Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:
ORIX Corporation (IX - Free Report) : This financial services company has seen the Zacks Consensus Estimate for its current year earnings increasing 55.7% over the last 60 days.
NVIDIA Corporation (NVDA - Free Report) : This data center AI infrastructure company has seen the Zacks Consensus Estimate for its current year earnings increasing 11% over the last 60 days.
Astronics Corporation (ATRO - Free Report) : This aerospace and defense company has seen the Zacks Consensus Estimate for its current year earnings increasing 18.6% over the last 60 days.
Fluence Energy, Inc. (FLNC - Free Report) : This energy storage software company has seen the Zacks Consensus Estimate for its current year earnings increasing 18.2% over the last 60 days.
AMC Entertainment Holdings, Inc. (AMC - Free Report) : This theater exhibition company and Trust Co has seen the Zacks Consensus Estimate for its current year earnings increasing 29% over the last 60 days.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
ARLINGTON, Va., July 20, 2026 (GLOBE NEWSWIRE) -- Fluence Energy, Inc. (Nasdaq: FLNC) (“Fluence” or the “Company”), announced today that it will report earnings for the third quarter ended June 30th, 2026 on Wednesday, August 5th, 2026, after market close.
Consecutive-year recognition on elite cleantech list highlights Fluence’s strong market presence, bankability, and manufacturing excellence July 15, 2026 09:00 ET | Source: Fluence
ARLINGTON, Va., July 15, 2026 (GLOBE NEWSWIRE) -- Fluence Energy, Inc. (“Fluence”) (NASDAQ: FLNC), a global market leader delivering intelligent energy storage systems, services, and asset optimization software, today announced it has retained Tier 1 energy storage supplier status in the S&P Global Energy 2026 List of Tier 1 Cleantech Companies. Fluence has achieved this designation every year since the list's inception in 2025.
To earn a Tier 1 ranking, companies must demonstrate exceptional performance across operational and sustainability practices, and financial resilience. This annual tiering system offers transparency and confidence to hyperscalers, developers, offtakers, and financial institutions seeking highly reliable and bankable cleantech partners.
“Being recognized by S&P Global Energy as a Tier 1 storage supplier for the second year running is a powerful validation of our continued market leadership and robust financial foundation,” said Julian Nebreda, President and Chief Executive Officer, Fluence. “This distinction reinforces the trust our customers and partners place in our operational excellence and our relentless drive to deliver scalable energy storage solutions. It is a testament to the hard work of our global team as we help transform the way we power our world.”
As grids evolve, energy storage has become a critical enabler of flexibility, allowing operators to dynamically balance supply and demand. Fluence is committed to delivering enduring value and minimizing risk for its customers through advanced battery energy storage system solutions, proven safety leadership, and dedicated, long-term partnerships. By providing robust technology combined with comprehensive services and advanced software, Fluence helps asset owners maximize the reliability, performance, and financial returns of their energy storage investments over the long term.
About Fluence
Fluence Energy, Inc. (Nasdaq: FLNC) is a global market leader delivering intelligent energy storage and optimization software for renewables and storage. The company's solutions and operational services are helping to create a more resilient grid, from powering the next generation of AI-driven data centers to unlocking the full potential of renewable portfolios. With gigawatts of projects successfully contracted, deployed, and under management across nearly 50 markets, the company is transforming the way we power our world for a more sustainable future.
For more information, visit our website, or follow us on LinkedIn or X. To stay up to date on the latest industry insights, sign up for Fluence's Full Potential Blog.
The statements contained in this press release that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. These forward-looking statements include, without limitation, statements regarding the future performance of Fluence and its energy storage systems and impact on customers and general industry and statements regarding beliefs, assumptions, prospects, plans, and objectives of management. Such statements can be identified by the fact that they do not relate strictly to historical or current facts. When used in this press release, words such as “may,” “possible,” “will,” “should,” “expects,” “plans,” “anticipates,” “could,” “intends,” “targets,” “projects,” “contemplates,” “commits”, “believes,” “estimates,” “predicts,” “potential,” or “continue,“ or the negative of these terms or other similar expressions and variations thereof and similar words and expressions are intended to identify such forward-looking statements, but the absence of these words does not mean that a statement is not forward-looking.
The forward-looking statements contained in this press release are based on our current expectations and beliefs concerning future developments, as well as a number of assumptions concerning future events, and their potential effects on our business. These forward-looking statements are not guarantees of performance, and there can be no assurance that future developments affecting our business will be those that we have anticipated. These forward-looking statements involve a number of risks, uncertainties (some of which are beyond our control) or other assumptions that may cause actual results or performance to be materially different from those expressed or implied by these forward-looking statements, which include, but are not limited to, factors set forth under Item 1A.“Risk Factors” in our Annual Report on Form 10-K for the fiscal year ended September 30, 2025, filed with the Securities and Exchange Commission (“SEC”) on November 25, 2025, and in other filings we make with the SEC from time to time. New risks and uncertainties emerge from time to time and it is not possible for us to predict all such risk factors, nor can we assess the effect of all such risk factors on our business or the extent to which any factor or combination of factors may cause actual results to differ materially from those contained in any forward-looking statements. Should one or more of these risks or uncertainties materialize, or should any of the assumptions prove incorrect, actual results may vary in material respects from those projected in these forward-looking statements. You are cautioned not to place undue reliance on any forward-looking statements made in this press release. Each forward-looking statement speaks only as of the date of the particular statement, and we undertake no obligation to publicly update or revise any forward-looking statements to reflect events or circumstances that occur, or which we become aware of, after the date hereof, except as otherwise may be required by law.
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Shayla Ebsen, Director of Communications
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ARLINGTON, Va., July 13, 2026 (GLOBE NEWSWIRE) -- Fluence Energy, Inc. ("Fluence") (NASDAQ: FLNC), a global market leader delivering intelligent energy storage systems, services, and asset optimization software, today announced an agreement with Avantus to provide its advanced Smartstack™ energy storage solution and turnkey Engineering, Procurement, and Construction (EPC) services for the Rexford 2 project.
Located in Tulare County, California, Rexford 2 will include a 200 MW / 800 MWh battery energy storage system paired with a solar facility. Once operational, the project is expected to deliver firm, on-demand capacity to the California grid, enough to power 84,000 Southern California homes with clean, reliable energy.
Fluence will deploy its 4-hour duration Smartstack system incorporating U.S. domestic content. The system will utilize Fluence’s network of partner manufacturing facilities in states including Utah, South Carolina, and Texas, where key components such as battery cells, modules, enclosures, and thermal management systems are produced. By drawing on this U.S.-based manufacturing network, the project will support the continued advancement of domestically produced energy storage technology.
“Delivering a project of this magnitude requires deep expertise to help ensure long-term performance. By combining our end-to-end EPC capabilities with our advanced, U.S.-built Smartstack solution, we are streamlining deployment for Avantus,” said John Zahurancik, Chief Customer Success Officer at Fluence. “We are proud to leverage our proven track record to build a highly reliable and flexible power foundation for California’s energy future.”
“Providing affordable, reliable clean energy solutions at scale requires the right partners. Our work with Fluence on Rexford 2 will strengthen the grid, build domestic supply chains, and bring much-needed energy capacity to California,” said Tony Frontino, Executive Vice President of Strategic Sourcing and Asset Management at Avantus.
Rexford 2 is expected to create more than 500 union jobs at peak construction, in addition to permanent local operations roles. The project is projected to generate hundreds of millions of dollars in local tax revenue for Tulare County, supporting public services and infrastructure. Additionally, Rexford 2 will be constructed on previously disturbed land, minimizing environmental impacts.
Construction is expected to begin in 2027, and the project is targeted to reach commercial operation in late 2028.
About Fluence
Fluence Energy, Inc. (Nasdaq: FLNC) is a global market leader delivering intelligent energy storage and optimization software for renewables and storage. The company's solutions and operational services are helping to create a more resilient grid, from powering the next generation of AI-driven data centers to unlocking the full potential of renewable portfolios. With gigawatts of projects successfully contracted, deployed, and under management across nearly 50 markets, the company is transforming the way we power our world for a more sustainable future.
For more information, visit our website, or follow us on LinkedIn or X. To stay up to date on the latest industry insights, sign up for Fluence's Full Potential Blog.
Cautionary Note Regarding Forward-Looking Statements
The statements contained in this press release that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. These forward-looking statements include, without limitation, statements regarding the anticipated operational performance of the Rexford 2 project, including capacity, projected construction and commercial operation timelines, expected impact of these projects on the local economy, including local labor force, tax revenue, public services and infrastructure, and environment, de-risking expectations, and statements regarding beliefs, assumptions, prospects, plans, and objectives of management. Such statements can be identified by the fact that they do not relate strictly to historical or current facts. When used in this press release, words such as "may," "possible," "will," "should," "expects," "plans," "anticipates," "could," "intends," "targets," "projects," "contemplates," "commits", "believes," "estimates," "predicts," "potential," or "continue," or the negative of these terms or other similar expressions and variations thereof and similar words and expressions are intended to identify such forward-looking statements, but the absence of these words does not mean that a statement is not forward-looking.
