ASPN
ASPEN AEROGELS INCPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Feb 25 Aspen Aerogels reported a sharp decline in revenue and significant l…
- R Aug 15 A strong institutional accumulation cluster emerged in ASPN during 2…
- R Sep 15 Aspen Aerogels filed an 8-K furnishing an investor presentation on S…
- S Sep 23 1 insider sell $58.1M at $4.73
- R Sep 25 Wood River Capital, LLC (an affiliate of Koch, Inc.) has exited its…
- X Sep 30 Short interest falls 32.7% to 6.10M
Signal stack
Where each data set points today.
- InsidersBEARISH
1 insider sold $58.1M.
- InstitutionsBULLISH
Q2 2026: 22 added (0 new), 12 trimmed or exited.
- AnalystsBULLISH
9 of 12 rate it Buy or better. Median target $7.75 (+42%).
- EstimatesRISING
Current-quarter EPS estimate −$0.128 → −$0.066 over 90 days. 2 up, 1 down in 30 days.
- TrendUPTREND
4% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| AMERICAN CENTURY COMPANIES INC | DOUBLED | $15.9M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | ADD | $13.0M |
| GOLDMAN SACHS GROUP INC | ADD | $8.7M |
| ROYCE & ASSOCIATES LP | ADD | $8.4M |
| D. E. Shaw & Co., Inc. | ADD | $6.8M |
| FEDERATED HERMES, INC. | ADD | $3.8M |
| TUDOR INVESTMENT CORP ET AL | DOUBLED | $3.6M |
| PANAGORA ASSET MANAGEMENT INC | DOUBLED | $2.8M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
12 analystsPrice is inside the target range. Median implies +42%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Aug 11, 2026 | Barclays MAINTAIN | Underweight |
| May 11, 2026 | Barclays MAINTAIN | Underweight |
Washington
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 30, 2026 | DEEGAN GLENN E. CAO, GC & Corp Secretary | TAX W/H | $6.3K |
| Sep 23, 2026 | Wood River Capital, LLC 10%+ Owner | SELL | $58.1M |
| Jun 23, 2026 | NOGLOWS WILLIAM P Director | EXERCISE | $70.3K |
| May 13, 2026 | SWEETNAM JAMES E Director | AWARD | 10,370 sh |
| May 13, 2026 | SWEETNAM JAMES E Director | AWARD | 8,706 sh |
| May 13, 2026 | NOGLOWS WILLIAM P Director | AWARD | 10,370 sh |
| May 13, 2026 | NOGLOWS WILLIAM P Director | AWARD | 8,706 sh |
| May 13, 2026 | Kool Kathleen Director | AWARD | 10,370 sh |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | -$0.07 | -$0.09–-$0.03 | +0.0% | $72.1M |
| Next Q | -$0.09 | -$0.13–-$0.06 | +0.0% | $64.9M |
| Current FY | -$0.58 | -$0.72–-$0.42 | +8.3% | $224.7M |
| Next FY | -$0.15 | -$0.29–-$0.08 | +0.0% | $280.4M |
Short side
FINRA· Oct 15, 2026SecBot reports
7 filings · 1 bullish · 2 bearish · 1 mixed · 3 neutral- NEUTRAL PRESS-RELEASEOct 22, 2026
Aspen Aerogels, Inc. announced it will report its Q3 2026 results on November 5, 2026.
- NEUTRAL SC 13GOct 19, 2026
Orin Hirschman and affiliated entities (AIGH Capital Management LLC, AIGH Investment Partners LLC)…
Monitor for any future conversion to Schedule 13D, which would signal activist intent. The 8.6% stake is large enough to be influential if the filer changes strategy, but the current passive…
- BEARISH SC 13D/ASep 24, 2026
Wood River Capital, LLC (an affiliate of Koch, Inc.) has exited its entire position in Aspen…
The complete exit by a Koch-affiliated activist removes a potential catalyst for operational or strategic change. Monitor for any new 13D filings or insider buying that could signal fresh…
- MIXED 8-KSep 15, 2026
Aspen Aerogels filed an 8-K furnishing an investor presentation on September 15, 2026. The…
The presentation signals a structural turnaround story with improving margins and a clear path to profitability, but execution risk remains on the East Providence restart and European program ramp…
All ASPN filing & press-release reports (7)
- PRESS-RELEASE reportOct 22, 2026
- SC 13G reportOct 19, 2026
- SC 13D/A reportSep 24, 2026
- 8-K reportSep 15, 2026
- INST-CLUSTER reportAug 15, 2026
- PRESS-RELEASE reportApr 23, 2026
- 8-K reportFeb 25, 2026