
Aspen Aerogels (ASPN) Stock Forecast & Price Target
Aspen Aerogels (ASPN) Analyst Ratings
Bulls say
Aspen Aerogels Inc has reported record Energy Industrial revenue of $53.1 million in the fourth quarter, reflecting a 70% year-over-year increase, driven by expanded capacity through external manufacturing partnerships. The company achieved total revenue of $453 million, significantly exceeding its January 2024 outlook of $350 million, which corresponds to a 90% year-over-year growth rate compared to 2023. Furthermore, by implementing proactive cost measures and adopting a capital-light expansion strategy, Aspen is well-positioned to generate positive cash flow and enhance profitability, while also pursuing growth opportunities, including a new OEM partnership with Volvo Truck anticipated to contribute at least $45 million annually.
Bears say
Aspen Aerogels Inc is facing a negative outlook due to a projected decline in Thermal Barrier revenue from $306.8 million in 2024 to $240 million, coupled with weak first-quarter guidance attributed to temporary production drops linked to General Motors' reduced vehicle inventory. Additionally, the company has lowered its 2025 revenue and EBITDA estimates significantly, forecasting $414 million and $72 million, respectively, reflecting concerns over EV adoption challenges and low visibility into future production volumes. Key risks include potential losses from reliance on a limited customer base, supply chain disruptions, and an inability to maintain profitability amid cyclical declines in 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
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