American Superconductor Corporation vs Aspen Aerogels Inc — how do they compare? American Superconductor Corporation trades at $34.92 (market cap $1.74B), while Aspen Aerogels Inc trades at $5.13 (market cap $427.65M). The key difference: American Superconductor Corporation is far larger — about 4.1× Aspen Aerogels Inc's market cap, and Aspen Aerogels Inc is trading nearer its 52-week high, American Superconductor Corporation nearer its low. Which is the better fit depends on your goals.
| AMSC | ASPN | |
|---|---|---|
Market Cap | $1.74B | $427.65M |
Sector | Technology | Technology |
52-Week High | $66.68 | $8.82 |
52-Week Low | $25.95 | $2.57 |
Enterprise Value | $1.61B | $382.60M |
Signals from Pluang's Aura AI — not financial advice
AMSC trades at $35.96, down 3.26% today amid bearish technical signals. The stock shows strong fundamentals with recent earnings beats and robust profitability metrics including 44.73% net margin and 35.56% ROE. Revenue grew 34% year-over-year to $299.2 million in 2025, though cash flow trends show negative net cash flow of -$6.9M. Analyst sentiment remains positive with 53% buy ratings despite recent insider selling activity.
The outlook remains cautiously optimistic given strong order backlog growth of 40% and expanding role in AI energy infrastructure. Key risks include valuation concerns at 66.72x EV/EBITDA and acquisition-driven growth versus organic expansion. Earnings momentum and grid technology positioning provide upside potential if execution continues.
ASPN trades at $5.16, down 1.53% on the day, with a bearish technical signal despite oversold RSI readings. The company reported a Q1 2026 loss of $0.28 per share, missing estimates, but revenue beat expectations. Recent news includes a 2025 Supplier of the Year award from General Motors and the staged restart of its East Providence facility. Financials show significant net losses but improving cash flow trends into 2026.
Outlook remains challenging with persistent losses and negative margins, though analyst consensus is strongly bullish (83% buy ratings). Key risks include execution on facility restarts and EV demand volatility. The stock offers high-risk growth potential if operational improvements and electrification trends accelerate profitability.
Trailing returns across standard periods
AMSC provides energy technology solutions for smarter and cleaner power grids. It offers wind turbine electronic controls and advanced grid systems that enhance the reliability and efficiency of renewable energy networks.
Read more on AMSC →Aspen Aerogels is an aerogel technology company that designs high-performance insulation. Its products are used in energy infrastructure and electric vehicles to provide thermal management and fire protection.
Read more on ASPN →