Aspen Aerogels Inc vs Nebius Group NV — how do they compare? Aspen Aerogels Inc trades at $6.2 (market cap $509.55M), while Nebius Group NV trades at $233.27 (market cap $49.06B). The key difference: Nebius Group NV is far larger — about 96.3× Aspen Aerogels Inc's market cap, and Nebius Group NV is trading nearer its 52-week high, Aspen Aerogels Inc nearer its low. Which is the better fit depends on your goals.
| ASPN | NBIS | |
|---|---|---|
Market Cap | $509.55M | $49.06B |
Sector | Technology | Technology |
52-Week High | $8.82 | $286.69 |
52-Week Low | $2.57 | $64.06 |
Enterprise Value | $482.96M | $49.26B |
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.
NBIS stock surged 23.65% to $227.66 on strong Q2 2026 earnings that beat expectations, extending its AI cloud rally. The company shows explosive revenue growth with 2026 projections indicating $878 million revenue and $817 million net income, though current valuations remain elevated with a P/E of 74.61. Technical indicators show bearish momentum despite the recent price surge, with support at $190 and resistance at $196.
The outlook remains positive given strong analyst consensus (89% buy ratings) and a $248.73 price target, but risks include Michael Burry's short position, execution challenges in capacity expansion, and premium valuation multiples that leave little room for error in meeting growth expectations.
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 →Nebius Group N.V. is a technology company specializing in AI, machine learning, and cloud computing solutions. The company provides a range of enterprise-level cloud services, including large-scale data processing, advanced analytics, and AI model development and deployment. Nebius Group focuses on serving businesses that require high-performance, scalable, and secure infrastructure to handle complex computational tasks and accelerate their digital transformation.
Read more on NBIS →