Fluence Energy, Inc.

Сильный индекс, значительно вырос. Быки резко укрепили уверенность в своих позициях.

Strong index, significantly up. Bulls sharply strengthened confidence in their positions.

Слабый индекс, незначительно вырос. Рынок не поддерживает быков.

Weak index, slightly up. The market does not support the bulls.

Сильный индекс, значительно упал. Отток средств из лонгов резко увеличился и находится на высоком уровне.

Strong index, significantly down. The outflow of funds from longs has increased sharply and is at a high level.

For Immediate Release
Chicago, IL – August 31, 2026 – Zacks Equity Research shares Advanced Energy Industries AEIS as the Bull of the Day and Fluence Energy, Inc. FLNC as the Bear of the Day. In addition, Zacks Equity Research provides analysis on Broadcom Inc AVGO, Advanced Micro Devices, Inc. AMD and NVIDIA Corporation NVDA.
Here is a synopsis of all five stocks:
Advanced Energy Industries is a leader in precision power conversion, measurement, and control solutions riding two of the strongest spending cycles in tech: AI data centers and advanced semiconductor manufacturing.
AEIS crushed Q2 earnings estimates in early August and provided stellar guidance that sent its FY26 and FY27 EPS estimates soaring as it rides the AI spending boom. Its recent upward earnings revisions earn AEIS a Zacks Rank #1 (Strong Buy) and extend a streak of positive revisions that began at the start of 2026.
The precision power systems company is projected to more than double its adjusted earnings between 2025 and 2027, while expanding its revenue by 70% during that stretch.
Advanced Energy Industries stock has soared ~2,700% in the past 15 years to blow away the Zacks Tech sector's 950%, including a 160% charge in the past 24 months.
Despite this run, AEIS stock is down around 30% from its all-time highs, and its average Zacks price target implies 50% upside.
The picks-and-shovels AI stock is finding its footing at some vital long-term technical support levels. Plus, its downturn, mixed with its earnings growth outlook, has Advanced Energy Industries trading at a 50% discount to its highs at 26.3X forward 12-month earnings.
Buying Advanced Energy Industries stock empowers investors to ride the broader megatrends of AI and advanced chip manufacturing without having to pick the forward-facing winners.
Best Stocks to Buy Now and in September: Top-Ranked AI Stock AEIS
Simply put, Advanced Energy makes the specialized power systems that turn raw electricity into tightly controlled power needed for complex equipment.
Advanced Energy Industries designs and makes precision power conversion, measurement, and control solutions. The firm's various products and solutions serve customers across critical industries such as semiconductor equipment, networking and telecommunications, and, most importantly, AI data centers.
The company is well diversified, with an established track record of growth long before AI. On top of that, it pays a dividend, which is supported by its sturdy balance sheet.
AEIS's largest end-market remains semiconductor manufacturing. Its power systems enable the plasma etching and deposition processes needed to build advanced chips, including the current king of tech, AI GPUs.
Beyond chip building, the critical power conversion company is posting explosive growth in the data center computing segment. AEIS is helping supply the efficient, high-power-density power conversion modules that feed massive AI server racks that power the AI hyperscaler boom across Google, Microsoft, and Amazon.
The picks-and-shovels tech company is benefiting from the ongoing AI capex boom that's heating up regardless of AI bubble worries. AI hyperscalers including Microsoft and beyond are projected to spend ~ $700 billion in AI capex in 2026 and ramp up again next year.
Nvidia confirmed its bullish outlook when it reported its Q2 results last week, sending the AI chip powerhouse higher. Nvidia's strong outlook and report came not too long after it reached a deal with BlackRock, Goldman Sachs, and other Wall Street giants to raise $500 billion to ramp up the AI infrastructure build-out.
Not to be left out, Bank of America followed up on Nvidia's capex news by rolling out a plan to pour $250 billion into AI infrastructure. These spending announcements add to the AI capex boom that's directly benefiting Advanced Energy Industries.
The Pick-and-Shovels AI and Semiconductor Stock's Growth
AEIS expanded its Data Center Computing segment revenue by 107% in 2025, boosting overall revenue by 21% YoY. The company followed that explosive growth up with 62% YoY AI data center unit expansion in the first six months of 2026.
The tech firm topped our Q2 earnings estimates by 25% and provided robust guidance, earning AEIS stock a Zacks Rank #1 (Strong Buy). Its third quarter consensus EPS estimate has jumped 30% since its August 3 release, while its FY26 outlook jumped 22% and its 2027 estimate soared 32%.
Looking ahead, AEIS is projected to grow its adjusted earnings by 75% YoY in 2026 and another 29% next year to soar from $6.41 a share in FY25 to $14.44 a share next year.
Advanced Energy Industries' stellar bottom line growth outlook comes after it grew its GAAP earnings by 169% last year, after a brief setback. AEIS has also beaten our estimates for five years running outside of one miss in early 2024.
AEIS is projected to grow its revenue by 35% in 2026 and another 25% next year to reach $3 billion. This outlook would see it more than double its 2024 total and blow away its previous sales record of $1.85 billion in 2022.
Buy the AI-Boosted Tech Stock for Value, Upside & Breakout Potential
AEIS stock skyrocketed ~2,700% over the past 15 years to more than double the Tech sector's ~950%. This run includes a 160% charge over the last two years that helped it crush Tech's 62%, AI chip giant Nvidia's NVDA 85%, and the rest of the Mag 7 from Microsoft to Meta.
The AI-boosted tech stock's recent surge helped it soar meaningfully above its previous trading range that it was stuck in between early 2021 and the summer of 2025. AEIS shares are still up 30% in 2026, including a ~30% drop from their May peaks.
Advanced Energy Industries average Zacks price target offers 50% upside from its current levels. On top of that, it is finding support at its 50-week moving average and its highs prior to its gap up in February 2026.
On the valuation front, the tech stock's fall, coupled with its earnings growth outlook, has it trading at a 50% discount to its highs at 26.3X forward 12-month earnings.
