The Zacks Electronics - Miscellaneous Components industry players like TTMI, AMSC and ALNT are benefiting from the solid adoption of AI and the democratization of IoT.

Does American Superconductor (AMSC) have what it takes to be a top stock pick for momentum investors? Let's find out.

The consensus price target hints at a 42.4% upside potential for American Superconductor (AMSC). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Live Updates Live Coverage Has Ended Earnings beat 4:20 pm EPS (Non-GAAP): $0.13 actual vs. $0.10 estimate → +30% beat Revenue: $66.7M actual vs. $60.3M estimate → +10.6% beat AMSC delivered the largest beat relative to expectations in both EPS and revenue — consistent with its prior blowout trend. Strong Finish to a Breakout Year 4:18 pm American Superconductor delivered a solid beat to cap off a breakout fiscal year, reporting Q4 revenue of $66.7 million, up 59% YoY, and a GAAP net income of $1.2 million, or $0.03 per share, compared to a loss of $0.05 per share last year. Non-GAAP EPS hit $0.13, more than double last year’s Q4 non-GAAP result. Full-year revenue climbed 53% to $222.8 million, and non-GAAP net income reached $24.0 million, or $0.65 per share, compared to just $0.02 the prior year. This was AMSC’s third consecutive quarter of GAAP profitability and seventh straight quarter of positive operating cash flow. Importantly, the company reported $75 million in new orders in Q4, ending the year with a near-record $320 million backlog. That momentum is expected to continue: Q1 FY25 revenue is projected between $64M–$68M, with net income expected to exceed $0.03 GAAP and $0.10 non-GAAP per share. Past earnings reactions 3:45 pm AMSC has been one of the most explosively responsive earnings trades on the market over the past year. Each of the last four quarters delivered not only massive EPS beats, but outsized share price reactions — typically in the double digits. That sets up high expectations. Even a modest miss or an in-line guide could disappoint investors who’ve grown used to upside blowouts. If the company delivers again, however, it could extend its momentum into uncharted territory. Quarter EPS Actual EPS Est. Surprise Stock Reaction Q4 FY24 $0.16 $0.07 +140% +14% Q3 FY24 $0.27 $0.04 +523% +23% Q2 FY24 $0.08 $0.01 +700% +10% Q1 FY24 $0.05 –$0.02 +400% +15% AMSC stock sentiment 3:33 pm AMSC has one of the most aggressively bullish sentiment profiles among small-cap industrials right now. Short interest has fallen sharply and now sits near cycle lows — under 2%. Meanwhile, retail ownership and options flow have skewed heavily bullish, with large call volume at $25 and $30. Analysts have warmed up to the stock after three explosive earnings beats, but few have raised price targets aggressively, suggesting that institutional investors are still in “prove-it” mode. With shares up over 130% YTD, even a small earnings miss or soft backlog update could trigger a sharp reset. Earnings-day moves for AMSC have been volatile — the last three prints saw double-digit percentage swings. Sentiment is bullish, but fragile. Capacity Questions Remain 2:38 pm Last quarter, AMSC’s tone was more confident than any time in recent memory. CEO Daniel McGahn emphasized the company’s position in the “energy infrastructure arms race” and noted that customer demand across utilities, DOD, and energy integrators is no longer just exploratory — it’s real. Management framed backlog growth as “transformational” and confirmed that multiple new utility-scale D-VAR orders had entered the pipeline. However, execution remains a risk. McGahn acknowledged that the company still needs to scale manufacturing and project deployment capacity to meet accelerating demand. Margin expansion and opex control were praised by analysts, but several pressed for more detailed visibility into the Navy HTS propulsion project. AMSC held firm on timing but declined to update the revenue schedule. What to watch this quarter: Updates on order fulfillment capacity and production scaling Confirmation of new D-VAR deployments in key utility markets Commentary on multiyear backlog confidence Clarity on defense contract timing Keys to watch 1:29 pm AMSC’s recent growth has been driven by both commercial grid wins and government-funded defense projects. In the last quarter, management highlighted a strong order backlog and improved execution on previously awarded contracts. Gross margin expanded meaningfully — a key factor in the company’s triple-digit EPS beats. IR commentary has emphasized two areas: the Navy’s HTS propulsion program, and grid voltage support systems amid AI datacenter buildouts. The question now is whether those projects are scaling predictably. Execution slippage could reset the rally. On the flip side, any increase in 2025 revenue guidance or confirmation of multi-quarter visibility would reinforce the stock’s new valuation base. Watch for: Order conversion rate and backlog updates Segment-level revenue and gross margin breakout Commentary on Navy/DoD pipeline and timing Opex discipline as volume scales Can AMSC Turned In Another Monster Quarter 12:29 pm AMSC has been on a breakout run, and the macro setup has never been stronger. The demand for power grid upgrades, naval defense tech, and AI datacenter infrastructure has lifted the company’s growth narrative from speculative to structurally supported. But the question now is: can the company maintain its momentum? In the last three quarters, AMSC delivered monster EPS surprises — +523%, +139%, and +700%. Each fueled huge price moves. However, those beats have started to create elevated expectations. This quarter, guidance and backlog commentary will be critical. Investors need clarity that orders are converting on schedule and that margins are holding up amid volume scaling. Any softness in grid deployment cadence or defense contract timing could raise concern — not because the long-term story is broken, but because the stock is now priced for near-perfect execution. American Superconductor (NASDAQ: AMSC) reports earnings after the bell with one of the most aggressive setups in the mid-cap industrial universe. Shares are up more than 130% year to date, and the company has delivered back-to-back triple-digit EPS surprises. Investors are now asking whether this is the start of a structural re-rating — or simply the top of a short-term momentum arc. Wall Street expects AMSC to post EPS of $0.10 on $60.3 million in revenue, representing year-over-year growth of 93% and 43%, respectively. For the full fiscal year, EPS is forecast at $0.61 — a 2,900% improvement over last year’s $0.02 — alongside revenue of $216 million. That kind of growth is rare, but so is the macro alignment: AMSC is leveraged to power grid modernization, national defense, and datacenter infrastructure — three of 2025’s most investable themes. Recent quarters have been defined by rapid backlog conversion and margin expansion. But the company’s model still carries execution risk: low float, niche technologies, and exposure to project-based revenue make quarter-to-quarter consistency tough. Last quarter’s 140% EPS surprise sent the stock soaring — but also reset the bar higher. Investors will be looking for updates on both the Navy HTS propulsion program and the expansion of grid-based hardware. Cost control, cash flow conversion, and order cadence will likely be scrutinized as leading indicators for how long AMSC can sustain its current growth rate. If management can deliver another upside quarter — and pair it with commentary that validates its multiyear growth runway — the stock could begin to justify its recent move. If not, today’s report could mark a short-term peak in what’s been one of the most dramatic rallies in the industrial growth space. The post American Superconductor (AMSC) Live: Complete Earnings Coverage appeared first on 24/7 Wall St..

