Aspen Aerogels Inc vs Wolfspeed Inc — how do they compare? Aspen Aerogels Inc trades at $6.13 (market cap $522.00M), while Wolfspeed Inc trades at $30.35 (market cap $1.52B). The key difference: Wolfspeed Inc is far larger — about 2.9× Aspen Aerogels Inc's market cap, and Aspen Aerogels Inc is trading nearer its 52-week high, Wolfspeed Inc nearer its low. Which is the better fit depends on your goals.
| ASPN | WOLF | |
|---|---|---|
Market Cap | $522.00M | $1.52B |
Sector | Technology | Technology |
52-Week High | $8.82 | $73.68 |
52-Week Low | $2.57 | $1.19 |
Enterprise Value | $495.40M | $2.18B |
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.
Wolfspeed (WOLF) trades at $32.87, up 19.14% in the past 24 hours, with a bullish technical signal supported by moving averages. The stock shows mixed earnings performance, beating estimates in Q3 2025 and Q1 2026 but missing in Q4 2025. Recent news highlights strategic partnerships for AI data center power solutions and a new board appointment. However, the company faces significant financial challenges with negative gross and net income margins.
The outlook is cautiously optimistic due to strong analyst buy ratings and positive technical momentum, but investment is tempered by weak profitability and high execution risks. Key opportunities lie in silicon carbide technology adoption for AI and electrification, while risks include ongoing losses and competitive pressures in the semiconductor sector.
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 →Wolfspeed is the global leader in wide bandgap semiconductors, specializing in silicon carbide (SiC) and gallium nitride (GaN) materials and devices. It operates a vertically integrated model, controlling the entire process from raw material substrate production to advanced power modules, serving as a critical infrastructure provider for electric vehicles (EVs), renewable energy, and AI data centers.
Read more on WOLF →