Earnings Surge: Recent chatter on X about Fluence Energy (FLNC) has been dominated by the company’s Q4 earnings report and FY26 sales guidance. Many have pointed out the stock’s impressive after-hours jump of over 13%, linking it to guidance that beat analyst forecasts. There’s also buzz about a record backlog of orders, sparking excitement for future growth.
Analyst Attention: Another hot topic on X is the flurry of analyst upgrades following the earnings release. Discussions highlight a growing confidence in Fluence’s role in energy storage and grid modernization, especially with AI data center co-location potential. Some posts note significant price target increases, reflecting a bullish outlook among investors.
Stock Milestone: X users are also abuzz over FLNC hitting a 52-week high recently. The stock’s momentum, tied to operational milestones and product launches like Gridstack Pro, has fueled conversations about its trajectory. A few dissenting voices, including a recent downgrade, have emerged, adding a layer of debate to the discussion.
Note: This discussion summary was generated from an AI condensation of post data.
Fluence Energy Revenue
Fluence Energy had revenues of $1B in Q4 2025. This is a decrease of -15.17% from the same period in the prior year.
You can track FLNC financials on Quiver Quantitative's FLNC stock page.
Fluence Energy Hedge Fund Activity
We have seen 135 institutional investors add shares of Fluence Energy stock to their portfolio, and 150 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DRAGONEER INVESTMENT GROUP, LLC added 6,100,265 shares (+inf%) to their portfolio in Q3 2025, for an estimated $65,882,862
- BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. removed 4,802,703 shares (-86.4%) from their portfolio in Q3 2025, for an estimated $51,869,192
- POINT72 ASSET MANAGEMENT, L.P. removed 4,378,065 shares (-99.1%) from their portfolio in Q3 2025, for an estimated $47,283,102
- SG AMERICAS SECURITIES, LLC removed 1,798,232 shares (-96.2%) from their portfolio in Q3 2025, for an estimated $19,420,905
- D. E. SHAW & CO., INC. added 1,512,474 shares (+inf%) to their portfolio in Q3 2025, for an estimated $16,334,719
- JACOBS LEVY EQUITY MANAGEMENT, INC added 1,315,443 shares (+inf%) to their portfolio in Q3 2025, for an estimated $14,206,784
- HANDELSBANKEN FONDER AB removed 1,309,979 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $8,789,959
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Fluence Energy Analyst Ratings
Wall Street analysts have issued reports on $FLNC in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Goldman Sachs issued a "Buy" rating on 11/26/2025
- Susquehanna issued a "Positive" rating on 11/26/2025
- Canaccord Genuity issued a "Buy" rating on 11/26/2025
To track analyst ratings and price targets for Fluence Energy, check out Quiver Quantitative's $FLNC forecast page.
Fluence Energy Price Targets
Multiple analysts have issued price targets for $FLNC recently. We have seen 14 analysts offer price targets for $FLNC in the last 6 months, with a median target of $16.5.
Here are some recent targets:
- Jon Windham from UBS set a target price of $22.0 on 12/04/2025
- Vikram Bagri from Citigroup set a target price of $20.0 on 12/03/2025
- Christopher Dendrinos from RBC Capital set a target price of $10.0 on 11/26/2025
- Andrew Percoco from Morgan Stanley set a target price of $14.0 on 11/26/2025
- George Gianarikas from Canaccord Genuity set a target price of $25.0 on 11/26/2025
- Julien Dumoulin-Smith from Jefferies set a target price of $16.0 on 11/26/2025
- Brian Lee from Goldman Sachs set a target price of $20.0 on 11/26/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
