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AYER, Mass., Jan. 30, 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 third quarter fiscal year 2024 financial results after the market close on Wednesday, February 5, 2025. In conjunction with this announcement, AMSC management will participate in a conference call with inve ...

American Superconductor Corporation (AMSC) is expected to report its third-quarter fiscal 2024 results on Jan. 22. For the fiscal third quarter, AMSC expects revenues in the band of $55-$60 million. The Zacks Consensus Estimate is pegged at $56.85 million, indicating a rise of 44.5% from the year-ago period’s reported figure.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.American Superconductor anticipates a fiscal third-quarter non-GAAP loss of not more than 5 cents per share. The ...

Performance and Market Position - American Superconductor Corporation (AMSC) delivered a remarkable 185.1% return over the past year, outperforming the Zacks Electronics - Miscellaneous Components industry, the S&P 500, and the Technology Select Sector SPDR Fund (XLK) ETF [1] - AMSC shares have outperformed competitors like Ballard Power Systems (BLDP) and OSI Systems (OSIS) in the Electronics - Miscellaneous Components industry [2] Renewable Energy and Grid Modernization - AMSC's success is driven by its strategic positioning in the renewable energy and grid modernization sectors, with a portfolio including advanced grid interconnection systems, high-temperature superconductor cables, and wind turbine designs [4] - Recent contract wins, such as a $75-million agreement with the Royal Canadian Navy and a $12-million follow-on order from InoxWinds, highlight AMSC's ability to secure steady revenue streams and reinforce confidence in its execution capabilities [5] Diversified Offerings and Market Expansion - AMSC's diversified offerings cater to utilities, renewables, and defense industries, with strong demand for its D-VAR systems and advanced wind turbine designs [6] - The acquisition of NWL expands AMSC's footprint in the military and industrial markets, positioning it to benefit from rising global defense budgets and increased naval investments [6][7] Financial Performance and Growth Potential - AMSC reported a 60.3% year-over-year increase in revenues in Q2 fiscal 2025, reaching $54.5 million [9] - The Zacks Consensus Estimate forecasts revenue growth of 44.7% in fiscal 2025 and 19.6% in fiscal 2026, with earnings per share expected to rise from 2 cents in fiscal 2024 to 50 cents in fiscal 2025 and 55 cents in fiscal 2026 [9] - AMSC has consistently surpassed earnings expectations, with an average surprise of 328.2% over the past four quarters [10] Valuation and Investment Considerations - AMSC's forward 12-month price-to-sales (P/S) ratio of 4.5 is significantly higher than the industry average of 2.47, reflecting its technological edge but also suggesting limited near-term upside [11] - Despite its premium valuation, AMSC's leadership in clean energy, grid modernization, and defense opportunities makes it a compelling long-term investment [13][14]

Core Viewpoint - American Superconductor Corporation (AMSC) is facing scrutiny regarding its premium stock valuation despite its strong performance in the energy technology sector, particularly in renewable energy and grid modernization [1][4][18]. Valuation Metrics - AMSC's stock is trading at a forward 12-month price-to-earnings (P/E) ratio of 46.87, significantly higher than the Zacks Electronics - Miscellaneous Components industry's average of 21.14. Its forward 12-month price-to-sales (P/S) ratio stands at 4.1, compared to the industry's 2.59 [2]. Stock Performance - The stock has experienced a remarkable increase of 123.9% in share price year-to-date, outperforming both the industry and major benchmarks like the S&P 500 and the Technology Select Sector SPDR Fund (XLK) ETF [5][9]. Competitive Positioning - AMSC has outperformed competitors in the Electronics - Miscellaneous Components industry, such as Ballard Power Systems, which has seen a decline of 58.8% year-to-date, while OSI Systems has increased by 35.8% [6]. Market Drivers - The company's strong positioning in renewable energy and high-growth markets, including advanced grid interconnection systems and high-temperature superconductor cables, is a primary driver of its performance [10][14]. Contract Wins - AMSC has secured significant contracts, including a $75 million agreement with the Royal Canadian Navy and a $12 million order from InoxWinds, enhancing investor confidence and revenue stability [11]. Strategic Initiatives - The recent acquisition of NWL allows AMSC to expand into military and industrial markets, aligning with rising global defense budgets and positioning the company for growth in the defense sector [12]. Product Diversification - AMSC continues to diversify its offerings, with high demand for its D-VAR Systems for grid stability and advanced wind turbine designs, ensuring a steady pipeline of opportunities [13]. Financial Performance - In the second quarter of fiscal 2025, AMSC reported a 60.3% year-over-year increase in revenues, reaching $54.5 million, indicating strong financial resilience [16]. Sales and Earnings Estimates - The Zacks Consensus Estimate projects revenues of $210.70 million for the current fiscal year (ending March 2025) and $251.90 million for the next fiscal year (ending March 2026), with year-over-year growth estimates of 44.67% and 19.55%, respectively [17]. Conclusion - Despite concerns over premium valuation, AMSC's strong fundamentals, market presence, and strategic initiatives in renewable energy and defense spending support a hold recommendation for investors [18][19].

Building a portfolio with stocks that have robust liquidity levels will likely work for investors seeking healthy returns. Liquidity measures a company’s capability to meet its short-term debt obligations. Stocks with high liquidity levels have always been in demand, owing to their potential to provide maximum returns.Investors can consider adding stocks like American Superconductor Corporation (AMSC) , Ubiquiti Inc. (UI) , Sezzle Inc. (SEZL) and monday.com Ltd. (MNDY) to their portfolios to boost returns.H ...