Fluence Energy, Inc. makes large-scale battery energy storage systems and complementary software.
Even though Fluence is part of a growth-heavy area of the economy that's being fueled by the power-hungry AI data center boom, the stock has dropped roughly 70% since its late 2021 IPO.
Fluence Energy lost money in fiscal 2025, and its earnings outlook tanked again after another disappointing quarterly release on August 5.
Why Investors Might Want to Stay Away from FLNC Stock
Fluence Energy makes large-scale battery energy storage systems and smart software that help store electricity from solar and wind farms.
Giant rechargeable batteries make intermittent energy sources such as solar and wind more practical by smoothing out the ups and downs.
The broader battery energy storage system (BESS) market is booming as it rides converging megatrends across AI, electrification, and overall energy industry growth and evolution.
Yet, Fluence posted a GAAP loss of -$0.42 a share in fiscal 2025 and an adjusted loss of -$0.37 per share. Most recently, FLNC reported an adjusted Q3 FY26 (period ended in June) loss of -$0.24 per share, falling well short of our estimate that called for a -$0.05 per share loss.
The company's downbeat guidance sent its FY26 estimate down to a loss of -$0.52 a share from -$0.18 and cut its FY27 estimate roughly in half (from +$0.21 down to +$0.09). Fluence Energy's downbeat earnings revisions help it land a Zacks Rank #5 (Strong Sell) right now.
Fluence Energy's recent downward earnings trends are part of a longer-term run of negative revisions. This backdrop means investors likely want to stay away from FLNC stock for now, or at least until it proves to Wall Street that it can start making money.
Investors interested in the broader energy storage space might consider looking elsewhere at stocks such as Tesla and others.
Additional content:
Broadcom vs. AMD: Which AI Chip Stock Has the Better Risk-Reward?
Tech behemoths Broadcom Inc and Advanced Micro Devices, Inc. have benefited immensely from strong artificial intelligence (AI)-driven growth, as reflected in their latest quarterly results. However, the two companies differ in their growth prospects, competitive positioning and valuation. So, which stock offers the better risk-reward opportunity for investors?
Reasons to Be Bullish on Broadcom
As per Broadcom's June 3 press release, the company's AI semiconductor business posted exceptional growth. In the fiscal second quarter of 2026, the company's AI semiconductor revenues reached $10.8 billion, up 143% year over year. The momentum is expected to continue into the next quarter. Broadcom projects AI semiconductor revenues of $16 billion in the fiscal third quarter of 2026, representing more than 200% year-over-year growth (read more: Broadcom Q2 Earnings Call Spotlights AI Demand Surge).???
Consolidated revenues for the fiscal third quarter are expected to reach $29.4 billion, up 84% year over year. This follows record consolidated revenues of $22.2 billion in the fiscal second quarter, representing a 48% year-over-year increase.
Broadcom is also maintaining strong profitability while delivering rapid AI-driven revenue growth. In the fiscal second quarter, Broadcom generated $15.2 billion in adjusted EBITDA, which resulted in an adjusted EBITDA margin of 69%. Similarly, the company expects the EBITDA margin to remain around 68% in the fiscal third quarter.
Reasons to Be Bullish on AMD
AMD reported $11.5 billion in revenues in the second quarter of 2026, up 50% year over year and 13% sequentially, citing the company's Aug. 4 press release. Data Center revenues were particularly strong, more than doubling from the prior-year period (read more: Advanced Micro Q2 Earnings: How Key Metrics Compare to Wall Street Estimates).???
Data Center revenues are expected to accelerate in the second half of the year. At the same time, overall revenues are expected to reach $13 billion, plus or minus $300 million, in the third quarter of 2026. From the midpoint, that would result in 41% year-over-year growth and a 13% sequential rise.
Rising demand for AMD's EPYC server processors supported the company's growth outlook. Meanwhile, AMD's Instinct accelerators are witnessing rapid growth, while the Helios platform has entered its initial production ramp. The company is also delivering strong revenue growth along with improving margins. For the fiscal third quarter, AMD expects a healthy non-GAAP gross margin of 56%.
Broadcom or AMD: Which AI Chip Stock Offers Better Risk-Reward?
Strong revenue growth and a healthy adjusted EBITDA margin make a compelling case for further upside in Broadcom's share price. An upbeat revenue outlook suggests that Broadcom is well-positioned to enter a multi-year growth cycle rather than a temporary surge. As demand for Broadcom's custom AI accelerators and AI networking solutions increases, growth should continue.
Similarly, accelerating Data Center growth, strong demand for EPYC processors, and the Instinct accelerators could support continued share-price appreciation for AMD. Expanding margins, along with the initial ramp-up of the Helios platform, could further boost earnings and shareholder returns.
However, Broadcom has more diversified AI exposure through its infrastructure software, custom accelerators and networking. By contrast, AMD continues to face challenges in gaining market share from NVIDIA Corporation in the AI ecosystem.
Additionally, AMD trades at a forward price/earnings ratio of 63.64, significantly higher than Broadcom's 31.66. This elevated multiple indicates that a substantial portion of AMD's expected growth is already reflected in its valuation, leaving it more vulnerable to a downturn if earnings growth fails to meet expectations. In contrast, Broadcom trades at a lower earnings multiple, offering investors a more favorable balance between growth potential and valuation.
Overall, Broadcom offers a better risk-reward profile, supported by a strong growth outlook and lower valuation. In contrast, AMD's higher valuation and competitive challenges make its upside more dependent on strong execution. Both Broadcom and AMD currently carry a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here.??????
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss.This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performancefor information about the performance numbers displayed in this press release.
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Advanced Energy and Fluence Energy have been highlighted as Zacks Bull and Bear of the Day

