American Superconductor (AMSC)
Market Price (2/4/2026): $33.54 | Market Cap: $1.5 BilSector: Industrials | Industry: Industrial Machinery & Supplies & Components
American Superconductor (AMSC)
Market Price (2/4/2026): $33.54Market Cap: $1.5 BilSector: IndustrialsIndustry: Industrial Machinery & Supplies & Components
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -18% | Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 103x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 52x, P/EPrice/Earnings or Price/(Net Income) is 79x |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 51% | Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -2.8% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -51% | Key risksAMSC key risks include [1] significant revenue concentration with key customers and [2] challenges in sustaining profitability due to high operating expenses that hinder the conversion of revenue growth into net income. |
| Megatrend and thematic driversMegatrends include Renewable Energy Transition, and Sustainable Infrastructure. Themes include Wind Energy Development, Battery Storage & Grid Modernization, Show more. |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -18% |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 51% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -51% |
| Megatrend and thematic driversMegatrends include Renewable Energy Transition, and Sustainable Infrastructure. Themes include Wind Energy Development, Battery Storage & Grid Modernization, Show more. |
| Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 103x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 52x, P/EPrice/Earnings or Price/(Net Income) is 79x |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -2.8% |
| Key risksAMSC key risks include [1] significant revenue concentration with key customers and [2] challenges in sustaining profitability due to high operating expenses that hinder the conversion of revenue growth into net income. |
Qualitative Assessment
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American Superconductor (AMSC) stock has lost about 55% since 10/31/2025 because of the following key factors:
1. Persistent Overvaluation Concerns: Prior to the significant decline, American Superconductor (AMSC) was flagged as substantially overvalued by investment analysis services in October 2025, with a share price of $59.58. Analytical models suggested a fair value of $35.10, indicating a potential downside of 41%. This overvaluation set the stage for a sharp correction in the subsequent months.
2. Mixed Fiscal Q2 2025 Earnings Report: On November 5, 2025, AMSC announced its second-quarter fiscal year 2025 results. While the company beat adjusted earnings per share estimates at $0.20 against an expected $0.15, its revenue of $65.9 million fell short of analyst expectations of $67.23 million. Additionally, the GAAP profit of $0.11 per share represented a 15% decrease year-over-year. This mixed performance, particularly the revenue miss coupled with previous high valuation, led to a substantial stock plunge of approximately 31.8% on November 6, 2025.
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1. Persistent Overvaluation Concerns: Prior to the significant decline, American Superconductor (AMSC) was flagged as substantially overvalued by investment analysis services in October 2025, with a share price of $59.58. Analytical models suggested a fair value of $35.10, indicating a potential downside of 41%. This overvaluation set the stage for a sharp correction in the subsequent months.
2. Mixed Fiscal Q2 2025 Earnings Report: On November 5, 2025, AMSC announced its second-quarter fiscal year 2025 results. While the company beat adjusted earnings per share estimates at $0.20 against an expected $0.15, its revenue of $65.9 million fell short of analyst expectations of $67.23 million. Additionally, the GAAP profit of $0.11 per share represented a 15% decrease year-over-year. This mixed performance, particularly the revenue miss coupled with previous high valuation, led to a substantial stock plunge of approximately 31.8% on November 6, 2025.
