-
Earlier this week, Fluence Energy reported it expects fiscal year 2025 revenues to meet only the lower end of its prior guidance, citing slower-than-expected production ramp-up at new US manufacturing facilities and resulting delays set to affect fiscal year 2026.
-
An important development is the company’s projection that these US sites will reach full capacity by year-end, which may enhance future delivery capabilities and strengthen Fluence’s domestic content position for its energy storage products.
-
We’ll examine how the manufacturing delays and revised guidance may reshape Fluence Energy’s investment narrative and future growth outlook.
Uncover the next big thing with financially sound penny stocks that balance risk and reward.
To be a shareholder in Fluence Energy, you need confidence in the decades-long shift toward grid-scale battery storage and the company’s ability to scale domestic production to capitalize on rising electrification and clean energy demand. This week’s lowered revenue guidance linked to US facility production delays directly impacts the timeline of the company’s most important short-term catalyst, achieving reliable, resilient US-based supply, and magnifies the biggest current risk: further disruption from supply chain or policy uncertainty. While management reaffirms capacity ramp by year-end, the delay is meaningful for near-term delivery expectations.
The September 2025 announcement of Fluence’s first shipment of lithium-ion battery systems using U.S.-made components directly ties into the company’s pivot to domestic content, which remains central to its eligibility for incentives and its cost competitiveness. This milestone, once full plant utilization is realized, is critical for unlocking deferred contract revenue and reducing risk exposure to ongoing tariff volatility. However, for investors, an essential consideration remains…
Read the full narrative on Fluence Energy (it’s free!)
Fluence Energy’s narrative projects $4.2 billion in revenue and $97.9 million in earnings by 2028. This requires 19.5% yearly revenue growth and a $116.3 million increase in earnings from the current level of $-18.4 million.
Uncover how Fluence Energy’s forecasts yield a $10.53 fair value, a 41% downside to its current price.
Seven individual fair value estimates from the Simply Wall St Community for Fluence Energy span from US$10.53 to US$25.75 per share, showing wide disagreement in expectations. With production delays now affecting near-term revenue and profit timing, your view on supply chain execution could make all the difference, see how others approach the stock and weigh up the various arguments for yourself.