Latest news with #AspenAerogels
Yahoo
29-05-2025
- Business
- Yahoo
Barclays Downgrades Aspen Aerogels to Equal Weight, Cuts Price Target to $7
On May 29, 2025, Barclays downgraded Aspen Aerogels, Inc. (NYSE:ASPN) from Overweight to Equal Weight. The lead analyst, David Anderson, also stated that the new price target has been revised downwards to $7.00 from $13.00. A row of electric vehicles all powered by the company's advanced battery systems. Anderson specified in his report that the rating downgrade and price target cut are informed 'mounting challenges in the electric vehicle (EV) market that directly impact Aspen's core thermal barrier business.' The decision primarily stems from diminishing EV tax credits and General Motors' (NYSE:GM) decision to slow its domestic EV production. These factors are why Barclays also cut its 2026 EBITDA forecast for Aspen by 20%. According to Anderson, Aspen's thermal barrier products for EV batteries remain unique, and the company faces limited competition. However, external market conditions have forced the company to pivot strategically. On the other hand, Barclays' Auto analyst Dan Levy projects that General Motors will produce approximately 160,000 vehicles in 2025, down from the initial expectation of 235,000 units. The production is projected to further decrease to less than 120,000 in 2026. The updated forecasts and downgrade signal the financial challenges Aspen Aerogels is expected to face ahead. Barclays' stock price target and rating adjustment underscore the influence of market shifts and regulatory changes on companies closely tied to the evolving EV industry. Aspen Aerogels, Inc. (NYSE:ASPN) is a technology company specializing in high-performance aerogel insulation for energy, industrial, and EV applications. It operates in two main segments: Thermal Barrier (provides insulation for EV batteries) and Energy Industrial (supplies insulation solutions for industries like oil, gas, and chemicals). The company's key product lines include PyroThin thermal barriers for EVs and Cryogel, Spaceloft, and Pyrogel for industrial insulation While we acknowledge the potential of Aspen Aerogels, Inc. (NYSE:ASPN) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than ASPN and that has 100x upside potential, check out our report about the cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
14-05-2025
- Business
- Yahoo
President of Aspen Aerogels Picks Up 3.8% More Stock
Potential Aspen Aerogels, Inc. (NYSE:ASPN) shareholders may wish to note that the President, Donald Young, recently bought US$107k worth of stock, paying US$5.35 for each share. Although the purchase only increased their holding by 3.8%, it is still a solid purchase in our view. Our free stock report includes 1 warning sign investors should be aware of before investing in Aspen Aerogels. Read for free now. Notably, that recent purchase by Donald Young is the biggest insider purchase of Aspen Aerogels shares that we've seen in the last year. That means that an insider was happy to buy shares at around the current price of US$5.94. While their view may have changed since the purchase was made, this does at least suggest they have had confidence in the company's future. While we always like to see insider buying, it's less meaningful if the purchases were made at much lower prices, as the opportunity they saw may have passed. Happily, the Aspen Aerogels insider decided to buy shares at close to current prices. Donald Young was the only individual insider to buy shares in the last twelve months. The chart below shows insider transactions (by companies and individuals) over the last year. By clicking on the graph below, you can see the precise details of each insider transaction! View our latest analysis for Aspen Aerogels Aspen Aerogels is not the only stock that insiders are buying. For those who like to find small cap companies at attractive valuations, this free list of growing companies with recent insider purchasing, could be just the ticket. I like to look at how many shares insiders own in a company, to help inform my view of how aligned they are with insiders. Usually, the higher the insider ownership, the more likely it is that insiders will be incentivised to build the company for the long term. From our data, it seems that Aspen Aerogels insiders own 1.3% of the company, worth about US$5.7m. Whilst better than nothing, we're not overly impressed by these holdings. It's certainly positive to see the recent insider purchase. We also take confidence from the longer term picture of insider transactions. But on the other hand, the company made a loss during the last year, which makes us a little cautious. We would certainly prefer see higher levels of insider ownership but analysis of the insider transactions suggests that Aspen Aerogels insiders are expecting a bright future. So these insider transactions can help us build a thesis about the stock, but it's also worthwhile knowing the risks facing this company. Every company has risks, and we've spotted 1 warning sign for Aspen Aerogels you should know about. If you would prefer to check out another company -- one with potentially superior financials -- then do not miss this free list of interesting companies, that have HIGH return on equity and low debt. For the purposes of this article, insiders are those individuals who report their transactions to the relevant regulatory body. We currently account for open market transactions and private dispositions of direct interests only, but not derivative transactions or indirect interests. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Forbes