Fluence Energy, Inc. FLNC makes large-scale battery energy storage systems and complementary software.
The company’s long-term growth prospects remain somewhat intact. But Fluence is projected to post its second straight loss in FY26, and its downward EPS revisions earn it a Zacks Rank #5 (Strong Sell).
Time to Stay Away from FLNC Stock?
Fluence Energy makes large-scale battery energy storage systems and smart software that help store electricity from solar and wind farms.
FLNC’s long-term bull case is centered around the growth of intermittent energy sources such as solar and wind, since its giant rechargeable batteries make these renewable energy sources more practical by smoothing out the ups and downs.
Image Source: Zacks Investment Research
FLNC is part of the broader AI energy trade and is attempting to grow alongside the soaring power demands from AI data centers. The firm is projected to grow its revenue by 50% in FY26 and then 21% in FY27.
The company is also projected to trim its adjusted loss from -$0.37 a share last year to -$0.23 in FY26 and surge all the way to +$0.18 next year. Unfortunately, Fluence’s earnings outlook has tanked since it reported its Q1 FY26 results in early February.
Fluence’s FY26 estimate slipped from -$0.09 to -$0.23 a share over the last 90 days, while its FY27 estimates dropped 30% to $0.18 a share.
These negative earnings revisions earn FLNC stock a Zacks Rank #5 (Strong Sell). Its recent downward revisions are part of a disappointing run over the last few years.
Image Source: Zacks Investment Research
FLNC stock has traded rather wildly over the last few years. Plus, it is down roughly 60% since going public in late October 2021. Therefore, it might be best for investors to look to other stocks in the wider AI energy space that have already proven themselves.
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Fluence Energy, Inc. (FLNC) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).

