Aspen Aerogels Inc vs Illumina, Inc. — how do they compare? Aspen Aerogels Inc trades at $6.16 (market cap $509.55M), while Illumina, Inc. trades at $191.08 (market cap $29.12B). The key difference: Illumina, Inc. is far larger — about 57.1× Aspen Aerogels Inc's market cap, and Illumina, Inc. is trading nearer its 52-week high, Aspen Aerogels Inc nearer its low. Which is the better fit depends on your goals.
| ASPN | ILMN | |
|---|---|---|
Market Cap | $509.55M | $29.12B |
Sector | Technology | Health |
52-Week High | $8.82 | $205.10 |
52-Week Low | $2.57 | $91.00 |
Enterprise Value | $482.96M | $30.48B |
Signals from Pluang's Aura AI — not financial advice
Aspen Aerogels (ASPN) trades at $6.13, down 2.54% today, with a bullish technical signal from moving averages despite mixed oscillators. The company shows improving revenue trends with Q2 2026 results beating expectations and strong Q3 guidance of $65-80 million revenue. However, profitability remains challenged with negative net income margins of -62.45% and consecutive quarterly EPS misses. Analyst sentiment is overwhelmingly positive with 82.61% buy ratings.
The outlook balances strong revenue growth potential in thermal barrier markets against persistent profitability challenges. Investment opportunity lies in the expanding EV thermal barrier business and European market growth, while risks include sustained negative cash flow and competitive pressures in evolving battery technologies.
Illumina (ILMN) trades at $191.32, down 0.25% on the day, with a bullish earnings trend after beating Q2 2026 estimates. The stock shows strong profitability with a net margin of 18.34% and positive cash flow, though technical indicators signal near-term bearish pressure. Recent news highlights institutional buying and AI partnerships boosting growth prospects.
Outlook remains positive with a consensus price target of $201.58, offering ~5% upside, supported by solid fundamentals and analyst optimism. Risks include high valuation multiples and competitive pressures in genomics. The stock presents a growth opportunity with manageable near-term volatility.
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 →Illumina provides tools and services to analyze genetic material with life science and clinical lab applications. The company generates over 90% of its revenue from sequencing instruments, consumables, and services. Illumina's high-throughput technology enables whole genome sequencing in humans and other large organisms. Its lower throughput tools enable applications that require smaller data outputs, such as viral and cancer tumor screening. Illumina also sells microarrays (less than 10% of sales) that enable lower-cost, focused genetic screening with primarily consumer and agricultural applications.
Read more on ILMN →