Aspen Aerogels stock gained 3.16 percent after Q2 results

Published on 10/07/2026 at 00:57 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Aspen Aerogels stock faces a Q3 revenue guide of USD 65 million-USD 80 million. Q2 revenue reached USD 49.8 million, up 32 percent quarter over quarter.

ASPN, US04523Y1055, Illustration mit AI erstellt.

Aspen Aerogels (ISIN US04523Y1055) stock was last at USD 5.87 on the NYSE on October 6, 2026 at 4:00 p.m. ET, up 3.16 percent from the prior close of USD 5.69. The company followed its Q2 2026 results with a Q3 revenue guide of USD 65 million-USD 80 million, according to Benzinga on October 6, 2026.

Q3 guide points to acceleration

Aspen reported Q2 2026 revenue of USD 49.8 million, a 32 percent increase from the previous quarter, as Thermal Barrier revenue reached USD 29.5 million and Energy Industrial revenue totaled USD 20.4 million. Benzinga reported the figures from the company's Q2 2026 earnings call.

The Q3 revenue range implies 30 percent to 60 percent sequential growth. Management also guided adjusted EBITDA to USD 7 million-USD 15 million, while the Q2 adjusted EBITDA loss stood at USD 6.6 million.

European programs add visibility

The company raised its 2026 European OEM revenue outlook to USD 20 million-USD 30 million from USD 10 million-USD 15 million. The change followed first-half revenue of USD 11 million and a new Jaguar Land Rover design award, according to Benzinga.

The operating recovery still carries a clear cost test. Aspen reported a Q2 GAAP net loss of USD 23.3 million, while the staged restart of its East Providence plant is expected to reach full capacity during the first half of 2027.

Consensus sits near the stock

MarketBeat lists four Buy, one Hold and two Sell ratings, producing a Hold consensus from seven analysts and an average price target of USD 5.94. That target lies 1.19 percent above the October 6 price, leaving the market's published average close to the latest quotation.

Aspen's 52-week range is USD 2.30-USD 9.35, while its market capitalization was USD 486.5 million on October 6, 2026. The stock therefore sits 37.2 percent below its 52-week high, even as the Q3 guide points to a sharp sequential revenue step-up.

ASPN stock stays below its yearly high

ASPN stock was last at USD 5.87 on the NYSE on October 6, 2026 at 4:00 p.m. ET. The next valuation test is the conversion of the USD 65 million-USD 80 million Q3 revenue guide into positive adjusted EBITDA.