Fluence Energy, Inc.

Report azionario NasdaqGS:FLNC

Capitalizzazione di mercato: US$3.9b

Fluence Energy Crescita futura

Criteri Future verificati 5/6

Fluence Energy prevede che gli utili e i ricavi cresceranno rispettivamente di 57.1% e 20.1% all'anno. Si prevede che l'EPS crescerà di 51.6% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 9% in 3 anni.

Informazioni chiave

57.1%

Tasso di crescita degli utili

51.56%

Tasso di crescita dell'EPS

Electrical crescita degli utili18.2%
Tasso di crescita dei ricavi20.1%
Rendimento futuro del capitale proprio8.96%
Copertura analitica

Good

Ultimo aggiornamento12 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Nuova narrazione May 08

FLNC: $5.6 Billion Backlog, Two Hyperscaler Supply Agreements, and the Most Complicated Good Quarter in Energy Storage History

The Global Market Leader in Intelligent Energy Storage at the Intersection of the Grid's Two Greatest Secular Demands Fluence Energy, Inc. (NASDAQ: FLNC) is an Arlington, Virginia-based energy storage technology and services company that designs, deploys, and operates battery energy storage systems for utilities, independent power producers, developers, and—increasingly, as of Wednesday's second-quarter fiscal 2026 earnings disclosure—the hyperscale data center operators whose AI-driven power demand has emerged as the most commercially significant new customer category in the company's five-year history.
Aggiornamento della narrazione May 02

FLNC: Backlog Coverage And Clearer Supply Picture Will Support 2026 Guidance

Analysts have reduced their average price target on Fluence Energy from about $17 to approximately $15.24, reflecting updated views on discount rates, growth assumptions and valuation multiples after a series of target cuts and rating changes across the Street. Analyst Commentary Recent research on Fluence Energy includes a mix of target cuts, rating changes and fresh initiations.
Aggiornamento della narrazione Apr 16

FLNC: Backlog Coverage And 2026 Guidance Will Drive Future Upside Potential

The analyst price target for Fluence Energy has been reduced by about $1.55 to $17.00, as analysts recalibrate expectations following a series of recent target cuts and mixed ratings updates across major research firms. Analyst Commentary Recent research updates on Fluence Energy present a mixed picture, with several firms cutting price targets while others maintain or introduce more neutral or constructive views.
Aggiornamento della narrazione Apr 02

FLNC: Backlog Coverage And New Contracts Will Drive Future Upside Potential

The analyst price target for Fluence Energy has been raised by a small amount to $18.56 from $18.11, as analysts factor in a slightly lower discount rate, steadier long term revenue growth and margin expectations, and higher assumed future P/E after a mix of recent upgrades, initiations, and both upward and downward target revisions across the Street. Analyst Commentary Recent Street research on Fluence Energy has been active, with a mix of initiations, upgrades, and target resets that contribute to a slight lift in the average price target.
Aggiornamento della narrazione Mar 18

FLNC: Backlog Visibility And Mixed Sentiment Will Shape Future Return Potential

Analysts have nudged the fair value estimate for Fluence Energy higher from $17.13 to $18.11, reflecting a combination of U.S. demand recovery, a slightly higher discount rate, modestly adjusted revenue growth assumptions, a small lift in expected profit margins, and a lower future P/E multiple reflected in recent target changes across firms, including upgrades as well as both price target raises and reductions. Analyst Commentary Recent Street research on Fluence Energy reflects a mix of optimism on demand trends and execution, alongside some caution around valuation and future growth expectations.
Aggiornamento della narrazione Mar 04

FLNC: Backlog Conversion And Margin Delivery Will Test Recently Raised Expectations

Analysts have nudged their fair value estimate for Fluence Energy higher to $9.0 from $8.0, citing recent price target revisions and an improved view of U.S. demand, along with adjustments to revenue growth, profit margin assumptions, discount rate, and future P/E expectations. Analyst Commentary Recent Street research on Fluence Energy reflects a mix of optimism and caution, with several firms adjusting price targets in both directions.
Aggiornamento della narrazione Feb 17

