AMERICAN SUPERCONDUCTOR CORP /DE/(AMSC)Stock Analysis
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Rank #402 of 2,879 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
AMSC Stock Analysis & AI Quality Score
AI stock analysis and institutional research for AMERICAN SUPERCONDUCTOR CORP /DE/ (AMSC), a Technology sector company. 13F Pro's AI-powered ranking engine scores AMSC at 68.7/100 on a 32-signal composite quality model, placing it at rank #402 of 2,879 stocks — the top 25% of the AI-ranked universe. AMSC scores in the top quartile across balance sheet strength (95.5), profitability (95.0), revenue growth (91.8). Areas of concern include revenue scale (28.2) and earnings quality (30.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 25.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q4 2026), AMERICAN SUPERCONDUCTOR CORP /DE/ reports quarterly revenue of $86.4M, net income of $4.5M, free cash flow of $7.5M. Top institutional holders of AMSC by reported 13-F value include BlackRock,, VANGUARD CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. AMSC trades on the Nasdaq exchange and files with the SEC under CIK 880807. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate AMSC daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for AMERICAN SUPERCONDUCTOR CORP /DE/ directly from SEC EDGAR. AMERICAN SUPERCONDUCTOR CORP /DE/'s 13F Pro composite quality score has ranged between 8 and 77 since 2021, currently 68.7 — an improving long-term trajectory across 53 quarterly and live scoring snapshots.
What's Driving AMSC's Business? Latest 10-K Breakdown
✓ 29/29 datapoints verifiedAI-extracted from AMERICAN SUPERCONDUCTOR CORP /DE/'s 10-K filed 2026-05-27 — FY2026 (year ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
AMSC achieved $299.2M revenue (+34% YoY) and $133.8M net income, driven by $118.4M tax benefit from valuation allowance release and Comtrafo acquisition in December 2025.
Biggest Revenue Drivers
Total revenue: $299.2M+34% YoY
Higher new energy power systems revenues, ship protection systems revenues, and Comtrafo contribution from acquisition
Additional shipments of electrical control systems in fiscal 2025
Largest Expense Items
Includes $0.6M amortization of Comtrafo backlog and $0.8M inventory fair value step-up
Addition of Comtrafo operating expenses and increased compensation and stock compensation
Increased compensation and stock compensation expenses
Additional amortization related to Comtrafo acquisition
Margins: Gross margin improved to 31% in FY2026 from 28% in FY2025, driven by higher revenues and beneficial product mix in Grid and Wind segments. Operating margins also expanded, with Grid segment operating income reaching $8.5M versus $1.8M prior year.
Watch Items from the Filing
- Material weakness in internal controls: company did not maintain effective controls over purchase accounting and fair value accounting for Comtrafo acquisition, with errors undetected due to insufficient precision in management review.
- Inox Wind Limited represents 15% of total revenues (FY2026) and 14-15% historically; loss of this single Wind customer could materially impact Wind segment which generates 16% of total revenue.
- Contingent consideration earnout for Comtrafo could reach $382.5M BRL (~$75M USD equivalent) over 3 years based on EBITDA targets; fair value of $39.5M recorded as of March 31, 2026.
- International operations represent 52% of FY2026 revenues with significant exposure to foreign exchange risk; 16% of revenues denominated in Euro and 7% in Brazilian Real.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q4 2026
$86.4M
Net Income
Q4 2026
$4.5M
Free Cash Flow
Q4 2026
$7.5M
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+34.3% YoYNet Income
+2118.0% YoYOperating Income
+1162.7% YoYEPS (Diluted)
+1806.2% YoYTotal Assets
+138.1% YoYTotal Debt
Op. Cash Flow
-18.2% YoY| Metric | FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $299.2M +34.3% | $222.8M +53.0% | $145.6M +37.4% | $106.0M -2.3% | $108.4M +69.9% | $63.8M |
| Net Income | $133.8M +2118.0% | $6.0M +154.3% | $-11.1M +99.9% | $-11.11B +68.3% | $-35.04B -204866.1% | $-17.1M |
| Operating Income | $11.4M +1162.7% | $-1.1M +90.5% | $-11.4M +65.6% | $-33.0M -56.5% | $-21.1M +8.8% | $-23.1M |
| EPS (Diluted) | $3.05 +1806.2% | $0.16 +143.2% | $-0.37 +70.6% | $-1.26 -77.5% | $-0.71 +31.1% | $-1.03 |
| Total Assets | $739.5M +138.1% | $310.5M +33.4% | $232.8M +32.6% | $175.6M +1.0% | $173.9M +3.0% | $168.9M |
| Total Debt | — | $0.00 -100.0% | $25.0K -72.2% | $90.0K -44.4% | $162.0K | — |
| Operating Cash Flow | $23.1M -18.2% | $28.3M +1223.0% | $2.1M +109.5% | $-22.5M -18.5% | $-19.0M -15.0% | $-16.5M |
AI Insight: AMSC Financial Trends
Revenue momentum sustained to $86M in Q1 2026, but profitability volatility and operating margin compression raise execution concerns.
