Should You Avoid Investing in AMSC Stock After a Mixed Q1?
AMSC posted record fiscal Q1 revenues, but sharp margin contraction, lower adjusted earnings and integration costs cloud the near-term outlook.
AMSC - American Superconductor Corporation
Price:
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--
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CONSENSUS:
Buy
DETAILS
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PRICE TARGET:
$52.00
DETAILS
HIGH:
$68.00
LOW:
$33.00
MEDIAN:
$55.00
CONSENSUS:
$52.00
UPSIDE:
76.09%
Stock News
Bank of America Corp DE Acquires 43,883 Shares of American Superconductor Corporation $AMSC
Bank of America Corp DE grew its holdings in American Superconductor Corporation (NASDAQ: AMSC) by 26.5% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 209,451 shares of the technology company's stock after buying an additional 43,883 shares during the
American Superconductor: Turnkey Power Systems Could Unlock The Next Growth Leg
American Superconductor is evolving into a turnkey power project contractor, expanding wallet share and platform value beyond its core superconductivity products. AMSC's growth is driven by grid investment cycles, a robust $300M+ backlog, and strategic acquisitions like Comtrafo, enabling broader project scope and earlier customer engagement. Despite recent gross margin pressure (26.3%), I model FY revenue of ~$370M, normalized net income of ~$40M, and margin recovery as integration and factory productivity improve.
American Superconductor: Underlying Concerns And Big Opportunity
American Superconductor appears attractive on headline growth and margins, but deeper analysis reveals aggressive valuation and mixed underlying business performance. Q1 FY26 results showed strong Wind segment growth but weakness in legacy Grid and NWL, with revenue shifts and margin compression raising near-term concerns. Valuation models suggest up to 17% downside from current prices, as multiples on legacy businesses appear stretched and headline growth is acquisition-driven.
AMSC Q1 Earnings Miss Estimates on Margin Pressure, Sales Beat
American Superconductor's Q1 sales rise 30% and beat estimates, but earnings decline 44.8% as Comtrafo costs, labor and product mix pressure margins.
AMSC Q1 Earnings Call Highlights Record Orders and Strong Backlog
American Superconductor's fiscal Q1 bookings top $130M and backlog surpasses $400M, boosting fiscal 2026 visibility even as pull-forwards and margin pressure make Q2 more challenging.
American Superconductor Corporation (AMSC) Q1 2026 Earnings Call Transcript
American Superconductor Corporation (AMSC) Q1 2026 Earnings Call Transcript
American Superconductor Q1 Earnings Call Highlights
American Superconductor NASDAQ: AMSC reported first-quarter fiscal 2026 revenue of $94.1 million, up 30% from $72.4 million a year earlier, as growth in its Grid and Wind business units pushed quarterly sales above $90 million for the first time.
American Superconductor (AMSC) Q1 Earnings Miss Estimates
American Superconductor (AMSC) came out with quarterly earnings of $0.16 per share, missing the Zacks Consensus Estimate of $0.2 per share. This compares to earnings of $0.29 per share a year ago.
AMSC Reports First Quarter Fiscal Year 2026 Financial Results and Business Outlook
First Quarter Financial Highlights: Increased Revenue by 30% Year-over-Year to a Record Level Exceeding $90 Million Reported Record Total Orders Above $130 Million Driven by the Utility-Sector Mining Developments Nearly Quadrupled Operating Cash Flow to $16 million Company to host conference call tomorrow, August 6th, at 10:00 am ET AYER, Mass., Aug. 05, 2026 (GLOBE NEWSWIRE) -- AMSC (Nasdaq: AMSC), a leading provider of power control solutions that harmonize an increasingly complex energy system and enable customers to scale their operations without added complexity or size, today reported financial results for its first quarter ended June 30, 2026 of fiscal year 2026.
AMSC to Report First Quarter Fiscal Year 2026 Financial Results on August 5, 2026
AYER, Mass., July 31, 2026 (GLOBE NEWSWIRE) -- AMSC (Nasdaq: AMSC), a leading provider of power control solutions that harmonize an increasingly complex energy system and enable customers to scale their operations without added complexity or size, announced today that it plans to release its first quarter fiscal year 2026 financial results after the market close on Wednesday, August 5, 2026. In conjunction with this announcement, AMSC management will participate in a conference call with investors and covering analysts beginning at 10:00 a.m. Eastern Time on Thursday, August 6, 2026. On this call, management will discuss the Company's recent accomplishments, financial results, and business outlook.
American Superconductor Highlights Record Revenue, Growth Momentum at Annual Meeting
American Superconductor NASDAQ: AMSC held its 2026 annual meeting of stockholders on July 31, with shareholders electing all seven board nominees, ratifying RSM US LLP as the company's independent auditor and approving executive compensation on an advisory basis.
AMSC Secures $25 Million Turnkey Contract for Large-Scale Mining Development
AYER, Mass., July 28, 2026 (GLOBE NEWSWIRE) -- AMSC (Nasdaq: AMSC), a leading provider of power control solutions that harmonize an increasingly complex energy system and enable customers to scale their operations without added complexity or size, today announced it has secured a $25 million order from a North American utility.
AMSC to Report Q1 Earnings: What's in Store for the Stock?
American Superconductor heads into Q1 results with revenue growth expected, driven by Grid demand, data centers and Comtrafo business integration gains.
Why American Superconductor Corporation Rallied in the First Half of 2026
American Superconductor delivered two quarterly beats during the first half. However, a blog post from Microsoft and a new academic study on superconductor technology may have been bigger factors behind the rally.
Is American Superconductor a Sell After a Director Sells $151,000 in Stock?
Known for its grid and wind power solutions, this energy tech firm reported a notable insider sale amid ongoing sector transformation.
American Superconductor: Yes, Questions Remain
American Superconductor Corporation has surged, but its valuation assumes rapid growth not yet supported by fundamentals. Headline revenue growth is largely acquisition-driven; organic growth in the core Grid segment remains in the high-single digits. Wind segment growth is impressive but highly concentrated, with significant reliance on a single customer, Inox.
ASMC CEO on Earnings & Expanding Role in AI, Energy Bottlenecks
AMSC (AMSC) CEO Daniel McGahn talks about the company's latest earnings and the role it plays in the AI energy bottleneck. He walks investors through the "one-two punch" ASMC takes to expand power grid opportunities.
American Superconductor Corporation (AMSC) Q4 2025 Earnings Call Transcript
American Superconductor Corporation (AMSC) Q4 2025 Earnings Call Transcript
Why American Superconductor Stock Shorted Out Today
Earnings weren't AMSC's problem today. Guidance is.
Price Targets
AMSC price target lowered to $55 from $63 at Roth Capital
$55.00
(was $36.55)
Justin Clare
·
Roth Capital
American Superconductor (AMSC) PT Raised to $68 at Oppenheimer
$68.00
(was $36.55)
Colin W Rusch
·
Oppenheimer
Oppenheimer Reiterates Outperform Rating on American Superconductor (AMSC)
$29.00
(was $23.96)
Colin W Rusch
·
Oppenheimer
Craig-Hallum buyers of AMSC amid post-report weakness
$33.00
(was $18.70)
Eric Stine
·
Craig-Hallum
AMSC price target raised to $20 from $15 at Roth MKM
$20.00
(was $17.44)
Justin Clare
·
Roth Capital
American Superconductor (AMSC) PT Raised to $23 at Oppenheimer
$23.00
(was $17.44)
Colin W Rusch
·
Oppenheimer