FLNC: U.S. Storage Demand Recovery And Backlog Coverage Will Drive Future Upside

The analyst price target for Fluence Energy has moved from $26.00 to $31.28, with analysts pointing to improving U.S. demand expectations and a series of recent target revisions across major firms as key drivers of this reset in assumptions. Analyst Commentary Recent Street research on Fluence Energy has been active, with several bullish analysts adjusting ratings and price targets in response to changing demand expectations and company specific developments.
Aggiornamento della narrazione Feb 03

FLNC: Datacenter Execution And Backlog Timing Will Challenge Optimistic Expectations

Analysts have lifted their price targets on Fluence Energy by between US$2 and US$9, citing updated views on revenue growth, profitability and P/E assumptions that also support a higher internal fair value narrative for the stock. Analyst Commentary Across recent research, price target changes for Fluence Energy cluster in a relatively tight range, with adjustments between US$2 and US$9.
Aggiornamento della narrazione Jan 20

FLNC: Backlog And Datacenter Hype Will Constrain Future Return Potential

Analysts have lifted their price targets on Fluence Energy by a few dollars, reflecting updated fair value assumptions of about $17.13, along with refreshed views on revenue growth, profit margins, and a higher future P/E multiple supported by recent research commentary on execution, datacenter exposure, and backlog trends. Analyst Commentary Recent research updates on Fluence Energy focus on how the current execution story, datacenter exposure, and backlog trends line up with the refreshed fair value assumptions and updated price targets.
Articolo di analisi Jan 18

Market Might Still Lack Some Conviction On Fluence Energy, Inc. (NASDAQ:FLNC) Even After 36% Share Price Boost

Despite an already strong run, Fluence Energy, Inc. ( NASDAQ:FLNC ) shares have been powering on, with a gain of 36% in...
Seeking Alpha Jan 07

Fluence Energy: The Scalable Solution Powering AI-Driven Data Centers

Summary Fluence Energy is rated BUY for high-risk-tolerant investors, driven by its leadership in Battery Energy Storage Systems and a robust $5.3B backlog. FLNC's modular Smartstack BESS offers 20–25% higher density than competitors, positioning the company to capture surging data center energy demand. Despite a 16.1% revenue decline in FY25 from production delays, FLNC's recurring revenue and adjusted gross margin improved, with FY26 ARR targeted at $180M. Key risks include high revenue concentration—41% from two clients in FY25—and ongoing capital intensity, but data center contracts could catalyze long-term outperformance. Read the full article on Seeking Alpha
Aggiornamento della narrazione Jan 06

FLNC: Data Center Storage Backlog Will Drive Future Upside Potential

Analysts have lifted their fair value estimate for Fluence Energy from US$12.00 to US$26.00, citing higher targeted revenue growth, improved profit margin assumptions, and a richer forward P/E multiple supported by recent price target increases and growing focus on data center related demand and backlog. Analyst Commentary Recent Street research shows a cluster of price target lifts for Fluence Energy, with bullish analysts pointing to solid recent results, a clearer multi year outlook, and growing interest tied to data center related demand and backlog.
Aggiornamento della narrazione Dec 20

FLNC: Future Execution Risks Will Challenge Raised Expectations Despite Recent Price Increases

Analysts have modestly raised their price target on Fluence Energy to $10 from $9, citing an improving demand backdrop for utility-scale battery storage, solid recent results, and growing backlog visibility, even as they continue to watch execution and regulatory developments closely. Analyst Commentary Recent Street research highlights a more balanced stance on Fluence Energy, with price targets moving higher but ratings largely anchored in the middle of the spectrum.
Aggiornamento della narrazione Dec 06

FLNC: Future Returns Will Be Constrained By Muted U.S. Bookings

Analysts have raised their price target for Fluence Energy by approximately $3.50 to reflect improved expectations for revenue growth, profitability, and long term execution amid strengthening utility scale and data center driven demand. Analyst Commentary Recent research updates reflect a more constructive but still measured stance on Fluence Energy, with several firms raising price targets alongside a focus on execution risk, policy exposure, and demand visibility.
Aggiornamento della narrazione Nov 22

