ASPN

ASPEN AEROGELS INC

NYSE · Wholesale-Lumber & Other Construction Materials · Inc. DE · CIK 0001145986
$5.92 +3.50% $490.6M
High Impact Filing (8/10)9 New Institutional Positions6 Institutional Exits
Vol
Market Cap$490.6M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (75%)
Inst. Holders50 funds
Inst. Value$91.1M
Inst. Activity9 buys / 6 sells
SEC Reports2
Exchange NYSE·Sector Wholesale-Lumber & Other Construction Materials·Inc. DE·CIK 0001145986·Prev Close $5.72

Recent Activity

Jun 3, 2026 other
Aspen Aerogels Named a 2025 Supplier of the Year by General Motors
<p>NORTHBOROUGH, Mass., June 03, 2026 (GLOBE NEWSWIRE) -- Aspen Aerogels, Inc. (NYSE: ASPN) (“Aspe
May 13, 2026 Insider
SWEETNAM JAMES E was granted 10,370 shares
Director
May 13, 2026 Insider
SWEETNAM JAMES E was granted 8,706 shares
Director
May 13, 2026 Insider
NOGLOWS WILLIAM P was granted 10,370 shares
Director
Apr 23, 2026 SEC
Aspen Aerogels announced it will release Q1 2026 financial results on May 7, 2026, ahead of a conference call. No financ
PRESS-RELEASE — Impact 3/10
Feb 25, 2026 SEC
Aspen Aerogels reported a sharp decline in revenue and significant losses for Q4 and full year 2025, driven by reduced E
8-K — Impact 8/10
Inst.
Invesco Ltd. — TRIM
2,298,183 shares ($7.9M)
Inst.
MARSHALL WACE, LLP — DOUBLED
1,263,102 shares ($4.3M)

Price Targets

$6.35 +7.3% upside Buy
Current $5.92 Low $4.00 Median $7.00 High $8.00 5 analysts
$4.00 $8.00

Analyst Ratings

Buy75% buy · 12 analysts
2Strong Buy
7Buy
2Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 11, 2026 Barclays MAINTAIN Underweight → Underweight
Mar 5, 2026 Barclays MAINTAIN Underweight → Underweight
Feb 26, 2026 TD Cowen MAINTAIN Buy → Buy
Feb 26, 2026 Roth Capital MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.20 ▲ +4.4% $-0.24 — $-0.18 -411% YoY 4
Next Q $-0.13 ▲ +24.9% $-0.16 — $-0.08 -113% YoY 4
Current FY $-0.72 ▲ +7.7% $-0.82 — $-0.62 -46% YoY 4
Next FY $-0.10 ▼ -2508.3% $-0.16 — $-0.01 85% YoY 3

Top Institutional Holders

FundValueMove
BlackRock, Inc.$16.2M
VANGUARD CAPITAL MANAGEMENT LLC$11.8M
STATE STREET CORP$7.9MADD
Invesco Ltd.$7.9MTRIM
AMERIPRISE FINANCIAL INC$5.2M

