American Superconductor Corporation $AMSC Stake Boosted by Baillie Gifford & Co.

Key Points

• Baillie Gifford & Co. increased its stake in American Superconductor by 5.6% in Q4 to 1,506,841 shares (3.33% ownership, ~$43.37M), and other large funds including Vanguard, Atreides, Arrowstreet and Goldman Sachs also boosted positions, leaving institutional ownership at 52.28%.
• Q4 earnings beat: AMSC reported $2.75 EPS vs. $0.15 expected and $74.53M revenue (up 21.4% YoY), with a 46.7% net margin and 37.97% ROE.
• Despite the strong results, analysts have trimmed ratings to a consensus "Hold"; the stock trades near $37.81 with a $1.8B market cap and a 52-week range of $17.14–$70.49.

Baillie Gifford & Co. increased its position in shares of American Superconductor Corporation (NASDAQ:AMSC - Free Report) by 5.6% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,506,841 shares of the technology company's stock after purchasing an additional 79,509 shares during the quarter. Baillie Gifford & Co. owned 3.33% of American Superconductor worth $43,367,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its stake in American Superconductor by 20.5% during the third quarter. Vanguard Group Inc. now owns 2,949,801 shares of the technology company's stock worth $175,189,000 after purchasing an additional 502,754 shares during the last quarter. Atreides Management LP lifted its stake in American Superconductor by 34.0% during the second quarter. Atreides Management LP now owns 1,104,458 shares of the technology company's stock worth $40,523,000 after purchasing an additional 280,418 shares during the last quarter. Arrowstreet Capital Limited Partnership lifted its stake in American Superconductor by 221.7% during the third quarter. Arrowstreet Capital Limited Partnership now owns 760,457 shares of the technology company's stock worth $45,164,000 after purchasing an additional 524,061 shares during the last quarter. Emerald Advisers LLC lifted its stake in American Superconductor by 4.2% during the third quarter. Emerald Advisers LLC now owns 521,183 shares of the technology company's stock worth $30,953,000 after purchasing an additional 21,129 shares during the last quarter. Finally, Goldman Sachs Group Inc. lifted its stake in American Superconductor by 54.6% during the first quarter. Goldman Sachs Group Inc. now owns 481,961 shares of the technology company's stock worth $8,743,000 after purchasing an additional 170,243 shares during the last quarter. 52.28% of the stock is currently owned by institutional investors.

American Superconductor Stock Up 0.3%

AMSC stock opened at $37.81 on Tuesday. The company has a quick ratio of 1.80, a current ratio of 2.66 and a debt-to-equity ratio of 0.01. American Superconductor Corporation has a fifty-two week low of $17.14 and a fifty-two week high of $70.49. The firm's 50-day simple moving average is $32.09 and its 200 day simple moving average is $37.56. The stock has a market cap of $1.80 billion, a PE ratio of 12.90 and a beta of 2.97.

American Superconductor (NASDAQ:AMSC - Get Free Report) last released its quarterly earnings data on Wednesday, February 4th. The technology company reported $2.75 earnings per share for the quarter, topping analysts' consensus estimates of $0.15 by $2.60. American Superconductor had a net margin of 46.70% and a return on equity of 37.97%. The business had revenue of $74.53 million for the quarter, compared to analysts' expectations of $69.03 million. During the same quarter last year, the company earned $0.16 EPS. The company's revenue for the quarter was up 21.4% compared to the same quarter last year. American Superconductor has set its Q4 2025 guidance at 0.170- EPS. As a group, sell-side analysts predict that American Superconductor Corporation will post 0.41 EPS for the current year.

Analyst Ratings Changes

AMSC has been the topic of several research analyst reports. Wall Street Zen cut American Superconductor from a "buy" rating to a "hold" rating in a research note on Saturday, January 17th. Weiss Ratings reiterated a "hold (c-)" rating on shares of American Superconductor in a research note on Monday, December 29th. Finally, Zacks Research cut shares of American Superconductor from a "strong-buy" rating to a "hold" rating in a report on Thursday, March 5th. One analyst has rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of "Hold".

American Superconductor Profile

American Superconductor Corporation NASDAQ: AMSC is a technology company specializing in power electronics and high-temperature superconductor systems. Founded in 1987 and headquartered in Devens, Massachusetts, AMSC develops hardware and software solutions aimed at improving the efficiency, reliability and stability of electric power systems and renewable energy infrastructure. The company's engineering expertise spans from the lab scale to full commercial deployment, with a focus on tackling grid integration challenges for utilities and independent power producers.

AMSC's portfolio includes superconducting wire and cryogenic systems, power grid stabilization devices, and turnkey wind turbine electronics.

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