Bear of the Day: Fluence Energy, Inc. (FLNC)

Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which measures momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30.
In trading on Monday, shares of Fluence Energy Inc (Symbol: FLNC) entered into oversold territory, hitting an RSI reading of 29.97, after changing hands as low as $10.805 per share. By comparison, the current RSI reading of the S&P 500 ETF (SPY) is 50.5. A bullish investor could look at FLNC's 29.97 RSI reading today as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. The chart below shows the one year performance of FLNC shares:
Looking at the chart above, FLNC's low point in its 52 week range is $6.6024 per share, with $33.51 as the 52 week high point — that compares with a last trade of $10.86.
Further FLNC Research:

Relative Strength Alert For Fluence Energy

Key Points
Modern data centers powered by advanced Nvidia chips require significantly more power compared to traditional setups.
Technology companies have signed some major long-term power purchase agreements with independent power producers.
Hyperscalers are also turning to behind-the-meter, off-grid power solutions like gas turbines and fuel cells.
Modern data centers require massive amounts of power, and those demands are only growing. High-density AI clusters packed with Nvidia (NASDAQ: NVDA) graphics processing units (GPUs) can require 100 kilowatts (kW) to over 300 kW per rack, or up to 20 times the electricity consumption of traditional server racks.
Computing capacity is capped by power availability, which has proven to be a major bottleneck in the AI data center build-out. As a result, capital is flowing to companies that can reliably deliver power or manufacture power equipment. For investors looking to capitalize on the AI energy boom, here are some of the companies emerging as top winners.
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Utility operators are immediate beneficiaries of the energy demand boom
Regulated utilities operate under government oversight and are appealing because they can offer predictable income and reliable dividends to navigate market cycles. NextEra Energy (NYSE: NEE) is a regulated utility with upside from its renewables business. The company owns the stable utility Florida Power & Light. It also owns NextEra Energy Resources, one of the largest producers of wind and solar power.
That said, connecting power-hungry data centers to the public utility grid often faces three- to seven-year interconnection queues, creating an opportunity for independent power producers (IPPs). Also known as merchant power companies, these companies own electricity generation assets but not the transmission grid.
This group includes companies such as Constellation Energy (NASDAQ: CEG) and Vistra (NYSE: VST), which sell electricity in competitive wholesale markets and benefit from supply constraints and surging demand.
Constellation is appealing because it is the largest nuclear operator in the United States, with 22 gigawatts (GW) of nuclear energy capacity. Because it can provide carbon-free, baseload energy, nuclear energy has emerged as a top choice among hyperscalers looking to power their growing data center footprints. In recent years, Constellation has signed major power purchase agreements with Microsoft and Meta Platforms.
Vistra is another massive power producer, with 44 GW of total generation capacity, including natural gas, nuclear, and coal. The company also signed an agreement with Meta Platforms earlier this year. In addition, Vistra, along with KKR, the Kuwait Investment Authority, and Nvidia, formed Helix Investments to build AI infrastructure. As part of this, Vistra will be Helix's preferred power provider.
Grid-independent solutions have grown in popularity
Because of transmission bottlenecks and grid interconnection delays, which could take up to a decade in some cases, hyperscalers are turning to off-grid dispatchable power solutions to generate electricity on-site at data centers. These benefit companies that provide gas turbines or fuel cells that can run on natural gas, including GE Vernova (NYSE: GEV) and Bloom Energy (NYSE: BE).
GE Vernova is a global leader in power equipment, with technology that generates roughly 25% of the world's electricity. The company has seen unprecedented demand for its heavy-duty and HA-advanced high-efficiency natural gas turbines, which can be deployed to provide baseload power in months rather than years. GE Vernova boasts a massive backlog totaling $163 billion, with agreements extending through 2031.
Bloom Energy provides solid-oxide fuel cell systems (Bloom Energy Servers) that can use a wide range of fuels, including natural gas, biogas, or hydrogen. Bloom has signed massive deals in recent years, including an expanded strategic infrastructure agreement with Brookfield Asset Management for $25 billion, along with contracts with Oracle, Intel, and CoreWeave.
Aggressive investors may want to consider these highly speculative energy stocks
The next frontier of long-term power generation could be driven by small modular nuclear reactors (SMRs) and utility-scale battery storage systems.
In the nuclear space, Oklo (NYSE: OKLO) and NuScale Power (NYSE: SMR) are two popular SMR developers that could revolutionize how nuclear energy is deployed. These companies intend to offer factory-fabricated, modular nuclear reactors that could provide off-grid, safe nuclear energy on-site for data centers and other industrial operators. These reactors are promising, but won't be commercially available until the 2030s at the soonest.
Then you have battery storage solutions, such as those provided by Fluence Energy (NASDAQ: FLNC). Fluence provides modular battery energy storage systems (BESS), such as its Smartstack platform, along with software tools to help stabilize electrical loads.
On June 1, Fluence announced a partnership with Nvidia (along with Siemens and nVent) to integrate its Smartstack BESS into Siemens' AI data center blueprints for Nvidia's DSX Vera Rubin NVL72 platform.
Investors have a few ways to play the AI energy boom
For aggressive investors, Oklo, NuScale, and Fluence have significant upside potential, but they must balance that potential against the long time horizon and high costs of scaling up.
Independent power providers, such as Constellation and Vistra, should benefit from securing long-term agreements with technology customers. Meanwhile, off-grid power solutions from GE Vernova and Bloom Energy are experiencing a historic surge in demand, which should drive strong growth over the next several years.
When it comes to data center build-out, modern data centers require significant power, turning boring energy and industrial stocks into long-term winners thanks to technological innovations and the massive spending boom in data centers and related infrastructure in the coming years.
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Courtney Carlsen has positions in Bloom Energy, Constellation Energy, Fluence Energy, GE Vernova, Meta Platforms, Microsoft, Nvidia, Oracle, and Vistra. The Motley Fool has positions in and recommends Bloom Energy, Brookfield Asset Management, Constellation Energy, Fluence Energy, GE Vernova, Intel, KKR, Meta Platforms, Microsoft, NextEra Energy, Nvidia, Oracle, and Vistra. The Motley Fool recommends NuScale Power. The Motley Fool has a disclosure policy.