The forward-looking statements contained in this press release are based on our current expectations and beliefs concerning future developments, as well as a number of assumptions concerning future events, and their potential effects on our business. These forward-looking statements are not guarantees of performance, and there can be no assurance that future developments affecting our business will be those that we have anticipated. These forward-looking statements involve a number of risks, uncertainties (some of which are beyond our control) or other assumptions that may cause actual results or performance to be materially different from those expressed or implied by these forward-looking statements, which include, but are not limited to, severe weather events impacting the project and timelines, changes to the regulatory environment in the United States and/or California, general economic conditions, the potential for political, social, or economic unrest, terrorism, hostilities or war, unforeseen circumstances outside of Fluence’s control which may cause the energy storage system to not perform as anticipated, and such factors set forth under Item 1A."Risk Factors" in our Annual Report on Form 10-K for the fiscal year ended September 30, 2025, filed with the Securities and Exchange Commission ("SEC") on November 29 2025, and in other filings we make with the SEC from time to time. New risks and uncertainties emerge from time to time and it is not possible for us to predict all such risk factors, nor can we assess the effect of all such risk factors on our business or the extent to which any factor or combination of factors may cause actual results to differ materially from those contained in any forward-looking statements. Should one or more of these risks or uncertainties materialize, or should any of the assumptions prove incorrect, actual results may vary in material respects from those projected in these forward-looking statements. You are cautioned not to place undue reliance on any forward-looking statements made in this press release. Each forward-looking statement speaks only as of the date of the particular statement, and we undertake no obligation to publicly update or revise any forward-looking statements to reflect events or circumstances that occur, or which we become aware of, after the date hereof, except as otherwise may be required by law.
Media Contact
Shayla Ebsen, Director of Communications
Email: [email protected]
Analyst Contact
Chris Shelton, Vice President of Finance, GID, and IR
Email: [email protected]
AUSTIN, Texas, July 08, 2026 (GLOBE NEWSWIRE) -- NetworkNewsWire Editorial Coverage: No institution on earth burns more oil than the United States military, and that dependence has quietly become one of the most consequential strategic liabilities in modern defense. Every gallon that reaches a forward position requires a supply chain that adversaries can target at multiple points. The same underlying problem runs through civilian sectors: construction, water desalination, space exploration and telecommunications each operate in conditions where high-density reliable power is scarce, expensive or exposed to disruption. American Fusion(TM) Inc. (OTC: AMFN) (profile), through its wholly owned subsidiary Kepler Fusion(TM), is developing the Texatron(TM), a compact, aneutronic (little to no radiation), truck-deployable Fusion Engine(TM), which is capable of producing anywhere from 0.5 megawatt (“MW”) to more than 100 MW of clean power without turbines, steam cycles or vulnerable fuel logistics. If the technology succeeds, the company believes it can convert energy from an operational liability into a portable, self-sufficient asset for both military and commercial customers. American Fusion is focused on strengthening its footprint within a broader ecosystem that includes established energy and infrastructure leaders such as Brookfield Renewable Partners L.P. (NYSE: BEP), Enphase Energy Inc. (NASDAQ: ENPH), Fluence Energy Inc. (NASDAQ: FLNC) and Trump Media & Technology Group Corp. (NASDAQ: DJT).
The petroleum footprint of the U.S. armed forces is difficult to overstate.American Fusion is now advancing its 5 MW preproduction Texatron through testing and validation, with engineering and production underway for 10 MW and 20 MW follow-on systems.The energy problems that define military vulnerability show up in essentially identical form across several civilian sectors, and American Fusion’s power-as-a-service commercial model brings the company’s proprietary technology to multiple verticals without demanding customers carry the full cost of ownership.Rather than converting fuel to heat to motion to electricity, the Texatron system generates current directly from charged particles exerting pressure against its own magnetic field.A structural shift is underway in how governments, militaries and industries think about power, moving away from centralized generation and fixed grid dependency toward distributed, high-density energy systems that can operate wherever they’re needed without fixed infrastructure. Click here to view the custom infographic of the American Fusion editorial.
