American Superconductor

AMSC

Market cap $1.4B

Exited 340,102 shares in American Superconductor, reducing position value by $12.48 million Post-trade stake is zero shares, or $0 value The position was previously 3.3% of the fund's AUM as of the prior quarter

Massachusetts-based Essex Investment Management sold 100,461 shares of American Superconductor Corporation for approximately $1.9 million in the third quarter. The transaction value equaled about 0.8% of Essex's reportable 13F assets under management at quarter-end.

American Superconductor Corp. shares plunged 40% after Q3 results failed to exceed elevated AI-driven expectations. AMSC's growth profile has been volatile, with recent profitability but a mixed long-term track record and significant share dilution. Current valuation stands at 5x sales, with minimal sequential growth and modest margins, raising caution despite a strong cash position.

American Superconductor came up short of expectations despite growing revenue by 20%. A lofty valuation may be part of the reason the stock tumbled this week.

American Superconductor beat on earnings but missed on sales last night. GAAP profits declined in Q2 and could be cut in half again in Q3.

American Superconductor Corporation ( AMSC ) Q2 2026 Earnings Call November 6, 2025 10:00 AM EST Company Participants Nicol Golez - Director of Communications Daniel McGahn - Chairman, President & CEO John Kosiba - CFO, Senior VP & Treasurer Conference Call Participants Eric Stine - Craig-Hallum Capital Group LLC, Research Division Colin Rusch - Oppenheimer & Co. Inc., Research Division Justin Clare - ROTH Capital Partners, LLC, Research Division Presentation Operator Good morning, and welcome to the AMSC Second Quarter Fiscal 2025 Financial Results Call. [Operator Instructions].

AMSC's Q2 profit surpasses estimates as Grid and Wind demand lift revenues 21% year over year, driving strong margin gains.

American Superconductor (NASDAQ: AMSC) reported FY26 Q2 earnings after market close on Nov.

Second Quarter Financial Highlights: Increased Revenue by Over 20% Year Over Year to Approximately $66 Million Reported Net Income of Nearly $5 Million and Non-GAAP Net Income Approaching $9 Million Achieved Gross Margin Greater than 30% Company to host conference call tomorrow, November 6th, at 10:00 am ET AYER, Mass., Nov. 05, 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 and resiliency of our Navy's fleet, today reported financial results for its second quarter of fiscal year 2025 ended September 30, 2025.

Data-center leader American Superconductor stock is holding above a key level ahead of this week's quarterly earnings report.