Aspen Aerogels Inc vs Nuscale Power Corporation — how do they compare? Aspen Aerogels Inc trades at $5.25 (market cap $427.65M), while Nuscale Power Corporation trades at $8.86 (market cap $3.13B). The key difference: Nuscale Power Corporation is far larger — about 7.3× Aspen Aerogels Inc's market cap, and Aspen Aerogels Inc is trading nearer its 52-week high, Nuscale Power Corporation nearer its low. Which is the better fit depends on your goals.
| ASPN | SMR | |
|---|---|---|
Market Cap | $427.65M | $3.13B |
Sector | Technology | Utilities |
52-Week High | $8.82 | $53.43 |
52-Week Low | $2.57 | $8.76 |
Enterprise Value | $382.60M | $2.24B |
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.
NuScale Power (SMR) trades at $9.03, showing no daily change. The stock exhibits a bearish technical trend with significant negative profitability metrics, including a net income margin of -2,066.55% and consecutive quarterly earnings misses. Despite these challenges, analyst consensus remains optimistic with a $13.00 price target, citing the company's first-mover advantage in small modular nuclear reactors and potential long-term growth tied to AI-driven power demand.
The outlook for SMR balances high-risk, high-reward potential. Opportunities include certified SMR technology and strategic partnerships, but risks are substantial: persistent operating losses, negative cash flow from operations, and uncertainty around commercial reactor sales. Investors face volatility with the stock near 52-week lows, requiring careful assessment of execution capability versus speculative growth prospects.
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 →NuScale Power Corporation is a leading developer of Small Modular Reactor (SMR) technology. The company's flagship product is a light water reactor SMR designed to generate clean, reliable, and scalable nuclear power. NuScale's technology is poised to address the global demand for carbon-free energy by offering a safer, smaller, and more flexible alternative to traditional large-scale nuclear power plants, with applications in electricity generation, desalination, and process heat.
Read more on SMR →