Aspen Aerogels (NYSE:ASPN) Updates 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 Stock Down 1.4%

Shares of ASPN stock traded down $0.07 during mid-day trading on Friday, hitting $5.05. The stock had a trading volume of 2,011,581 shares, compared to its average volume of 1,599,219. Aspen Aerogels has a 12-month low of $2.30 and a 12-month high of $9.78. The company has a debt-to-equity ratio of 0.34, a current ratio of 3.90 and a quick ratio of 3.29. The firm’s 50-day moving average is $3.46 and its two-hundred day moving average is $3.79. The firm has a market capitalization of $418.02 million, a P/E ratio of -1.06 and a beta of 2.83.

Aspen Aerogels (NYSE:ASPN) last released its quarterly earnings data 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 143.69% and a negative return on equity of 13.91%. The firm had revenue of $37.88 million during the quarter, compared to the consensus estimate of $36.58 million. During the same quarter in the previous year, the firm earned ($0.06) earnings per share. The business’s 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 predict that Aspen Aerogels will post -0.76 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on ASPN. Barclays lowered their price target on shares of Aspen Aerogels from $4.00 to $3.00 and set an “underweight” rating for the company in a research report on Thursday, March 5th. Weiss Ratings reissued a “sell (d-)” rating on shares of Aspen Aerogels in a research note on Friday, March 27th. TD Cowen lowered their target price on Aspen Aerogels from $7.00 to $6.00 and set a “buy” rating for the company in a report on Thursday, February 26th. Zacks Research upgraded Aspen Aerogels from a “strong sell” rating to a “hold” rating in a report on Thursday, January 15th. Finally, Roth Mkm reissued a “buy” rating and issued a $5.75 price target on shares of Aspen Aerogels in a research report on Friday. Three equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $4.94.

Institutional Investors Weigh In On Aspen Aerogels

Several institutional investors have recently bought and sold shares of ASPN. Royal Bank of Canada increased its position in shares of Aspen Aerogels by 84.7% during the first quarter. Royal Bank of Canada now owns 56,419 shares of the construction company’s stock worth $360,000 after purchasing an additional 25,880 shares in the last quarter. AQR Capital Management LLC acquired a new stake in shares of Aspen Aerogels in the 1st quarter worth $960,000. Integrated Wealth Concepts LLC purchased a new position in Aspen Aerogels during the 1st quarter worth $84,000. Goldman Sachs Group Inc. increased its position in Aspen Aerogels by 89.7% during the 1st quarter. Goldman Sachs Group Inc. now owns 1,274,356 shares of the construction company’s stock valued at $8,143,000 after buying an additional 602,586 shares in the last quarter. Finally, Caxton Associates LLP purchased a new stake in Aspen Aerogels in the first quarter valued at about $307,000. 97.64% of the stock is currently owned by institutional investors and hedge funds.

About Aspen Aerogels

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.