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Stock Movement Drivers
Fundamental Drivers
The -43.4% change in AMSC stock from 10/31/2025 to 2/4/2026 was primarily driven by a -36.4% change in the company's P/E Multiple.| (LTM values as of) | 10312025 | 2042026 | Change |
|---|---|---|---|
| Stock Price ($) | 59.23 | 33.54 | -43.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 255 | 266 | 4.5% |
| Net Income Margin (%) | 6.0% | 5.7% | -5.1% |
| P/E Multiple | 150.7 | 95.8 | -36.4% |
| Shares Outstanding (Mil) | 39 | 43 | -10.1% |
| Cumulative Contribution | -43.4% |
Market Drivers
10/31/2025 to 2/4/2026| Return | Correlation | |
|---|---|---|
| AMSC | -53.4% | |
| Market (SPY) | 0.6% | 41.4% |
| Sector (XLI) | 9.2% | 34.1% |
Fundamental Drivers
The -41.0% change in AMSC stock from 7/31/2025 to 2/4/2026 was primarily driven by a -33.8% change in the company's P/E Multiple.| (LTM values as of) | 7312025 | 2042026 | Change |
|---|---|---|---|
| Stock Price ($) | 56.85 | 33.54 | -41.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 255 | 266 | 4.5% |
| Net Income Margin (%) | 6.0% | 5.7% | -5.1% |
| P/E Multiple | 144.6 | 95.8 | -33.8% |
| Shares Outstanding (Mil) | 39 | 43 | -10.1% |
| Cumulative Contribution | -41.0% |
Market Drivers
7/31/2025 to 2/4/2026| Return | Correlation | |
|---|---|---|
| AMSC | -51.4% | |
| Market (SPY) | 8.9% | 46.4% |
| Sector (XLI) | 11.9% | 41.0% |
Fundamental Drivers
The 27.7% change in AMSC stock from 1/31/2025 to 2/4/2026 was primarily driven by a 51.2% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 1312025 | 2042026 | Change |
|---|---|---|---|
| Stock Price ($) | 26.27 | 33.54 | 27.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 176 | 266 | 51.2% |
| P/S Multiple | 5.5 | 5.4 | -1.2% |
| Shares Outstanding (Mil) | 37 | 43 | -14.5% |
| Cumulative Contribution | 27.7% |
Market Drivers
1/31/2025 to 2/4/2026| Return | Correlation | |
|---|---|---|
| AMSC | 5.1% | |
| Market (SPY) | 15.0% | 47.8% |
| Sector (XLI) | 23.7% | 45.4% |
Fundamental Drivers
The 517.7% change in AMSC stock from 1/31/2023 to 2/4/2026 was primarily driven by a 279.6% change in the company's P/S Multiple.| (LTM values as of) | 1312023 | 2042026 | Change |
|---|---|---|---|
| Stock Price ($) | 5.43 | 33.54 | 517.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 105 | 266 | 152.5% |
| P/S Multiple | 1.4 | 5.4 | 279.6% |
| Shares Outstanding (Mil) | 28 | 43 | -35.6% |
| Cumulative Contribution | 517.7% |
Market Drivers
1/31/2023 to 2/4/2026| Return | Correlation | |
|---|---|---|
| AMSC | 408.5% | |
| Market (SPY) | 75.1% | 40.7% |
| Sector (XLI) | 73.6% | 40.9% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| AMSC Return | -54% | -66% | 203% | 121% | 17% | 4% | 28% |
| Peers Return | 24% | -7% | 46% | 67% | 67% | 30% | 507% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 1% | 84% |
Monthly Win Rates [3] | |||||||
| AMSC Win Rate | 33% | 33% | 50% | 67% | 50% | 100% | |
| Peers Win Rate | 60% | 44% | 54% | 56% | 67% | 100% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| AMSC Max Drawdown | -54% | -70% | -3% | -13% | -36% | 0% | |
| Peers Max Drawdown | -13% | -38% | -12% | -15% | -21% | -2% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: GEV, POWL, VICR, BDC, ENS.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 2/4/2026 (YTD)
How Low Can It Go
| Event | AMSC | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -89.1% | -25.4% |
| % Gain to Breakeven | 813.7% | 34.1% |
| Time to Breakeven | 580 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -44.2% | -33.9% |
| % Gain to Breakeven | 79.1% | 51.3% |
| Time to Breakeven | 111 days | 148 days |
| 2018 Correction | ||
| % Loss | -61.4% | -19.8% |
| % Gain to Breakeven | 159.3% | 24.7% |
| Time to Breakeven | 322 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -80.6% | -56.8% |
| % Gain to Breakeven | 414.9% | 131.3% |
| Time to Breakeven | Not Fully Recovered days | 1,480 days |
Compare to GEV, POWL, VICR, BDC, ENS
In The Past
American Superconductor's stock fell -89.1% during the 2022 Inflation Shock from a high on 1/7/2021. A -89.1% loss requires a 813.7% gain to breakeven.
