American Superconductor Corporation (AMSC) AI Stock Analysis
AMSC AI stock analysis summary
AI ResearchAmerican Superconductor Corporation provides megawatt-scale power resiliency and wind energy solutions through its Grid and Wind operating segments. The company increased annual revenue from $108.4M in FY2022 to $299.2M in FY2026, generating net income of $133.8M in FY2026. AMSC maintains a strong balance sheet with $139.8M in net cash as of June 30, 2026, alongside a forward P/E multiple of 36.1x.
- Market cap
- $1.24B
- Revenue (TTM)
- $320.9M
- P/E
- 8.6x fwd 36.1x
- 1Y return
- -59.3% S&P 500 16.8%
- Avg. target
- $61.75 140.6% vs last close
Bull case
- AMSC expanded top-line revenue at a 5-year CAGR of 28.0% through FY2026, reaching $299.2M in annual revenue.
- The balance sheet remains liquid with $139.8M in net cash and a current ratio of 2.43 as of June 30, 2026.
- All 4 covering analysts rate AMSC a Strong Buy, with a mean price target of $61.75 implying 140.6% upside.
Bear case
- Analysts project EPS for the current fiscal year to decline 75.5% to $0.88 compared to $3.46 earned in FY2026.
- Valuation multiples remain elevated, with an EV/EBITDA ratio of 63.3x compared to the US-listed Industrials peer median of 13.9x.
- The company expanded its share count by 72.3% over the past five years, reflecting substantial equity dilution.
What American Superconductor does
American Superconductor Corporation provides megawatt-scale power resiliency solutions globally through two segments: Grid and Wind. The Grid segment operates under the Gridtec Solutions brand, serving electric utilities, industrial facilities, and renewable energy developers. Its offerings include transmission planning services, grid interconnection solutions for wind and solar installations, power quality systems, and transmission and distribution cable systems. It also provides resilient electric grid systems, reactive compensation solutions such as D-VAR and actiVAR, and naval ship protection systems. The Wind segment designs wind turbine systems under the Windtec Solutions brand, licensing designs exceeding 2 megawatts while providing power electronics, control software, and engineering support.
Growth and profitability
AMSC achieved a 5-year revenue CAGR of 28.0% from FY2021 to FY2026. Annual revenue expanded from $108.4M in FY2022 to $145.6M in FY2024, reaching $299.2M in FY2026 with 34.3% annual growth. Gross margin improved from 12.4% in FY2022 to 29.8% in FY2026. The company turned profitable in FY2025 with net income of $6.0M, which rose to $133.8M in FY2026, yielding EPS of $3.46 and a net margin of 44.7%. Operating margin reached 5.6% in FY2026. For the latest quarter ended June 30, 2026, quarterly revenue rose 30.0% year-over-year, while quarterly earnings grew 17.6%, bringing trailing twelve month revenue to $320.9M.
Balance sheet and cash flow
As of June 30, 2026, AMSC held $143.7M in cash and short-term investments against total debt of $3.9M, resulting in net cash of $139.8M. The company reported shareholders' equity of $572.5M, total assets of $762.2M, a current ratio of 2.43, and a debt-to-equity ratio of 0.01. Operating cash flow in FY2026 reached $23.1M, supporting free cash flow of $18.3M after capital expenditures of $4.9M. Over the past five years, the company's share count increased 72.3%.
Valuation and performance
AMSC trades at a trailing P/E of 8.6x and a forward P/E of 36.1x, compared to the median of its US-listed Industrials peers of 24.8x and 17.2x, respectively. Its enterprise value of $1.36B reflects an EV/EBITDA multiple of 63.3x, significantly above the peer median of 13.9x, while its price-to-sales ratio is 3.9x versus the peer median of 1.5x. Over the past year, AMSC shares dropped 59.3%, lagging the S&P 500 (SPY) gain of 16.8%. Over five years, the stock generated a 53.3% return compared to 83.0% for the S&P 500.
What analysts expect
Wall Street coverage consists of 4 Strong Buy ratings, with zero Buy, Hold, Sell, or Strong Sell recommendations. The mean price target of $61.75 represents 140.6% upside from the October 16, 2026 closing price of $25.67. For the fiscal year ending March 31, 2027, consensus estimates project EPS to decline 75.5% to $0.88 on revenue of $367.8M. AMSC beat EPS expectations in 3 of the last 4 quarters, and its next earnings release is scheduled for November 4, 2026.
Key risks and what to watch
- The stock carries elevated volatility with a beta of 3.33 and has dropped 59.3% over the past 12 months.
- Operating margin stands at 2.6% over the trailing twelve months, well below the US-listed Industrials peer median of 11.7%.
- AMSC shares trade 27.8% below their 200-day moving average and sit near their 52-week low of $24.08.
- Short interest stands at 8.3% of the float, reflecting ongoing market skepticism.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this AMSC AI stock analysis
This page is an AI-written research summary of American Superconductor Corporation (AMSC). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.
Related: AMSC income statement, AMSC balance sheet, AMSC key metrics, AMSC analyst forecast, AMSC chart. See the AMSC stock overview for the latest quote and news.
AMSC AI stock analysis FAQ
What is AMSC's core business model?
American Superconductor Corporation provides megawatt-scale power resiliency solutions through its Grid segment, including reactive compensation systems like D-VAR and naval ship protection. It also designs and licenses wind turbine systems exceeding 2 megawatts under its Wind segment.
Does AMSC pay a dividend?
No, AMSC does not pay a dividend. In FY2026, the company generated $23.1M in operating cash flow and funded $4.9M in capital expenditures.
How fast is AMSC growing?
The company posted a 5-year revenue CAGR of 28.0% from FY2021 to FY2026, with FY2026 revenue increasing 34.3% to $299.2M and latest quarterly revenue rising 30.0% year-over-year.
What is the consensus analyst price target for AMSC?
The mean price target from 4 analysts is $61.75, which represents a 140.6% premium over its October 16, 2026 closing price of $25.67.