Nvidia Chip-Filled Data Centers Need More Power Than Any Utility Can Promise. Here's Who Actually Wins.

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Fluence Energy (FLNC) Q3 2026 Earnings Call Transcript

Fluence Energy, Inc. (FLNC) came out with a quarterly loss of $0.24 per share versus the Zacks Consensus Estimate of a loss of $0.05. This compares to earnings of $0.01 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -380.00%. A quarter ago, it was expected that this company would post a loss of $0.18 per share when it actually produced a loss of $0.16, delivering a surprise of +11.11%.
Over the last four quarters, the company has surpassed consensus EPS estimates just once.
Fluence Energy, which belongs to the Zacks Alternative Energy - Other industry, posted revenues of $600.18 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 21.22%. This compares to year-ago revenues of $602.53 million. The company has not been able to beat consensus revenue estimates over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Fluence Energy shares have lost about 20.8% since the beginning of the year versus the S&P 500's gain of 13%.
What's Next for Fluence Energy?
While Fluence Energy has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Fluence Energy was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.32 on $1.68 billion in revenues for the coming quarter and -$0.18 on $3.39 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Alternative Energy - Other is currently in the bottom 35% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Kodiak Gas Services (KGS), another stock in the broader Zacks Oils-Energy sector, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.
This provider of oil and gas infrastructure services is expected to post quarterly earnings of $0.67 per share in its upcoming report, which represents a year-over-year change of +36.7%. The consensus EPS estimate for the quarter has been revised 1% lower over the last 30 days to the current level.
Kodiak Gas Services' revenues are expected to be $383.35 million, up 18.7% from the year-ago quarter.
Should You Invest in Fluence Energy, Inc. (FLNC)?
Before you invest in Fluence Energy, Inc. (FLNC), want to know the best stocks to buy for the next 30 days? Check out Zacks Investment Research for our free report on the 7 best stocks to buy.
Zacks Investment Research has been committed to providing investors with tools and independent research since 1978. For more than a quarter century, the Zacks Rank stock-rating system has more than doubled the S&P 500 with an average gain of +24.08% per year. (These returns cover a period from January 1, 1988 through May 6, 2024.)
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Fluence Energy, Inc. (FLNC) Reports Q3 Loss, Lags Revenue Estimates

For the quarter ended June 2026, Fluence Energy, Inc. (FLNC) reported revenue of $600.18 million, down 0.4% over the same period last year. EPS came in at -$0.24, compared to $0.01 in the year-ago quarter.
The reported revenue represents a surprise of -21.22% over the Zacks Consensus Estimate of $761.85 million. With the consensus EPS estimate being -$0.05, the EPS surprise was -380%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Fluence Energy performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Energy Storage Products and Solutions - Deployed: 7,400.00 MW compared to the 8,307.24 MW average estimate based on two analysts.
Digital Contracts - Asset under Management: 22,800.00 MW compared to the 24,370.00 MW average estimate based on two analysts.
Service Contracts - Asset under Management: 6,300.00 MW compared to the 7,207.44 MW average estimate based on two analysts.
Revenue from energy storage products and solutions: $627.28 million versus the three-analyst average estimate of $635.71 million. The reported number represents a year-over-year change of +7.5%.
Revenue from services: $20.12 million compared to the $27.23 million average estimate based on three analysts. The reported number represents a change of +18.8% year over year.
Revenue from digital applications and solutions: $2.45 million versus the two-analyst average estimate of $10.13 million. The reported number represents a year-over-year change of +37%.
Shares of Fluence Energy have returned -3.3% over the past month versus the Zacks S&P 500 composite's +3.5% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
Research Chief Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
Free: See Our Top Stock And 4 Runners Up
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Compared to Estimates, Fluence Energy (FLNC) Q3 Earnings: A Look at Key Metrics

