Core Viewpoint - Aspen Aerogels (ASPN) is anticipated to report a significant year-over-year increase in earnings and revenues for the quarter ended December 2024, with earnings expected to be $0.09 per share, reflecting a +1000% change, and revenues projected at $121 million, up 43.7% from the previous year [1][3]. Earnings Expectations - The upcoming earnings report is scheduled for February 12, and the stock may experience upward movement if the reported numbers exceed expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has been revised 23.21% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP for Aspen Aerogels is +53.12%, suggesting a strong likelihood of beating the consensus EPS estimate [11]. - The Most Accurate Estimate is higher than the Zacks Consensus Estimate, indicating recent bullish sentiment among analysts regarding the company's earnings prospects [10]. Historical Performance - Aspen Aerogels has a history of exceeding consensus EPS estimates, having beaten expectations in the last four quarters, including a notable surprise of +210% in the last reported quarter [12][13]. Industry Context - In the Zacks Building Products - Miscellaneous industry, Masco (MAS) is expected to report earnings of $0.88 per share, reflecting a +6% year-over-year change, with revenues projected at $1.84 billion, down 2.2% from the previous year [17]. - Masco's consensus EPS estimate has remained unchanged over the last 30 days, but it has an Earnings ESP of -0.98%, making it challenging to predict a beat on the consensus EPS estimate [18].

Settlement Agreement - Aspen Aerogels has reached a settlement with AMA S p A and AMA Composites S r l to resolve a patent dispute regarding the unauthorized sale of infringing aerogel insulation materials in Europe [1] - The settlement concludes Aspen's legal action against AMA before the Court of Genoa, Italy [1] Company Commitment - Aspen remains committed to protecting its intellectual property rights worldwide and promoting fair competition in the marketplace [2] - The company will continue to take appropriate measures to safeguard its intellectual property and support fair industry practices [2] Company Overview - Aspen Aerogels is a technology leader in sustainability and electrification solutions, focusing on resource efficiency, e-mobility, and clean energy [3] - The company's PyroThin® products address thermal runaway challenges in the electric vehicle (EV) market [3] - Aspen's carbon aerogel initiative aims to enhance lithium-ion battery cell performance, reducing EV charging time and costs [3] - Cryogel® and Pyrogel® products are highly valued by major energy infrastructure companies [3] - Aspen's strategy involves partnering with industry leaders to expand its Aerogel Technology Platform® into high-value markets [3]

Company Overview - Aspen Aerogels, Inc. is a technology leader in sustainability and electrification solutions, focusing on resource efficiency, e-mobility, and clean energy [4] - The company's aerogel technology supports customers in addressing global megatrends [4] Financial Results Announcement - Aspen Aerogels will discuss its financial results for the fourth quarter and fiscal year 2024 during a conference call on February 13, 2025, at 8:30 a.m. ET [1] - Financial results will be released on February 12, 2025, after market close [1] Conference Call Participation - Shareholders and interested parties can join the conference call by dialing specific numbers and referencing the conference ID "890624" [2] - A live listen-only webcast will be available on the Investors section of Aspen's website [2] Webcast Replay - A replay of the webcast will be accessible on the Investor Relations section of Aspen's website for approximately one year after the conference call [3] Product and Market Focus - Aspen's PyroThin® products address thermal runaway challenges in the electric vehicle market [4] - The carbon aerogel initiative aims to enhance lithium-ion battery performance, reducing charging time and costs for EV manufacturers [4] - The Cryogel® and Pyrogel® products are utilized by major energy infrastructure companies [4] - Aspen's strategy involves partnering with industry leaders to expand its Aerogel Technology Platform into high-value markets [4]