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About American Superconductor (AMSC)
American Superconductor Corporation, together with its subsidiaries, provides megawatt-scale power resiliency solutions worldwide. The company operates in two segments, Grid and Wind. The Grid segment offers products and services that enable electric utilities, industrial facilities, and renewable energy project developers to connect, transmit, and distribute power under the Gridtec Solutions brand; and engineering planning services. It provides transmission planning services, which identify power grid congestion, poor power quality, and other risks; grid interconnection solutions for wind farms and solar power plants, power quality systems, and transmission and distribution cable systems; resilient electric grid systems, which provide protection against the adverse effects that follow the loss of critical substation facilities in urban areas; D-VAR systems used for controlling power flow and voltage in the AC transmission system; actiVAR system, a fast-switching medium-voltage reactive compensation solution; armorVAR system installed for reactive compensation, power factor correction, loss reduction, utility bill savings, and mitigation of common power quality concerns related to power converter-based generation and load devices; and D-VAR volt var optimization (VVO) that serves the distribution power grid market. This segment also offers ship protection systems, which reduce a naval ship's magnetic signature; and in board power delivery systems, power generation systems, and propulsion systems. The Wind segment designs wind turbine systems and licenses these designs to third parties under the Windtec Solutions brand. It supplies power electronics and software-based control systems, and provides customer support services to wind turbine manufacturers. This segment's design portfolio comprises a range of drivetrains and power ratings of 2 MW and higher. American Superconductor Corporation was incorporated in 1987 and is headquartered in Ayer, Massachusetts.
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Here are 1-2 brief analogies for American Superconductor (AMSC):
- A specialized Honeywell for control systems and power electronics that modernize electric grids and enable wind power.
- Like a 'chipmaker' but for the electric grid and wind turbines, providing essential power electronics and control systems.
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- D-VAR® Systems: Advanced static synchronous compensators (STATCOMs) that provide dynamic reactive power compensation and voltage regulation for electric grids and industrial applications.
- Ship Protection Systems (SPS): High-temperature superconductor (HTS) based degaussing systems designed to reduce the magnetic signature of naval vessels for enhanced protection against magnetic mines.
- Wind Turbine Electrical Control Systems: Proprietary electrical systems and control software that optimize the performance and efficiency of wind turbines for renewable energy generation.
- High-Temperature Superconductor (HTS) Wire: Advanced second-generation (2G) superconductor wire used as a core component in their own high-power density products and for other specialized applications.
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American Superconductor (AMSC) primarily sells its advanced materials and electrical power components, designs, and engineering services to other companies (B2B) and government entities. Based on recent financial disclosures (e.g., their annual 10-K reports), major customer companies that have accounted for a significant portion of AMSC's revenues include:- NEPC India (P) Ltd.: A wind turbine manufacturer based in India. This company is privately held. NEPC India (P) Ltd. accounted for approximately 18% of AMSC's consolidated revenues in fiscal year 2023 (ended March 31, 2023).
- Inox Wind Ltd.: A leading wind energy solutions provider in India. This is a public company, with its shares traded on the National Stock Exchange of India (NSE: INOXWIND) and the Bombay Stock Exchange (BSE: 539083). Inox Wind Ltd. accounted for approximately 11% of AMSC's consolidated revenues in fiscal year 2022 and 42% in fiscal year 2021.
