Aspen Aerogels Inc vs Kyndryl Holdings Inc — how do they compare? Aspen Aerogels Inc trades at $5.25 (market cap $427.65M), while Kyndryl Holdings Inc trades at $12.36 (market cap $2.64B). The key difference: Kyndryl Holdings Inc is far larger — about 6.2× 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 | $427.65M | $2.64B |
Sector | Technology | Technology |
52-Week High | $8.82 | $39.78 |
52-Week Low | $2.57 | $10.59 |
Enterprise Value | $382.60M | $4.97B |
Signals from Pluang's Aura AI — not financial advice
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.
Kyndryl Holdings (KD) trades at $11.97, down 0.83% on the day, with technical indicators signaling a bearish trend. The company reported revenue of $15.06B in 2025, achieving a net income of $252M after three years of losses. Recent news includes leadership changes and legal investigations, while analyst consensus is mixed with a $14.33 price target. Cash flow improved to a net positive $236M in 2025, though debt levels remain elevated.
The outlook is cautious; profitability improvements and strategic partnerships offer potential upside, but legal risks and recent earnings misses pose significant challenges. Investors should weigh the low P/E of 14.08 against ongoing operational and sentiment headwinds.
Trailing returns across standard periods
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 →