation for heat, cold, and fire protection, and Thermal Barrier, which focuses on battery safety materials for electric vehicles. Aspen Aerogels serves customers across North America, Europe, Asia, and Latin America, supplying materials that support sustainability, electrification, and industrial performance. Headquartered in Northborough, Massachusetts, Aspen Aerogels plays a specialized role in the global advanced materials market through its aerogel-based insulation solutions.
CEO Mr. Donald R. Young · 854 employees · United States · https://www.aerogel.com