Core Viewpoint - Aspen Aerogels (ASPN) shares have seen a slight increase of 0.1% over the past four weeks, closing at $13.16, with analysts suggesting a potential upside of 120.4% based on a mean price target of $29 [1] Price Targets - The average price target consists of 11 estimates ranging from a low of $14 to a high of $35, with a standard deviation of $5.59, indicating variability among analysts [2] - The lowest estimate suggests a 6.4% increase from the current price, while the highest estimate indicates a potential upside of 166% [2] - A low standard deviation signifies greater agreement among analysts regarding price movement [2][7] Analyst Sentiment - Analysts are increasingly optimistic about ASPN's earnings prospects, as evidenced by a strong consensus in revising EPS estimates higher, which correlates with potential stock price increases [4][9] - Over the past 30 days, one estimate has increased with no negative revisions, leading to a 0.2% rise in the Zacks Consensus Estimate [10] Zacks Rank - ASPN holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimate factors, indicating strong potential for upside [11] Caution on Price Targets - While price targets are a common metric, they should not be the sole basis for investment decisions due to historical inaccuracies in predicting actual stock price movements [5][8] - Analysts may set overly optimistic price targets influenced by business relationships, which can lead to inflated estimates [6]

Aspen Aerogels, Inc. (NYSE:ASPN) Q3 2024 Earnings Conference Call November 7, 2024 8:30 AM ET Company Participants Neal Baranosky – Senior Director of Corporate of Strategy & Finance Donald R. Young – President and CEO Ricardo C. Rodriguez – CFO and Treasurer Conference Call Participants Eric Stine - Craig-Hallum Capital Colin Rusch - Oppenheimer George Gianarikas - Canaccord Genuity Alexander Potter - Piper Sandler Ryan Pfingst - B. Riley Securities Thomas Curran - Seaport Research Partners Jeffrey Osborne ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-36481 ASPEN AEROGELS, INC. (Exact name of registrant as specified in its charter) Delaware 04-3559972 (State or other juris ...

November 7, 2024 ASPEN AEROGELS Q3 2024 FINANCIAL RESULTS CALL aspen aerogels Disclaimer on Forward Looking Statements This presentation and any related discussion contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995 that involve risks and uncertainties that could cause actual results to be materially different from historical results or from any future results expressed or implied by such forward-looking statements, including statements relating t ...

Aspen Aerogels (ASPN) came out with quarterly earnings of $0.11 per share, beating the Zacks Consensus Estimate of a loss of $0.10 per share. This compares to loss of $0.19 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 210%. A quarter ago, it was expected that this maker of insulation products would post earnings of $0.05 per share when it actually produced earnings of $0.21, delivering a surprise of 320%. Over the last fou ...

Financial Performance - Q3 2024 revenue was approximately $117 million, with an Adjusted EBITDA of about $25 million[6] - The company reported a net loss of approximately $13 million for Q3 2024, which included a one-time charge of $27.5 million from the extinguishment of a convertible note[6] - Aspen's Thermal Barrier revenue increased by 277% year-over-year, reaching $232 million in the past 12 months[5] - The financial results for Q3 2024 are preliminary and subject to finalization, with actual results potentially varying materially[6] Loan and Funding - Aspen Aerogels, Inc. received a conditional commitment for a proposed loan of up to $670.6 million from the U.S. Department of Energy to fund the construction of its second aerogel manufacturing facility[1] - The interest rate for the proposed loan will be based on the applicable U.S. Treasury Rate at the time of each cash draw[2] - The company aims to optimize its capital structure through the proposed loan, enhancing its long-term growth opportunities[3] Project Development - The Register Plant is expected to generate incremental revenue capacity of $1.2 billion to $1.6 billion, depending on product mix[2] - The Register Plant project is anticipated to create up to 550 construction jobs and 255 permanent full-time operations jobs[2] Product Innovation - Aspen's PyroThin® products are designed to improve battery safety and performance, addressing thermal runaway challenges in electric vehicles[3]

Investors interested in Construction stocks should always be looking to find the best-performing companies in the group. Has Aspen Aerogels (ASPN) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out.Aspen Aerogels is a member of the Construction sector. This group includes 88 individual stocks and currently holds a Zacks Sector Rank of #14. The Zacks Sector Rank gauges the strength of our 16 individual sector groups by measuring the average Zacks ...