Aspen Aerogels Inc vs Upstart Holdings Inc — how do they compare? Aspen Aerogels Inc trades at $5.25 (market cap $427.65M), while Upstart Holdings Inc trades at $32.54 (market cap $3.13B). The key difference: Upstart Holdings Inc is far larger — about 7.3× Aspen Aerogels Inc's market cap, and Aspen Aerogels Inc is trading nearer its 52-week high, Upstart Holdings Inc nearer its low. Which is the better fit depends on your goals.
| ASPN | UPST | |
|---|---|---|
Market Cap | $427.65M | $3.13B |
Sector | Technology | Financials |
52-Week High | $8.82 | $84.13 |
52-Week Low | $2.57 | $24.22 |
Enterprise Value | $382.60M | — |
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.
Upstart Holdings (UPST) trades at $32.74, down 1.47% on the day, with a bullish technical signal and neutral oscillators. The company reported a return to profitability in 2025 with $53.60M net income on $1.02B revenue, though recent quarterly earnings missed expectations. Analyst consensus is mixed with a $42.00 price target, and the stock is positioned between key support at $32 and resistance at $34.
The outlook hinges on execution of AI lending growth and funding stability, with upside potential from product expansion, but risks include margin pressure, debt levels, and macroeconomic sensitivity. The stock offers a speculative growth opportunity amid improving fundamentals but requires careful risk management.
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 →Upstart Holdings Inc provides credit services. The company provides a proprietary, cloud-based, artificial intelligence lending platform. The platform aggregates consumer demand for loans and connects it to the network of Upstart AI-enabled bank partners. The revenue of the company is primarily comprised of fees paid by banks.
Read more on UPST →