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AMAMSC

American Superconductor Corporation

$AMSC·$1.6B·Electrical Equipment & Parts·Industrials
$28.71+0.8%YTD+12.4%1Y-41.1%
Mentions · last 7 days
2026-08-22: 0 posts2026-08-23: 2 posts2026-08-24: 3 posts170%
Price updated 10h ago·X counts updated 7d ago
AMAMSC
$AMSCAmerican Superconductor Corporation
$28.71+0.77%17 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

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 numbersSelling offAI verdict · as of 2026-08-21

Falling on heavy selling — points lower unless it turns around.

Grid-and-wind picks-and-shovels play with a real backlog — Q1 margin compression broke the tape, even with revenue up 30%.

American Superconductor sells grid-resilience equipment (Gridtec) and wind-turbine electrical systems — a niche industrial with genuine leverage to power-transmission upgrades and the AI-datacenter grid build. The story is real; the recent execution has been shakier than the narrative.

  • Q1 revenue grew 30% year-on-year to $94M — the top-line is genuinely re-accelerating, and the recent quarters have logged record orders lifting 12-month backlog past $300M.
  • Q1 EPS missed at $0.16 vs $0.20 consensus — a 21% miss driven by gross-margin compression from 33.8% down to 26.3%; non-GAAP net income actually declined 34% year-on-year once you strip out an $8.1M non-cash contingent-consideration benefit.
  • Q2 guide of >$85M implies sequential deceleration — the growth-into-backlog story needs the guide to firm on the Nov 4 print, not step back.
  • Sits at the 11th percentile of its 52-week range and is 18% below the 200-day trend, -38% over 12 months — the tape is telegraphing that the market is discounting the margin story hard, and the value multiple only makes sense if margins recover.

What restarts the move is Nov 4 Q3 showing gross margin has stopped compressing alongside a raised guide reflecting the record backlog — both together are what convert 'record orders' into 'record earnings.' What confirms the breakdown is another quarter of margin compression or a specific project-execution charge; the operating leverage that the bull case needs is the exact thing Q1 didn't deliver.

Agrees with X sentimentThe mixed X read (Q1 revenue +30% but EPS $0.16 vs $0.21, gross margin 33.8% → 26.3%, non-GAAP net income -34% YoY ex the $8.1M non-cash benefit, Q2 guide implies deceleration) is analytically fair and matches the mechanics. Long-term bulls see the load zone; near-term caution is warranted because the margin story is the specific concern.

What to watch: Nov 4 Q3 earnings — gross margin trajectory and revenue guide are the two data points. Watch backlog conversion rate as the second-derivative on the earnings-power thesis.

On the calendar: 2026-11-04 — Q3 earnings

X sentiment

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

Mixed sentiment6 posts analyzed · as of 2026-08-31

Chatter is thin and mixed across just six posts. Bulls flag Trump's order banning some foreign energy grid equipment as a tailwind and call the current $29 zone an accumulation entry toward $65, citing low short interest and rising revenues. Chart-focused voices push back that the tape looks choppy with indecisive wicks and a heavy float on light volume, calling it expensive and messy and an easy pass.

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
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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 Electrical Equipment & Parts sits in its cycle right now — and what that implies for $AMSC.

Electrical Equipment & Parts · Industrials

Grid modernization — driven by electrification, EV charging infrastructure, and AI data center power demand — is the central capex cycle pulling electrical equipment volumes. Backlog visibility is strong; execution risk is the near-term constraint, not demand.

What this means for $AMSC

Partial — fee-based midstream revenue has limited direct commodity price exposure but volume ties to upstream production activity.

Industry benchmark

36-name peer basket
+23.3%YTD
+62.6%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
Q2 2026Aug 5, 2026$0.16$0.20-21.0%
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%
Next earningsWed, Nov 4·consensus EPS $0.18

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

6-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$294.9M$293.2M – $296.5M$3.46$3.44 – $3.472
FY27$362.2M$358.4M – $366.1M$0.98$0.96 – $0.993
FY28$417.4M$416.8M – $418.0M$1.34$1.25 – $1.433
FY29$478.6M$437.4M – $519.8M$1.55$1.35 – $1.752
FY30$572.4M$560.0M – $585.5M$2.16$2.10 – $2.221
FY31$652.0M$637.8M – $666.9M$2.37$2.30 – $2.441

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.1.0×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.8%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.-14.6%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.-20.1%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 today1.6% 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.β3.285-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$202K
+ 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
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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-KShareholder voteAug 58-K — Item 2.02: Earnings release · Item 5.07: Shareholder vote
AI summary

AMSC reported financial results for first. Full results are disclosed in a press release filed as Exhibit 99.1. Item 2.02 mandates simultaneous disclosure of material earnings data, ensuring all investors receive results at the same time. Investors should review the attached exhibit for complete financial figures and any forward guidance from AMSC management.

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.

+ 10 other (3 13Gs · 2 proxys · 1 10-Q · 1 ARS) in window

Recent news

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

Should You Avoid Investing in AMSC Stock After a Mixed Q1?zacks.com·6d agoBank of America Corp DE Acquires 43,883 Shares of American Superconductor Corporation $AMSCdefenseworld.net·6d agoAmerican Superconductor: Turnkey Power Systems Could Unlock The Next Growth Legseekingalpha.com·11d agoAmerican Superconductor: Underlying Concerns And Big Opportunityseekingalpha.com·23d agoAMSC Q1 Earnings Miss Estimates on Margin Pressure, Sales Beatzacks.com·25d ago

In themes

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

Defense & DronesThe Power Grid

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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.

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