Added to YB: 2025-03-20
Pitch date: 2024-08-12
ASPN [bullish]
Aspen Aerogels, Inc.
-86.04%
current return
Author Info
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Company Info
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.
Market Cap
$448.9M
Pitch Price
$23.06
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.70
P/E
32.18
EV/Sales
0.94
Sector
Chemicals
Category
growth
Long Term Idea: Aspen Aerogels Inc.
ASPN: Aerogel insulation co. Q2 rev $117.8M (+145% YoY), net income $16.8M. Thermal barriers $80.8M (+540% YoY), Energy Industrial $36.9M (+4% YoY). Gross margin 44% (+26pts YoY). Strong EV market growth potential. Challenges: profitability history, capital-intensive. Diversified applications, innovative tech.
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