American Superconductor Corporation (NASDAQ:AMSC ) Q4 2024 Earnings Conference Call May 22, 2025 10:00 AM ET Company Participants Nicol Golez - Director of Communications Daniel McGahn - Chairman, President and Chief Executive Officer John Kosiba - Senior Vice President, Chief Financial Officer and Treasurer Conference Call Participants Eric Stine - Craig-Hallum Colin Rusch - Oppenheimer Justin Clare - ROTH Capital Partners Operator Good morning and welcome to the AMSC Fourth Quarter Fiscal 2024 Financial Results Conference Call. All participants will be in listen-only mode.

American Superconductor (AMSC) came out with quarterly earnings of $0.12 per share, beating the Zacks Consensus Estimate of $0.10 per share. This compares to earnings of $0.05 per share a year ago.

Business Highlights:  • Full year revenues increased 53% year over year to $222.8 million • Full year net income increased $17.1 million year over year to $6.0 million • Generated $6.3 million of operating cash flow in the fourth quarter, helping to further strengthen the balance sheet Company to host conference call tomorrow, May 22 at 10:00 am ET AYER, Mass., May 21, 2025 (GLOBE NEWSWIRE) -- AMSC (Nasdaq: AMSC), a leading system provider of megawatt-scale power resiliency solutions that orchestrate the rhythm and harmony of power on the grid™ and that protect and expand the capability and resiliency of our Navy's fleet, today reported financial results for its fourth quarter and fiscal year ended March 31, 2025 ("fiscal 2024").

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AYER, Mass., May 15, 2025 (GLOBE NEWSWIRE) -- AMSC® (NASDAQ: AMSC), a leading system provider of megawatt-scale power resiliency solutions that orchestrate the rhythm and harmony of power on the grid™ and protect and expand the capability of our Navy's fleet, announced today that it plans to release its fourth quarter and fiscal year 2024 financial results after the market close on Wednesday, May 21, 2025. In conjunction with this announcement, AMSC management will participate in a conference call with investors and covering analysts beginning at 10:00 a.m. Eastern Time on Thursday, May 22, 2025. On this call, management will discuss the Company's recent accomplishments, financial results, and business outlook.

AMSC thrives in the Grid and Wind segments, with a growing order backlog and diversified projects, positioning it for growth amid macroeconomic challenges.