01-05-2025
- Business
- Forbes
Tailwind To Turbulence: Why $8 Billion In Climate Projects Just Vanished
Here's a question climate policy watchers didn't expect to be asking in early 2025: What happens when the tailwind of America's Inflation Reduction Act becomes a headwind? The answer, at least in part, is $8 billion in canceled, downsized, or shuttered climate tech projects in just the first three months of this year. That's not a typo. In one quarter, the United States saw 16 major clean energy and manufacturing initiatives collapse, according to a new report from E2, a nonpartisan environmental policy group. To put that in perspective: it nearly matches the total number of cancellations in the 17 months following the passage of the Inflation Reduction Act (IRA) in August 2022. This isn't just a string of unfortunate headlines. It's a signal—flashing red—that the market is cooling, investors are hesitating, and federal policy is wobbling just as the U.S. was starting to cement its clean energy manufacturing renaissance. Let's start with the policy problem. The IRA was the most ambitious climate investment in U.S. history, promising hundreds of billions of dollars to clean up everything from power grids to passenger vehicles to removing CO2 from the air. It did something crucial: it offered certainty. Companies could plan with confidence, knowing that tax credits, grants, and loan guarantees were coming. But that certainty is gone. In recent months, the White House has begun to revise and, in some cases, claw back previously announced incentives. Simultaneously, new tariffs on imports have been imposed, including critical components from China that dominate the supply chain for batteries, solar panels, and other clean energy infrastructure. 'If this self-inflicted and unnecessary market uncertainty continues, we'll almost certainly see more projects paused, more construction halted, and more job opportunities disappear.' says Michael Timberlake, communications director at E2. Uncertainty is kryptonite for capital-intensive industries. It doesn't matter if the money's promised—if companies suspect that promises might be pulled, they won't break ground. E2's report focuses only on large-scale projects. That means the real toll is likely higher. Smaller startups and mid-sized projects—already more vulnerable to shifting policy—aren't tracked as closely, and many may be quietly stalling or dying off entirely. For example, it does not include the hundreds of millions of dollars expected to be cut from the Department of Energy's direct air capture (DAC) hubs program. Consider the case of Aspen Aerogels, which had secured a $670 million loan commitment from the Department of Energy last fall to build a factory in Georgia. That plant was supposed to manufacture advanced materials to make EV batteries safer—precisely the kind of domestic innovation the IRA was designed to supercharge. But the company pulled the plug in February. Instead, it's doubling down on existing facilities and exploring expansion in China and Mexico. The broader context is telling: companies are hedging, looking abroad, recalibrating. While the U.S. climate tech sector wavers under policy reversals and market hesitation, other nations are beginning to see an opening—and Canada, in particular, is stepping confidently into the vacuum. In a surprise but decisive turn, Canada's recent federal election brought the Liberals back into power with a renewed climate mandate. Prime Minister Mark Carney—a former central banker with global economic clout and deep climate finance credentials—has signaled that Canada won't just play defense on climate. It wants to lead. Central to Carney's platform was a bold proposition: to make Canada a global hub for carbon removal and sequestration. Their commitments weren't vague gestures or lofty aspirations—they were grounded in policy mechanisms and timelines. The full value of Canada's Carbon Capture, Utilization, and Storage Investment Tax Credit (CCUS ITC) will be extended to 2035. The government has pledged to accelerate offset protocol development, support a broad suite of removal technologies, and establish national carbon removal targets for 2035 and 2040. In other words, where the U.S. is hesitating, Canada is placing long bets. This could be more than just good climate policy—it could be good economics. Canada has vast geological storage potential, strong academic institutions, a resource-sector-savvy workforce, and now, a political framework that is signaling continuity and clarity. That's exactly the combination global investors and climate tech entrepreneurs are looking for. For climate tech, talent and capital are fluid. If the U.S. creates headwinds, they will go elsewhere. And with Carney at the helm, Canada is sending a clear message: we're open for business—and we're in it for the long haul. The irony, of course, is that this moment of American uncertainty comes just when momentum was starting to build. But history has shown again and again: industrial leadership is not about who moves first—it's about who stays the course.