Key Points
Ford Motor Company is repurposing its manufacturing facility to produce battery energy storage systems.
FuelCell Energy notes that 90% of its growing sales pipeline is related to data centers.
Fluence Energy has partnered with Nvidia to integrate its battery technology into Nvidia's AI factories.
The artificial intelligence (AI) infrastructure build-out is booming, with hyperscalers devoting up to $700 billion in capital expenditures this year to build data centers. The AI gold rush has created significant distortions across industries, including memory chips and power solutions.
Technology companies are scrambling to secure reliable energy for their growing data center footprints, and more are exploring creative solutions to bypass the slow timelines for power-grid interconnection.
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If you're looking to capitalize on the power crunch for hyperscaler data center spending, here are three under-the-radar AI energy stocks to consider right now.
Ford is repurposing its EV facility to make battery energy storage systems
Ford Motor Company (NYSE: F) is leveraging its electric vehicle infrastructure to pivot toward battery energy solutions for hyperscalers and other customers. Through its newly announced subsidiary, Ford Energy, the company is reworking its multibillion-dollar manufacturing facility in Kentucky to produce the Ford Energy DC Block, a containerized battery energy storage system (BESS) that aims to provide reliable power to utilities, data centers, and industrial facilities.
Because AI workloads place significant strain on the energy grid, they require dispatchable backup power to manage peak-demand ramp-ups. Ford's pivot to BESS could help address these challenges faced by AI data centers, and it recently secured a five-year framework agreement to supply up to 20 gigawatt-hours of BESS capacity to EDF Renewables.
Utility providers could benefit from Ford's battery systems because they can buy and store power when electricity rates are low and then discharge it back into the grid during peak demand. And because Ford's batteries use lithium iron phosphate (LFP), they can respond quickly and instantly balance grid frequency and shift peak energy loads over their 20-year lifespan.
In the coming years, investors will want to see Ford's execution on its non-automotive battery business. The company will retool its facility over the next year and aims to ship out its first utility DC blocks by late 2027. After that, it aims to deploy up to 20 GWh of grid storage annually to meet the booming electrical demands.
FuelCell Energy looks to data centers to rejuvenate its business
FuelCell Energy (NASDAQ: FCEL) has developed stationary fuel cell platforms for decades. Its fuel cells use molten carbonate to electrochemically convert cleaner-burning fuels, such as hydrogen or biogas, into electricity. Its fuel cells provide baseload energy, consistently producing power, unlike intermittent renewables like wind or solar.
The AI spending supercycle has been a boon for FuelCell's commercial pipeline. Data center customers account for nearly 90% of its 4-gigawatt sales pipeline. FuelCell's 12.5-megawatt fuel-cell power block provides continuous, uninterrupted on-site power for hyperscalers, allowing them to bypass power grids entirely with private, on-site energy generation.
In the second quarter, the company's 4 GW sales pipeline grew 267% compared to the first quarter. One thing investors must bear in mind is that these are ongoing discussions and contract negotiations, and not finalized sales agreements. To meet this demand, the company is looking to increase its annual production rate capacity at its Connecticut facility to 500 megawatts (MW), which will cost it between $200 million and $275 million over the next two years.
Through the first six months of the year, the company has incurred a $104 million loss from operations. Not only that, but the company has significantly diluted shareholders' equity in recent years to expand. FuelCell's push into data centers could give it a much-needed boost after years of unprofitable operations, but investors should understand that this is a high-risk, high-reward stock and size their position accordingly.
Fluence Energy recently partnered with Nvidia to power its "AI factories"
Fluence Energy (NASDAQ: FLNC) emerged as a joint venture between industrial titan Siemens and global energy company AES. The company provides modular, utility-scale battery storage hardware, such as its Smartstack platform, which integrates its internally developed software to eliminate complex manual workloads and reduce battery maintenance downtime.
The company made headlines in early June when it announced a partnership with Nvidia to integrate its energy storage systems into Nvidia's "AI factories." Fluence's Smartstack platform will provide system management for sensitive AI servers, including things like active monitoring and voltage stabilization. Like Ford and FuelCell, it can help hyperscalers power their data centers faster with its quick-to-deploy systems.
Competition in the space is heating up, and Fluence faces competition from other battery platforms, including Tesla and other entrants. However, the company benefits from partnering with Nvidia, where its systems are custom-built for Nvidia's high-density Vera Rubin NVL72 rack-scale AI supercomputers. Investing in the stock comes with risks related to scaling up, but the upside potential from its Nvidia partnership makes the stock worth taking a chance on for investors with a long-term outlook.
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Courtney Carlsen has positions in Fluence Energy, Ford Motor Company, FuelCell Energy, and Nvidia. The Motley Fool has positions in and recommends Fluence Energy, Nvidia, and Tesla. The Motley Fool recommends Siemens Energy Ag. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

