Aspen Aerogels Inc vs Sunrun Inc — how do they compare? Aspen Aerogels Inc trades at $6.13 (market cap $522.00M), while Sunrun Inc trades at $10.06 (market cap $2.38B). The key difference: Sunrun Inc is far larger — about 4.6× Aspen Aerogels Inc's market cap, and Aspen Aerogels Inc is trading nearer its 52-week high, Sunrun Inc nearer its low. Which is the better fit depends on your goals.
| ASPN | RUN | |
|---|---|---|
Market Cap | $522.00M | $2.38B |
Sector | Technology | Technology |
52-Week High | $8.82 | $21.41 |
52-Week Low | $2.57 | $9.38 |
Enterprise Value | $495.40M | $16.90B |
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.
Sunrun (RUN) trades at $10.20, up 8.74% in 24 hours, with a bearish technical signal and mixed sentiment. The company reported Q2 2026 EPS of $0.42, beating estimates, but shares fell due to guidance cuts. Valuation ratios appear attractive with a P/E of 6.71 and P/S of 0.77, while net income margin stands at 11.59%.
Outlook is cautious; analyst consensus is bullish with a $14.38 price target, but risks include negative operating cash flow, high debt, and competitive pressures. Near-term performance hinges on execution amid sector volatility and macroeconomic headwinds.
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 →Sunrun Inc. is one of the largest residential solar, battery storage, and energy services companies in the United States. The company provides solar panel installations, battery backup systems, and energy management solutions to homeowners. Sunrun primarily uses a solar-as-a-service model, offering customers solar leases and power purchase agreements (PPAs), which allow homeowners to adopt solar energy with little to no upfront cost. The company's mission is to create a planet run by the sun.
Read more on RUN →