TickerTalks
Browse all tickers →
TickerTalks›$AMSC
AMAMSC

American Superconductor Corporation

Trending onWhy it's trendingX mentions rising faster than the marketBacked by solid revenue growthPrice and volume picking up
$AMSC·$1.7B·Industrial - Machinery·Industrials
$33.36+0.8%YTD+11.2%1Y-13.8%
Mentions · last 7 days
2026-07-09: 6 posts2026-07-10: 7 posts2026-07-11: 6 posts2026-07-12: 9 posts2026-07-13: 12 posts2026-07-14: 7 posts2026-07-15: 16 posts63+4%
Price updated 5m ago·X counts updated 2d ago
AMAMSC
$AMSCAmerican Superconductor Corporation
$33.36+0.83%63 posts+4%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $AMSC, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-16

The move is getting stronger, with heavier trading behind it.

American Superconductor posted a 58% Q4 EPS beat with backlog up 40% to $280M and $147M cash on hand.

American Superconductor supplies grid resiliency, high-voltage cable systems, and wind-turbine controls, $1.74B market cap, with Q1 fiscal 2027 earnings due 2026-08-05.

  • Q4 fiscal 2026 revenue was $86.4M, up 29.6% year-over-year with sequential growth of 15.9%, and EPS $0.30 topped $0.19 consensus by 57.9% — the fourth consecutive positive surprise (58%, 1,733%, 33%, 142%).
  • Gross margin sits at 30.1%, operating margin 5.2%, trailing return on equity 30.3%, and D/E of just 0.007 (essentially debt-free) — a fortress balance sheet.
  • Consensus models fiscal 2026 revenue $295M rising to $362M in fiscal 2027 and $417M in fiscal 2028, EPS $3.46 easing to $1.01 in fiscal 2027 (as one-time items lap) and $1.39 in fiscal 2028.
  • On the Q4 print, AMSC reported revenue $86.4M versus $82.1M estimate, adj EPS $0.30 versus $0.19, FY revenue up 34% YoY, backlog ~$280M (+40% YoY), $147.6M cash — comprehensive beat.
  • Q1 fiscal 2027 guidance for revenue >$85M — reinforcing sequential strength.
  • The stock is down 14% over twelve months but up 19% year-to-date, at 23% of the 52-week range and 22% below the 50-day.
  • A June 15 Motley Fool piece asked whether AMSC was a Sell after a director sold $151K — small-magnitude transaction.

The setup is a grid-resiliency operator with strong Q4 execution and undemanding valuation — August 5 tests fiscal 2027 revenue trajectory.

Agrees with X sentimentX posters cite AMSC's Q4 fiscal 2026 beat (revenue $86.4M versus $82.1M estimate, adjusted EPS $0.30 versus $0.19), full-year revenue up 34% year-over-year, backlog of ~$280M (+40% YoY), and a clean $147.6M cash position. Q1 fiscal 2027 guidance is for revenue >$85M. That matches the reported print directly, and the chartist framing captures the tension between fundamental strength and compressed price positioning.

What to watch: August 5 Q1 fiscal 2027 earnings — revenue growth versus the +29.6% Q4 pace, gross-margin trajectory versus the 30.1% base, backlog trajectory from the $280M starting point, operating-margin trajectory, and fiscal 2027 guidance versus the $362M revenue consensus. Grid-resiliency and cable-systems segment mix is a durable qualitative signal.

On the calendar: 2026-08-05 Q1 fiscal 2027 earnings; backlog trajectory and revenue guide drive the print.

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-06-04

American Superconductor printed a Q4 FY25 beat (revenue $86.4M vs $82.1M estimate, adj EPS $0.30 vs $0.19), with FY revenue up 34% YoY, backlog of roughly $280M (+40% YoY), and a clean $147.6M cash position; Q1 FY26 guidance is for revenue greater than $85M. Chartists call out a multi-month weekly cup-and-handle and frame the post-print drop as high-frequency short-seller activity that the print itself does not justify. The corpus is thin but uniformly constructive, with one targeted trade idea looking for a double over the next four to five weeks.

Read the AI verdict + X sentiment for $AMSC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Sells power electronics for wind turbines and grid resiliency solutions enabling renewable energy integration.

Industry overviewAI analysisGenerated by AI from underlying data

Where Industrial - Machinery sits in its cycle right now — and what that implies for $AMSC.

Industrial - Machinery · Industrials

No material change from last week — electrical infrastructure for AI power density and robotic warehouse/manufacturing automation are pulling order books in different directions.

What this means for $AMSC

Neutral — Sells power electronics for wind turbines and grid resiliency solutions enabling renewable energy integration; end markets and revenue mix have limited overlap with the AI power density capex and robotic warehouse automation demand.

Industry benchmark

23-name peer basket
+29.3%YTD
+70.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
14.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
2.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
5.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
30.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
30.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 27, 2026$0.30$0.19+57.9%
Q4 2025Feb 4, 2026$2.75$0.15+1733.3%
Q3 2025Nov 5, 2025$0.20$0.15+33.3%
Q2 2025Jul 30, 2025$0.29$0.12+141.7%
Next earningsWed, Aug 5·consensus EPS $0.20

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY25$86.4M+29.6%25.9%4.2%$0.10$7.5M
Q3 FY25$74.5M+21.4%30.7%4.5%$2.68$2.4M
Q2 FY25$65.9M+20.9%31.0%4.5%$0.11$5.1M
Q1 FY25$72.4M+79.6%33.8%7.8%$0.17$3.3M

Forward consensus

5-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$294.9M$293.2M – $296.5M$3.46$3.44 – $3.472
FY27$362.0M$358.2M – $365.9M$1.00$0.99 – $1.012
FY28$417.3M$416.6M – $417.9M$1.39$1.29 – $1.472
FY29$473.9M$467.0M – $480.8M$1.53$1.52 – $1.551
FY30$579.8M$576.2M – $584.6M$2.33$2.31 – $2.351

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.18%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-26.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-17.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 46.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β3.225-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 11Laura A. DambierDirector4.0K sh$151KSellJun 11John W KosibaCFO6.8K sh$254KSellJun 11Daniel P McgahnCEO16.1K sh$604KSellJun 8Daniel P McgahnCEO9.7K sh$404KSellJun 8John W KosibaCFO4.8K sh$202KSellFeb 24David R OliverDirector200 sh$7K
+ 6 other (6 awards) in window

See when $AMSC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJun 28-K — Item 5.02: Officer or director change
AI summary

American Superconductor's Board and Compensation Committee approved the fiscal 2026 executive incentive plan (year ending March 31, 2027) for the CEO and all executive officers, with bonus targets as percentages of base salary. Routine annual incentive plan approval.

+ 12 other (3 earnings 8-Ks · 3 13Gs · 2 proxys · 1 ARS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Is American Superconductor a Sell After a Director Sells $151,000 in Stock?fool.com·32d agoAmerican Superconductor: Yes, Questions Remainseekingalpha.com·45d agoASMC CEO on Earnings & Expanding Role in AI, Energy Bottlenecksyoutube.com·50d agoAmerican Superconductor Corporation (AMSC) Q4 2025 Earnings Call Transcriptseekingalpha.com·50d agoWhy American Superconductor Stock Shorted Out Todayfool.com·50d ago

In themes

Explore the broader themes this ticker is being talked about under.

Defense & DronesThe Power Grid

More in Industrial - Machinery

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$OKLO$SERV$EMR$XE$RR$VELO$SYM$BW
Voices on X · last 7 days

No standout posts about $AMSC on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport