$ASPN

Aspen Aerogels (ASPN) will release Q3'26 earnings on October 22. Analysts expect revenue of 72.07M USD and EPS of (0.09) USD. The announcement is expected at 8:00 AM ET.

B.Riley reiterated a Buy rating and $9.00 price target on Aspen Aerogels (ASPN) after management meetings. The stock is up 107% YTD but may be overvalued. ASPN expects EV production to match sales, strong European EV penetration, and positive adjusted EBITDA by Q3 2026. Q2 2026 revenue beat expectations, but earnings missed.

U.S. insider trading activity on Thursday included significant purchases and sales. Durable Capital Partners LP bought 150,000 shares of Goosehead Insurance (GSHD) at $47.32 each, while Marc Grandisson acquired 25,000 shares of Howard Hughes Holdings (HHH) at $64.1175. Sales included Wood River Capital selling 12.3 million shares of Aspen Aerogels (ASP) at $4.73 each, and Michael Intrator selling $26.7 million of CoreWeave (CW) stock.

Wood River Capital, LLC sold 12,280,426 shares of ASPEN AEROGELS INC (ASPN) at $4.73 ($58.09M total) on 2026-09-23. Filed jointly with Koch, Inc. (10% owner).

ASPEN AEROGELS INC (ASPN) filed an SEC Form 8-K — Regulation FD Disclosure. Exhibit 99.1 September 15, 2026 ASPEN AEROGELS NYSE: ASPN INVESTOR PRESENTATION r D e c k | S e p t e m b e r 1 5 , 2 0 2 6 Aspen Aerogels | Investor Deck | September 15, 2026 2 Disclaimer on Forward Looking Statements This presentation and any related discussion contains “forwar

Aspen Aerogels (ASPN) reported Q2 gross profit of $3.3M (7% margin) after $5.3M of incremental costs tied to an April explosion at its East Providence plant. Adjusted gross profit was $8.6M (17%). GAAP net loss was $23.3M. The company is restarting the plant and expects full capacity in 1H 2027, while raising 2026 European Thermal Barrier revenue outlook to $20M-$30M.

ASPEN AEROGELS INC (ASPN) filed an SEC Form 8-K — Results of Operations and Financial Condition. EXHIBIT 99.1 Aspen Aerogels, Inc. Reports Second Quarter 2026 Financial Results and Recent Business Highlights Q2 2026 Thermal Barrier revenue of $29.5 million, up 81% quarter-over-quarter Q3 2026 expected revenue range of $65 to $80 million and adjusted EBITDA range of $7 to $15

California’s Attorney General activity in 2026 targets the “friendly PC” model under the state’s corporate practice of medicine ban. The AG filed an amicus brief in Art Center Holdings v. WCE CA Art over alleged MSO control, and announced settlements with Aspen Dental Management ($2M penalties, $300k restitution) and Carbon Health ($4.5M combined penalties) over alleged corporate practice and related advertising/billing issues.

South Korea’s Patent Court invalidated three Aspen Aerogels patents covering improved hydrophobic aerogel material, according to the company’s press release. The ruling upheld the Intellectual Property Trial and Appeal Board’s view that the patents failed patentability requirements. Beerenberg, an insulation-products firm, said the decision removes uncertainty over infringement claims.

Aspen Aerogels (ASPN) has initiated a staged restart of its East Providence facility after an April 8, 2026 explosion, a critical step towards restoring production capacity. Despite a challenging Q1 2026 with revenue down 51.8% year-over-year, the company maintains a strong cash position of $175.6 million, bolstered by a $37.6 million GM settlement. The path forward involves balancing the gradual ramp-up of East Providence, leveraging external manufacturing, and navigating evolving market dynamics in its key Thermal Barrier and Energy Industrial segments, presenting a complex risk-reward profile for investors.