Aspen Aerogels Inc vs Elastic NV — how do they compare? Aspen Aerogels Inc trades at $6.15 (market cap $522.00M), while Elastic NV trades at $75.8 (market cap $7.93B). The key difference: Elastic NV is far larger — about 15.2× Aspen Aerogels Inc's market cap. Which is the better fit depends on your goals.
| ASPN | ESTC | |
|---|---|---|
Market Cap | $522.00M | $7.93B |
Sector | Technology | Technology |
52-Week High | $8.82 | $94.47 |
52-Week Low | $2.57 | $43.30 |
Enterprise Value | $495.40M | $7.15B |
Signals from Pluang's Aura AI — not financial advice
ASPN's stock trades at $6.25, down 9.29% in the past 24 hours, with a bullish technical signal from moving averages but neutral oscillators. The company reported a net loss of $389.55M in 2025, with negative profit margins, though Q2 2026 revenue beat estimates and Q3 guidance projects sequential improvement. Recent news highlights growing Thermal Barrier sales and a Supplier of the Year award from General Motors.
The outlook remains speculative; analyst consensus is strongly bullish (82.61% buy ratings), but persistent losses and high cash burn pose significant risks. Upside depends on execution of revenue growth and cost management, while downside risks include competitive pressures and failure to achieve profitability.
Elastic N.V. (ESTC) trades at $75.11, up 7.38% in the past 24 hours, with a bullish technical signal and strong analyst consensus. Recent earnings beats, including Q1 2026 EPS of $0.61 versus $0.561 expected, highlight operational strength. The company announced AI collaborations with OpenAI and AWS security distinctions, driving positive sentiment.
Outlook remains positive due to growth prospects in AI and security, but risks include high valuation multiples and ongoing legal investigations. The stock offers upside to the consensus price target of $74.21, though investors should weigh profitability improvements against competitive pressures.
Trailing returns across standard periods
Latest headlines on both assets
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 →Elastic NV provides a leading search AI platform built on Elasticsearch. Its software helps organizations find, observe, and protect data through search-powered analytics for various cloud-based applications.
Read more on ESTC →