Does FLNC’s Board Change and Polish Win Reveal a New Phase in Its Global Battery Ambitions?

• On September 30, 2025, Barbara Humpton resigned from the Board of Directors and the Compensation and Human Resources Committee of Fluence Energy, Inc., and Fluence also secured a 133 MW / 622 MWh grid storage contract in Poland and delivered its first domestically-made Gridstack Pro units in the U.S.
• This combination of leadership change and significant project wins highlights Fluence Energy’s expanding international presence and strengthening domestic supply chain for grid storage solutions.
• We'll explore how Fluence’s major grid contract in Poland positions the company for greater growth in the evolving battery storage market.

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Fluence Energy Investment Narrative Recap

To be a shareholder in Fluence Energy, you need to believe in the accelerating global transition to renewable-powered grids, with surging demand for utility-scale battery storage as nations modernize infrastructure and seek energy resilience. The recent board resignation and new project wins are unlikely to materially affect the biggest short-term catalyst, resolving tariff-driven contract pauses, or offset the largest current risk of supply chain bottlenecks and competitive pricing pressures, but further highlight management’s focus on adapting to evolving market dynamics.

Among the recent announcements, Fluence’s successful delivery of its first domestically-made Gridstack Pro units stands out. This milestone is relevant because ramping up US supply chain capacity and securing eligibility for incentives strengthens the company's position as tariff and trade policy headwinds persist, supporting access to future project awards and helping address both revenue timing risks and margin compression.

However, even as Fluence wins major new contracts abroad, investors should also be aware that unresolved trade policy uncertainties continue to...

Read the full narrative on Fluence Energy (it's free!)

Fluence Energy's narrative projects $4.2 billion in revenue and $97.9 million in earnings by 2028. This requires a 19.5% yearly revenue growth and a $116.3 million increase in earnings from the current -$18.4 million.

Uncover how Fluence Energy's forecasts yield a $7.74 fair value, a 44% downside to its current price.

Exploring Other Perspectives

Six independent fair value estimates from the Simply Wall St Community for Fluence Energy range widely from US$5.98 to US$19.50 per share. While many anticipate resilient revenue growth, ongoing contract delays tied to tariff uncertainty remind you that market expectations for a rebound remain highly sensitive to policy outcomes, explore several viewpoints for a fuller picture.

Explore 6 other fair value estimates on Fluence Energy - why the stock might be worth less than half the current price!

Build Your Own Fluence Energy Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Fluence Energy research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Fluence Energy research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Fluence Energy's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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