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Upturn AI SWOT - About
ASPN 
Aspen Aerogels Inc (ASPN)
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Upturn Advisory Summary
10/23/2025: ASPN (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
9 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $9.58
1 Year Target Price $9.58
| 4 | Strong Buy |
| 3 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 14.91% | Avg. Invested days 36 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/23/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 671.24M USD | Price to earnings Ratio - | 1Y Target Price 9.58 |
Price to earnings Ratio - | 1Y Target Price 9.58 | ||
Volume (30-day avg) 9 | Beta 2.81 | 52 Weeks Range 4.16 - 20.19 | Updated Date 10/24/2025 |
52 Weeks Range 4.16 - 20.19 | Updated Date 10/24/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -3.81 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -78.53% | Operating Margin (TTM) 0.95% |
Management Effectiveness
Return on Assets (TTM) 3.02% | Return on Equity (TTM) -75.47% |
Valuation
Trailing PE - | Forward PE 714.29 | Enterprise Value 599369140 | Price to Sales(TTM) 1.69 |
Enterprise Value 599369140 | Price to Sales(TTM) 1.69 | ||
Enterprise Value to Revenue 1.51 | Enterprise Value to EBITDA 65.37 | Shares Outstanding 82360491 | Shares Floating 76769037 |
Shares Outstanding 82360491 | Shares Floating 76769037 | ||
Percent Insiders 16.36 | Percent Institutions 73.14 |
Upturn AI SWOT
Aspen Aerogels Inc
Company Overview
History and Background
Aspen Aerogels, Inc. was founded in 2001. It pioneers advanced materials for energy efficiency, focusing on aerogel technology. The company has evolved from research and development to commercial production of its products.
Core Business Areas
- Energy Industrial: Provides insulation solutions for industrial facilities, reducing energy consumption and emissions.
- Building Materials: Offers insulation products for buildings, improving energy efficiency and comfort.
- Electric Vehicle (EV): Developing and supplying thermal barrier solutions for EV batteries to enhance safety and performance.
Leadership and Structure
Donald R. Young is the President & CEO. The company has a standard corporate structure with departments like R&D, Sales, Marketing, and Operations.
Top Products and Market Share
Key Offerings
- Pyrogelu00ae: A family of high-performance insulation products used in various applications, including industrial, building, and automotive. Market share data is dynamic; Aspen is aiming for significant share in the EV battery thermal barrier market. Competitors include Unifrax, Morgan Advanced Materials, and Cabot Corporation.
- Spaceloftu00ae: Flexible aerogel blanket insulation used in building and construction applications. Aims to compete in the building materials insulation market with products like fiberglass and mineral wool. Competitors include Owens Corning, Johns Manville, and Knauf Insulation.
- Battery Thermal Barrier (BTB): Thermal solutions for EV batteries to enhance safety and performance. Market share is still developing. Competitors include Rogers Corporation, DuPont, and other material science companies.
Market Dynamics
Industry Overview
The insulation market is driven by energy efficiency regulations, sustainability concerns, and increasing demand for high-performance materials. The EV battery thermal management market is experiencing rapid growth.
Positioning
Aspen Aerogels is positioned as a premium provider of high-performance aerogel insulation solutions, particularly in demanding applications where traditional insulation materials fall short. They are gaining traction in the EV market due to stringent safety regulations and performance demands.
Total Addressable Market (TAM)
TAM is estimated to be several billions USD across industrial insulation, building materials, and EV battery thermal management. Aspen is aiming to capture a substantial portion of this TAM through innovation and market penetration.
Upturn SWOT Analysis
Strengths
- Proprietary aerogel technology
- High-performance insulation products
- Strong brand recognition in niche markets
- Growing presence in the EV battery market
- Experienced management team
Weaknesses
- Relatively high production costs
- Limited manufacturing capacity
- Dependence on specific raw materials
- Susceptibility to fluctuations in raw material prices
Opportunities
- Expanding into new geographic markets
- Developing new applications for aerogel technology
- Increasing demand for energy-efficient solutions
- Government incentives for green technologies
- Partnerships with EV manufacturers
Threats
- Competition from lower-cost insulation materials
- Technological advancements by competitors
- Economic downturn impacting industrial and construction sectors
- Changes in government regulations
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- OC
- MLM
- CAB
Competitive Landscape
Aspen Aerogels competes on performance and innovation. OC and MLM compete on price.
Major Acquisitions
Thermablok Aerogels Limited
- Year: 2023
- Acquisition Price (USD millions):
- Strategic Rationale: Expanded Aspen's addressable market by adding value-added aerogel insulation products for building envelope applications.
Growth Trajectory and Initiatives
Historical Growth: Historical growth requires past year's financial statements.
Future Projections: Analyst estimates would be needed for future projections. Consensus estimates can be found on financial websites.
Recent Initiatives: Focus on EV battery thermal barrier solutions, capacity expansion, and strategic partnerships.
Summary
Aspen Aerogels is an innovative material science company focused on aerogel insulation. Its focus on EV battery thermal barriers presents a significant growth opportunity. High production costs and competition are areas to watch. The company has a good hold of the market share.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- Public Filings
- Analyst Reports
- Industry Reports
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market share data is approximate and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Aspen Aerogels Inc
Exchange NYSE | Headquaters Northborough, MA, United States | ||
IPO Launch date 2014-06-13 | President, CEO & Director Mr. Donald R. Young | ||
Sector Industrials | Industry Building Products & Equipment | Full time employees 554 | Website https://www.aerogel.com |
Full time employees 554 | Website https://www.aerogel.com | ||
Aspen Aerogels, Inc., an aerogel technology company, designs, develops, manufactures, and sells aerogel materials primarily for use in the energy industrial, sustainable insulation materials, and electric vehicle (EV) markets in the United States, Canada, Asia, Europe, and Latin America. It operates in two segments, Energy Industrial and Thermal Barrier. The company offers PyroThin aerogel thermal barriers for use in battery packs in EVs; Pyrogel XTE for refineries and petrochemical facilities; Pyrogel HPS for high temperatures and in demanding thermal applications in refining and chemical processing systems; Pyrogel XTF for protection against fire; Cryogel Z for sub-ambient and cryogenic applications; Spaceloft Subsea for pipe-in-pipe applications in offshore oil production; and Cryogel X201 for cold system designs. It serves EV manufacturers, automotive suppliers, lithium-ion battery manufacturers, and e-mobility and energy storage companies. The company was founded in 2001 and is headquartered in Northborough, Massachusetts.
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