$AMSC

The U.S. Department of Energy and IEA report urgent needs for grid modernization due to rising demand from AI data centers, manufacturing, and renewables. Key companies in grid modernization include GE Vernova (GEV), Eaton (ETN), Hubbell (HUBB), Prysmian (PRY), Quanta Services (PWR), Itron (ITRI), and AMSC. GE Vernova reported Q2 2026 orders of $24.2B, up 88%, with data-center orders exceeding $5B. Eaton saw 18% organic sales growth in Electrical Americas. Hubbell's Utility Solutions sales rose

American Superconductor (AMSC) reported revenue growth exceeding expectations but missed EPS estimates and guidance, causing a stock drop. The 90-day share price fell 31.48%, while the 3-year return remains strong. The company's valuation is debated, with a fair value estimate of $65.33. Policy focus on grid reliability may benefit AMSC, but risks include cooling order strength and high costs.

American Superconductor (AMSC) fell 46% in 3 months after InvestingPro's Fair Value analysis flagged it as overvalued in May 2026. AMSC traded at $52.67 then, with InvestingPro estimating intrinsic value at $31.66. The stock declined to $28.49 by August. Recent Q1 guidance and insider sales added to bearish sentiment. InvestingPro's methodology combines multiple valuation approaches.

American Superconductor (AMSC) reported mixed Q1 fiscal 2026 results with record revenue of $94.1M (up 30% YoY) but a 44.8% drop in adjusted earnings to 16 cents per share. Gross margin fell to 26.3% from 33.8% YoY due to acquisition-related costs and product mix pressures. Management expects Q2 revenue to decline sequentially to $85M. AMSC stock has fallen 43.1% over the past year, underperforming peers like FPS and CTS.

U.S. industrial production rose 0.2% in July, below the 0.4% forecast, causing shares of Comfort Systems (FIX), Littelfuse (LFUS), MasTec (MTZ), American Superconductor (AMSC), and AAON to decline. Littelfuse reported strong Q2 results, with revenue up 20.4% YoY and EPS beating estimates by 10.7%.

American Superconductor (NASDAQ:AMSC) reported Q2 CY2026 revenue of $94.07 million, up 30% year on year, exceeding Wall Street revenue expectations by 9.2%. Non-GAAP adjusted EPS was $0.17, below analysts’ consensus. Next-quarter revenue guidance is $85 million, and the stock fell 7.1% to $30.69 after the release.

AMSC (Nasdaq: AMSC) reported first-quarter FY2026 revenue of $94.1 million, up 30% year over year, and net income of $9.5 million ($0.21 per share). Operating cash flow rose to $16 million. Orders exceeded $130 million. For Q2 ending Sept. 30, 2026, it expects revenue above $85 million and non-GAAP net income above $8 million.

AMERICAN SUPERCONDUCTOR CORP /DE/ (AMSC) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 AMSC Reports First Quarter Fiscal Year 2026 Financial Results and Business Outlook First Quarter Financial Highlights: • Increased Revenue by 30% Year-over-Year to a Record Level Exceeding $90 Million • Reported Record Total Orders Above $130 Million Driven by the Ut

American Superconductor (NASDAQ: AMSC) will report Q2 results Wednesday after the bell. The company previously reported Q1 revenue of $86.41 million, up 29.6% year on year, and beat EPS and revenue guidance. For Q2, analysts expect revenue growth of 19.1%. AMSC shares are down 18.4% over the past month; average analyst price target is $62.50 versus $31.13.

AMSC (Nasdaq: AMSC) said it will release its first quarter fiscal 2026 financial results after the market close on Aug. 5, 2026. Management will hold an investor conference call starting 10:00 a.m. ET on Aug. 6 to discuss results and business outlook. Webcast and dial-in details were provided by the company.