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- Bruker Corporation (BRKR)
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Daniel P. McGahn, Chief Executive Officer
Daniel P. McGahn was appointed CEO of AMSC in June 2011, having joined the company in 2006 as Vice President of Strategic Planning and Corporate Development. Prior to his tenure at AMSC, Mr. McGahn served as Executive Vice President and Chief Marketing Officer of Konarka Technologies, a venture-backed developer of polymer photovoltaic technology, from 2003 to 2006. While at Konarka, he contributed to securing nearly $40 million in financing. Before Konarka, he was the General Manager and Chief Operating Officer of Hyperion Catalysis, a company specializing in carbon nanotube production and application development. He also held managerial roles at IGEN International, a medical device company, and Princeton Consultants.
John W. Kosiba, Jr., Senior Vice President, Chief Financial Officer and Treasurer
John W. Kosiba, Jr. was appointed Senior Vice President, Chief Financial Officer, and Treasurer of AMSC in April 2017, having joined the company in June 2010. In this role, he oversees AMSC's financial management, including finance, accounting, treasury, and internal audit functions. Before joining AMSC, Mr. Kosiba gained over 20 years of experience in finance, accounting, and business planning. He served as Division Director and Controller for the military aerospace division at Amphenol Corporation and as Vice President of Finance at Hybricon Corporation, a manufacturer of electronic assemblies.
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The key risks to American Superconductor (AMSC) business operations include:
- Customer Concentration Risk: AMSC faces a significant risk due to its revenue concentration with certain key customers. A historical event involving a major customer, Sinovel, refusing shipments, led to a substantial decline in AMSC's stock and posed significant operational challenges.
- Competitive Pressure and Rapid Technological Advancements: Operating within the highly competitive energy sector, AMSC must continuously innovate and adapt to rapid technological advancements. Failure to maintain its pace of innovation could lead to a loss of market share and reduced profitability.
- Challenges in Sustaining Profitability and Managing Operating Expenses: Despite experiencing revenue growth, AMSC has struggled with stagnant operating income and converting top-line growth into sustainable net income. The company's financial health shows operational struggles, with high operating expenses, particularly in research and development, consuming a significant portion of its gross profit.
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The rapid proliferation and increasing capabilities of Battery Energy Storage Systems (BESS) represent a clear emerging threat. As the cost of battery storage continues to decline, BESS are increasingly being deployed by utilities and grid operators not just for energy storage, but also for a wide range of grid stabilization services, including voltage support, frequency regulation, and dynamic reactive power compensation. This multi-functional capability allows BESS to directly compete with and potentially displace dedicated grid stabilization products, such as AMSC's D-VAR® systems, by offering a more comprehensive and flexible solution from a single platform.
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American Superconductor (AMSC) operates in several key markets, with an estimated total annual addressable global market for its products and solutions reaching nearly $9 billion. This overarching market is primarily driven by significant investments in renewable energy infrastructure, material processing, semiconductor capacity, and military ship systems.
Specifically, the addressable markets for AMSC's main products and services include:
- Ship Protection Systems: AMSC identifies a $200 million revenue opportunity within the U.S. Navy for its ship protection systems. Beyond this, the U.S. federal government's investment in U.S. military ship systems and capabilities is projected to be over $30 billion. AMSC has also secured a multi-year, multi-unit delivery contract valued at approximately $75 million for its Ship Protection Systems for multiple Canadian Surface Combatant Ships, marking its first contract with an allied navy for this technology.
- High-Temperature Superconductor (HTS) Wire: The global high-temperature superconductors market was estimated at USD 729.6 million in 2024 and is projected to reach USD 1.6 billion by 2034, growing at a Compound Annual Growth Rate (CAGR) of 8.5% from 2025 to 2034. The U.S. high-temperature superconductors market alone was valued at USD 986.4 million in 2024 and is expected to grow at a 12.4% CAGR from 2025 to 2034. More broadly, the global superconducting wire market is anticipated to grow from USD 1.17 billion in 2023 to USD 2.91 billion by 2033.
