Aspen Aerogels (NYSE:ASPN) Releases Q3 2026 Earnings Guidance

Aspen Aerogels (NYSE:ASPN) issued an update on its third quarter 2026 earnings guidance on Thursday morning. The company provided EPS guidance of -0.110–0.070 for the period, compared to the consensus EPS estimate of -0.130. The company issued revenue guidance of $65.0 million-$80.0 million, compared to the consensus revenue estimate of $56.6 million.

Aspen Aerogels Stock Performance

Shares of NYSE ASPN traded up $1.83 during trading on Thursday, reaching $6.84. 14,384,412 shares of the company traded hands, compared to its average volume of 934,147. The stock has a market capitalization of $567.23 million, a PE ratio of -5.03 and a beta of 2.99. The firm has a 50 day simple moving average of $5.51 and a 200-day simple moving average of $4.41. 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 2.54, a current ratio of 2.89 and a debt-to-equity ratio of 0.32.

Aspen Aerogels (NYSE:ASPN) last posted its earnings results on Thursday, August 6th. The construction company reported ($0.22) EPS for the quarter, topping analysts’ consensus estimates of ($0.23) by $0.01. Aspen Aerogels had a negative net margin of 48.64% and a negative return on equity of 22.16%. Aspen Aerogels has set its Q3 2026 guidance at -0.110–0.070 EPS. Equities research analysts anticipate that Aspen Aerogels will post -0.8 earnings per share for the current year.

Analyst Ratings Changes

A number of equities research analysts have issued reports on ASPN shares. Weiss Ratings restated a “sell (d-)” rating on shares of Aspen Aerogels in a research note on Wednesday, June 24th. Wall Street Zen raised shares of Aspen Aerogels from a “sell” rating to a “hold” rating in a report on Saturday, May 16th. Roth Capital reiterated a “buy” rating and set a $5.75 price target on shares of Aspen Aerogels in a research note on Friday, May 8th. Finally, Barclays upped their price objective on Aspen Aerogels from $3.00 to $4.00 and gave the stock an “underweight” rating in a research note on Monday, May 11th. Three equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $5.19.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of the company. Invesco Ltd. boosted its position in shares of Aspen Aerogels by 237.9% during the fourth quarter. Invesco Ltd. now owns 4,129,934 shares of the construction company’s stock worth $11,688,000 after acquiring an additional 2,907,558 shares during the last quarter. JPMorgan Chase & Co. boosted its holdings in shares of Aspen Aerogels by 105.4% during the 2nd quarter. JPMorgan Chase & Co. now owns 1,246,506 shares of the construction company’s stock valued at $7,379,000 after purchasing an additional 639,753 shares during the last quarter. Goldman Sachs Group Inc. grew its position in shares of Aspen Aerogels by 89.7% during the first quarter. Goldman Sachs Group Inc. now owns 1,274,356 shares of the construction company’s stock valued at $8,143,000 after purchasing an additional 602,586 shares in the last quarter. State Street Corp grew its position in shares of Aspen Aerogels by 28.6% during the fourth quarter. State Street Corp now owns 2,501,469 shares of the construction company’s stock valued at $7,079,000 after purchasing an additional 556,833 shares in the last quarter. Finally, Millennium Management LLC increased its holdings in shares of Aspen Aerogels by 59.6% in the third quarter. Millennium Management LLC now owns 1,447,517 shares of the construction company’s stock worth $10,075,000 after purchasing an additional 540,772 shares during the last quarter. 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.