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AMSC
American Superconductor CorporationFinancials →
View last updated Jun 23, 2026 · performance measured Jun 23, 2026 → Aug 24, 2026
Return since
-30.5%
SPY
+4.1%
QQQM
-1.0%
Max return
+0.0%
Max loss
-36.0%
Cumulative return since Jun 23, 2026
Pitch
Power is becoming one of the biggest constraints on AI infrastructure, and I think most people underestimate how difficult it is to deliver hundreds of megawatts (or eventually gigawatts) of electricity to a NeoCloud campus.
Our view
- It's expensive. $2 bln market cap against $12 mln in operating income
- Net income is overstated because a one-time non-cash deferred cash adjustment of $118 mln
For informational purposes only — not investment advice. Returns are measured from the date we last updated our view to the latest available price and may lag the live market. SPY and QQQM show each benchmark's total return over that same window.