Recent Insider Trades

DateInsiderTypeValue
May 13, 2026SWEETNAM JAMESA$0.00
May 13, 2026SWEETNAM JAMESA$0.00
May 13, 2026NOGLOWS WILLIAMA$0.00
May 13, 2026NOGLOWS WILLIAMA$0.00
May 13, 2026Kool KathleenA$0.00
50 institutional holders with $91.1M total value (26,650,829 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 9 institutions added/increased vs 6 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.4,743,076$16.2M17.8%
2VANGUARD CAPITAL MANAGEMENT LLC3,436,156$11.8M12.9%
3STATE STREET CORP2,320,727$7.9M8.7%ADD +28.6%
4Invesco Ltd.2,298,183$7.9M8.6%TRIM -44.4%
5AMERIPRISE FINANCIAL INC1,506,379$5.2M5.7%
6MARSHALL WACE, LLP1,263,102$4.3M4.7%DOUBLED +127.9%
7DIMENSIONAL FUND ADVISORS LP1,256,480$4.3M4.7%TRIM -37.3%
8ROYCE & ASSOCIATES LP986,513$3.4M3.7%
9GOLDMAN SACHS GROUP INC899,513$3.1M3.4%
10D. E. Shaw & Co., Inc.833,572$2.9M3.1%ADD +75.6%
11VANGUARD PORTFOLIO MANAGEMENT LLC716,732$2.5M2.7%
12CITADEL ADVISORS LLC581,187$2.0M2.2%DOUBLED +583.7%
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC556,725$1.9M2.1%
14VANGUARD FIDUCIARY TRUST CO454,402$1.6M1.7%
15FEDERATED HERMES, INC.450,036$1.5M1.7%ADD +94.7%
16TWO SIGMA INVESTMENTS, LP441,436$1.5M1.7%
17DEUTSCHE BANK AG\359,535$1.2M1.3%ADD +61.2%
18SUSQUEHANNA INTERNATIONAL GROUP, LLP274,317$938.2K1.0%
19Point72 Asset Management, L.P.256,614$877.6K1.0%
20BANK OF AMERICA CORP /DE/241,020$824.3K0.9%TRIM -68.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Invesco Ltd.TRIM4,129,9342,298,183-44.4%$7.9M2026-Q1
MARSHALL WACE, LLPDOUBLED554,1801,263,102+127.9%$4.3M2026-Q1
DIMENSIONAL FUND ADVISORS LPTRIM2,003,9631,256,480-37.3%$4.3M2026-Q1
DEUTSCHE BANK AG\ADD223,093359,535+61.2%$1.2M2026-Q1
BANK OF AMERICA CORP /DE/TRIM752,430241,020-68.0%$824.3K2026-Q1
MORGAN STANLEYTRIM347,648188,306-45.8%$644.0K2026-Q1
TUDOR INVESTMENT CORP ET ALADD79,171151,093+90.8%$516.7K2026-Q1
HSBC HOLDINGS PLCDOUBLED23,326104,982+350.1%$359.1K2026-Q1
CWM, LLCDOUBLED1,76424,626+1296.0%$84.2K2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDDOUBLED11,90023,800+100.0%$81.4K2026-Q1
MetLife Investment Management, LLCTRIM27,15415,118-44.3%$51.7K2026-Q1
Legal & General Group PlcNEAR_EXIT67,1306,035-91.0%$20.6K2026-Q1
Allworth Financial LPDOUBLED4191,115+166.1%$3.8K2026-Q1
NATIONAL BANK OF CANADA /FI/DOUBLED2001,000+400.0%$3.4K2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.DOUBLED56178+217.9%$609.002026-Q1
Invesco Ltd.DOUBLED1,222,3764,129,934+237.9%$11.7M2025-Q4
STATE STREET CORPADD1,944,6362,501,469+28.6%$7.1M2025-Q4
FEDERATED HERMES, INC.ADD289,931564,486+94.7%$1.6M2025-Q4
MARSHALL WACE, LLPADD312,190554,180+77.5%$1.6M2025-Q4
MORGAN STANLEYTRIM694,488347,648-49.9%$983.8K2025-Q4
Mitsubishi UFJ Asset Management Co., Ltd.ADD70,177131,468+87.3%$379.9K2025-Q4
STATE OF WISCONSIN INVESTMENT BOARDTRIM256,790120,238-53.2%$340.3K2025-Q4
Verition Fund Management LLCADD65,96296,973+47.0%$274.4K2025-Q4
Russell Investments Group, Ltd.TRIM134,24795,651-28.7%$270.7K2025-Q4
WELLS FARGO & COMPANY/MNADD53,76982,170+52.8%$232.5K2025-Q4
11 unique insiders with 29 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 13, 2026SWEETNAM JAMES EDirectorAWARD10,370
May 13, 2026SWEETNAM JAMES EDirectorAWARD8,706
May 13, 2026NOGLOWS WILLIAM PDirectorAWARD10,370
May 13, 2026NOGLOWS WILLIAM PDirectorAWARD8,706
May 13, 2026Kool KathleenDirectorAWARD10,370
May 13, 2026Kool KathleenDirectorAWARD8,706
May 13, 2026Robinson CariDirectorAWARD10,370
May 13, 2026Robinson CariDirectorAWARD8,706
May 13, 2026Mitchell Steven RDirectorAWARD10,370
May 13, 2026Mitchell Steven RDirectorAWARD8,706
Mar 8, 2026Landes GreggChief Operating OfficerTAX W/H1,924$3.22$6.2K
Mar 8, 2026Young Donald RPresident and CEOTAX W/H4,275$3.22$13.8K
Mar 8, 2026Thoele Grant DouglasCFO & TreasurerTAX W/H590$3.22$1.9K
Mar 8, 2026Whitaker Corby CChief Commercial OfficerTAX W/H1,924$3.22$6.2K
Mar 5, 2026Thoele Grant DouglasCFO & TreasurerTAX W/H2,368$3.27$7.7K
Mar 5, 2026Whitaker Corby CSVP, Sales and MarketingTAX W/H3,907$3.27$12.8K
Mar 5, 2026Daniel Santhosh PChief Accounting OfficerTAX W/H986$3.27$3.2K
Mar 5, 2026Young Donald RPresident and CEOTAX W/H8,618$3.27$28.2K
Mar 5, 2026Landes GreggSVP, Operations and Strat DeveTAX W/H3,814$3.27$12.5K
Mar 4, 2026Thoele Grant DouglasCFO & TreasurerAWARD55,298
Mar 4, 2026DEEGAN GLENN E.CAO, GC & Corp SecretaryAWARD55,503
Mar 4, 2026Young Donald RPresident and CEOAWARD156,716
Mar 4, 2026Young Donald RPresident and CEOAWARD212,249
Mar 4, 2026Landes GreggSVP, Operations and Strat DeveAWARD57,462
Mar 4, 2026DEEGAN GLENN E.CAO, GC & Corp SecretaryAWARD75,171
Mar 4, 2026Whitaker Corby CSVP, Sales and MarketingAWARD77,824
Mar 4, 2026Thoele Grant DouglasCFO & TreasurerAWARD74,893
Mar 4, 2026Landes GreggSVP, Operations and Strat DeveAWARD77,824
Mar 4, 2026Whitaker Corby CSVP, Sales and MarketingAWARD57,462

