American Superconductor (NASDAQ:AMSC) Announces Quarterly Earnings Results

American Superconductor (NASDAQ:AMSC) released its quarterly earnings data on Wednesday. The technology company reported $0.30 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.19 by $0.11, FiscalAI reports. American Superconductor had a net margin of 44.73% and a return on equity of 35.21%. The company had revenue of $86.41 million during the quarter, compared to the consensus estimate of $82.10 million. During the same quarter in the prior year, the firm posted $0.12 earnings per share. American Superconductor’s revenue for the quarter was up 29.6% on a year-over-year basis. American Superconductor updated its Q1 2026 guidance to 0.170- EPS.

American Superconductor Price Performance

Shares of AMSC opened at $51.33 on Friday. American Superconductor has a fifty-two week low of $24.87 and a fifty-two week high of $70.49. The company has a market capitalization of $2.44 billion, a price-to-earnings ratio of 17.11 and a beta of 3.28. The firm has a 50-day simple moving average of $43.19 and a 200-day simple moving average of $35.65. The company has a debt-to-equity ratio of 0.01, a quick ratio of 1.80 and a current ratio of 2.66.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in the company. Arrowstreet Capital Limited Partnership lifted its position in American Superconductor by 221.7% in the third quarter. Arrowstreet Capital Limited Partnership now owns 760,457 shares of the technology company’s stock valued at $45,164,000 after purchasing an additional 524,061 shares during the period. Atreides Management LP lifted its position in American Superconductor by 34.0% in the second quarter. Atreides Management LP now owns 1,104,458 shares of the technology company’s stock valued at $40,523,000 after purchasing an additional 280,418 shares during the period. First Trust Advisors LP lifted its position in American Superconductor by 49.0% in the fourth quarter. First Trust Advisors LP now owns 682,967 shares of the technology company’s stock valued at $19,656,000 after purchasing an additional 224,576 shares during the period. Millennium Management LLC lifted its position in American Superconductor by 878.5% in the first quarter. Millennium Management LLC now owns 225,682 shares of the technology company’s stock valued at $4,094,000 after purchasing an additional 202,617 shares during the period. Finally, Voloridge Investment Management LLC acquired a new stake in American Superconductor in the third quarter valued at about $10,192,000. 52.28% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on AMSC shares. Weiss Ratings upgraded shares of American Superconductor from a “hold (c)” rating to a “hold (c+)” rating in a research note on Wednesday, May 6th. Zacks Research downgraded shares of American Superconductor from a “strong-buy” rating to a “hold” rating in a research note on Thursday, March 5th. One equities research analyst has rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Hold”.

Key Headlines Impacting American Superconductor

Here are the key news stories impacting American Superconductor this week:

• Positive Sentiment: AMSC reported fiscal Q4 EPS of $0.30 versus expectations of $0.19, with revenue of $86.4 million topping estimates and rising 29.6% year over year, showing continued demand momentum. MarketBeat earnings report
• Positive Sentiment: Full-year revenue climbed 34% to a record $299.2 million, and backlog grew nearly 40% year over year to about $280 million, suggesting healthy future sales visibility. GlobeNewswire release
• Positive Sentiment: Commentary highlighted strong demand from data centers and traditional energy customers, and management framed the company as benefiting from growing power-grid and AI-related infrastructure needs. YouTube interview
• Neutral Sentiment: Several post-earnings writeups and transcript summaries focused on the same core theme: strong results, but investors are also reassessing valuation and the pace of future growth after the latest guidance update. Seeking Alpha transcript
• Negative Sentiment: AMSC’s Q1 FY2026 EPS guidance of about 0.17 was below the consensus estimate of 0.21, and multiple reports pointed to that outlook gap as the main reason the stock moved lower. Motley Fool article

About American Superconductor

American Superconductor Corporation (NASDAQ:AMSC) is a technology company specializing in power electronics and high-temperature superconductor systems. Founded in 1987 and headquartered in Devens, Massachusetts, AMSC develops hardware and software solutions aimed at improving the efficiency, reliability and stability of electric power systems and renewable energy infrastructure. The company’s engineering expertise spans from the lab scale to full commercial deployment, with a focus on tackling grid integration challenges for utilities and independent power producers.

AMSC’s portfolio includes superconducting wire and cryogenic systems, power grid stabilization devices, and turnkey wind turbine electronics.