Fuel Is the Hidden Weapon
The petroleum footprint of the U.S. armed forces is difficult to overstate. Data indicates that American military branches burn through roughly 4.6 billion gallons of fuel annually, a volume large enough that if the Pentagon were its own country, it would place among the top 60 oil consumers globally. Within the U.S. Department of Defense (“DoD”), the Air Force carries the heaviest burden, consuming an estimated two billion gallons of aviation fuel each year, a figure that represents close to 81% of the service branch’s total energy use. Other estimates put annual Air Force consumption as high as 2.4 to 2.6 billion gallons depending on operational tempo and fiscal year.
This demand does not ease during periods of geopolitical tension. Rather, it intensifies. The disruption to crude flows through the Strait of Hormuz reinforced a point defense analysts have raised for years: The same machines the United States relies on to project power abroad are the ones most exposed when fuel supply chains come under pressure. A U.S. Naval Institute Proceedings article warned that any future Pacific conflict would expose the entire logistics chain, from forward units to domestic refineries, to attack at every stage. The vulnerability is not hypothetical.
The 2022 National Defense Strategy formally recognizes energy resilience as a priority, directing the DoD to pursue technologies that reduce petroleum reliance, cut convoy requirements and supply reliable power to forward bases independent of fixed supply lines. American Fusion’s Texatron Fusion Engine is an effort to build a platform that addresses a portion of this future demand. The company’s emphasis on modular design, compact form factor and distributed power generation tracks closely with the trends now transforming both defense and civilian energy planning.
Support Without the Supply Chain
The operational logic of compact fusion in a defense context is uncomplicated. A convoy that never runs cannot be ambushed. A forward base that produces its own electricity needs no petroleum supply chain.
At scale, the economics of energy self-sufficiency compound quickly. Electric Choice’s analysis of military energy consumption notes that fully loaded delivery costs for fuel reaching remote combat zones can reach $400 per gallon. Replacing that recurring expenditure with on-site generation reframes energy from a perpetual logistics cost into a capital asset deployed once.
The Texatron is engineered for exactly that role. American Fusion describes a fast-pulsed Torsatron design that converts charged particles pressing against magnetic fields directly into electricity. By removing turbines and steam cycles from the process entirely, the architecture avoids the mechanical complexity and physical bulk that make conventional power systems difficult to deploy in austere or contested environments.
The system burns deuterium-helium-3 fuel, an aneutronic combination that generates minimal to no radiation and requires far less shielding than conventional fission-based nuclear approaches. The practical result is a unit compact enough for truck transport, stackable for modular scaling and capable of producing clean power across a range of output levels and sufficient to support a forward operating base, a naval installation or a mobile command facility.
American Fusion is now advancing its 5 MW preproduction Texatron through testing and validation, with engineering and production underway for 10 MW and 20 MW follow-on systems. The company’s technology roadmap covers ongoing facility expansion in north Texas, continued preproduction development, active patent filings and planned university collaboration discussions. Near-term engineering objectives include pulse-fusion testing through the summer and higher-performance milestones later in the year, all subject to successful testing, financing, engineering and regulatory progress.
Intellectual property development runs in parallel with hardware progress. The company’s patent efforts span plasma confinement, electromagnetic field generation, reactor architecture, direct energy conversion, fuel delivery, diagnostics, control systems, manufacturing methods and modular deployment. While no patent application carries a guarantee of issuance, American Fusion anticipates its portfolio will grow substantially as development advances across each of these disciplines.
Beyond the Battlefield
The energy problems that define military vulnerability, including unreliable supply, high delivery cost and exposure to disruption, show up in essentially identical form across several civilian sectors. If compact fusion technology reaches commercial deployment, it could contribute to a range of long-term national priorities: military energy resilience, reduced dependence on vulnerable fuel logistics, enhanced critical infrastructure reliability, support for AI-driven industrial expansion, domestic advanced manufacturing and lower emissions in specific applications.
Each of those priorities represents a discrete potential market with its own procurement structure and timeline. Driving all of them is the AI infrastructure buildout, which is generating energy demand at a pace that existing generation and grid capacity were not designed to meet. Goldman Sachs Research reports that data center power consumption will rise 160% by 2030, fueled predominantly by AI workloads. The International Energy Agency estimates that global data center electricity use could more than double by the same year, reaching consumption comparable to Japan’s entire national grid. The ripple effect touches every industry where energy reliability is operationally critical.
American Fusion’s power-as-a-service commercial model brings the company’s proprietary technology to multiple verticals without demanding customers carry the full cost of ownership. Data centers and industrial operators have been identified as primary near-term commercial targets alongside defense. Building across multiple sectors insulates the company from dependence on any single procurement pathway and creates parallel routes to commercialization; success in one market generates operational evidence that can accelerate uptake in the next.
