Fluence Energy, Inc.

NasdaqGS:FLNC Stok Raporu

Piyasa değeri: US$3.3b

Fluence Energy Yönetim

Yönetim kriter kontrolleri 3/4

Fluence Energy CEO'su Julian Jose Marquez, Sep2022 tarihinde atandı, in görev süresi 3.67 yıldır. in toplam yıllık tazminatı $ 6.91M olup, şirket hissesi ve opsiyonları dahil olmak üzere 14% maaş ve 86% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.15% ine doğrudan sahiptir ve bu hisseler $ 4.94M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 2.8 yıl ve 4.6 yıldır.

Anahtar bilgiler

Julian Jose Marquez

İcra Kurulu Başkanı

US$6.9m

Toplam tazminat

CEO maaş yüzdesi13.97%
CEO görev süresi3.7yrs
CEO sahipliği0.1%
Yönetim ortalama görev süresi2.8yrs
Yönetim Kurulu ortalama görev süresi4.6yrs

Son yönetim güncellemeleri

Recent updates

Yeni Anlatı 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...
Yeni Anlatı Jan 20

FLNC Market Outlook

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Yeni Anlatı 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.
Analiz Makalesi 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
Analiz Makalesi 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
Analiz Makalesi 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...

CEO Tazminat Analizi

Julian Jose Marquez'un ücretlendirmesi Fluence Energy'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 31 2026n/an/a

-US$42m

Dec 31 2025n/an/a

-US$52m

Sep 30 2025US$7mUS$965k

-US$48m

Jun 30 2025n/an/a

-US$18m

Mar 31 2025n/an/a

-US$24m

Dec 31 2024n/an/a

-US$2m

Sep 30 2024US$7mUS$851k

US$23m

Jun 30 2024n/an/a

-US$22m

Mar 31 2024n/an/a

-US$46m

Dec 31 2023n/an/a

-US$62m

Sep 30 2023US$2mUS$600k

-US$70m

Jun 30 2023n/an/a

-US$110m

Mar 31 2023n/an/a

-US$106m

Dec 31 2022n/an/a

-US$100m

Sep 30 2022US$3mUS$50k

-US$104m

Tazminat ve Piyasa: Julian Jose 'ın toplam tazminatı ($USD 6.91M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 7.11M ).

Tazminat ve Kazançlar: Julian Jose şirketinin tazminatı, şirket kârsız olduğu sürece artırıldı.


CEO

Julian Jose Marquez (58 yo)

3.7yrs
Görev süresi
US$6,909,044
Tazminat

Mr. Julian Jose Nebreda Marquez served as Chairman at AES Andes S.A. since December 20, 2018 until February 24, 2022. He served as President of the Board at AES Brasil Energia S.A. He served as the Chief E...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Julian Jose Marquez
President3.7yrsUS$6.91m0.15%
$ 4.9m
Ahmed Pasha
Senior VP & CFO2.3yrsUS$2.16m0.029%
$ 965.5k
John Zahurancik
SVP & Chief Customer Success Officerno dataUS$1.10m0.078%
$ 2.6m
Peter Williams
Senior VP & Chief Product and Supply Chain Officer2.8yrsUS$1.59m0.013%
$ 437.7k
Michelle Philpotas
Chief Accounting Officer2.8yrsVeri yokVeri yok
Chris Shelton
Vice President of Investor Relations & Sustainabilityno dataVeri yokVeri yok
Vincent Mathis
Senior VP1.5yrsVeri yok0.076%
$ 2.5m
Andrea Fisher
Senior VP & Chief Human Resources Officerno dataVeri yokVeri yok
Marek Wolek
Chief Strategy Officer & SVPno dataVeri yokVeri yok
Roman Loosen
Chief Enterprise Operations Officer & SVP3.3yrsVeri yokVeri yok
Jeff Monday
Chief Growth Officer & SVPless than a yearVeri yokVeri yok
2.8yrs
Ortalama Görev Süresi
58yo
Ortalama Yaş

Deneyimli Yönetim: FLNC 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2.8 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Julian Jose Marquez
President4.7yrsUS$6.91m0.15%
$ 4.9m
Herman Bulls
Independent Chair of the Board of Directors4.6yrsUS$362.50k0.12%
$ 4.0m
Elizabeth Fessenden
Independent Director4.6yrsUS$265.00k0.051%
$ 1.7m
Cynthia Arnold
Independent Director4.6yrsUS$280.00k0.089%
$ 2.9m
Simon Smith
Director5.3yrsVeri yokVeri yok
Axel Meier
Director6.3yrsVeri yokVeri yok
Letitia Mendoza
Director3.8yrsVeri yokVeri yok
Ricardo Falu
Director3.7yrsVeri yokVeri yok
Harald von Heynitz
Independent Director4.6yrsUS$282.50k0.048%
$ 1.6m
Ruth Gratzke
Directorless than a yearVeri yokVeri yok
John Shelton
Director8.3yrsVeri yok0.0038%
$ 124.1k
Chi-Shun Luk
Director1.2yrsVeri yokVeri yok
4.6yrs
Ortalama Görev Süresi
55.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: FLNC 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 4.6 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/20 12:46
Gün Sonu Hisse Fiyatı2026/05/20 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/09/30

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Fluence Energy, Inc. 33 Bu analistlerden 19, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Benjamin KalloBaird
Christine ChoBarclays
Moses SuttonBarclays