ASPEN AEROGELS INC
Aspen Aerogels designs, develops and manufactures aerogel materials for energy industrial, sustainable insulation materials and electric vehicle markets. Its two reportable segments are Thermal Barrier and Energy Industrial. The Thermal Barrier segment sells PyroThin aerogel barriers for battery packs in electric vehicles and energy storage systems. Aspen Aerogels supplies production parts to automotive and battery customers, including GM, Toyota and ACC, and sells prototype parts to manufacturers in several markets. The Energy Industrial segment sells aerogel insulation, including Pyrogel and Cryogel products, to oil producers and operators of refineries, petrochemical plants, liquefied natural gas facilities and power assets. It also serves other markets, including military aircraft, trains and buses. Aspen Aerogels makes money by selling its thermal barriers and insulation products through direct sales and a network of distributors and contractors. It manufactures at a facility in East Providence, Rhode Island, and uses external manufacturing capabilities in China for its Energy Industrial segment. Its headquarters are in Northborough, Massachusetts.
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See all $ASPN insider activity →Aspen Aerogels (ASPN) appointed Stacy D. Nieuwoudt as a Class III director and to its Audit and Compensation & Leadership Development committees, effective November 4, 2026. Nieuwoudt, a private investor since 2019, will receive $45,000 annual cash retainer for board service and additional compensation for committee roles. The board expanded from six to seven members.
ASPEN AEROGELS INC (ASPN) filed an SEC Form 8-K — Results of Operations and Financial Condition. EXHIBIT 99.1 Aspen Aerogels, Inc. Reports Third Quarter 2026 Financial Results and Recent Business Highlights Q3 2026 revenue of $85 million, up 71% quarter-over-quarter and above the high end of outlook Q3 2026 net loss of $10 million; Adjusted EBITDA of $20 million, above the h
Aspen Aerogels reported Q3 revenue of $85.2M, up 71% YoY, with adjusted EBITDA of $19.8M and a net loss of $10.4M, including incident-related costs. The company cited sustained demand and facility recovery as key factors for future growth.
Recent ASPN coverage spans earnings, corporate actions and financial news.
Board expansion and new committee members may influence governance and future strategic decisions, but immediate price impact is likely limited.
The strong earnings beat and issued guidance suggest upside pressure on the stock.
Strong top‑line growth and improved EBITDA suggest upside, but higher loss and incident costs limit the rally.
Guidance below expectations may pressure the stock; upside if results beat.
Potential modest upside as the new $9 target may attract buyers.
AlphAI scores every news story that mentions ASPN with an AI model for sentiment and relevance, and aggregates insider trades from ASPEN AEROGELS INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Aspen Aerogels (ASPN) appointed Stacy D. Nieuwoudt as a Class III director and to its Audit and Compensation & Leadership Development committees, effective November 4, 2026. Nieuwoudt, a private investor since 2019, will receive $45,000 annual cash retainer for board service and additional compensation for committee roles. The board expanded from six to seven members.
ASPEN AEROGELS INC (ASPN) filed an SEC Form 8-K — Results of Operations and Financial Condition. EXHIBIT 99.1 Aspen Aerogels, Inc. Reports Third Quarter 2026 Financial Results and Recent Business Highlights Q3 2026 revenue of $85 million, up 71% quarter-over-quarter and above the high end of outlook Q3 2026 net loss of $10 million; Adjusted EBITDA of $20 million, above the h
Aspen Aerogels reported Q3 revenue of $85.2M, up 71% YoY, with adjusted EBITDA of $19.8M and a net loss of $10.4M, including incident-related costs. The company cited sustained demand and facility recovery as key factors for future growth.
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