• Revenue grew 115% from Q2 2024 ($40M) to Q1 2026 ($86M), with consecutive quarter-over-quarter growth in recent quarters.
• Operating income deteriorated to -$1M in Q1 2026 after tracking positive through Q4 2025, signaling margin pressure despite topline strength.
• Equity increased 288% from $143M (Q2 2024) to $555M (Q1 2026), though debt emerged at $8M in Q4 2025.
⚠ Net income swung wildly: $118M spike in Q4 2025 followed by collapse to $5M in Q1 2026—suggests non-recurring Q4 item.
⚠ Operating cash flow declined to $3M in Q4 2025 and $9M in Q1 2026, weakening from $13M peak in Q3 2024.
AI Insight: AMSC Ratio Trends
AMSC's profitability metrics collapsed in Q1 2026 after an anomalous Q4 2025 spike, with operating margin turning negative and ROIC falling below zero.
• Operating margin deteriorated from 4.5% in Q3 2025 to -0.6% in Q1 2026, reversing eight quarters of recovery from -8.2% in Q2 2024.
• ROIC declined to -0.4% in Q1 2026 from 3.5% in Q3 2025, erasing prior quarter gains and signaling operational underperformance.
• Q4 2025 metrics (NPM 158.1%, ROE 87.8%) appear anomalous; Q1 2026 normalization suggests one-time gains inflated prior quarter.
⚠ Return metrics (ROE 3.3%, ROA 2.5%) collapsed to near-baseline levels in Q1 2026 despite low leverage (D/E 0.01), indicating core operational stress.
⚠ Trajectory from Q2 2024 trough now reversed; quarterly ROIC and OpMargin both negative again—monitor Q2 2026 for stabilization.
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Top Institutional Holders of AMSC
BlackRock, Inc.
$134.8M3,982,650 shVANGUARD CAPITAL MANAGEMENT LLC
$69.0M2,039,468 shVANGUARD PORTFOLIO MANAGEMENT LLC
$57.9M1,711,677 shBAILLIE GIFFORD & CO
$49.0M1,447,419 shSTATE STREET CORP
$42.7M1,261,071 shGEODE CAPITAL MANAGEMENT, LLC
$39.6M1,169,152 shBARROW HANLEY MEWHINNEY & STRAUSS LLC
$38.6M1,139,793 shNuveen, LLC
$34.6M1,020,947 shOBERWEIS ASSET MANAGEMENT INC/
$28.8M849,900 shAWM Investment Company, Inc.
$27.1M801,604 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $134.8M | 3,982,650 |
| VANGUARD CAPITAL MANAGEMENT LLC | $69.0M | 2,039,468 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $57.9M | 1,711,677 |
| BAILLIE GIFFORD & CO | $49.0M | 1,447,419 |
| STATE STREET CORP | $42.7M | 1,261,071 |
| GEODE CAPITAL MANAGEMENT, LLC | $39.6M | 1,169,152 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $38.6M | 1,139,793 |
| Nuveen, LLC | $34.6M | 1,020,947 |
| OBERWEIS ASSET MANAGEMENT INC/ | $28.8M | 849,900 |
| AWM Investment Company, Inc. | $27.1M | 801,604 |
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Is AMSC a good stock to buy?
13F Pro's AI-powered analysis of AMERICAN SUPERCONDUCTOR CORP /DE/ (AMSC) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for AMSC are available on the AMSC stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own AMSC?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling AMSC. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of AMERICAN SUPERCONDUCTOR CORP /DE/'s investment landscape.