
Aspen Aerogels (ASPN) Stock Forecast & Price Target
Aspen Aerogels (ASPN) Analyst Ratings
Bulls say
Aspen Aerogels Inc reported record Energy Industrial revenue of $53.1 million in the fourth quarter, marking a 70% year-over-year increase, and achieved a total revenue of $453 million for the year, significantly exceeding initial expectations with a 90% growth compared to 2023. The company is strategically positioned for future growth, with anticipated revenue from European OEM partnerships expected to ramp up in late 2025 and proactive cost actions supporting underlying profitability. Additionally, Aspen's capital-light expansion strategy and reduced fixed cost base of approximately $8 million per quarter enhance its cash generation capabilities, indicating potential for enhanced shareholder value through share repurchases or further growth opportunities.
Bears say
Aspen Aerogels is facing a challenging outlook, with a revised forecast for Thermal Barrier revenue decreasing from $306.8 million in 2024 to $240 million, while also reducing 2025 revenue and EBITDA estimates from $525 million and $111 million to $414 million and $72 million, respectively. The company’s reliance on a limited number of customers presents significant risk, as any decline in spending or loss of contracts could markedly impact earnings. Additionally, ongoing supply chain issues and a projected slowdown in electric vehicle adoption could further exacerbate performance challenges in the Energy Industrial segment, leading to greater uncertainty for future revenue generation.
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
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