Yahoo
16-04-2025
- Business
- Yahoo
Aspen Aerogels, Inc. Schedules First Quarter 2025 Earnings Release and Conference Call
NORTHBOROUGH, Mass., April 16, 2025 /PRNewswire/ -- Aspen Aerogels, Inc. (NYSE: ASPN) ("Aspen" or the "Company") today announced that Don Young, President & Chief Executive Officer, and Ricardo C. Rodriguez, Chief Financial Officer & Treasurer, expect to discuss the Company's financial results for the first quarter ended March 31, 2025, during a conference call scheduled for Thursday, May 8, 2025, at 8:30 a.m. ET. The Company also expects to release quarterly financial results prior to the market opening on the morning of Thursday, May 8, 2025. Shareholders and other interested parties may participate in the conference call by dialing +1 (404) 975-4839 (domestic) or +1 (929) 526-1599 (international) and referencing conference ID "302641" a few minutes before 8:30 a.m. ET on Thursday, May 8, 2025. In addition, the conference call and an accompanying slide presentation will be available live as a listen-only webcast hosted on the Investors section of Aspen's website, A replay of the webcast will be available on the Investor Relations section of the Aspen website at where it will remain available for approximately one year after the conference call. About Aspen Aerogels, is a technology leader in sustainability and electrification solutions. The Company's aerogel technology enables its customers and partners to achieve their own objectives around the global megatrends of resource efficiency, e-mobility and clean energy. Aspen's PyroThin® products enable solutions to thermal runaway challenges within the electric vehicle ("EV") market. The Company's carbon aerogel initiative seeks to increase the performance of lithium-ion battery cells to enable EV manufacturers to reduce charging time and the cost of EVs. The Company's Cryogel® and Pyrogel® products are valued by the world's largest energy infrastructure companies. Aspen's strategy is to partner with world-class industry leaders to leverage its Aerogel Technology Platform® into additional high-value markets. Aspen is headquartered in Northborough, Mass. For more information, please visit View original content: SOURCE Aspen Aerogels, Inc. Sign in to access your portfolio
Yahoo
06-04-2025
- Business
- Yahoo
Is Aspen Aerogels (ASPN) The Small Cap Stock with Huge Upside Potential?
