
Aspen Aerogels (ASPN) Stock Forecast & Price Target
Aspen Aerogels (ASPN) Analyst Ratings
Bulls say
Aspen Aerogels reported record Energy Industrial revenue of $53.1 million in the fourth quarter, reflecting a 70% year-over-year increase, and achieved total revenue of $453 million for the year, significantly exceeding initial projections. The company anticipates continued revenue growth driven by increasing demand from European OEMs and new partnerships, including a recent agreement with Volvo Truck expected to contribute at least $45 million annually starting in late 2026. Furthermore, proactive cost management measures and a capital-light expansion strategy position Aspen to generate positive cash flow and enhance profitability, supporting a strong financial outlook moving into 2025 and beyond.
Bears say
Aspen Aerogels Inc is forecasting a substantial decline in Thermal Barrier revenue from $306.8 million in 2024 to an estimated $240 million, highlighting concerns over production disruptions tied to General Motors' inventory adjustments. Additionally, the company faces significant risks due to the slower-than-anticipated adoption of electric vehicles, which has resulted in lowered revenue and EBITDA estimates for 2025 from $525 million/$111 million to $414 million/$72 million. Contributing to a negative outlook are factors such as competitive pressures, supply chain issues, reliance on a limited customer base, and potential cyclical downturns in the energy and industrial markets.
This aggregate rating is based on analysts' research of Aspen Aerogels and is not a guaranteed prediction by Public.com or investment advice.
Aspen Aerogels (ASPN) Analyst Forecast & Price Prediction
Start investing in Aspen Aerogels (ASPN)
Order type
Buy in
Order amount
Est. shares
0 shares