
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, reflecting a significant year-over-year increase of 70%, which underscores robust demand and operational efficiency. The company has surpassed initial revenue forecasts with a total of $453 million for the year, demonstrating impressive 90% year-over-year growth and positioning itself for further revenue acceleration driven by new customer partnerships and increasing volumes from international original equipment manufacturers (OEMs). Furthermore, Aspen's proactive cost management strategies and a strong balance sheet support its ongoing capital-light expansion efforts, paving the way for sustainable profitability and potential cash generation, which could enhance shareholder returns.
Bears say
Aspen Aerogels Inc is facing a negative outlook primarily due to a forecasted decline in Thermal Barrier (TB) revenue from $306.8 million in 2024 to $240 million, indicating potential challenges in maintaining growth. The company's first-quarter guidance suggests a temporary production drop, compounded by low visibility around General Motors' production volumes and a history of underwhelming electric vehicle sales, which could further depress revenue. Additionally, significant reliance on a limited number of customers raises concerns about revenue stability, as any reduction in their spending could severely impact Aspen’s earnings.
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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