Aspen Aerogels (NYSE:ASPN) Issues Q2 2026 Earnings Guidance

Aspen Aerogels (NYSE:ASPN) issued an update on its second quarter 2026 earnings guidance on Thursday morning. The company provided EPS guidance of -0.240–0.17 for the period, compared to the consensus EPS estimate of -0.210. The company issued revenue guidance of $40.0 million-$48.0 million, compared to the consensus revenue estimate of $41.1 million.

Aspen Aerogels Price Performance

Shares of NYSE:ASPN traded down $0.07 on Friday, hitting $5.05. The company’s stock had a trading volume of 2,011,581 shares, compared to its average volume of 1,828,986. The company has a 50-day simple moving average of $3.46 and a 200 day simple moving average of $3.79. Aspen Aerogels has a 1 year low of $2.30 and a 1 year high of $9.78. The company has a market capitalization of $418.04 million, a PE ratio of -3.71 and a beta of 2.83. The company has a debt-to-equity ratio of 0.34, a current ratio of 3.90 and a quick ratio of 3.29.

Aspen Aerogels (NYSE:ASPN) last released its quarterly earnings results on Thursday, May 7th. The construction company reported ($0.28) earnings per share for the quarter, missing the consensus estimate of ($0.27) by ($0.01). Aspen Aerogels had a negative net margin of 48.64% and a negative return on equity of 20.79%. The business had revenue of $37.88 million during the quarter, compared to analysts’ expectations of $36.58 million. During the same period in the previous year, the business earned ($0.06) EPS. The business’s revenue was down 51.8% on a year-over-year basis. Aspen Aerogels has set its Q2 2026 guidance at -0.240–0.17 EPS. Sell-side analysts forecast that Aspen Aerogels will post -0.76 EPS for the current fiscal year.

Wall Street Analyst Weigh In

ASPN has been the topic of several recent research reports. Zacks Research upgraded Aspen Aerogels from a “strong sell” rating to a “hold” rating in a research report on Thursday, January 15th. Roth Mkm reiterated a “buy” rating and set a $5.75 price objective on shares of Aspen Aerogels in a research report on Friday. Barclays reduced their price objective on Aspen Aerogels from $4.00 to $3.00 and set an “underweight” rating on the stock in a research report on Thursday, March 5th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Aspen Aerogels in a research report on Friday, March 27th. Finally, TD Cowen reduced their price objective on Aspen Aerogels from $7.00 to $6.00 and set a “buy” rating on the stock in a research report on Thursday, February 26th. Three investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Aspen Aerogels currently has an average rating of “Hold” and a consensus price target of $4.94.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the stock. Acadian Asset Management LLC purchased a new position in Aspen Aerogels during the first quarter valued at $43,000. Tower Research Capital LLC TRC raised its stake in Aspen Aerogels by 184.6% during the second quarter. Tower Research Capital LLC TRC now owns 7,235 shares of the construction company’s stock valued at $43,000 after buying an additional 4,693 shares during the last quarter. Prelude Capital Management LLC purchased a new position in Aspen Aerogels during the third quarter valued at $70,000. Occudo Quantitative Strategies LP purchased a new position in Aspen Aerogels during the third quarter valued at $72,000. Finally, Osaic Holdings Inc. raised its stake in Aspen Aerogels by 29.1% during the second quarter. Osaic Holdings Inc. now owns 10,615 shares of the construction company’s stock valued at $63,000 after buying an additional 2,390 shares during the last quarter. Hedge funds and other institutional investors own 97.64% of the company’s stock.

Aspen Aerogels Company Profile

Aspen Aerogels, Inc, headquartered in Northborough, Massachusetts, develops and manufactures high-performance aerogel insulation materials and custom engineered solutions. Founded in 2001 as a spin-out from Department of Energy research, the company pursued an initial public offering on the NYSE in 2014 under the ticker ASPN. Aspen Aerogels combines proprietary aerogel formulations with advanced manufacturing processes to deliver products known for their low thermal conductivity, lightweight construction and robust mechanical properties.

The company’s product portfolio spans blanket insulation, boards, and custom shapes built around several proprietary brands, including Pyrogel, Cryogel and Spaceloft.