Why American Superconductor Corporation Rallied Over 20% This Week
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By Billy Duberstein – Feb 13, 2026 at 4:49PM ESTKey PointsMicrosoft wrote a blog post touting the benefits of high-temperature superconductors as a way to alleviate electricity bottlenecks for AI data centers. As one of the only public market "pure plays" on the technology, American Superconductor rallied. Shares look expensive now, but not egregious if the technology takes off among electric utilities to combat AI power bottlenecks. We’re bullish on these 10 stocks ›NASDAQ: MSFTMicrosoftMarket Cap$3.0TToday's Changeangle-down(-0.16%) $0.64Current Price$401.20Price as of February 13, 2026 at 3:58 PM ETAmerican Superconductor rallied on a blog post mentioning its next-generation technology.Shares of American Superconductor Corporation (AMSC +7.39%) rallied 21.6% this week, according to data from S&P Global Market Intelligence. American Superconductor didn't report any financial news this week. Still, the company rocketed higher on the back of a blog post from Microsoft (MSFT 0.16%), published on Tuesday, which touted the benefits of superconductor technology for AI data centers. ExpandNASDAQ: AMSCAmerican SuperconductorToday's Change(7.39%) $2.36Current Price$34.31Key Data PointsMarket Cap$1.5BDay's Range$31.07 - $34.4852wk Range$13.98 - $70.49Volume39KAvg Vol1MGross Margin30.01% Microsoft touts superconductors On Tuesday, Microsoft's General Manager of Global Infrastructure Marketing, Alistair Speirs, published a blog post touting the benefits of high-temperature superconductors (HTS). In the post, Speirs noted that Microsoft is investigating HTS technology for use in its data centers. Of course, as the company's name indicates, American Superconductor Corporation manufactures superconductors for advanced power transmission and military applications for the U.S. Navy. Superconductors are metal alloys that can conduct electricity with little or no resistance. Compared with conventional power delivery systems such as copper or aluminum wires, superconductors can move greater amounts of power in a smaller form factor. Thus, if superconductors were used in for power delivery to modern AI data centers, Speirs claims this would greatly relieve pressure on utilities and power delivery systems which are now faced with overwhelming electricity demand. While Speirs' blog post didn't specify if and to what extent Microsoft is deploying this technology, or whether it was working with any utilities to do so, he did write, "Only recently the economics and manufacturing aspects of this technology made it viable at Microsoft's cloud scale." Image source: Getty Images. American Superconductor is a high-risk, high upside play To be clear, Microsoft didn't mention American Superconductor in its blog post. However, if superconductors are widely adopted to meet the energy-hungry needs of AI data centers, and if AMSC executes to deliver the technology to AI data center customers, the stock could have significant upside. Last quarter, American Superconductor beat expectations on revenue and adjusted earnings per share, with revenue up 20% year-over-year to $74.5 million. While shares don't look "cheap" at 32 times next year's earnings estimates, American Superconductor is profitable today, which isn't always the case with next-generation technology companies. And if superconductors become widely adopted in AI data centers in the future, those earnings, as well as the stock price, could have significant upside.Read NextFeb 13, 2026 •By Adam LevyThe Tech Sector Wall Street Is Shunning Right Now for All the Wrong ReasonsFeb 12, 2026 •By Keithen DruryThe AI Sell-Off Created a Rare Buying Opportunity in These 2 StocksFeb 12, 2026 •By Keithen DruryStock Market Sell-Off: 3 Stocks I'm Still Buying NowFeb 11, 2026 •By Justin PopeThe Best Artificial Intelligence (AI) Stock to Buy NowFeb 11, 2026 •By Bram BerkowitzThe "Magnificent Seven" Plan to Spend $680 Billion Largely on Artificial Intelligence Capex: Is Now the Time to Pile Into the Group?Feb 11, 2026 •By Rick OrfordPrediction: Microsoft Stock Could Rise 65% in 2026About the AuthorBilly Duberstein is a contributing Motley Fool technology analyst covering semiconductors, hardware, software, and AI, as well as consumer goods. Billy loves looking at the story behind investments from an interdisciplinary point of view, with an equal appetite for high-growth disruptors and beaten-down value names. He is also CEO of Stone Oak Capital, a registered investment adviser in California. He previously worked as a technology analyst for several hedge funds and as a research assistant at Wedbush Securities. Billy holds an MBA in finance from New York University and a bachelor’s degree in music from the University of Virginia.TMFStoneOakStocks MentionedMicrosoftNASDAQ: MSFT$401.20 (0.16%) $0.64American SuperconductorNASDAQ: AMSC$34.31 (+7.39%) $+2.36*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.