American Superconductor Corporation (AMSC) Stock Analysis

Why this analysis is different

• A sector-relative MoonshotScore — five pillars (business quality, financial safety, valuation, growth durability, momentum) re-ranked nightly against the full universe of US-listed common stocks.
• An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
• Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.

American Superconductor Corporation (AMSC) Industrial Operations Profile

American Superconductor Corporation delivers power resiliency solutions through its Grid and Wind segments, offering products like D-VAR systems and wind turbine designs. With a focus on grid modernization and renewable energy integration, AMSC serves electric utilities, industrial facilities, and wind turbine manufacturers worldwide, leveraging its proprietary technologies.

What Is the Investment Thesis for AMSC?

With a P/E ratio of 9.25 and a profit margin of 46.7%, AMSC demonstrates strong profitability. The company's Grid segment is poised to benefit from investments in grid infrastructure and the growing adoption of renewable energy sources. The Wind segment offers growth potential through licensing its wind turbine designs and providing support services to manufacturers. Key catalysts include ongoing investments in resilient electric grid systems and expansion in the D-VAR volt var optimization market. Potential risks include competition and dependence on key customers.

Based on FMP financials and quantitative analysis

AMSC Key Highlights

Market Cap of $1.39B reflects investor confidence in AMSC's growth potential.

• P/E Ratio of 9.25 indicates attractive valuation compared to industry peers.
• Profit Margin of 46.7% demonstrates strong operational efficiency.
• Gross Margin of 30.6% showcases effective cost management.
• Beta of 3.08 indicates high volatility compared to the market.

Who Are AMSC's Competitors?

AMSC is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are AMSC's Key Strengths?

Proprietary D-VAR technology.

• Established Windtec Solutions brand.
• Strong relationships with key customers.
• High profit margin.

What Are AMSC's Weaknesses?

High beta indicating high volatility.

• Dependence on key customers.
• Limited geographic diversification.
• Exposure to cyclical industries.

What Could Drive AMSC Stock Higher?

Investments in resilient electric grid systems.

• Expansion in the D-VAR volt var optimization market.
• Potential new contracts for ship protection systems.
• New licensing agreements for wind turbine designs.

What Are the Key Risks for AMSC?

Weak fundamentals — a Piotroski F-Score of 3/9 flags soft profitability, leverage or efficiency.

• Insider selling — insiders were net sellers of roughly $1.6M recently.
• Competition from established players in the grid solutions market.
• Technological obsolescence affecting the company's products.
• Economic downturns affecting industrial spending.
• Changes in government regulations impacting the renewable energy sector.

What Are the Growth Opportunities for AMSC?

• Expansion in D-VAR Volt Var Optimization (VVO) Market: The market for VVO is growing as utilities seek to improve grid efficiency and reduce energy losses. AMSC's D-VAR VVO solutions can help utilities optimize voltage levels and reduce power consumption. This market is expected to grow as utilities invest in smart grid technologies. AMSC can leverage its existing customer relationships and technology expertise to capture a significant share of this market.
• Increased Adoption of Resilient Electric Grid Systems: As extreme weather events become more frequent, the demand for resilient electric grid systems is increasing. AMSC's resilient electric grid systems can help protect critical infrastructure from power outages and other disruptions. The market for resilient grid solutions is expected to grow as utilities and government agencies invest in grid hardening measures. AMSC can capitalize on this trend by offering comprehensive grid resiliency solutions.
• Growth in Ship Protection Systems: AMSC's ship protection systems reduce a naval ship's magnetic signature, enhancing its stealth capabilities. The demand for these systems is growing as navies around the world seek to improve their maritime security. AMSC can leverage its technology and expertise to expand its presence in the naval market. This growth opportunity is supported by ongoing investments in naval defense and security.
• Licensing of Wind Turbine Designs: AMSC's Windtec Solutions brand designs wind turbine systems and licenses these designs to third parties. The market for wind turbine designs is growing as wind energy becomes a more important source of renewable energy. AMSC can expand its licensing business by offering innovative and cost-effective wind turbine designs. This growth opportunity is driven by the increasing demand for clean energy and the declining cost of wind power.
• Expansion in Power Electronics and Control Systems: AMSC supplies power electronics and software-based control systems to wind turbine manufacturers. The market for these systems is growing as wind turbines become more sophisticated and require advanced control capabilities. AMSC can expand its market share by offering high-performance and reliable power electronics and control systems. This growth opportunity is supported by the increasing demand for wind energy and the technological advancements in wind turbine design.

What Are AMSC's Competitive Advantages?

• Proprietary D-VAR systems for controlling power flow and voltage.
• Windtec Solutions brand with a portfolio of wind turbine designs.
• Established relationships with electric utilities and wind turbine manufacturers.
• Expertise in power electronics and software-based control systems.

What Does AMSC Do?