FLNC: Muted U.S. Bookings And Regulatory Risks Will Limit Near-Term Upside

Fluence Energy's analyst price target has increased from $10.53 to $11.47. This change reflects improved expectations from analysts who cite a stronger demand backdrop, diversification benefits, and more optimistic outlooks for U.S. battery energy storage.
Aggiornamento della narrazione Nov 05

FLNC: Future Bookings Will Likely Remain Muted Amid Regulatory Uncertainty

Fluence Energy’s fair value estimate has increased slightly to $10.53 from $10.21. This change reflects analysts’ optimism following a series of upward price target revisions, which cite strengthened U.S. demand and improved margin outlooks.
Aggiornamento della narrazione Oct 22

Analysts Raise Fluence Energy Price Target Amid Mixed Sentiment and Strong US Market Position

Fluence Energy’s analyst price target has increased sharply from $7.92 to $10.21. Analysts cite improved expectations for U.S. demand and an enhanced competitive position in clean energy markets.
Aggiornamento della narrazione Oct 08

Global Electrification Will Ignite Demand For Battery Storage

The analyst consensus price target for Fluence Energy increased from $7.74 to $7.92. Analysts cited recent improvements in profit margins and positive updates to company forecasts, despite ongoing sector challenges.
Articolo di analisi Oct 06

Fluence Energy, Inc.'s (NASDAQ:FLNC) Shares Leap 83% Yet They're Still Not Telling The Full Story

Fluence Energy, Inc. ( NASDAQ:FLNC ) shareholders would be excited to see that the share price has had a great month...
Articolo di analisi Aug 22

Fluence Energy, Inc. (NASDAQ:FLNC) Stock's 33% Dive Might Signal An Opportunity But It Requires Some Scrutiny

Fluence Energy, Inc. ( NASDAQ:FLNC ) shares have retraced a considerable 33% in the last month, reversing a fair amount...
Aggiornamento della narrazione Aug 15

US Legislation And Domestic Manufacturing Will Unlock Opportunities

Analysts have modestly lowered their price target for Fluence Energy to $7.63, citing increased regulatory headwinds and industry uncertainty impacting clean energy peers, though the company's relative insulation from some legislative risks and improving international margins have mitigated the downside. Analyst Commentary Bearish analysts cite increased regulatory headwinds following the "One Big Beautiful Bill," which accelerates the phaseout of solar and wind tax credits and tightens construction timelines for new projects.
Articolo di analisi Jun 26

The Market Lifts Fluence Energy, Inc. (NASDAQ:FLNC) Shares 27% But It Can Do More

The Fluence Energy, Inc. ( NASDAQ:FLNC ) share price has done very well over the last month, posting an excellent gain...
Articolo di analisi Apr 09

It's Down 30% But Fluence Energy, Inc. (NASDAQ:FLNC) Could Be Riskier Than It Looks

Unfortunately for some shareholders, the Fluence Energy, Inc. ( NASDAQ:FLNC ) share price has dived 30% in the last...
Articolo di analisi Mar 30

We Think Fluence Energy (NASDAQ:FLNC) Is Taking Some Risk With Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Seeking Alpha Mar 25

Wiping The Blood From Fluence Energy's Face; Time To Buy Again

Summary Fluence Energy's stock has plummeted after announcing significantly worse-than-expected Q1 2025 results and slashing FY 2025 guidance. Q1 2025 results showed a significant revenue and earnings miss; yet, gross profit margins improved, and backlog orders reached a record $5.1B. Despite short-term headwinds, FLNC still anticipates substantial revenue growth for FY 2025 and FY 2026. Its domestic content strategy provides a first-mover advantage and a 100% non-Chinese production capability, while the company supports its innovative solutions that will outpace peers. Acknowledging certain risks, it's time to buy the undervalued BESS global leader. Read the full article on Seeking Alpha
Seeking Alpha Feb 11

Fluence Energy: Sell On Abysmal Quarter And Disappointing Outlook

Summary Fluence Energy reported weak Q1/FY2025 results and lowered full-year expectations significantly. Management attributed the disappointing outlook to a combination of project delays and competitive pressures. The company appears to be caught between a rock and a hard place. With competition heating up, Fluence Energy will have to sacrifice either market share or margins. Given the ugly combination of weak prospects and elevated valuation, I am initiating coverage of FLNC's common shares with a "Sell" rating. Read the full article on Seeking Alpha
Articolo di analisi Feb 02

