Fluence Energy Reports Record Backlog and Revenue Guidance for Q1 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3d ago
0mins
Should l Buy FLNC?
Source: seekingalpha
- Record Backlog: Fluence Energy reported a record backlog of $5.5 billion, attributed to enhanced U.S. contracting activity and improved demand forecasts, indicating strong support for the company's future revenue outlook.
- Strong Order Growth: The company secured over $750 million in new orders globally, with more than $500 million from the U.S., demonstrating accelerated market activity since last year's legislative passage, further solidifying its market position.
- Solid Financial Performance: Q1 2026 revenue reached $475 million, representing 14% of full-year guidance and nearly double the revenue earned in Q1 2025, indicating strong progress towards achieving annual targets.
- Optimistic Outlook: The company reaffirmed its fiscal 2026 revenue guidance of $3.2 billion to $3.6 billion, with annual recurring revenue expected to reach approximately $180 million by year-end, reflecting confidence in future growth and effective supply chain risk management.
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Analyst Views on FLNC
Wall Street analysts forecast FLNC stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for FLNC is 16.25 USD with a low forecast of 8.00 USD and a high forecast of 26.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
18 Analyst Rating
3 Buy
12 Hold
3 Sell
Hold
Current: 18.950
Low
8.00
Averages
16.25
High
26.00
Current: 18.950
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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- Strong Order Growth: The company secured over $750 million in new orders globally, with more than $500 million from the U.S., demonstrating accelerated market activity since last year's legislative passage, further solidifying its market position.
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- Strong Order Growth: The company secured over $750 million in new orders globally, with more than $500 million from the U.S., demonstrating accelerated market activity since last year's legislative passage, further solidifying its market position.
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- Bitcoin Price Crash: Bitcoin (^BTCUSD) is down more than 7% today, hitting a 1.25-year low and falling about 45% from its October record high, reflecting negative sentiment in the cryptocurrency market and a trend of capital outflows.
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