- Grid Solutions (including D-VAR and Resilient Electric Grid systems): These solutions contribute to the global investment of nearly $500 billion in renewables aimed at updating the aging grid infrastructure. In the U.S. specifically, the Department of Energy's Grid Resilience and Innovation Partnerships (GRIP) Program allocates $10.5 billion for grid resilience initiatives. The clean energy transition, to which AMSC's grid solutions contribute, represents a $5.91 trillion global market projected to grow at a 9.7% CAGR through 2033.
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Expected Drivers of Future Revenue Growth for American Superconductor (AMSC)
American Superconductor (AMSC) is poised for future revenue growth over the next 2-3 years, driven by several key factors including the expansion of its core Grid business, strategic penetration into high-growth markets like semiconductors and data centers, and continued demand from the military sector. The company's efforts in renewable energy integration and through strategic acquisitions are also expected to fuel its top-line expansion. Here are the 3-5 expected drivers of AMSC's future revenue growth: * Growth in Grid Business and New Energy Power Systems: AMSC's Grid business has consistently been a strong revenue driver, and this trend is expected to continue. The company is seeing robust demand for its new energy power systems, contributing significantly to its overall revenue. This segment also benefits from a favorable product mix. * Expansion into Semiconductor and Data Center Markets: The booming semiconductor sector and the increasing need for new semiconductor manufacturing facilities are anticipated to be significant revenue boosters for AMSC. The company is also projecting continued growth in its data center businesses, leveraging the high demand for reliable power solutions in these energy-intensive industries. * Increased Demand in Military and Ship Protection Systems: AMSC expects sustained growth in its military and ship protection systems businesses. These systems are crucial for naval fleets and are well-positioned to benefit from rising global defense budgets and increased naval investments. * Strategic Acquisitions: Acquisitions, such as that of NWL, Inc., have already demonstrated their ability to drive revenue growth and are expected to continue contributing to AMSC's scalability and market footprint. * Growth in Wind Business and Renewable Energy Integration: While a smaller segment, AMSC's Wind business has shown impressive year-over-year growth. The company provides complete systems that enable electric utilities and renewable energy project developers to connect and transmit power, indicating a continued growth trajectory fueled by the expanding renewable energy sector.AI Analysis | Feedback
Share Repurchases
- American Superconductor (AMSC) made share repurchases of $376.45K in Q2 2020, $293.36K in Q3 2020, and $257.15K in Q4 2020.
- The company also repurchased $45.86K in Q2 2021 and $126.24K in Q2 2024.
Share Issuance
- In October 2020, AMSC completed a placement of 3,670,000 shares, raising $55.05 million at a final price of $15.00 per share.
- On June 11, 2025, AMSC announced the pricing of a public offering of 4,125,000 shares of common stock at $28.00 per share, expecting gross proceeds of $115.5 million.
- Underwriters fully exercised their option to purchase an additional 618,750 shares by June 16, 2025, generating an additional $16.3 million in net proceeds, bringing the total net proceeds from this offering to approximately $124.6 million.
Inbound Investments
- In Q2 2025, institutional investors significantly increased their holdings in AMSC; for instance, Citadel Advisors LLC added 558,130 shares (estimated value $20.48 million) and Goldman Sachs Group Inc. added 547,086 shares (estimated value $20.07 million).
- Heights Capital Management, Inc. also increased its portfolio by 340,102 shares in Q2 2025, valued at approximately $12.48 million.
Outbound Investments
- In August 2024, AMSC acquired NWL, a manufacturer of highly engineered power conversion products, for a total consideration of $62 million, including $25 million in cash and 1.3 million restricted shares (valued at approximately $31.4 million at closing), plus an additional $5 million cash payment subject to adjustments.
- The company acquired NEPSI in October 2020 for $26 million.
- In August 2023, AMSC divested its U.S. Jones Act activities (American Tanker Holding Company, Inc.) to a fund managed by Maritime Partners, LLC for aggregate cash proceeds of $249.3 million, with an intention to pay an additional dividend of $170 million and retain the rest for general corporate purposes and future investments.
Capital Expenditures
- Capital expenditures were reported as $2.96 million in fiscal year 2024, $2.42 million in 2023, and $0.93 million in 2022.
