Added to YB: 2026-07-22
Pitch date: 2026-07-19
FLNC [bullish]
Fluence Energy, Inc.
+5.88%
current return
Author Info
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Company Info
Fluence Energy, Inc., through its subsidiaries, provides energy storage and optimization software for renewables and storage applications in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.
Market Cap
$1.9B
Pitch Price
$14.43
Price Target
23.40 (+64%)
Dividend
N/A
EV/EBITDA
-693.88
P/E
-44.25
EV/Sales
0.76
Sector
Electrical Equipment
Category
growth
Top-Three BESS Below 1x Sales - Fluence Energy, Inc.
FLNC: Top-3 BESS integrator at ~0.8x FY26 rev guide ($3.4B, +50%), record $5.6B backlog, order intake 2x prior yr. AI data center catalyst: 2 hyperscaler MSAs, Siemens/NVIDIA reference design, 12GWh pipeline, US domestic supply chain vs PFE rules. 12% GM. SOTP $12.70-23.40 (+61%). Risks: 51% founder overhang selling, cash burn, policy dependence. Catalysts: Q3 hyperscaler PO, NVIDIA qual, FY27 guide.
Read full article (21 min)