American Superconductor (NASDAQ:AMSC) Updates Q2 2026 Earnings Guidance

American Superconductor (NASDAQ:AMSC) issued an update on its second quarter 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 0.170- for the period, compared to the consensus estimate of 0.180. The company issued revenue guidance of $85.0M-, compared to the consensus revenue estimate of $87.5 million.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on the stock. Weiss Ratings reissued a “hold (c+)” rating on shares of American Superconductor in a research report on Monday. Freedom Capital raised American Superconductor to a “strong-buy” rating in a research report on Tuesday, July 21st. One investment analyst has rated the stock with a Strong Buy rating, one has given a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy”.

American Superconductor Stock Down 0.1%

AMSC traded down $0.04 on Thursday, hitting $32.90. 1,134,773 shares of the company traded hands, compared to its average volume of 1,123,418. American Superconductor has a 12-month low of $24.87 and a 12-month high of $70.49. The company has a 50 day moving average of $38.24 and a 200-day moving average of $37.90. The stock has a market capitalization of $1.59 billion, a PE ratio of 10.97 and a beta of 3.27.

American Superconductor (NASDAQ:AMSC) last released its earnings results on Wednesday, May 27th. The technology company reported $0.30 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.19 by $0.11. American Superconductor had a return on equity of 32.19% and a net margin of 44.73%.The business had revenue of $86.41 million for the quarter, compared to analyst estimates of $82.10 million. During the same quarter in the previous year, the company posted $0.12 earnings per share. The company’s revenue for the quarter was up 29.6% compared to the same quarter last year. American Superconductor has set its Q1 2026 guidance at 0.170- EPS. On average, research analysts anticipate that American Superconductor will post 0.66 EPS for the current year.

Insider Activity at American Superconductor

In other American Superconductor news, CEO Daniel P. Mcgahn sold 16,117 shares of the business’s stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $37.45, for a total transaction of $603,581.65. Following the sale, the chief executive officer directly owned 1,131,929 shares in the company, valued at approximately $42,390,741.05. The trade was a 1.40% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO John W. Kosiba, Jr. sold 6,769 shares of the stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $37.46, for a total transaction of $253,566.74. Following the completion of the transaction, the chief financial officer owned 334,377 shares of the company’s stock, valued at $12,525,762.42. This represents a 1.98% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 37,391 shares of company stock worth $1,463,119 in the last quarter. 3.60% of the stock is currently owned by insiders.

Key Stories Impacting American Superconductor

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

• Positive Sentiment: AMSC reported fiscal first-quarter revenue of $94.07 million, up 30% year over year and above analysts’ $87.12 million estimate. The company also posted record total orders exceeding $130 million, supported by utility-sector and mining demand. AMSC Reports First Quarter Fiscal Year 2026 Financial Results and Business Outlook
• Positive Sentiment: Operating cash flow nearly quadrupled to approximately $16 million, providing evidence that the company’s revenue growth is translating into improved cash generation. The strong operating update helped support the stock’s upward move. American Superconductor Reports Record Quarterly Revenue and Orders
• Positive Sentiment: AMSC’s stock was reported to be up about 13% in the latest trading session, indicating that investors were giving greater weight to the company’s order momentum and revenue performance than to the quarterly EPS shortfall. American Superconductor Stock Jumps 13% Today
• Neutral Sentiment: The company earned $0.16 per share, below the $0.20 consensus estimate and down from $0.30 a year earlier. The earnings miss was partially offset by the revenue beat and 30% year-over-year sales growth. American Superconductor Q1 Earnings Miss Estimates
• Negative Sentiment: AMSC’s second-quarter EPS guidance of approximately $0.17 was slightly below the $0.18 analyst consensus, creating a modest near-term earnings risk and contributing to mixed market reactions. American Superconductor Exceeds Q2 Expectations but Stock Drops

Hedge Funds Weigh In On American Superconductor

Several hedge funds have recently bought and sold shares of the company. Canada Pension Plan Investment Board grew its holdings in American Superconductor by 100.0% in the second quarter. Canada Pension Plan Investment Board now owns 2,000 shares of the technology company’s stock valued at $73,000 after purchasing an additional 1,000 shares during the last quarter. Federation des caisses Desjardins du Quebec raised its position in shares of American Superconductor by 275.0% during the 4th quarter. Federation des caisses Desjardins du Quebec now owns 2,625 shares of the technology company’s stock worth $76,000 after purchasing an additional 1,925 shares during the last quarter. State of Wyoming purchased a new stake in American Superconductor in the 4th quarter valued at approximately $87,000. Steward Partners Investment Advisory LLC grew its holdings in American Superconductor by 114.3% during the 4th quarter. Steward Partners Investment Advisory LLC now owns 5,625 shares of the technology company’s stock valued at $162,000 after buying an additional 3,000 shares during the last quarter. Finally, Creative Planning purchased a new position in American Superconductor during the second quarter worth $208,000. 52.28% of the stock is owned by hedge funds and other institutional investors.

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.