Added to YB: 2026-04-22
Pitch date: 2026-04-20
ASPN [neutral]
Aspen Aerogels, Inc.
-0.84%
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
$288.2M
Pitch Price
$3.58
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.7K
P/E
-0.74
EV/Sales
1.01
Sector
Chemicals
Category
turnaround
Monday Delight: 20/04/2026 - Aspen Aerogels, Inc.
ASPN (quick overview): Gold-standard aerogel thermal barriers for EVs & energy infrastructure. Turnaround underway: selling $35M plant to cut EBITDA breakeven to $175M rev (from $330M). At 2025 rev of $271M, could generate ~$50M EBITDA w/ 50-60% incremental margins. <$10M capex = ~7x FCF for industry leader. 1.0x EV/Sales, 1.2x P/B.
Read full article (1 min)