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American Superconductor Corp

American Superconductor Corp

AMSC
$33.03USD↓-0.20%-0.07 today

MARKET CAP

1.6B

P/E (TTM)

32.3x

FWD P/E

27.4x

DAY RANGE

$31 – $34

52W RANGE

$25
$70

AI Summary

Stalk
Sell NowHigh

AMSC remains in a Stage 4 decline with a medium-term bearish bias confirmed by sequential lower highs and lower lows beneath declining EMAs and DMAs. Short-term conditions favor the sell side as price trades below the 9EMA, 20EMA, 50DMA, and 200DMA with no relief despite extreme oversold readings. The long-term uptrend is intact but under pressure from sustained downward momentum. Recommended posture is to sell now to align with ongoing supply dominance.

  • ↑Q4 FY2025 revenue $86.4M up 30% YoY led by grid and wind divisions
  • ↑Backlog exceeds $280M (+40% YoY), supporting near-term sales visibility
  • ↓Valuation appears rich—GuruFocus flags 15.9% overvaluation and insiders selling
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

American Superconductor Corporation (NASDAQ:AMSC) is an emerging leader in providing advanced power solutions and energy efficiency systems, focusing on sectors such as renewables, military, industrials, utilities, and semiconductors. The company is strategically positioned within the ongoing energy transition and modernization efforts, particularly through its specialized offerings that address reliability and efficiency in power delivery systems. AMSC's strong emphasis on grid stability and its growing footprint in the semiconductor market highlight its role in the rapidly evolving energy landscape.

Bull says

  • ↑Q4 FY2025 revenue $86.4M up 30% YoY led by grid and wind divisions
  • ↑Backlog exceeds $280M (+40% YoY), supporting near-term sales visibility
  • ↑Comtrapo acquisition strengthens Brazilian utility footprint and product range
  • ↑Non-GAAP net income $14.1M (EPS $0.31) vs $4.8M prior; seven straight profitable quarters
  • ↑Gross margin at 30.5%, reflecting sustained cost control and pricing power
  • ↑Cash balance $147.6M vs $85.4M, low leverage and strong liquidity

Bear says

  • ↓Valuation appears rich—GuruFocus flags 15.9% overvaluation and insiders selling
  • ↓Short interest elevated, fueling volatility and downside risk
  • ↓Semiconductor sector reliance poses execution risk if demand slows
  • ↓SG&A + R&D up from $13.2M to $19M YoY, pressuring profitability
  • ↓Institutional ownership low, limiting support during market dips
  • ↓High price volatility deters risk-averse investors despite strong growth

Earnings Call · Q4 2024 · Mgmt. Guidance

Updated 07-11-2026bullish

Transcript signals

Bull points

  • During our fourth quarter, we outperformed expectations across nearly every key metric. We saw revenue grow sequentially quarter over quarter, and by nearly 60%, against the year-ago period as we reached a recent record level of revenue surpassing the $65 million mark.
  • For the full fiscal year, I'm proud to say that it was a year of exceptional execution and strong growth across our business. We saw total revenue grow over 50% to $222 million.
  • We booked nearly $320 million of new orders for fiscal 2024. We closed the year with a robust 12 month backlog of over $200 million. This was $140 million a year ago.

Bear points

  • research and development and SG&A expenses for the fourth quarter of fiscal 2024 totaled $15.6 million, which was up from $10.3 million in the year-ago quarter.
  • For the full fiscal year, research and development and SG&A expenses totaled $54.5 million in fiscal 2024, compared with $39.6 million in fiscal 2023.
Read full transcript analysis ›