Aspen Aerogels Inc vs Kyndryl Holdings Inc — how do they compare? Aspen Aerogels Inc trades at $6.12 (market cap $509.55M), while Kyndryl Holdings Inc trades at $12.79 (market cap $2.91B). The key difference: Kyndryl Holdings Inc is far larger — about 5.7× Aspen Aerogels Inc's market cap, and Aspen Aerogels Inc is trading nearer its 52-week high, Kyndryl Holdings Inc nearer its low. Which is the better fit depends on your goals.
| ASPN | KD | |
|---|---|---|
Market Cap | $509.55M | $2.91B |
Sector | Technology | Technology |
52-Week High | $8.82 | $33.14 |
52-Week Low | $2.57 | $10.59 |
Enterprise Value | $482.96M | $5.74B |
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.
Kyndryl (KD) trades at $13.63, down 2.78% today, with a mixed technical picture showing bullish moving averages but neutral oscillators. Fundamentally, the company shows improving profitability with 2025 net income of $252M after years of losses, though recent Q1 2027 earnings missed expectations. The acquisition of Healthcare IT Leaders and new AI services demonstrate strategic growth initiatives.
While analyst consensus leans Hold (71%) with a $13.50 price target near current levels, improving cash flow and debt management provide stability. Key risks include revenue declines, ongoing investigations, and competitive pressures in IT services. The stock presents a turnaround story with moderate upside potential balanced by execution risks.
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 →Kyndryl Holdings Inc is a technology services and infrastructure services provider company. It provides advisory, implementation, and managed services across a range of technology domains to help customers manage and modernize enterprise IT environments in support of their business and transformation objectives.
Read more on KD →