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

Aspen Aerogels (NYSE:ASPN) updated its second quarter 2026 earnings guidance on Thursday. 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 Stock Performance

Shares of NYSE:ASPN opened at $4.10 on Thursday. The firm has a fifty day simple moving average of $3.43 and a two-hundred day simple moving average of $3.81. Aspen Aerogels has a 52 week low of $2.30 and a 52 week high of $9.78. The company has a quick ratio of 3.29, a current ratio of 3.90 and a debt-to-equity ratio of 0.34. The stock has a market capitalization of $339.93 million, a P/E ratio of -0.87 and a beta of 2.83.

Aspen Aerogels (NYSE:ASPN) last announced its earnings results on Thursday, May 7th. The construction company reported ($0.28) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.27) by ($0.01). Aspen Aerogels had a negative net margin of 143.69% and a negative return on equity of 13.91%. The business had revenue of $37.88 million for the quarter, compared to analysts’ expectations of $36.58 million. During the same quarter in the prior year, the company posted ($0.06) earnings per share. The firm’s quarterly revenue was down 51.8% compared to the same quarter last year. Aspen Aerogels has set its Q2 2026 guidance at -0.240–0.17 EPS. On average, analysts expect that Aspen Aerogels will post -0.76 earnings per share for the current fiscal year.

Analysts Set New Price Targets

ASPN has been the subject of several recent analyst reports. Weiss Ratings restated a “sell (d-)” rating on shares of Aspen Aerogels in a research report on Friday, March 27th. Roth Mkm cut their price objective on Aspen Aerogels from $6.00 to $3.00 and set a “buy” rating on the stock in a research report on Thursday, February 26th. TD Cowen decreased their target price on Aspen Aerogels from $7.00 to $6.00 and set a “buy” rating for the company in a research report on Thursday, February 26th. Zacks Research upgraded shares of Aspen Aerogels from a “strong sell” rating to a “hold” rating in a report on Thursday, January 15th. Finally, Barclays reduced their price target on shares of Aspen Aerogels from $4.00 to $3.00 and set an “underweight” rating on the stock in a research note on Thursday, March 5th. Three equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, Aspen Aerogels presently has an average rating of “Hold” and an average target price of $4.25.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in ASPN. WINTON GROUP Ltd bought a new stake in shares of Aspen Aerogels in the 4th quarter valued at about $40,000. StoneX Group Inc. purchased a new stake in shares of Aspen Aerogels in the 4th quarter worth approximately $41,000. Acadian Asset Management LLC bought a new position in shares of Aspen Aerogels during the first quarter valued at approximately $43,000. Tower Research Capital LLC TRC increased its holdings 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 period. Finally, Schonfeld Strategic Advisors LLC purchased a new position in Aspen Aerogels during the fourth quarter valued at approximately $58,000. 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.