Aspen Aerogels Inc (ASPN)

Over the past six months, Aspen Aerogels' stock has experienced significant volatility. In October 2025, the stock price fell but experienced a rise due to a buy signal. In September 2025, the company's market cap fell. In August 2025, Aspen Aerogels reported its Q2 earnings, surpassing analysts' estimates, but Barclays downgraded the stock. In July 2025, Aspen Aerogels announced its participation in investor conferences. In May 2025, the company reported Q1 2025 revenues and closed its Statesboro, Georgia manufacturing facility due to a decrease in EV demand, leading to a net loss. The stock's 52-week high was $20.19 and its 52-week low was $4.16.

Specific details on the seasonal demand for Aspen Aerogels' products and services are not explicitly outlined. The demand for the company's products is significantly influenced by the electric vehicle (EV) market and the energy industrial market. Fluctuations in EV demand directly impact the sales of products like PyroThin.

Aspen Aerogels, Inc. specializes in aerogel-based solutions for sustainability and electrification, operating within the Industrials sector, specifically in the Building Products & Equipment and Construction industries. The company's core business revolves around its proprietary aerogel technology platform, which it leverages to create solutions offering superior thermal performance and fire safety. Its major products include PyroThin, Pyrogel XTE, Pyrogel HPS, Pyrogel XTF, Cryogel Z, Spaceloft Subsea, Cryogel X201, Spaceloft Grey and Spaceloft A2.

Aspen Aerogels, Inc. operates globally, with its products sold in the United States, Canada, Asia, Europe, and Latin America. The company's headquarters are located in Northborough, Massachusetts, United States.

Aspen Aerogels is recognized as a technology leader in aerogel-based solutions for sustainability and electrification. The company emphasizes its role in helping industries and society address pressing technological challenges related to energy conservation, asset protection, and safety, particularly in fire safety and e-mobility. Its work with major automotive and battery manufacturers highlights its position in critical and high-growth markets.

Institutional investors hold a significant portion of Aspen Aerogels' shares, approximately 82% according to some reports, while another source indicates 16.08% is owned by institutional investors. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., State Street Corporation, Kim, Llc, Oaktop Capital Management Ii, L.p., George Kaiser Family Foundation, Needham Investment Management Llc, Dimensional Fund Advisors LP, Goldman Sachs Group Inc, Spring Creek Capital, LLC, Geode Capital Management, LLC and Allspring Global Investments Holdings LLC. Hedge funds control about 5.3% of Aspen Aerogels' shares. The general public owns approximately 11% of the company. CEO Donald Young directly holds 0.7% of the total shares outstanding. Koch Inc and Wood River Capital LLC are also listed as significant shareholders, each owning 14.94% of the company's shares.