American Superconductor Corp. (AMSC)

NASDAQIndustrialsElectrical Equipment & PartsSnapshot 2026-10-23

$25.12+0.44%

Close 2026-10-23 · 1-day change

American Superconductor Corp. (AMSC) Outlook: What's Priced In | QuarterlyIQ

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge American Superconductor Corp.’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

Comparable estimates unavailable

+10% or more+5%0%−5%−10% or less

A matching fiscal period and sufficient coverage are required.

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

The calculation requires same-period, same-provider snapshots, positive EPS, at least five analysts and a baseline within three days of the requested lookback.

Measure / period	Management expectations	Analyst expectations
FY 2026 · Q2
Revenue	Over $85M	—
FY 2026 · Q3
Revenue	—	91.04M
EPS	—	0.242
FY 2026 · Annual
Revenue	—	368.14M
EPS	—	0.878
FY 2027 · Annual
Revenue

What the Thesis Depends On

4 published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
EPS above $0.07 for Q1 2026	Profit rises with EPS above $0.07.	Under Pressure	EPS falls below $0.06 in Q1 2026	Diluted EPS: $0.20 per share FY2027-Q1; GAAP. Published target: >=0.07 USD_PER_SHARE. The stored target says 2026-Q1; this source reports FY2027-Q1. Fiscal/calendar alignment needs review. Source published Aug 5, 20260.2 USD/share · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2027-Q1 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: 99e134c8-d30e-4939-800f-082e9af4e83a. Source status: eligible. Compare required operating outcomes

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2028 · fiscal year ending 2028-03-31 · fmp

FY2028 EPS: comparable history unavailable.

FY2028 revenue: comparable history unavailable.

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2028 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	Unavailable	Unavailable	4 / 4
2026-07-25	Unavailable	Unavailable	4 / 4
2026-07-26	Unavailable	Unavailable	4 / 4
2026-07-27	Unavailable	Unavailable	3 / 3
2026-07-28	Unavailable	Unavailable	4 / 4
2026-07-29	Unavailable	Unavailable

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

EPS above $0.07 for Q1 2026Published status: Under Pressure
Non-GAAP net income above $8M for Q1 2026Published status: Broken
Revenue above $85M for Q1 2026Published status: Under Pressure
Maintain valuation discount vs peers (PE ~10 vs peer median ~31)P/E (TTM): 7.80x

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

2.4%Typical daily move · historical

Downside history

-60.3%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

American Superconductor Corp. outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 24, 2026

What kind of bet this is

This is a high-risk industrial growth story, with recent revenue progress supporting the long-term thesis. The thesis is intact, though confidence is medium and earnings quality is neutral.

What's priced into American Superconductor Corp.

The valuation is tagged as stretched, even though it is described as cheap versus peers. The expectations gap is modest, and valuation has fallen recently, so the pricing picture is mixed rather than clearly cheap or expensive overall.

What the fundamentals likely do

Near term, revenue execution is strong: 2026-Q1 revenue exceeded guidance and management expects revenue above its stated goal in Q2. Non-GAAP net income was slightly below its quarterly goal in Q1, while a recent earnings miss and erratic surprises add risk; the evidence does not establish a longer-term earnings path.

What American Superconductor Corp. hinges on

The multi-year view depends on sustaining revenue growth and closing the gap to management’s quarterly income goal. Near term, a guidance cut would be a negative signal, while continued strong results and higher guidance from industrial bellwethers could support the sector backdrop; weaker peer results could remove that support.

Bottom line

For the next 1 to 3 years, AMSC has a credible execution story, but high risk, mixed earnings delivery, and stretched pricing make the thesis sensitive to guidance and sector conditions. Not investment advice.

Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.

EPS	—	1.288

2026-07-30	Unavailable	Unavailable	4 / 4

2026-07-31	Unavailable	Unavailable	4 / 4

2026-08-01	Unavailable	Unavailable	4 / 4

2026-08-02	Unavailable	Unavailable	4 / 4

2026-08-03	Unavailable	Unavailable	4 / 4

2026-08-04	Unavailable	Unavailable	4 / 4

2026-08-05	Unavailable	Unavailable	4 / 4

2026-08-06	Unavailable	Unavailable	4 / 4

2026-08-07	Unavailable	Unavailable	3 / 3

2026-08-08	Unavailable	Unavailable	4 / 3

2026-08-09	Unavailable	Unavailable	4 / 3

2026-08-10	Unavailable	Unavailable	4 / 3

2026-08-11	Unavailable	Unavailable	4 / 4

2026-08-12	Unavailable	Unavailable	4 / 4

2026-08-13	Unavailable	Unavailable	4 / 4

2026-08-14	Unavailable	Unavailable	3 / 3

2026-08-15	Unavailable	Unavailable	3 / 3

2026-08-16	Unavailable	Unavailable	3 / 3

2026-08-17	Unavailable	Unavailable	3 / 3

2026-08-18	Unavailable	Unavailable	3 / 3

2026-08-19	Unavailable	Unavailable	3 / 3

2026-08-20	Unavailable	Unavailable	3 / 3

2026-08-21	Unavailable	Unavailable	3 / 3

2026-08-22	Unavailable	Unavailable	3 / 3

2026-08-23	Unavailable	Unavailable	3 / 3

2026-08-24	Unavailable	Unavailable	3 / 3

2026-08-25	Unavailable	Unavailable	3 / 3

2026-08-26	Unavailable	Unavailable	3 / 3

2026-08-27	Unavailable	Unavailable	3 / 3

2026-08-28	Unavailable	Unavailable	3 / 3

2026-08-29	Unavailable	Unavailable	3 / 3

2026-08-30	Unavailable	Unavailable	3 / 3

2026-08-31	Unavailable	Unavailable	3 / 3

2026-09-01	Unavailable	Unavailable	3 / 3

2026-09-02	Unavailable	Unavailable	3 / 3

2026-09-03	Unavailable	Unavailable	3 / 3

2026-09-04	Unavailable	Unavailable	3 / 3

2026-09-05	Unavailable	Unavailable	3 / 3

2026-09-06	Unavailable	Unavailable	3 / 3

2026-09-07	Unavailable	Unavailable	3 / 3

2026-09-08	Unavailable	Unavailable	3 / 3

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold	Sell*
2026-05-01	3	0	0
2026-06-01	3	0	0
2026-07-01	4	0	0
2026-08-01	4	0	0
2026-09-01	4	0	0
2026-10-01	4	0	0

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 4 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell

0 upgrades0 downgrades0 maintains

Recent actions · Sep 25–Oct 24 · 0 recorded

American Superconductor Corp. (AMSC)

What could strengthen or challenge American Superconductor Corp.’s outlook?

What the Thesis Depends On

Incoming Evidence

Expectations trend

Outlook in Brief

What's improving

Still unresolved / key risks

Historical risk context

American Superconductor Corp. outlook in detail

What kind of bet this is

What's priced into American Superconductor Corp.

What the fundamentals likely do

What American Superconductor Corp. hinges on

Bottom line

Analyst view

Price-target changes

Next proof point

Bottom line