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Aspen Aerogels Inc Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest, by Young Donald R, was filed 12 May 2025.
Aspen Aerogels Inc: what insiders have been doing
Aspen Aerogels Inc is a Chemicals & Materials company. Its directors and officers file their transactions with SEC (Form 4). From 20 October 2025 to 20 October 2026, the disclosure feed for Aspen Aerogels Inc logged 21 filings by 13 insiders.
There is no open-market purchase to report; the filings show 2 sales worth €50.9M by 2 insiders. The largest single trade was a sale of €50.8M by Wood River Capital, LLC, published on 24 September 2026, equal to 13.2% of the market capitalisation.
The median gap between a trade and its publication by SEC (Form 4) is 2 days. For comparison, the SEC allows two business days to file a Form 4. Keep in mind that insiders sell for many reasons unrelated to the outlook, from tax bills to estate planning.
For context, the typical company on the same exchange (median of 5,453 companies) published 22 filings over the same period, against 21 filings here. Over the whole record (from 2019), the tally stands at 18 purchases and 28 sales. In its latest annual report filed with the SEC (10-K/A, fiscal year ended 31 December 2025), the company reported revenue of 271.1 m USD and net income of -389.6 m USD.
Source: insider filings from SEC (Form 4). Past trades are no guide to future returns.
Insider Decl.
254
Thresholds
n/a
Buy Volume
€147M
18 ops. · all time
Sell Volume
€132M
28 ops. · all time
Who traded when
BuySaleDonald R. Young1 buy1 sale
Santhosh P. Daniel1 sale
Wood River Capital, LLC1 sale
Since the insiders bought
- -9.1%Entry US$5.94 · Close at T+365 US$5.40
- +263.7%Entry US$6.33 · Close at T+365 US$23.02
- +408.3%Entry US$5.75 · Close at T+365 US$29.23
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Aspen Aerogels Inc Buy (bullish), based on 5 analysts. Average price target: US$7.75.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 24,800 of 26,279 companies
16.5
score / 100
Value19
Quality15
FCF yld-1.0%
Earn yld-88%
EV/EBITDA·
ROE-50%
Gross mgn17%
Net mgn·
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$5.32
Analyst consensus
5 analystsBuy
US$5.00Target US$7.75(+46%)US$10.00
Income statement
RevenueUS$271.1M
Gross profitUS$46M17% margin
EBITDA-US$331.3M-122% margin
Net income-US$389.6M-62.4% margin
Valuation
PER (forward)-34.3x
P/Book2.3x
Beta3.06
Balance sheet & cash
Market capUS$441.5M
Total debtUS$143.7M
Free Cash Flow-US$4.6M
Debt / Equity65%
Profitability & ownership
ROE-50.4%
ROA-8.4%
% insiders1.4%
% institutions74.7%
Last declaration on 1 October 2026
Declarations254 total
1,143 shares@ US$5.480.0014% mcap100.0% of flowCommon StockSEC:0001193125-26-410794:0
12,280,426 shares@ US$4.7313.23% mcap22.7% of flowCommon StockSEC:0001193125-26-401380:0
5,593 shares@ US$6.310.0074% mcap100.0% of flowCommonSEC144:0001950047-26-007871
14,799 sharesCommon StockSEC:0001104659-26-078273:0
10,370 shares0Common StockSEC:0001193125-26-224375:0
10,370 shares0Common StockSEC:0001193125-26-224377:0
10,370 shares0Common StockSEC:0001193125-26-224372:0
10,370 shares0Common StockSEC:0001193125-26-224373:0
10,370 shares0Common StockSEC:0001193125-26-224374:0
1,924 shares@ US$3.220.0017% mcap0.9% of flowCommon StockSEC:0001193125-26-100339:0
590 shares@ US$3.220.0005% mcap100.0% of flowCommon StockSEC:0001193125-26-100342:0
1,924 shares@ US$3.220.0017% mcap1.9% of flowCommon StockSEC:0001193125-26-100345:0
4,275 shares@ US$3.220.0037% mcap0.2% of flowCommon StockSEC:0001193125-26-100349:0
156,716 shares0Common StockSEC:0001193125-26-096830:0
57,462 shares0Common StockSEC:0001193125-26-096829:0
55,503 shares0Common StockSEC:0001193125-26-096823:0
986 shares@ US$3.273.4% of flowCommon StockSEC:0001193125-26-096817:0
57,462 shares0Common StockSEC:0001193125-26-096820:0
55,298 shares0Common StockSEC:0001193125-26-096816:0
