American Superconductor Corporation $AMSC Stock Position Lifted by Atreides Management LP

Atreides Management LP increased its stake in American Superconductor Corporation (NASDAQ:AMSC) by 35.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,044,193 shares of the technology company’s stock after purchasing an additional 272,698 shares during the period. Atreides Management LP owned 2.19% of American Superconductor worth $30,052,000 at the end of the most recent reporting period.

Several other hedge funds have also made changes to their positions in AMSC. Lodestone Wealth Management LLC bought a new stake in shares of American Superconductor in the 4th quarter worth approximately $30,000. Canada Pension Plan Investment Board lifted its holdings in shares of American Superconductor by 100.0% in the 2nd quarter. Canada Pension Plan Investment Board now owns 2,000 shares of the technology company’s stock worth $73,000 after purchasing an additional 1,000 shares during the last quarter. Federation des caisses Desjardins du Quebec lifted its holdings in shares of American Superconductor by 275.0% in the 4th quarter. Federation des caisses Desjardins du Quebec now owns 2,625 shares of the technology company’s stock worth $76,000 after purchasing an additional 1,925 shares during the last quarter. State of Wyoming bought a new stake in shares of American Superconductor in the 4th quarter worth approximately $87,000. Finally, Stance Capital LLC bought a new stake in shares of American Superconductor in the 3rd quarter worth approximately $155,000. Institutional investors own 52.28% of the company’s stock.

Insider Activity at American Superconductor

In related news, CFO John W. Kosiba, Jr. sold 6,769 shares of the firm’s stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $37.46, for a total value of $253,566.74. Following the sale, the chief financial officer directly owned 334,377 shares in the company, valued at $12,525,762.42. This trade represents a 1.98% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Daniel P. Mcgahn sold 16,117 shares of the firm’s stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $37.45, for a total value of $603,581.65. Following the completion of the sale, the chief executive officer owned 1,131,929 shares in the company, valued at approximately $42,390,741.05. This represents a 1.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders sold 37,391 shares of company stock worth $1,463,119. 4.80% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on AMSC shares. Zacks Research downgraded American Superconductor from a “strong-buy” rating to a “hold” rating in a report on Thursday, March 5th. Weiss Ratings raised American Superconductor from a “hold (c)” rating to a “hold (c+)” rating in a report on Wednesday, May 6th. One research analyst has rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold”.

American Superconductor Price Performance

AMSC opened at $40.13 on Thursday. American Superconductor Corporation has a 12 month low of $24.87 and a 12 month high of $70.49. The stock has a market cap of $1.91 billion, a P/E ratio of 13.38 and a beta of 3.20. The stock’s 50 day moving average price is $46.44 and its 200 day moving average price is $36.76.

American Superconductor (NASDAQ:AMSC) last posted its earnings results on Wednesday, May 27th. The technology company reported $0.30 EPS for the quarter, beating the consensus estimate of $0.19 by $0.11. American Superconductor had a return on equity of 32.19% and a net margin of 44.73%.The firm had revenue of $86.41 million for the quarter, compared to analysts’ expectations of $82.10 million. During the same period last year, the firm earned $0.12 EPS. The firm’s revenue was up 29.6% compared to the same quarter last year. American Superconductor has set its Q1 2026 guidance at 0.170- EPS. Equities analysts anticipate that American Superconductor Corporation will post 0.66 EPS for the current year.

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.