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (75% buy). Based on 12 analysts: 2 strong buy, 7 buy, 2 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$6.35 mean target +7.3% upside Buy (3.00)
$4.00 Low $8.00 High
MetricValue
Current Price$5.92
Target Low$4.00
Target Mean$6.35
Target Median$7.00
Target High$8.00
# Analysts5
RecommendationBuy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-0.20 $-0.24 $-0.18 -410.6% +4.4% 1↑ 1↓ $0.0B -45.6% 4
Next Q
2026-09-30
$-0.13 $-0.16 $-0.08 -113.3% +24.9% 3↑ 0↓ $0.1B -22.0% 4
Current FY
2026-12-31
$-0.72 $-0.82 $-0.62 -46.4% +7.7% 3↑ 0↓ $0.2B -27.6% 4
Next FY
2027-12-31
$-0.10 $-0.16 $-0.01 85.5% -2508.3% 2↑ 0↓ $0.3B 44.7% 3

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.204
7d ago$-0.214+0.010
30d ago$-0.214+0.010
60d ago$-0.214+0.010
90d ago$-0.080-0.124
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 11, 2026 Barclays MAINTAIN Underweight Underweight
Mar 5, 2026 Barclays MAINTAIN Underweight Underweight
Feb 26, 2026 TD Cowen MAINTAIN Buy Buy
Feb 26, 2026 Roth Capital MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262721075%
May 1, 20262721075%
Apr 1, 20262721075%
Mar 1, 20262821077%
Feb 1, 20262821077%
Jan 1, 20262831071%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 3, 2026
other
Aspen Aerogels Named a 2025 Supplier of the Year by General Motors
<p>NORTHBOROUGH, Mass., June 03, 2026 (GLOBE NEWSWIRE) -- Aspen Aerogels, Inc. (NYSE: ASPN) (“Aspen” or the “Company”), a technology leader in aerog
May 14, 2026
other
Aspen Aerogels Begins Staged Restart of East Providence Facility
<p>NORTHBOROUGH, Mass., May 14, 2026 (GLOBE NEWSWIRE) -- Aspen Aerogels, Inc. (NYSE: ASPN) (“Aspen” or the "Company") today announced the successful
May 7, 2026
earnings
Aspen Aerogels, Inc. Reports First Quarter 2026 Financial Results and Recent Business Highlights
<p align="center"><em>East Providence manufacturing facility expected to have a staged restart beginning in May</em><br><em>$175.6 million quarter-end
May 7, 2026
earnings_calendar
ASPN Q1 2026 Earnings Scheduled — 2026-05-07
Apr 23, 2026
earnings
Aspen Aerogels, Inc. Schedules First Quarter 2026 Earnings Release and Conference Call
<p>NORTHBOROUGH, Mass., April 23, 2026 (GLOBE NEWSWIRE) -- Aspen Aerogels, Inc. (NYSE: ASPN) (“Aspen” or the "Company") today announced that Don You
Apr 23, 2026
earnings_calendar
ASPN Q1 2026 Earnings Scheduled — 2026-04-23
Apr 21, 2026
other
Aspen Aerogels Provides East Providence Facility Update
<p>NORTHBOROUGH, Mass., April 21, 2026 (GLOBE NEWSWIRE) -- Aspen Aerogels, Inc. (NYSE: ASPN) (“Aspen” or the "Company") today provided an update on
Apr 14, 2026
short_volume
Short Volume: ASPN — 64.4% short (0.3M / 0.5M)
Short: 324,959 | Exempt: 1,301 | TRF Vol: 504,304 | Short Ratio: 64.4% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
short_volume
Short Volume: ASPN — 55.9% short (0.3M / 0.5M)
Short: 279,353 | Exempt: 11,564 | TRF Vol: 500,137 | Short Ratio: 55.9% | Off-exchange volume (dark pool + OTC)
Apr 10, 2026
short_volume
Short Volume: ASPN — 63.3% short (0.5M / 0.8M)
Short: 495,810 | Exempt: 2,672 | TRF Vol: 783,642 | Short Ratio: 63.3% | Off-exchange volume (dark pool + OTC)
Apr 9, 2026
other
Aspen Aerogels Provides Update on Incident at East Providence Facility
<p>NORTHBOROUGH, Mass., April 09, 2026 (GLOBE NEWSWIRE) -- Aspen Aerogels, Inc. (NYSE: ASPN) (“Aspen” or the "Company") today confirmed an incident
Mar 16, 2026
other
Aspen Aerogels, Inc. to Participate in the 38th Annual Roth Conference
<p align="left">NORTHBOROUGH, Mass., March 16, 2026 (GLOBE NEWSWIRE) -- Aspen Aerogels, Inc. (NYSE: ASPN) (“Aspen” or the “Company”), a technology l
Feb 25, 2026
earnings_calendar
ASPN Q4 2025 Earnings Before Market Open — 2026-02-25