American Superconductor Corporation (AMSC) was founded in 1987 and is headquartered in Ayer, Massachusetts. The company operates globally, providing megawatt-scale power resiliency solutions. AMSC functions through two primary segments: Grid and Wind. The Grid segment offers a range of products and services under the Gridtec Solutions brand, enabling electric utilities, industrial facilities, and renewable energy project developers to connect, transmit, and distribute power. These solutions include transmission planning services, grid interconnection for renewable energy projects, power quality systems, and resilient electric grid systems. Key products include D-VAR systems for controlling power flow, actiVAR systems for reactive compensation, and armorVAR systems for power factor correction. The Grid segment also provides ship protection systems and in-board power delivery systems. The Wind segment focuses on designing wind turbine systems, licensing these designs under the Windtec Solutions brand. It supplies power electronics and software-based control systems, engineered designs, and support services to wind turbine manufacturers. The company’s design portfolio includes drivetrains and power ratings of 2 megawatts and higher. AMSC's solutions aim to enhance grid stability, improve power quality, and support the integration of renewable energy sources into the power grid. The company's technology is also utilized in naval applications, providing ship protection and power delivery systems.

What Products and Services Does AMSC Offer?

• Provides megawatt-scale power resiliency solutions.
• Offers Gridtec Solutions for electric utilities and industrial facilities.
• Designs wind turbine systems under the Windtec Solutions brand.
• Supplies power electronics and software-based control systems.
• Offers transmission planning services to identify grid congestion.
• Provides ship protection systems for naval applications.
• Develops resilient electric grid systems for critical infrastructure.

How Does AMSC Make Money?

• Sells Gridtec Solutions products and services to electric utilities and industrial facilities.
• Licenses Windtec Solutions wind turbine designs to third-party manufacturers.
• Supplies power electronics and control systems to wind turbine manufacturers.
• Provides engineering planning services for grid modernization projects.

What Industry Does AMSC Operate In?

American Superconductor Corporation operates within the industrial machinery sector, which is experiencing growth due to increasing demand for grid modernization and renewable energy integration. The market for power grid infrastructure is expanding, driven by the need for more resilient and efficient power systems. The competitive landscape includes companies offering similar grid solutions and wind turbine technologies. AMSC differentiates itself through its proprietary D-VAR systems and its Windtec Solutions brand, which provides wind turbine designs and support services.

Who Are AMSC's Key Customers?

• Electric utilities seeking to improve grid reliability and efficiency.
• Industrial facilities requiring power quality and resiliency solutions.
• Renewable energy project developers connecting to the power grid.
• Wind turbine manufacturers licensing wind turbine designs.
• Naval organizations seeking ship protection systems.

Over the past six months, American Superconductor Corporation insiders filed 15 SEC Form 4 transactions — 9 sales and 6 purchases. On net that is roughly 23K shares disposed (about $1.6M), a signal worth weighing alongside the fundamentals.

Wall Street analysts project American Superconductor Corporation revenue of about $368.1M for fiscal 2027, with EPS near $0.88. The estimate reflects 3 contributing analysts.

American Superconductor Corporation has beaten Wall Street's EPS estimate in 7 of its last 8 reported quarters — a consistent record of delivering on expectations. Reported results have landed about 333.6% above estimates on average.

American Superconductor Corporation's Piotroski F-Score is 3/9, a 9-point checklist of profitability, leverage and efficiency — flagging fundamental weakness worth scrutiny. Its Altman Z-Score of 3.53 places it in the safe zone, indicating low near-term bankruptcy risk.

Return on equity for American Superconductor Corporation stands at 30.3%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 18.1%, showing how much profit it generates from its asset base. AMSC trades at a trailing price-to-earnings ratio of 9.25, below the Industrials sector average of ~28.00x. Its free cash flow yield is 0.8%, a gauge of the cash the business throws off relative to its market value. A current ratio of 2.39 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 5.7%, the inverse of the P/E and a quick read on earnings relative to price.

American Superconductor Corporation (AMSC) Valuation Context

Valued at $1.39B, AMSC is classified as a small-cap stock. Analyst price targets span from $33.00 to $68.00, with a consensus of $52.00. At the current price of $28.66, that implies approximately 81% upside potential. Relative to its peer group, AMSC's quantitative score of 48/100 is below the peer average of 70/100.

AMSC Revenue & Earnings Trend

In Q1 FY2026, AMSC generated $94.1M in top-line revenue, marking a sequential increase of 8.9%. The company recorded net income of $9.5M, with diluted EPS of $0.20. Revenue has increased across the last three reported quarters, suggesting sustained momentum for this small-cap Industrials company. Across the four most recent quarters, AMSC averaged $0.76 in diluted EPS.

Company Profile

American Superconductor Corporation operates in the Electrical Equipment & Parts industry within the Industrials sector. It is headquartered in Ayer, US. The company is led by CEO Daniel Patrick McGahn. AMSC has traded publicly since 1991.

AMSC Financials

AMSC Latest News

AMSC Analyst Consensus

AMSC MoonshotScore

Common Questions About AMSC (Industrials)

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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