Held by
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portfolios on TandT
Bookmarked by
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Avg position size
—
of holders' portfolios
13F filers
1
institution
Sector
Software - Application
P/S (TTM)
14.7
EV / FCF (TTM)
52.5
Aspen Technology, Inc. offers advanced global solutions for enterprise asset performance management, monitoring, and optimization. These offerings are specifically designed for complex operational environments where it is critical to maximize efficiency throughout an asset's entire lifecycle, from design to operation and ongoing maintenance. The company's extensive client base spans numerous sectors, including bulk chemicals, consumer packaged goods, food and beverage, metals and mining, pharmaceuticals, polymers, pulp and paper, specialty chemicals, transportation, water and wastewater, various segments of the energy industry (upstream, downstream, midstream, LNG, and power generation, transmission, and distribution), and engineering, procurement, and construction (EPC) firms. Founded in 2021, Aspen Technology, Inc. is headquartered in Bedford, Massachusetts.
www.aspentech.comNo one on the platform currently holds AZPN.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2024-12-31 | 55,080 | $13.7M |
No one on the platform has traded AZPN yet.
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | — | — | — | |||
| Rev. Growth % | 8.0% | 13.5% | ||||
| Profit Margin % | -0.9% | 16.3% | 24.5% | |||
| Free Cash Flow Margin % | 29.7% | 36.8% | 37.5% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is -18.5% on the P/E track.
At today's price, your expected annual return is +2.7% on the P/E track.
At today's price, your expected annual return is +13.0% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $1.4B | +7.9% | $8.86 | $3.48–$11.76 | 29.8× | 5 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 3 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2025-02-04 | $1.85 | $2.06 | +11.4% |
| 2024-11-04 | $1.53 | $0.85 | -44.4% |
| 2024-08-06 | $2.07 | $2.37 | +14.5% |
| 2024-05-07 | $1.46 | $1.70 | +16.4% |
| 2024-02-06 | $1.49 | $1.37 | -8.1% |
| 2023-11-06 | $1.41 | $1.16 | -17.7% |
| 2023-08-01 | $2.19 | $2.13 | -2.7% |
| 2023-04-26 | $1.66 | $1.06 | -36.1% |
| $21.8B |
| — |
| GENGen Digital Inc. | $31.25 | -0.49% | $18.7B | — |
| JNPRJuniper Networks, Inc. | $39.95 | +0.05% | $13.4B | — |
Source: Financial Modeling Prep · peers by sector/industry
Loop Capital has updated their rating for Aspen Technology ( $AZPN ) to Hold with a price target of 265.
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$AZPN Digging AZPN's industrial software play. Solid AI and sustainability focus with impressive financials. Acquisition strategy looks smart - positioning well for energy transition. Watching closely for next quarter's performance. Might initiate a small position soon. high-quality article: https://beyondspx.com/article/aspen-technology-nasdaq-azpn-navigating-the-industrial-software-landscape-with-innovation-and-resilience
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These stocks are witnessing a significant influx of capital, with dollar flow reaching exceptionally high levels $AWK $AEE $RKT $TME $AZPN #stocks #trading #investing
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S&P400 Index Change on market close Addition - $ACI Deletion - $AZPN (Pending Acq., $EMR)
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$ACI $AZPN $EMR Albertsons to replace Aspen Technology in S&P 400 at open on 3/11 Albertsons Companies (ACI) will replace Aspen Technology (AZPN) in the S&P MidCap 400 effective prior to the opening of trading on Tuesday, March 11. S&P 500 constituent Emerson Electric Co. (EMR) is acquiring Aspen Technology in a deal expected to be completed soon, pending final closing conditions.
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Wall St is expecting 1.87 EPS for $AZPN Q3 [Reporting 04/23 AMC] http://www.estimize.com/intro/azpn?chart=historical&metric_name=eps&utm_co
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$EMR $AZPN Elliott Calls Emerson's Proposal To Acquire Aspen Tech ‘Deeply Flawed Process,’ Discloses Intent To Pursue All Appropriate Remedies https://stocktwits.com/news-articles/markets/equity/elliott-calls-emersons-proposal-to-acquire-aspen-tech-deeply-flawed/ch5rDsERwP
View on StockTwits ↗$AZPN $EMR Elliott says Emerson proposal 'unfair' to Aspen Technology shareholders Elliott Investment Management, which manages funds that together have an investment of more than $1.5B in Aspen Technology (AZPN) issued the following statement regarding the tender offer by Emerson (EMR) for all AspenTech shares it does not currently own: "Emerson's proposal to acquire AspenTech is clearly the result of a conflicted and deeply flawed process, bearing all the hallmarks of an opportunistic minority squeeze-out. Furthermore, Emerson's public statements and actions leading up to the commencement of the Tender Offer underscore its coercive intent toward minority stockholders. This transaction is unfair to minority stockholders, and we intend to pursue all appropriate remedies against Emerson."
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$AZPN At the offer at the close. The ceiling is in folks
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$EMR $AZPN Emerson says $265 per-share bid for Aspen is 'best and final'-Reuters Emerson (NYSE:EMR) Electric said on Monday that its $265 per-share offer to acquire Aspen Technology (NASDAQ:AZPN) was its "best and final" price. "Our break price is ~$202 (though there is above-average difficulty in pinning it down), making it less obvious as a bump play and resting it on a view that Emerson would not want to risk tender failure," UBS analysts said in a note. Emerson, which owns 57% of Aspen, agreed last month to acquire the remaining shares in the industrial software supplier."
View on StockTwits ↗$EMR $AZPN Emerson Calls $265 Apiece Offer For Aspen Stock ‘Best And Final’ After Elliott Labeled Price ‘Highly Opportunistic’ https://stocktwits.com/news-articles/markets/5/emerson-says-265-dollar-for-aspen-best-and-final-price/ch5EBf8Rt8
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$AZPN: Aspen Tech: Elliott Statement which manages funds that together have an investment of more than $1.5 billion in Aspen Technology issues statement regarding the Company's recently announced agreement with Emerson Electric $EMR https://www.briefing.com/in-depth-analysis/content/article?ArticleId=IN20250207090310AZPN&utm_campaign=inplay&utm_medium=social&utm_source=st&utm_content=view_page
View on StockTwits ↗$AZPN $EMR Elliott Investment Calls Emerson’s $265 Apiece Offer For Aspen Tech Shares ‘Highly Opportunistic:’ Retail’s On Wait-And-Watch Mode https://stocktwits.com/news-articles/markets/equity/elliott-investment-calls-emersons-265-dollar-price-for-azpn-highly-opportunistic/chPzpAlRsC
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$AZPN (+1.9% pre) Elliott Emerges As Aspen Tech (AZPN) Investor With Over 9% Stake - Bloomberg https://ooc.bz/l/55484
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