American Superconductor (NASDAQ:AMSC) Shares Gap Up on Better-Than-Expected Earnings

American Superconductor Corporation (NASDAQ:AMSC)’s share price gapped up prior to trading on Thursday following a better than expected earnings announcement. The stock had previously closed at $27.61, but opened at $31.76. American Superconductor shares last traded at $28.61, with a volume of 939,123 shares trading hands.

The technology company reported $2.75 EPS for the quarter, beating the consensus estimate of $0.15 by $2.60. American Superconductor had a net margin of 46.70% and a return on equity of 37.97%. The company had revenue of $74.53 million during the quarter, compared to the consensus estimate of $69.03 million. During the same quarter in the prior year, the company posted $0.16 earnings per share. The firm’s revenue for the quarter was up 21.4% on a year-over-year basis. American Superconductor has set its Q4 2025 guidance at 0.170- EPS.

More American Superconductor News

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

• Positive Sentiment: Q3 beat — AMSC reported fiscal Q3 EPS of $2.75 vs. consensus $0.15 and revenue of ~$74.5M (up ~21% year-over-year); margins and net income were notably strong, driving the initial rally. Article Title
• Positive Sentiment: Acquisition & guidance lift outlook — Management highlighted the Comtrafo acquisition as expanding AMSC’s utility reach and is targeting over $80M in Q4 revenue, supporting revenue momentum. Article Title
• Positive Sentiment: Analyst upgrade — Zacks moved AMSC to a “Strong Buy” (Zacks Rank #1), reflecting increased optimism on earnings prospects and likely contributing to buying interest. Article Title
• Positive Sentiment: Market reaction — Shares jumped sharply in after-hours trading following the release (reports cite revenue growth, the acquisition and a sizable tax benefit as drivers), fueling momentum into the next session. Article Title
• Positive Sentiment: Earnings call tone — Company commentary and the Q3 earnings call emphasized sustained momentum and pipeline strength, supporting the upbeat investor reaction. Article Title
• Neutral Sentiment: Short-interest data is noisy/insignificant in the recent report (shows 0 shares / NaN change), so there’s no clear short-pressure signal to explain price moves.
• Neutral Sentiment: Earnings call transcript and additional coverage available for deeper due diligence (transcript and media summaries provide detail on revenue mix, margins and guidance). Article Title

Wall Street Analysts Forecast Growth

A number of analysts recently commented on AMSC shares. Zacks Research raised American Superconductor from a “hold” rating to a “strong-buy” rating in a research report on Wednesday. Wall Street Zen lowered American Superconductor from a “buy” rating to a “hold” rating in a research report on Saturday, January 17th. Weiss Ratings reiterated a “hold (c-)” rating on shares of American Superconductor in a research note on Monday, December 29th. Finally, Oppenheimer restated an “outperform” rating on shares of American Superconductor in a research report on Thursday, November 6th. One analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Buy”.

Institutional Investors Weigh In On American Superconductor

Institutional investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. raised its position in shares of American Superconductor by 19.6% in the fourth quarter. Vanguard Group Inc. now owns 3,526,632 shares of the technology company’s stock valued at $101,496,000 after purchasing an additional 576,831 shares during the period. Baillie Gifford & Co. grew its stake in American Superconductor by 5.6% in the 4th quarter. Baillie Gifford & Co. now owns 1,506,841 shares of the technology company’s stock valued at $43,367,000 after buying an additional 79,509 shares in the last quarter. Atreides Management LP grew its stake in American Superconductor by 34.0% in the 2nd quarter. Atreides Management LP now owns 1,104,458 shares of the technology company’s stock valued at $40,523,000 after buying an additional 280,418 shares in the last quarter. Geode Capital Management LLC raised its holdings in American Superconductor by 6.6% during the 2nd quarter. Geode Capital Management LLC now owns 940,111 shares of the technology company’s stock valued at $34,497,000 after acquiring an additional 58,430 shares during the period. Finally, Arrowstreet Capital Limited Partnership lifted its position in shares of American Superconductor by 221.7% during the third quarter. Arrowstreet Capital Limited Partnership now owns 760,457 shares of the technology company’s stock worth $45,164,000 after acquiring an additional 524,061 shares in the last quarter. 52.28% of the stock is owned by hedge funds and other institutional investors.

American Superconductor Stock Up 8.6%

The stock has a market capitalization of $1.34 billion, a P/E ratio of 9.61 and a beta of 2.98. The company has a debt-to-equity ratio of 0.01, a current ratio of 2.66 and a quick ratio of 3.05. The stock has a fifty day moving average price of $31.00 and a 200 day moving average price of $44.10.

American Superconductor Company Profile

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.