- For the second quarter of fiscal year 2025, AMSC spent $2.21 million on capital expenditures.
- AMSC's management has indicated that their manufacturing model is "CapEx-light," and they do not anticipate major capital investments, with current capital needs primarily for tooling.
Latest Trefis Analyses
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 162.98 |
| Mkt Cap | 6.4 |
| Rev LTM | 1,888 |
| Op Inc LTM | 261 |
| FCF LTM | 188 |
| FCF 3Y Avg | 190 |
| CFO LTM | 272 |
| CFO 3Y Avg | 262 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 11.2% |
| Rev Chg 3Y Avg | 6.0% |
| Rev Chg Q | 7.1% |
| QoQ Delta Rev Chg LTM | 1.8% |
| Op Mgn LTM | 12.2% |
| Op Mgn 3Y Avg | 11.4% |
| QoQ Delta Op Mgn LTM | 0.1% |
| CFO/Rev LTM | 13.5% |
| CFO/Rev 3Y Avg | 12.9% |
| FCF/Rev LTM | 9.3% |
| FCF/Rev 3Y Avg | 8.8% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 6.4 |
| P/S | 5.4 |
| P/EBIT | 60.0 |
| P/E | 38.1 |
| P/CFO | 38.9 |
| Total Yield | 2.8% |
| Dividend Yield | 0.1% |
| FCF Yield 3Y Avg | 5.6% |
| D/E | 0.0 |
| Net D/E | -0.0 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 11.2% |
| 3M Rtn | 35.1% |
| 6M Rtn | 51.9% |
| 12M Rtn | 99.1% |
| 3Y Rtn | 280.7% |
| 1M Excs Rtn | 11.4% |
| 3M Excs Rtn | 33.0% |
| 6M Excs Rtn | 43.9% |
| 12M Excs Rtn | 83.4% |
| 3Y Excs Rtn | 214.7% |
Price Behavior
Price Behavior
| Market Price | $27.61 | |
| Market Cap ($ Bil) | 1.2 | |
| First Trading Date | 12/12/1991 | |
| Distance from 52W High | -58.6% | |
| 50 Days | 200 Days | |
| DMA Price | $31.15 | $39.79 |
| DMA Trend | up | down |
| Distance from DMA | -11.4% | -30.6% |
| 3M | 1YR | |
| Volatility | 95.2% | 90.3% |
| Downside Capture | 631.97 | 324.05 |
| Upside Capture | 144.62 | 290.43 |
| Correlation (SPY) | 38.6% | 47.8% |
AMSC Betas & Captures as of 1/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.35 | 2.47 | 3.51 | 3.45 | 2.23 | 2.53 |
| Up Beta | -1.28 | 0.74 | -1.20 | 0.77 | 1.64 | 1.59 |
| Down Beta | 1.81 | 2.54 | 5.17 | 4.65 | 2.17 | 2.33 |
| Up Capture | 177% | 266% | 203% | 323% | 860% | 53801% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 9 | 18 | 26 | 60 | 133 | 379 |
| Down Capture | 136% | 279% | 437% | 324% | 164% | 113% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 10 | 22 | 34 | 64 | 116 | 363 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with AMSC | |
|---|---|---|---|---|
| AMSC | 2.1% | 90.3% | 0.44 | - |
| Sector ETF (XLI) | 25.0% | 18.9% | 1.05 | 45.5% |
| Equity (SPY) | 15.9% | 19.2% | 0.64 | 48.0% |
| Gold (GLD) | 76.1% | 24.5% | 2.27 | 5.1% |
| Commodities (DBC) | 9.3% | 16.5% | 0.36 | 12.3% |
| Real Estate (VNQ) | 4.6% | 16.5% | 0.10 | 20.3% |
| Bitcoin (BTCUSD) | -24.7% | 40.5% | -0.60 | 31.1% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with AMSC | |
