FLNC cuts fiscal 2026 revenue and EBITDA outlooks as $400 million in project deliveries slip into fiscal 2027.
GEV's stronger guidance, backlog growth and AI-driven power demand give it the edge despite FLNC's cheaper valuation and data-center tailwinds.
Fluence Energy, Inc. receives a Buy rating despite weak Q3 financials, as record order intake and a $6.4 billion backlog signal robust demand. Fluence Energy's data center segment is emerging as a major growth engine, with rapid sales cycles and a pipeline now at 16 GWh. Profitability remains a key concern; gross margin fell to 5.1% in Q3, but management targets a return to 10–15% as production issues are resolved.
| Independent Power and Renewable Electricity Producers Industry | Utilities Sector | Julian Jose Nebreda Marquez CEO | XDUS Exchange | US34379V1035 ISIN |
| US Country | 1,670 Employees | - Last Dividend | - Last Split | 28 Oct 2021 IPO Date |
Founded in 2018 and headquartered in Arlington, Virginia, Fluence Energy, Inc. operates globally through its subsidiaries, providing cutting-edge energy storage products and solutions. These offerings include services and artificial intelligence-enabled software-as-a-service (SaaS) for renewable and storage applications across the Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company has positioned itself as a key player in the energy sector by selling integrated energy storage products which combine sophisticated hardware, software, and digital intelligence. Fluence Energy is the result of a joint venture between Siemens Aktiengesellschaft and The AES Corporation, aiming to serve independent power producers, developers, utilities, and other generators with their extensive portfolio of products and services.
Fluence Energy's portfolio encompasses an extensive range of energy storage products, each designed to cater to various market needs, and additionally offers engineering, operational, and digital application services.
In addition to these products, Fluence Energy also provides comprehensive engineering and delivery services to facilitate the deployment of storage solutions. Operational and maintenance services ensure the longevity and efficiency of installed systems, while digital applications enhance the functionality and user experience of the storage products through advanced analytics and management tools.