3 Under-the-Radar AI Energy Stocks to Buy Right Now

For Immediate Release
Chicago, IL – June 2, 2026 – Today, Zacks Investment Ideas feature highlights NVIDIA NVDA, HubSpot HUBS, Fluence Energy FLNC, CoreWeave CRWV and Taiwan Semiconductor TSM
The 3 Stocks Riding NVIDIA's Massive Vera Rubin Rollout
NVIDIA is not only the largest company on Earth; it is the leading technology company and currently the most important company. The company is not only important for tech investors to watch for its sheer size, but instead, NVIDIA is far ahead of the curve versus its competitors and is a king-maker in the red-hot AI space. Just how hot is AI? Taiwan, the small Asian country with several companies partnering with NVIDIA and supplying key components for the company, is expected to see unprecedented double-digit GDP growth!
Taiwan is also where NVIDIA’s iconic CEO Jensen Huang is hosting the latest GPU Technology Conference (GTC). GTC has been dubbed the “Super Bowl of AI” by technologists. Today, we will discuss Vera Rubin, one of NVIDIA’s most important new products (and the companies that will benefit from it).
Huang: Agentic AI Has Arrived
A few years ago, Jensen Huang proclaimed that the next wave of AI would be Agentic AI. Unlike Generative AI that simply spits out an answer, Agentic AI can break down a complex task, strategize, and engage in iterative self-correction. At GTC, Huang proclaimed “Agentic AI has arrived!” Huang cited the explosion of coding on developer website HubSpot as evidence.
Huang believes companies will deploy vast networks of autonomous agents; they will no longer be limited by human headcount, leading these agents to use more tools than ever before. He sees the future of software as orchestrating a digital workforce. Businesses will rent or build highly specialized agents to execute work and manage customer pipelines, but those agents will require specialized, tool-equipped platforms (like HubSpot) to do the job.
Vera Rubin: The Power Behind Agentic AI
According to NVIDIA’s website, “Vera Rubin is a next-generation, rack-scale AI platform designed specifically to power agentic AI workloads and large-scale, multi-step reasoning. It has entered full production and is ramping up globally.” Yesterday, Huang confirmed that Vera Rubin is in full production.
Just how powerful is Vera Rubin? It includes seven custom chips, six trillion transistors, 72 GPUs per rack, and up to 5x the performance of Blackwell. The companies already buying the new Vera CPU: OpenAI, Anthropic, and SpaceX.
Vera Rubin: 3 Stocks to Watch
Below are three stocks that should benefit from the Vera Rubin rollout:
Fluence Energy is a leader in utility-scale battery energy storage systems (BESS) and optimization software. Siemens, NVIDIA, and Fluence developed a reference architecture for NVIDIA DSX Vera Rubin NVL72 AI data centers. Fluence adds battery storage for voltage/frequency ride-through, black start, demand response, and AI load smoothing. FLNC shares were up nearly 29% in early trading on Monday. A short float of ~25% could trigger a short squeeze.
AI cloud provider CoreWeave completed the industry-first bring-up and validation of the Vera Rubin platform. The company is on pace for a nearly $19B annualized revenue run-rate by year-end as AI compute demand continues to outpace available supply.
As always, Taiwan Semiconductor will serve as the primary foundry (mass-producing the silicon wafers) for NVDA products.
Bottom Line
As the AI revolution shifts from simple prompt-and-response interfaces to vast networks of autonomous digital workers, the constraints on business growth will no longer be determined by human headcount. NVIDIA's Vera Rubin architecture provides the raw, muscle-bound compute necessary to anchor this transition. For growth-minded investors, the message coming out of Taiwan is crystal clear: the AI infrastructure boom is far from over, and watching the ripple effects through companies like Fluence, CoreWeave, and TSMC is where the next leg of alpha will be found.
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.
Free: See Our Top Stock And 4 Runners Up
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HubSpot, Inc. (HUBS) : Free Stock Analysis Report
Fluence Energy, Inc. (FLNC) : Free Stock Analysis Report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Zacks Investment Ideas feature highlights: NVIDIA, HubSpot, Fluence Energy, CoreWeave and Taiwan

