Aspen Aerogels (ASPN) Q3 2026 earnings — TrendMatrix coverage

Adjusted EPS

$0.11

Estimate

-$0.07

Surprise

+266.7%

Revenue (period 2026-09-30)

$85.2M

Score at report (before → after)

4.2 → 4.6/10

Revenue source: xbrl.

Aspen Aerogels (ASPN) beat the -$0.07 estimate with adjusted EPS of $0.11 — a large 266.7% upside surprise. TrendMatrix's engine moved from Hold (4.2/10) to Sell at 4.6/10 after the report.

• Aspen Aerogels Files Prospectus For Offering $150M Mixed Shelf — benzinga, 2026-11-05
• Aspen Aerogels Q3 2026 Earnings Call Transcript — benzinga, 2026-11-05
• Aspen Aerogels Reports Third Quarter 2026 Financial Results — fiscal.ai, 2026-11-05

TrendMatrix currently rates ASPN Sell at 4.4/10.

1 of the last 4 quarters beat the estimate; this quarter's +266.7% surprise compares with a +49.1% four-quarter average.

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current price

$4.87

Price target

$6.74

Stop

$4.53

Upside to target

+38.4%

Reward-to-risk

2.6:1

Model outputs from TrendMatrix’s engine as of 2026-11-06 — shown for context, not personalized investment advice.

Materials producers report against the commodity cycle — realized-price capture and volume, not the EPS line, are the tells in a quarter like this.

Industry

Specialty Chemicals

Market cap

$428.2M

P/E (fwd)

-33.3

52-week range

$2.30–$8.10

Off 52-week high

39.9%

RSI (14)

42

Volume vs avg

0.58×

Score today

4.4/10