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ASPNASPNBasic Materials · Specialty Chemicals

ASPN Stock Forecast: Aspen Aerogels, Inc. Price Predictions for 2026-2027

Last close, 11 Sept 2026
$4.91
+3.15% on the day

The 6 Wall Street analysts covering Aspen Aerogels, Inc. hold a median 12-month price target of $7.75 — +57.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 62 of 100 as at 12 Sept 2026 — in the upper half.

Market cap
$407.5M
Ticker Nerd rank
62 / 100
Median analyst target
$7.75
Analysts covering
6
Revenue$49.8M−36.1% y/y
Operating income−$19.9M
Net income−$23.3M
Free cash flow−$18.0M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+2.7%
1M
−20.0%
YTD
+73.5%
1Y
−27.8%
From 52W high
−44.3%
From 52W low
+91.1%
$2.57
$8.82
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

ASPN stock analysis: one number for the whole business

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.

Where the model ranks itAs at 12 Sept 2026
62 / 100

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
Issuance
84
Revisions
79
Size
56
Value
42
Quality
40
Momentum
32
Growth
30
Volatility
7

Accruals (100): Reported profit is backed by cash, and the company is not expanding recklessly.

Volatility (7): The share price moves around a lot.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

ASPN stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on ASPN, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$2.00$4.00$6.00$8.00$10.00Oct 25Jan 26Apr 26Jul 26ASPNHigh $10.00Median $7.75Low $5.00

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

What Wall Street says6 analysts
4 Buy1 Hold1 Sell
Low $5.00Median $7.75High $10.00

The green dot is the last close — the median target sits +57.8% from it.

Recent analyst actionsNewest first
DateFirmActionRatingTarget
11 Aug 2026BarclaysMaintainsUnderweight$4.00 → $5.00
11 May 2026BarclaysMaintainsUnderweight$3.00 → $4.00
11 May 2026BarclaysMaintainsUnderweight—
5 Mar 2026BarclaysMaintainsUnderweight—
26 Feb 2026Roth CapitalMaintainsBuy—
26 Feb 2026TD CowenMaintainsBuy—
7 Nov 2025BarclaysMaintainsUnderweight—
7 Nov 2025Canaccord GenuityMaintainsBuy—
11 Aug 2025BarclaysDowngradeUnderweight—
8 Aug 2025Canaccord GenuityMaintainsBuy—
29 May 2025BarclaysDowngradeEqual-Weight—
19 Feb 2025B. Riley SecuritiesMaintainsBuy—
19 Feb 2025BarclaysMaintainsOverweight—
14 Feb 2025Canaccord GenuityMaintainsBuy—
14 Feb 2025Craig-HallumMaintainsBuy—
14 Feb 2025Roth MKMMaintainsBuy—
13 Feb 2025Seaport GlobalDowngradeNeutral—
24 Jan 2025Craig-HallumMaintainsBuy—
16 Jan 2025Canaccord GenuityMaintainsBuy—
12 Nov 2024BarclaysMaintainsOverweight—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. ASPN appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

ASPN vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 11 Sept 2026, Aspen Aerogels, Inc. returned −27.8% against +17.5% for the S&P 500, dividends included.

ASPN vs S&P 500, last 12 monthsTotal return, rebased to 100
406080100120Oct 25Jan 26Apr 26Jul 26ASPNS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

ASPN analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
Analysts raising
3
Analysts cutting
0
Fundamentals

Aspen Aerogels, Inc. (ASPN) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
25.4×

Cheaper than 30% of US stocks

Price / sales
2.0×

Cheaper than 52% of US stocks

Price / book
2.1×

Cheaper than 44% of US stocks

EV / EBITDA
−9.3×

Cheaper than 84% of US stocks

Growth & margins
Revenue growth (YoY)
−36.1%

Higher than 7% of US stocks

Earnings growth (YoY)
−36.1%

Higher than 14% of US stocks

Gross margin
6.5%

Higher than 6% of US stocks

Operating margin
−29.2%

Higher than 20% of US stocks

Net margin
−62.4%

Higher than 9% of US stocks

Returns & dividend
Return on equity
−50.4%

Higher than 21% of US stocks

Return on assets
−8.4%

Higher than 28% of US stocks

Dividend yield
—

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Aspen Aerogels, Inc. (ASPN) statistics: revenue, profit & scale

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 $407.5M and an enterprise value of $380.9M.

  • 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.

  • Shares outstanding: 83.0M.

  • Trailing P/E: 25.4×; forward P/E: −31.7× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Aspen Aerogels, Inc. employs 854 people — $237K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 13 Sept 2026

Data provided by Twelve Data

Peers

ASPN vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelSpecialty Chemicals
CompanyMarket capTKN rank
ASPNAspen Aerogels, Inc.$407.5M
62
GEVOGevo, Inc.$382.2M
62
MNTKMontauk Renewables, Inc.$375.6M
51
OECOrion SA$325.7M
60
ASPIASP Isotopes, Inc.$507.5M
7
ALTOAlto Ingredients, Inc.$301.6M
99
MATVMativ Holdings, Inc.$658.1M
91

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 →

News

Latest ASPN news & analysis

Aspen Aerogels: Green Shoots Fail To Truly Impress Investors

Seeking Alpha · 10 Aug 2026neutral

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.

Aspen Aerogels Reminds Us Materials Science Can Be Cool, Especially If EVs Are Hot

Seeking Alpha · 10 Aug 2026neutral

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 Q2 Earnings Call Highlights

MarketBeat · 7 Aug 2026positive

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.

Aspen Aerogels, Inc. (ASPN) Q2 2026 Earnings Call Transcript

Seeking Alpha · 7 Aug 2026neutral

Aspen Aerogels held its Q2 2026 earnings call, and the transcript of that call was published on Seeking Alpha.

Why it matters — Earnings call transcripts provide direct insight into management's commentary and financial results, which can influence investor views on Aspen Aerogels' performance and outlook.

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

Zacks Investment Research · 6 Aug 2026neutral

Aspen Aerogels reported a Q2 loss of $0.22 per share, in line with the Zacks Consensus Estimate and wider than the $0.04 per-share loss a year ago. According to the headline, the company beat revenue estimates.

Why it matters — APSN watchers would care because the company widened its quarterly loss versus last year even as it beat revenue expectations and matched the consensus loss estimate.

FAQ

Frequently asked questions about ASPN stock

What is the ASPN stock price forecast for 2026-2027?

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.

Is ASPN stock a buy right now?

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. 62 out of 100 across roughly 4,600 US stocks as at 12 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank ASPN?

As at 12 Sept 2026, Aspen Aerogels, Inc. ranks 62 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).

Will ASPN stock go up?

No one can know that. What the data says: the median 12-month target from 6 analysts implies +57.8% from the last close, and Ticker Nerd's factor model ranks Aspen Aerogels, Inc. 62 out of 100 as at 12 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the ASPN stock forecast for 2030?

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.

How has ASPN stock performed over the past year?

Aspen Aerogels, Inc. returned -27.8% over the 12 months to 11 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Aspen Aerogels, Inc. do?

Aspen Aerogels, Inc. is an aerogel technology company that designs, develops, manufactures, and sells advanced insulation materials for industrial, energy, and electric vehicle applications.

What is the latest news on ASPN?

The most recent item we track (Seeking Alpha, 10 Aug 2026): "Aspen Aerogels: Green Shoots Fail To Truly Impress Investors". 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.

Company

About Aspen Aerogels, Inc.

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