|---|---|---|---|---|
| AMSC | 0.8% | 88.8% | 0.40 | - |
| Sector ETF (XLI) | 16.0% | 17.2% | 0.75 | 37.3% |
| Equity (SPY) | 14.2% | 17.0% | 0.66 | 40.1% |
| Gold (GLD) | 21.5% | 16.8% | 1.04 | 9.4% |
| Commodities (DBC) | 12.1% | 18.9% | 0.52 | 10.5% |
| Real Estate (VNQ) | 5.0% | 18.8% | 0.17 | 26.2% |
| Bitcoin (BTCUSD) | 18.0% | 57.4% | 0.52 | 21.7% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with AMSC | |
|---|---|---|---|---|
| AMSC | 16.2% | 78.4% | 0.54 | - |
| Sector ETF (XLI) | 15.3% | 19.8% | 0.68 | 35.4% |
| Equity (SPY) | 15.7% | 17.9% | 0.75 | 37.3% |
| Gold (GLD) | 15.6% | 15.5% | 0.84 | 6.8% |
| Commodities (DBC) | 8.3% | 17.6% | 0.39 | 13.6% |
| Real Estate (VNQ) | 5.9% | 20.8% | 0.25 | 25.6% |
| Bitcoin (BTCUSD) | 69.3% | 66.5% | 1.09 | 12.3% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 2/4/2026 | |||
| 11/5/2025 | -38.5% | -40.8% | -45.4% |
| 7/30/2025 | 29.4% | 24.9% | 22.5% |
| 5/21/2025 | 4.1% | 15.9% | 34.0% |
| 2/5/2025 | 34.2% | 18.9% | -24.6% |
| 10/30/2024 | 4.4% | 21.9% | 45.1% |
| 5/29/2024 | 10.4% | 41.5% | 48.1% |
| 1/24/2024 | 35.9% | 12.8% | 31.7% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 12 | 15 | 10 |
| # Negative | 8 | 5 | 10 |
| Median Positive | 13.4% | 15.9% | 32.6% |
| Median Negative | -11.8% | -14.4% | -12.3% |
| Max Positive | 35.9% | 41.5% | 52.8% |
| Max Negative | -38.5% | -40.8% | -45.4% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 11/05/2025 | 10-Q |
| 06/30/2025 | 07/30/2025 | 10-Q |
| 03/31/2025 | 05/21/2025 | 10-K |
| 12/31/2024 | 02/05/2025 | 10-Q |
| 09/30/2024 | 10/30/2024 | 10-Q |
| 06/30/2024 | 08/06/2024 | 10-Q |
| 03/31/2024 | 05/29/2024 | 10-K |
| 12/31/2023 | 01/24/2024 | 10-Q |
| 09/30/2023 | 11/01/2023 | 10-Q |
| 06/30/2023 | 08/09/2023 | 10-Q |
| 03/31/2023 | 05/31/2023 | 10-K |
| 12/31/2022 | 02/01/2023 | 10-Q |
| 09/30/2022 | 11/01/2022 | 10-Q |
| 06/30/2022 | 08/03/2022 | 10-Q |
| 03/31/2022 | 06/01/2022 | 10-K |
| 12/31/2021 | 02/02/2022 | 10-Q |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Oliver, David R Jr | Direct | Buy | 11132025 | 8.33 | 200 | 1,666 | 507,355 | Form | |
| 2 | House, Arthur H | Direct | Sell | 8082025 | 50.92 | 9,703 | 494,082 | 2,477,944 | Form | |
| 3 | Klein, Margaret D | Direct | Buy | 8062025 | 5.57 | 500 | 2,782 | 91,132 | Form | |
| 4 | McGahn, Daniel P | Chairman, President and CEO | Direct | Sell | 8062025 | 54.49 | 100,848 | 5,495,526 | 64,472,710 | Form |
| 5 | Kosiba, John W Jr | SVP, CFO & Treasurer | Direct | Sell | 8062025 | 54.59 | 50,000 | 2,729,456 | 19,263,956 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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