GTC Taiwan
NVIDIA (NVDA) is not only the largest company on Earth; it is the leading technology company and currently the most important company. The company is not only important for tech investors to watch for its sheer size, but instead, NVIDIA is far ahead of the curve versus its competitors and is a king-maker in the red-hot AI space. Just how hot is AI? Taiwan, the small Asian country with several companies partnering with NVIDIA and supplying key components for the company, is expected to see unprecedented double-digit GDP growth!
Taiwan is also where NVIDIA’s iconic CEO Jensen Huang is hosting the latest GPU Technology Conference (GTC). GTC has been dubbed the “Super Bowl of AI” by technologists. Today, we will discuss Vera Rubin, one of NVIDIA’s most important new products (and the companies that will benefit from it).
Huang: Agentic AI Has Arrived
A few years ago, Jensen Huang proclaimed that the next wave of AI would be Agentic AI. Unlike Generative AI that simply spits out an answer, Agentic AI can break down a complex task, strategize, and engage in iterative self-correction. At GTC, Huang proclaimed “Agentic AI has arrived!” Huang cited the explosion of coding on developer website HubSpot (HUBS) as evidence.
Image Source: NVIDIA
Huang believes companies will deploy vast networks of autonomous agents; they will no longer be limited by human headcount, leading these agents to use more tools than ever before. He sees the future of software as orchestrating a digital workforce. Businesses will rent or build highly specialized agents to execute work and manage customer pipelines, but those agents will require specialized, tool-equipped platforms (like HubSpot) to do the job.
Vera Rubin: The Power Behind Agentic AI
According to NVIDIA’s website, “Vera Rubin is a next-generation, rack-scale AI platform designed specifically to power agentic AI workloads and large-scale, multi-step reasoning. It has entered full production and is ramping up globally.” Yesterday, Huang confirmed that Vera Rubin is in full production.
Just how powerful is Vera Rubin? It includes seven custom chips, six trillion transistors, 72 GPUs per rack, and up to 5x the performance of Blackwell. The companies already buying the new Vera CPU: OpenAI, Anthropic, and SpaceX.
Vera Rubin: 3 Stocks to Watch
Below are three stocks that should benefit from the Vera Rubin rollout:
Fluence Energy (FLNC) is a leader in utility-scale battery energy storage systems (BESS) and optimization software. Siemens, NVIDIA, and Fluence developed a reference architecture for NVIDIA DSX Vera Rubin NVL72 AI data centers. Fluence adds battery storage for voltage/frequency ride-through, black start, demand response, and AI load smoothing. FLNC shares were up nearly 29% in early trading on Monday. A short float of ~25% could trigger a short squeeze.
Image Source: TradingView
AI cloud provider CoreWeave (CRWV) completed the industry-first bring-up and validation of the Vera Rubin platform. The company is on pace for a nearly $19B annualized revenue run-rate by year-end as AI compute demand continues to outpace available supply.
Image Source: Zacks Investment Research
As always, Taiwan Semiconductor (TSM) will serve as the primary foundry (mass-producing the silicon wafers) for NVDA products.
Bottom Line
As the AI revolution shifts from simple prompt-and-response interfaces to vast networks of autonomous digital workers, the constraints on business growth will no longer be determined by human headcount. NVIDIA's Vera Rubin architecture provides the raw, muscle-bound compute necessary to anchor this transition. For growth-minded investors, the message coming out of Taiwan is crystal clear: the AI infrastructure boom is far from over, and watching the ripple effects through companies like Fluence, CoreWeave, and TSMC is where the next leg of alpha will be found.
Radical New Technology Could Hand Investors Huge Gains
Quantum Computing is the next technological revolution, and it could be even more advanced than AI.
While some believed the technology was years away, it is already present and moving fast. Large hyperscalers, such as Microsoft, Google, Amazon, Oracle, and even Meta and Tesla, are scrambling to integrate quantum computing into their infrastructure.
Senior Stock Strategist Kevin Cook reveals 7 carefully selected stocks poised to dominate the quantum computing landscape in his report, Beyond AI: The Quantum Leap in Computing Power.
Kevin was among the early experts who recognized NVIDIA's enormous potential back in 2016. Now, he has keyed in on what could be "the next big thing" in quantum computing supremacy. Today, you have a rare chance to position your portfolio at the forefront of this opportunity.
See Top Quantum Stocks Now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Fluence Energy, Inc.

Price history and volume

360 Overview

Investment risk — medium

Investment potential — medium

Bearish sentiment among traders

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