We recently published a list of . In this article, we are going to take a look at where Aspen Aerogels, Inc. (NYSE:ASPN) stands against other small cap stocks with huge upside potential. In times when everyone is chasing high-cap powerhouses, knowing the right stock to invest in at the right time and the right price is highly essential. In this race for Wall Street giants, one must slow down and ask if the stock is really worth it. Or better – is it set to yield the same returns as a high-growth small-cap stock? As Francis Gannon, Co-Chief Investment Officer at Royce Investment Partners, says: 'Small-cap stocks are a 'forgotten' group that present lucrative opportunities for investors seeking diversification amid market uncertainties.' Small-cap stocks have a market capitalization between $300 million and $2 billion. Although generally more volatile and risky, history shows that small-cap stocks have often outperformed large-cap stocks. During the tech bubble of the 1990s, large-cap stocks were everyone's favorite, until the bubble burst in March 2000, when more and more small-cap companies witnessed better performance. In general, the performance of the stock doesn't entirely depend on whether the stock is large-cap or small-cap but more on where the macro and micro environments are taking the business. However, since the small-cap stocks are usually away from the analysts' eyes, they are more undervalued, and so can provide a solid return on the investment. Since there is a high growth potential for such a stock, small-cap stocks are highly valued by analysts. As the business itself is in an early stage of growth, there is more room for a stock boom. Volatility is another reason for holding these stocks. There is an increased likelihood of short-term trading and price swings that an investor can capitalize on. Additionally, many such stocks operate in specialized or niche markets, allowing the analysts to leverage interesting and unique business models, and that too, if successful, can return immensely. The fact that small-cap stocks are common targets for mergers and acquisitions is another reason to believe in these stocks. Analysts keep track of these stocks with the expectation of buyouts, which often leads to a premium in share price. A research report by John Hancock Investment Management on understanding the performance of small-cap stocks indicated that, historically, small-cap stocks have had higher average returns than large-cap stocks. As small-cap stocks work well in diversified portfolios, they behave differently than large-cap stocks. The study examined the existence of size premiums in the United States, emphasizing the historical performance of Fama/French U.S. Small and Large Cap portfolios. The findings show that since the 1920s, small-cap stocks have outperformed large-cap stocks. Another research by Invesco in 2020 revealed that small caps have outpaced large caps from the past four recessions in all but one of the following 1- and 3-year periods. To decide which small-cap stock is right for you, it is pertinent to monitor closely not only the stock itself but also its peers, as it provides a bigger picture. The factors that are crucial in the choice you make include the liquidity position, sensitivity to market swings, financial stability, and connection to AI. The stocks that we have selected are among the ones yielding high upside potential across a range of industries like financial, food, and mining. We have used Finviz and Stock Analysis screeners to select ten stocks with market capitalizations between $300 million and $2 billion. The one-year price targets have been extracted from Yahoo Finance to calculate the upside potential based on the stocks' prices as of March 28, 2025. These companies are then listed according to their upside potential. At Insider Monkey, we are obsessed with hedge funds. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A technician meticulously inspecting a corrosion-resistant insulation panel for a fire-protection system. Upside Potential: 166% Market Capitalization: $540.25 million Aspen Aerogels, Inc. (NYSE:ASPN) is an aerogel technology company that engages in the design, development, and marketing of aerogel materials incorporated in the energy, industrial, electric vehicle, and sustainable insulation materials markets across the United States, Canada, Asia, Europe, and Latin America. Claiming to be a technology leader in sustainability, this Massachusetts-based company promotes the adoption of EVs, energy efficiency, and the availability of cleaner fuels in conventional energy markets through its products. It is among the stocks with the biggest upside. In its recent earnings call, the company announced an impressive 90% year-over-year growth, with the adjusted EBITDA rising to $90 million from a loss of $23 million. Many believe it to be just the beginning. The Energy Industrial segment of Aspen Aerogels, Inc. (NYSE:ASPN) is forecasted to keep rising, with a 2025 guidance of $35 million to $40 million. The company's PyroThin Thermal Barriers Design Award from Volvo Truck, marking it to be the second one in the commercial vehicle segment, is yet another growth catalyst. While production will begin in the second half of 2026, sales are forecasted to ramp up in 2027. Amid Trump's conservative trade approach, Aspen Aerogels, Inc. (NYSE:ASPN) has adopted an effective pricing strategy, achieving optimization and collaboration with the EMF partner to reduce product costs. The Energy Industrial business is actually what the stakeholders are counting on as it will promote an exacerbated focus on energy and power generation. With this in mind, the stock clearly shows signs of huge upside potential. Overall, ASPN ranks 3rd on our list of small cap stocks with huge upside potential. While we acknowledge the potential of ASPN, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than ASPN but that trades at less than 5 times its earnings, check out our report about this . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
