Fluence Energy, Inc. Class A (FLNC)

In the past six months, Fluence Energy, Inc. stock has experienced several notable events. As of January 13, 2026, the share price was $23.82, marking a 47.52% increase from January 14, 2025. The company reported its Q4 2025 earnings on November 24, 2025, missing consensus estimates for both earnings per share and revenue, with quarterly revenue down 15.2% year-over-year. Despite this, Fluence Energy, Inc. initiated its fiscal year 2026 guidance on November 24, 2025, projecting revenue between $3.2 billion and $3.6 billion. Analyst ratings and price targets saw adjustments during this period, with some firms raising their targets and ratings while others lowered them. Insider selling activity was observed in December 2025 and September 2025. A significant operational milestone was the first delivery of a domestic content energy storage system in September 2025. In December 2025, Fluence was recognized as one of the top three battery energy storage system providers worldwide. The company concluded Q3 FY25 with a robust backlog of $5.3 billion. However, the company also experienced a 26% year-over-year decline in average selling prices (ASPs) and a decrease in its Services attachment rate.

Fluence Energy, Inc.'s business has historically been subject to seasonality, with many projects coming online around the northern hemisphere summer peak season. Historically, revenue recognition as a percentage of annual revenue has been approximately 15% in Q1, 15% in Q2, 40% in Q3, and 30% in Q4 of the company's fiscal year. The company anticipates a revenue seasonality split of approximately 40% in the first half and 60% in the second half of its fiscal year. Fluence continues to experience strong demand for its products and services, providing solid visibility for future growth. The Inflation Reduction Act (IRA) is expected to benefit order growth, with revenue and gross profit benefits primarily occurring in 2024 and beyond. The global storage demand is projected to increase by 23% in 2025, and Fluence has a growing energy storage pipeline of 122 GWh, along with a 400% increase in pipeline leads from data centers.

Fluence Energy, Inc. is a global market leader in energy storage, providing intelligent energy storage solutions. The company sells large-scale battery-based energy storage systems (ESS) to utility and commercial customers globally. Fluence's major products include modular energy storage systems such as Gridstack, Gridstack Pro, Sunstack, Edgestack, Ultrastack, and Smartstack. Complementing its hardware offerings, Fluence provides digital optimization software, including the Fluence IQ platform, Fluence OS, Mosaic intelligent bidding software, and Nispera asset performance management. The company also generates recurring revenue from long-term service agreements, encompassing operational and maintenance services.

Fluence Energy, Inc. has a significant global presence, operating in nearly 50 markets worldwide. Its headquarters are located in Arlington, Virginia, USA. The company maintains offices and operations across the Americas, Asia Pacific, and EMEA (Europe, Middle East, and Africa). The majority of Fluence's revenue is generated from the Americas. The company also has five production sites in the U.S., including a new facility in Houston, Texas, for thermal management systems.

In the past year, Fluence Energy, Inc. has maintained a strong brand reputation, being consistently recognized as a global market leader in energy storage. A notable achievement was its recognition in December 2025 as one of the top three battery energy storage system providers worldwide by S&P Global Commodity Insights. Customer reviews generally reflect a positive sentiment, highlighting the company's role in improving grid reliability and efficiency and supporting green energy transitions. No explicit negative events significantly impacting Fluence's brand reputation were found within the past year.

Fluence Energy, Inc. operates with a hybrid ownership structure, being publicly traded on the NASDAQ exchange. Its governance and long-term strategy are significantly influenced by its original strategic partners, Siemens and AES Corporation, who retain substantial equity stakes. Institutional investors hold a significant portion of the company's stock, ranging from approximately 53.16% to 74%. Major institutional owners include Siemens AG, Siemens Pension Trust E V, Vanguard Group Inc, Dragoneer Investment Group, LLC, and BlackRock, Inc. Insider ownership ranges from approximately 0.645% to 24.72%, while retail investors hold a smaller percentage, estimated between 0.00% and 0.90%.