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TickerTalks›$AMSC
AMAMSC

American Superconductor Corporation

Rising onWhy it's trendingX chatter picking upMoving on elevated volumeBacked by solid revenue growth
$AMSC·$1.5B·Electrical Equipment & Parts·Industrials
$25.67-4.5%YTD-9.6%1Y-59.3%
Price updated 7h ago·X counts updated 5d ago
AMAMSC
$AMSCAmerican Superconductor Corporation
$25.67-4.54%44 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $AMSC on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

44X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $AMSC's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 61% of tracked names.

Bullish sentiment⚠AI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-02 · top-engagement diverged

American Superconductor benefits from Trump's executive order banning some foreign energy equipment (positive for AMSC/GEV/HUBB), and community members frame AMSC as 'at its bottom while revenues are rising' — low short interest (1.114M shares) with a target back above $65 versus ~$29.05 spot. Chartists warn the stock 'needs volume badly' after choppy price action and indecisive wicks, but community conviction is high.

Read what X is saying about $AMSC

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $AMSC — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Grid-infrastructure specialist with Q4 revenue +30% YoY, 30% ROE and TTM earnings growth benefiting from a Trump equipment-import ban.

American Superconductor sells grid-reactive power systems (D-VAR) plus wind-turbine electrical controls, so revenue scales with grid-interconnection build-out and the US domestic-equipment push.

  • Q4 FY25 revenue $86.4M, +29.6% YoY, operating margin 4.2% — four consecutive quarters of 20-80% revenue growth
  • TTM: 14x earnings, 6.8x sales, 30% ROE, 30% gross margin, 5.2% operating margin, FCF yield 0.9%, debt-to-equity 0.007 — unlevered
  • 2026 estimates: $294.9M revenue, $3.46 EPS; 2027 $368.1M, $0.88 EPS — EPS forecast reset reflects margin uncertainty
  • YTD -0.8%, trailing-12m -50% at $29.50 — multiple reset from the 2025 peak
  • Director Barbara Littlefield resigned Sep 18 — board change without a stated reason, modest governance friction
  • Trump executive order banning some foreign energy equipment flagged as positive for AMSC/GEV/HUBB

The setup is a quality operating line (30% ROE, consistent growth, zero leverage) at a reset multiple with a policy tailwind. The question is whether the Q4 FY25 revenue step-up extends into FY26 or the sell-side's $0.88 FY27 EPS reset signals a mid-cycle margin pause.

Agrees with X sentimentX frames the Trump energy-equipment import ban as positive for AMSC/GEV/HUBB, with community cash framing AMSC as 'at its bottom while revenues are rising' and low short interest (~1.1M shares). Chartists warn volume is thin and price action choppy; the structural read matches both — the operating line is holding, the chart hasn't yet confirmed the thesis.

What to watch: Nov 4 Q1 FY27 earnings and realized order backlog — whether revenue growth extends above 20% or the FY27 EPS reset proves the near-term ceiling.

On the calendar: 2026-11-04 Q1 FY27 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

No material change from last week — AI data-center buildout and power-grid modernization sustain elevated equipment demand.

What this means for $AMSC

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

Industry benchmark

29-name peer basket
+21.8%YTD
-8.7%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 $0.20

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

6-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$294.9M$293.2M – $296.5M$3.46$3.44 – $3.472
FY27$368.1M$364.4M – $371.9M$0.88$0.84 – $0.923
FY28$421.8M$419.3M – $424.4M$1.29$1.27 – $1.303
FY29$480.4M$437.5M – $523.2M$1.45$1.41 – $1.502
FY30$572.5M$558.7M – $588.0M$2.02$1.96 – $2.091
FY31$652.0M$636.3M – $669.7M$2.37$2.30 – $2.451

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.0.9×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.4%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.-13.8%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.-27.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 46.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.5% 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.β3.335-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
+ 1 other (1 award) 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-KOfficer or director changeSep 218-K — Item 5.02: Officer or director change
AI summary

American Superconductor Corp (AMSC) disclosed that director Barbara G. Littlefield resigned from the Board of Directors effective September 18, 2026 at 12:00 PM Eastern Time. No reason was provided for the departure, and the company has not yet announced a replacement director. The filing represents a routine director departure disclosure with no financial or operational implications described.

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.

+ 9 other (2 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.

American Superconductor Corporation (NASDAQ: AMSC) Revenue Rises as Margin Fallsdefenseworld.net·4d agoIs It Too Late to Buy American Superconductor Corp (AMSC) After 6.2% Rally? GF Value Says Undervaluedgurufocus.com·10d agoAmerican Superconductor (NASDAQ:AMSC) versus SolarEdge Technologies (NASDAQ:SEDG) Critical Surveydefenseworld.net·17d agoAmerican Superconductor Corporation (NASDAQ:AMSC) Receives Average Recommendation of “Moderate Buy” from Brokeragesdefenseworld.net·18d agoAmerican Superconductor Corp (AMSC) Shares Surge 3.6% -- What GF Score of 80 Tells Investorsgurufocus.com·28d ago

In themes

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

Defense & DronesThe Power Grid

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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.

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