ASCENT SOLAR TECHNOLOGIES INC (ASTI)
NASDAQInformation TechnologySolarSnapshot 2026-09-04
$3.13+3.64%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySolarSnapshot 2026-09-04
Intact: The reason to own it still holds.
Ascent Solar aims to grow revenue from about $12.5M in 2026 to $32.5M in 2027. The company targets expanding sales in aerospace and defense solar products. Recent capital raises support this growth plan. If successful, it could stabilize the business and reduce losses.
The company is loss-making with negative EPS expected through 2027. Revenue remains small and uncertain, with only one analyst covering it. The recent sharp share price drop shows investor doubts. Capital raises dilute shareholders and may not fund a turnaround.
The market expects about 54% revenue growth next year but also prices in continued losses. Our fair value of $2.27 aligns with consensus revenue growth but reflects the high risk and unprofitable status. The recent selloff suggests investors doubt the turnaround.
Breaks if: Company fails to raise capital or faces liquidity crisis
Breaks if: EPS loss worsens beyond -$0.74 in 2026 or fails to improve in 2027
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a speculative growth opportunity. The company is working towards increasing revenue while managing losses, but recent performance has been weak, making the current thesis state cautious.
The market seems to have priced in a level of fragility due to its expensive valuation compared to peers. There is an expectations gap indicating that the market anticipates challenges ahead, reflected in the company's recent struggles.
Management is focused on increasing revenue and improving operating income, but recent results show limited progress in reducing losses. The near-term risk of an earnings miss is elevated, which could further impact sentiment.
The thesis hinges on several factors, including management's ability to meet revenue targets, potential changes in interest rates by the Fed, and performance from sector leaders that could influence market momentum. A cut in guidance would likely lead to negative sentiment.
The most important moves since the prior daily snapshot.
Our read on the company is unchanged since the prior snapshot.
as of 2026-09-04
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Breaks if: revenue falls below $12.5M in 2026 or below $25M in 2027
Over the next 1 to 3 years, ASTI's trajectory will depend on its operational improvements and external market conditions. Not investment advice.