American Superconductor Corporation, together with its subsidiaries, provides megawatt-scale power resiliency solutions worldwide.
$23.39-2.46%
报价 2026-11-06
市值
$1.13B
EV
$999M
PE (TTM)
7.9x
预期 PE (FY2027)
26.6x
52 周区间距高点 -60.2%
$23.39$58.72
筛选结果
pipeline · 2026-11-06Keep✗ 高增长✗ Cheap✓ GARP
GARP Pool: growth 10-30%, PE <= 20
爆发潜力
2026-11-07未命中✗ 收入线✗ EPS 线
| 财年 | 收入倍数 | EPS | PE |
|---|---|---|---|
| FY+22028-03 | 1.2x | 3.40 → 1.29（0.4x） | 18.2 |
| FY+32029-03 | 1.4x | 3.40 → 1.45（0.4x） | 16.1 |
毛利率 28% · TTM 收入 $349M · 基数 EPS 3.40（调整后）
电话会信号
辅助标签Q2 20262026-11-05
扩产需求加速AI 词频高积压订单词频高供不应求
指引 无
信心 5
分析师 4
“We have visibility on nearly $200 million of pipeline of orders in the semiconductor sector that appears ready to be converted into orders as early as this fiscal year.”
原文引用（3）
- 扩产：we are working to make sure that we can keep up
- 需求加速：average orders per quarter have gone from $70 million last year to over $100 million this year
- 供不应求：Our orders are outpacing our ability to deliver even at an accelerated rate.
蓝色标签在暴涨研究中略有区分度；悬停查看口径。
研究结论
L2 2026-07-31 · L3 2026-11-06全文 ↓Bull
$27.19
+13% · 30x PE
Base
$13.60
-43% · 22x PE
Bear
$4.42
-82% · 15x PE
Bull
Base
Bear
现价 $23.39
概率加权看法：Bull 25% / Base 45% / Bear 30%。概率加权目标价 = 0.25 × $27.19 + 0.45 × $13.60 + 0.30 × $4.42 = $6.80 + $6.12 + $1.33 = $14.25。
L2 报告格式无法提取要点，请看全文。
历史股价
加载中…
事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| AMSCAmerican Superconductor Corporation | $1.13B | -2.5% | +24.8% | 28.2% | 7.9x | 31.3x | 26.3x | GARP |
| XMTRXometry, Inc. | $6.42B | +5.4% | +38.8% | 39.1% | – | 586.7x | – | 高增长 |
| SXIStandex International Corporation | $2.76B | -1.7% | +8.8% | 44.4% | 26.7x | 14.4x | 63.2x | |
| PSIXPower Solutions International, Inc. | $903.2M | +9.2% | -4.0% | 27.1% | 16.5x | 12.6x | 16.7x | |
| 同行中位数 | – | – | +8.8% | 39.1% | 21.6x | 14.4x | 39.9x |
研究全文
财务报表
| Metric | 2026-09-30 Q2 2026 | 2026-06-30 Q1 2026 | 2026-03-31 Q4 2025 | 2025-12-31 Q3 2025 | 2025-09-30 Q2 2025 | 2025-06-30 Q1 2025 | 2025-03-31 Q4 2024 | 2024-12-31 Q3 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $94M | $94.1M | $86.4M | $74.5M | $65.9M | $72.4M | $66.7M | $61.4M |
| Gross Margin | 28.2% | 26.3% | 25.9% | 30.7% | 31% | 33.8% | 26.5% | 26.6% |
| Operating Margin | 5.7% | 10.5% | 4.2% | 4.5% | 4.5% | 7.8% | 2.5% | 2.1% |
| Net Income | $3M | $9.5M | $4.5M | $117.8M | $4.8M | $6.7M | $1.2M | $2.5M |
| Diluted EPS | 0.06 | 0.2 | 0.1 | 2.62 | 0.11 | 0.17 | 0.03 | 0.06 |
| Operating Cash Flow | $32.7M | $16M | $9.3M | $3.2M | $6.5M | $4.1M | $6.3M | $5.9M |
研究材料
Filing 摘要
电话会纪要摘要