Slammed 25% Fluence Energy, Inc. (NASDAQ:FLNC) Screens Well Here But There Might Be A Catch

Unfortunately for some shareholders, the Fluence Energy, Inc. ( NASDAQ:FLNC ) share price has dived 25% in the last...
Nuova narrazione Jan 20

FLNC Market Outlook

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Nuova narrazione Jan 18

Introduction Of US-made Battery Modules Will Strengthen Competitive Advantage

Expansion of the domestic supply chain and U.S.-made battery modules enhance competitive advantage, potentially increasing margins with less reliance on imports.
Articolo di analisi Dec 23

Investors Will Want Fluence Energy's (NASDAQ:FLNC) Growth In ROCE To Persist

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
Seeking Alpha Dec 10

Fluence Energy: Growth Ahead, A Strategy With Some Downside Protection And Leverage On The Upside

Summary Rising electricity demand and technological transformations will drive significant growth in the BESS market, benefiting companies like Fluence Energy. Fluence Energy, despite low gross margins and no economic moat, is projected to grow revenue by 45% in 2025 and 30% in 2026. A DCF model suggests Fluence Energy's fair value is $33.06, offering a 95% upside from the current price of $16.92. A combined strategy of buying shares and a Diagonal Put provides leverage on the upside and some protection on the downside, but fares worse on large price drops. Read the full article on Seeking Alpha
Articolo di analisi Nov 20

Is Fluence Energy (NASDAQ:FLNC) Using Debt Sensibly?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha Oct 07

Fluence: Perfect AI Play And Biggest Winner In AI Wars

Summary Fluence is in a great position to capitalize on the anticipated growth demand in the battery energy storage systems market. Recent AI frontier model improvements suggest that energy demand from these models will continue to scale rapidly. Solar PV plus storage represents the most feasible solution to meet these models' growing energy demands. Fluence does not come without its risks, with the most notable being competition from much larger players like Tesla. Read the full article on Seeking Alpha
Articolo di analisi Sep 28

Is There An Opportunity With Fluence Energy, Inc.'s (NASDAQ:FLNC) 45% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Fluence Energy fair value estimate is US$41.82 Fluence...

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:FLNC - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
9/30/20284,90412011912814
9/30/20274,15446768519
9/30/20263,365-15-92-17818
3/31/20262,585-42-269-236N/A
12/31/20252,551-52-195-161N/A
9/30/20252,263-48-175-146N/A
6/30/20252,449-18-426-401N/A
3/31/20252,330-24-292-268N/A
12/31/20242,521-2-172-151N/A
9/30/20242,699236180N/A
6/30/20242,143-22101118N/A
3/31/20242,196-46123142N/A
12/31/20232,271-62-16-4N/A
9/30/20232,218-70-124-112N/A
6/30/20231,987-110-396-382N/A
3/31/20231,690-106-313-305N/A
12/31/20221,334-100-189-180N/A
9/30/20221,199-104-290-282N/A
6/30/2022945-67-191-187N/A
3/31/2022984-48-326-323N/A
12/31/2021739-29-403-399N/A
9/30/2021681N/A-270-265N/A
6/30/2021732-1-81-77N/A
9/30/2020561N/A-16-14N/A
9/30/201992-47N/A28N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che FLNC diventerà redditizio nei prossimi 3 anni, il che è considerato una crescita più rapida del tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che FLNC diventerà redditizia nei prossimi 3 anni, il che è considerato una crescita superiore alla media del mercato.

Guadagni ad alta crescita: Si prevede FLNC diventerà redditizia nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di FLNC ( 20.1% all'anno) crescerà più rapidamente del mercato US ( 11.6% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di FLNC ( 20.1% all'anno) crescerà più rapidamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di FLNC sarà basso tra 3 anni ( 9 %).


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/13 10:29
Prezzo dell'azione a fine giornata2026/05/13 00:00
Utili2026/03/31
Utili annuali2025/09/30

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Fluence Energy, Inc. è coperta da 33 analisti. 19 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Benjamin KalloBaird
Christine ChoBarclays
Moses SuttonBarclays