Jefferies Upgrades Fluence to Buy with $24 Target
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 10 2026
0mins
Source: seekingalpha
Fluence Energy Inc's stock fell by 6.27% as it crossed below its 5-day SMA, reflecting investor concerns despite positive market trends.
Jefferies upgraded Fluence Energy from Hold to Buy with a $24 price target, citing strong prospective EBITDA growth through FY 2028 that justifies the premium valuation despite current market conditions. Following a more than 30% selloff due to softer-than-expected data center pipeline data, the analyst views this reaction as disproportionate, noting that FQ1 results, while not exceptional, included positive developments like full revenue coverage in the backlog for the first time. With macro headwinds easing and surging demand from grid reliability and data centers, Fluence's U.S.-first strategy positions it as one of the few players capable of delivering compliant solutions at scale, suggesting a partial recovery in share price over the next 6-9 months.
The upgrade reflects confidence in Fluence's long-term growth potential, particularly as demand for its Smartstack systems from data centers is expected to drive significant revenue increases, despite recent challenges in profitability.
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Analyst Views on FLNC
Wall Street analysts forecast FLNC stock price to fall
18 Analyst Rating
3 Buy
12 Hold
3 Sell
Hold
Current: 24.280
Low
8.00
Averages
16.25
High
26.00
Current: 24.280
Low
8.00
Averages
16.25
High
26.00
About FLNC
Fluence Energy, Inc. is a global provider of energy storage products and services, and optimization software for renewables and storage. With a presence in 47 markets globally, the Company provides an ecosystem of offerings to drive the clean energy transition, including modular, scalable energy storage products, comprehensive service offerings, and artificial intelligence (AI)-enabled optimization software for managing and optimizing renewables and storage from any provider. Its offerings include energy storage products and solutions, delivery services, recurring O&M services, and digital applications and solutions for energy storage and other power assets. Its energy storage solutions include Gridstack Pro, Gridstack, Sunstack, Edgestack, and Ultrastack. In addition, each of its energy storage solutions comes with its proprietary energy management system, Fluence OS. The Company’s cloud-based software products include Fluence Mosaic and Fluence Nispera.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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See More