Technology stocks are having a terrific 2024 thanks to strong demand for Artificial Intelligence (AI)-enabled services that are helping in the ongoing digital transformation. The rapid evolution of Generative AI (GenAI) technology is noteworthy, and it continues to attract large spending from big technology companies, including Alphabet, Meta Platforms and Microsoft (MSFT) .The strong demand for data center chips that can power huge Large Language Models (LLMs) bodes well for semiconductor sales. The World ...

Creating a portfolio with favorable liquidity stocks is likely to work in favor of investors seeking healthy returns. Liquidity measures a company’s capability to meet short-term debt obligations. Stocks with high liquidity levels have always been in demand, owing to their potential to provide maximum returns.Investors can consider adding stocks like American Superconductor Corporation (AMSC) , Frontdoor, Inc. (FTDR) , Sezzle Inc. (SEZL) and Vimeo, Inc. (VMEO) to their portfolios to boost returns.However, o ...

Financial Data and Key Metrics - Revenue for Q2 2024 was $54.5 million, a 60% increase compared to $34 million in the same quarter last year [7][12] - Gross margin improved to 29% from 25% in the year-ago quarter, driven by higher revenue, favorable product mix, and price increases [13] - Non-GAAP net income for Q2 2024 was $9.9 million ($0.27 per share), compared to less than $100,000 ($0.00 per share) in the year-ago quarter [15] - Operating cash flow for Q2 2024 was $12.7 million, exceeding guidance due to a large grid milestone payment received ahead of schedule [18] - Cash balance at the end of Q2 2024 was $74.8 million, down from $95.5 million at the end of Q1 2024, primarily due to the $33.6 million cash consideration for the NWL acquisition [17] Business Segment Performance - Grid business unit accounted for 86% of total revenue, growing 65% year-over-year, driven by the NWL acquisition and increased shipments of new energy power systems [12] - Wind business unit accounted for 14% of total revenue, growing 37% year-over-year, primarily due to additional shipments of electrical control systems [12] - New orders for Q2 2024 totaled nearly $60 million, with strong contributions from industrials (40%), renewables (30%), and other sectors like semiconductors, mining, and utilities [9][10] - Backlog at the end of Q2 2024 was over $200 million for the next 12 months and more than $300 million in total [10] Market and Strategic Direction - The company is benefiting from macro tailwinds, including reshoring of domestic industrial production, grid resiliency for renewables, and increased power demand from AI data centers and semiconductor manufacturing [25][26][27] - The CHIPS Act has allocated over $36 billion in funding, driving significant investments in semiconductor manufacturing and related industries, which the company sees as a near-term growth driver [27][30] - The acquisition of NWL has expanded the company's industrial market penetration and customer base, particularly in the semiconductor and mining sectors [25][31] - The company is also seeing growth opportunities in the military sector, with contracts for ship protection systems and mine countermeasure systems [33][34] Management Commentary on Operating Environment and Future Outlook - Management highlighted the company's strong financial performance, including five consecutive quarters of non-GAAP net income and positive operating cash flow [11][32] - The company expects Q3 2024 revenue to be in the range of $55 million to $60 million, with non-GAAP net income exceeding $2 million ($0.05 per share) [19] - Management emphasized the company's focus on scaling revenue while maintaining profitability and cash flow generation, with minimal near-term capital expenditure requirements [20][21] - The company sees significant growth potential in the wind business, particularly with its partner Inox Wind, which has a backlog of over 3 gigawatts of wind capacity [35] Other Important Information - The company retired contingent consideration expenses related to the NEPSI and NWL acquisitions in Q2 2024, with no further contingent consideration expected [16] - The company remains debt-free and believes the NWL acquisition strengthens its balance sheet [18] Q&A Session Summary Question: Wind Business Growth Potential - The company sees significant growth potential in the wind business, particularly with its partner Inox Wind, which has a backlog of over 3 gigawatts of wind capacity [38][39] - Management expects the wind business to grow as Inox Wind expands its operations with 3-megawatt class wind turbines, which could lead to an expanded order book for the company [40] Question: NWL Acquisition Feedback - Management expressed satisfaction with the NWL acquisition, noting positive feedback from customers and the integration of NWL's team into the company [42] - The acquisition has opened new customer opportunities, particularly in the industrial sector, which is expected to drive growth in the near term [43][44] Question: Power Quality IP and Market Position - The company's IP in power quality focuses on thermal management and system-level controls, allowing for smaller, less complex solutions that deliver premium value to customers [48][49] - Management expects gross margins to improve as revenue scales, with potential variability depending on product mix and project scale [50][52] Question: Canadian Navy Contract Revenue Ramp - Revenue from the Canadian Navy contract is expected to start ramping in fiscal 2025, with the first system delivery scheduled for 2026 [54] - The company expects the contract to contribute to margin uplift as revenue scales and project mix stabilizes [57] Question: Grid Congestion Solutions - The company is exploring solutions for grid congestion, including high-temperature superconducting wire, but sees this as a longer-term opportunity [58][59] - In the near term, the company is focused on addressing grid challenges through its new energy power systems, particularly in the context of increased power demand from AI data centers and semiconductor manufacturing [59]

Shares of American Superconductor (AMSC) have gained 7.3% over the past four weeks to close the last trading session at $23.48, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $30.33 indicates a potential upside of 29.2%.The mean estimate comprises three short-term price targets with a standard deviation of $2.31. While the lowest estimate of $29 indicates a 23.5% increase from ...