Aspen Aerogels stock gained 2.34 percent on October 2, 2026

Published on 10/04/2026 at 20:26 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Aspen Aerogels stock rose 2.34 percent to USD 5.69 on October 2, 2026. Q2 revenue reached USD 49.85 million, while Q3 guidance targets positive adjusted EBITDA.

ASPN, US04523Y1055, Illustration mit AI erstellt.

Aspen Aerogels stock (ISIN US04523Y1055) was last at USD 5.69 on the NYSE on October 2, 2026, at 4:00 p.m. ET, up 2.34 percent from the prior close. The move came as investors weighed the company’s latest operating outlook, including Q3 revenue guidance of USD 65 million to USD 80 million and positive adjusted EBITDA guidance of USD 7 million to USD 15 million.

Revenue beat sets the benchmark

Aspen Aerogels reported Q2 2026 revenue of USD 49.85 million, compared with consensus estimates of USD 42.42 million, according to MarketBeat. The same report said adjusted loss per share was USD 0.22, beating the USD 0.23 consensus loss, although the business remained unprofitable.

GAAP figures from the quarter were weaker: revenue increased from USD 37.884 million in Q1 2026 to USD 49.849 million in Q2, while net loss was USD 23.264 million and diluted loss per share was USD 0.28. The sequential revenue gain gives the Q3 outlook a demanding operating benchmark.

Positive EBITDA meets execution risk

A September 15, 2026 Form 8-K presentation described by StockTitan put last-twelve-month revenue through Q2 2026 at USD 202 million. It also identified USD 153.4 million of cash and equivalents as of June 30, 2026, alongside a target of USD 175 million in annualized revenue for adjusted EBITDA breakeven by year-end 2027.

The outlook is not a clean profitability story. The presentation guides to a Q3 net loss of USD 6 million to USD 9 million, while the East Providence facility recovery remains a material execution factor, with full restoration targeted for the first half of 2027.

Consensus target sits above the price

MarketBeat lists four Buy ratings, one Hold and two Sell ratings across seven analysts, producing a Hold consensus and a USD 5.94 average price target. The target lies 4.4 percent above the October 2 price of USD 5.69, while the target range runs from USD 5.00 to USD 7.75.

A volatile valuation frame

At USD 5.69, Aspen Aerogels had a market capitalization of USD 471.6 million on October 2, 2026. The same trading snapshot showed a 52-week range of USD 2.30 to USD 9.35 and volume of 838,901 shares, placing the stock below its yearly high while the Q3 outlook tests whether revenue growth can translate into operating profit.