10,273 shares0Common StockSEC:0001193125-25-327079:0
56,845 shares@ US$3.232.4% of flowCommon StockSEC:0001193125-25-283251:0
10,273 shares0Common StockSEC:0001193125-25-230376:0
11,673 shares0Common StockSEC:0001193125-25-228698:0
1,563 shares@ US$6.5910.9% of flowCommon StockSEC:0001193125-25-203735:0
1,581 shares@ US$6.6116.1% of flowCommon StockSEC:0000950170-25-113594:0
25 of 254 declarations
About Aspen Aerogels Inc
Aspen Aerogels, Inc. (NYSE: ASPN) is a United States-based specialty materials company listed on the NYSE. Founded in 2001 and publicly traded since 2014, Aspen has built its franchise around a proprietary aerogel technology platform focused on high-performance thermal management and insulation solutions. The company is headquartered in Northborough, Massachusetts, with manufacturing operations in East Providence, Rhode Island, and an external manufacturing facility in China. Its business model combines U.S.-based production with a global customer reach. ([ir.aerogel.com](https://ir.aerogel.com/why-invest/default.aspx))
From an equity analyst perspective, Aspen Aerogels occupies a niche position in advanced materials rather than a broad commodity materials profile. The company designs, develops, and manufactures innovative aerogel-based materials used primarily in energy industrial applications, sustainable insulation materials, and electric vehicle (EV) thermal barrier systems. Aspen’s materials are engineered to deliver high thermal resistance, improved fire performance, low density, and other properties suited to extreme operating environments where conventional materials may underperform. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1145986/000119312526106453/aspn-20251231.htm?utm_source=openai))
Read moreShow less
Aspen’s competitive position rests on technology leadership, intellectual property, and long-term customer relationships. The company describes itself as an aerogel technology leader and says it created the modern aerogel materials market. It also points to a substantial patent portfolio and an installed base of aerogel materials as evidence of scale and durability. Key customers and partners include large global industrial and automotive names such as General Motors, SK, Evonik, and Exxon Mobil. ([ir.aerogel.com](https://ir.aerogel.com/why-invest/default.aspx))
Its core commercial lines are concentrated in two operating segments: Thermal Barrier and Energy Industrial. The Thermal Barrier business is tied closely to EV battery safety and thermal protection, while the Energy Industrial segment serves energy infrastructure and industrial insulation use cases, including subsea pipeline projects. In recent quarters, Aspen has highlighted growth opportunities in European OEM programs and in LNG and subsea pipeline markets, while also managing softer North American EV demand. ([ir.aerogel.com](https://ir.aerogel.com/news/news-details/2026/Aspen-Aerogels-Inc--Reports-Fourth-Quarter-and-Full-Year-2025-Financial-Results-and-Recent-Business-Highlights/default.aspx))
Geographically, Aspen serves global markets from a U.S. manufacturing base, with notable exposure to North America, Europe, and international industrial customers. Recent company updates have been especially important for investors: in February 2026 Aspen launched a strategic review to improve its long-term competitive positioning; it also disclosed a $37.6 million commercial settlement from General Motors; and it won additional subsea pipeline work expected to be delivered in the third quarter of 2026. In May 2026, management said the East Providence plant was expected to restart in stages after an April incident, while emphasizing supply-chain flexibility and resilience. ([ir.aerogel.com](https://ir.aerogel.com/news/news-details/2026/Aspen-Aerogels-Inc--Reports-Fourth-Quarter-and-Full-Year-2025-Financial-Results-and-Recent-Business-Highlights/default.aspx))
