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Upturn AI SWOT - About
ASPN 
Aspen Aerogels Inc (ASPN)
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Upturn Advisory Summary
08/28/2025: ASPN (1-star) is currently NOT-A-BUY. Pass it for now.
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 22.67% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 573.23M 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 2.73 | 52 Weeks Range 4.16 - 30.24 | Updated Date 08/29/2025 |
52 Weeks Range 4.16 - 30.24 | Updated Date 08/29/2025 | ||
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 2025-08-07 | When - | Estimate -0.09 | Actual 0.04 |
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 47.62 | Enterprise Value 578779017 | Price to Sales(TTM) 1.44 |
Enterprise Value 578779017 | Price to Sales(TTM) 1.44 | ||
Enterprise Value to Revenue 1.46 | Enterprise Value to EBITDA 65.37 | Shares Outstanding 82360496 | Shares Floating 76781391 |
Shares Outstanding 82360496 | Shares Floating 76781391 | ||
Percent Insiders 16.33 | Percent Institutions 73.27 |
Upturn AI SWOT
Aspen Aerogels Inc
Company Overview
History and Background
Aspen Aerogels, Inc. was founded in 2001. It focuses on developing and manufacturing aerogel insulation for various applications. The company has evolved from focusing solely on industrial applications to expanding into energy vehicle and building materials.
Core Business Areas
- Energy Industrial: Provides aerogel insulation for energy infrastructure, including refineries, LNG facilities, and subsea pipelines.
- Building Materials: Offers aerogel-based insulation products for residential and commercial buildings, aiming to improve energy efficiency.
- Electric Vehicle: Develops and sells PyroThin thermal barrier products for electric vehicle battery safety.
Leadership and Structure
Donald R. Young serves as the President and CEO. The company has a typical corporate structure with departments for R&D, manufacturing, sales, and marketing.
Top Products and Market Share
Key Offerings
- Pyrogel XTE: A high-temperature industrial insulation material. Aspen Aerogels claims to have a strong market share in this segment, competing with traditional insulation materials. Competitors include Unifrax and Therm-All.
- Spaceloft: Aerogel blanket insulation for building materials. Market share is growing as building energy efficiency standards increase. Competitors include Owens Corning and Saint-Gobain.
- PyroThin: A thermal barrier material for EV batteries, designed to prevent thermal runaway. Aspen Aerogels aims to capture a significant share of the growing EV battery thermal management market. Competitors include Rogers Corporation and DuPont.
Market Dynamics
Industry Overview
The thermal insulation market is growing due to increasing energy efficiency requirements and demand for EV batteries. Aerogel insulation is gaining traction due to its superior thermal performance.
Positioning
Aspen Aerogels is a leader in aerogel technology and manufacturing. Its competitive advantages include its patented technology, established manufacturing capabilities, and strong brand recognition.
Total Addressable Market (TAM)
The global thermal insulation market is estimated to be in the billions of dollars. The specific addressable market for aerogel insulation is smaller but growing rapidly, especially in the EV battery segment. Aspen Aerogels is positioned to capitalize on this growth.
Upturn SWOT Analysis
Strengths
- Patented aerogel technology
- Established manufacturing facilities
- Strong brand recognition in aerogel insulation
- Expanding into high-growth markets (EV batteries)
- High-performance products
Weaknesses
- High production costs compared to traditional insulation
- Reliance on a few key customers
- Volatile raw material prices
- History of net losses
Opportunities
- Growing demand for energy-efficient building materials
- Increasing adoption of EVs and battery thermal management
- Expansion into new applications and markets
- Government incentives for energy efficiency
Threats
- Competition from traditional insulation materials
- Fluctuations in raw material prices
- Economic downturns affecting construction and industrial sectors
- Technological advancements by competitors
Competitors and Market Share
Key Competitors
- OC
- SAIN.PA
- ROG
- DWDP
Competitive Landscape
Aspen Aerogels has a strong position in the aerogel insulation market, but faces competition from larger, more established companies in the traditional insulation and specialty materials markets. Aspenu2019s aerogel products offer superior thermal performance but at a higher cost.
Growth Trajectory and Initiatives
Historical Growth: Aspen Aerogels has experienced revenue growth in recent years, driven by increasing demand for its products, especially in EV batteries.
Future Projections: Analyst estimates suggest continued revenue growth for Aspen Aerogels, driven by the EV battery market and expansion into new applications. Growth should be captured for Revenue, Earnings, and Cash Flow and structured like: [Revenue Growth: 30%, Earnings Growth: 40%, Cash Flow Growth: 20%]
Recent Initiatives: Recent initiatives include expanding manufacturing capacity to meet demand for PyroThin, securing new partnerships with EV manufacturers, and developing new aerogel-based products for various applications.
Summary
Aspen Aerogels is a leader in aerogel technology, particularly for thermal insulation. The company is well-positioned to benefit from the growing demand for EV batteries and energy-efficient building materials. However, it faces challenges related to high production costs and competition. Management needs to be mindful of volatile raw material prices and should focus on scaling manufacturing efficiently to reduce costs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Analyst Reports
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be made after conducting thorough research and consulting with a qualified financial advisor.
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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