The broader fusion energy market offers significant long-term context. According to the Business Research Company, the market is expected to increase from roughly $288 billion in 2025 to $311 billion in 2026 at an 8% CAGR, reaching $419.84 billion by 2030. Maximize Market Research forecasts a 7.4% CAGR through 2032, while Market Research Future projects a higher-end CAGR of 19.38% through 2034 for the emerging commercial fusion segment. The spread across these projections reflects a market transitioning from scientific ambition to active commercial investment as multiple approaches close in on demonstration milestones.
Efficiency Reimagined
Virtually every power generation system in widespread use today follows the same basic sequence: Fuel is burned to produce heat, heat converts water to steam, steam spins a turbine and the turbine drives a generator. Each handoff in that chain bleeds energy. The overall conversion efficiency of traditional thermal power generation typically falls between 33% and 45%, which means the majority of the energy locked in the original fuel never reaches the end user as electricity. That loss rate has defined industrial power generation for well over a century.
The Texatron is based on different physics. Rather than converting fuel to heat to motion to electricity, the system generates current directly from charged particles exerting pressure against its own magnetic field. Eliminating the turbine and steam cycle removes the primary sources of thermodynamic loss. The result is a direct energy conversion architecture that theoretically supports efficiencies above 90%, more than twice what conventional thermal systems achieve at their best.
The downstream consequences of that efficiency gap are substantial. A system converting over 90% of its fuel energy into electricity requires far less input fuel to deliver equivalent power output. It produces less waste heat, demands less cooling infrastructure and can be built smaller and lighter than a thermal-cycle system of comparable capacity. For military deployment contexts where weight and logistical complexity are hard constraints, those characteristics are operationally meaningful, not merely attractive.
The Texatron’s Torsatron coil architecture contributes further to its practical deployability. Unlike the Tokamak and Stellarator designs that dominate large-scale fusion research programs, a Torsatron runs all coils in the same current direction, reducing electromagnetic stress and simplifying manufacturing. Kepler Fusion has confirmed that prototype Version 9 has already undergone testing in Texas, with additional testing planned through the summer. The simplicity of the coil geometry supports the modularity and scalability central to American Fusion’s goal of producing units compact enough to fit in the bed of a pickup truck, a design objective that would have been unimaginable in the era of first-generation fusion research.
Off-Grid Is the New Standard
A structural shift is underway in how governments, militaries and industries think about power. The direction of travel is away from centralized generation and fixed grid dependency toward distributed, high-density energy systems that can operate wherever they’re needed without fixed infrastructure. AI infrastructure investment, geopolitical disruption, climate-driven grid stress and the growing autonomy requirements of next-generation military platforms are all pushing in the same direction simultaneously.
A McKinsey report on energy demand in the United States outlines an environment in which demand growth is not gradual or evenly distributed but arrives in concentrated surges driven by AI adoption, industrial reshoring and electrification. ICF’s analysis describes a widening gap between the speed of new demand and the pace at which conventional grid infrastructure can respond. Transmission projects require years of permitting and years more of construction. Centralized power cannot flex at the tempo that modern defense and industrial operations now require. On-site generation is not a workaround; it is increasingly the only architecture that keeps pace.
The military dimension of this shift is sharpening as the nature of warfare evolves. Future operations will depend heavily on autonomous platforms, such as unmanned surface vessels, ground robots and aerial systems, with each requiring continuous, dependable power over extended durations. Distributed command-and-control networks add further demand. The energy requirements of this emerging operational model cannot be met by petroleum logistics chains that are themselves high-value targets. The future battlefield needs power infrastructure that travels with the force.
American Fusion remains a prerevenue company in the development stage. The risks are real: Precommercial technology carries inherent uncertainty, OTC market liquidity is limited and continued financing is required to reach commercialization. What has changed is the clarity of the market the company is building toward. The DoD carries a documented mandate to cut petroleum dependency. Civilian energy markets face demand increases that existing supply cannot meet at the required pace. Institutional capital is flowing into the fusion energy sector as competing approaches advance toward demonstration.
American Fusion’s differentiated aneutronic approach, modular design philosophy and expanding IP foundation position it within a market growing more valuable each quarter. If its engineering objectives are achieved through successful testing, validation and commercialization, compact fusion could become a meaningful contributor to future military readiness, industrial energy supply and long-term national energy resilience.
Energy Innovation Gains Momentum
The global energy sector continues to evolve as companies invest in technologies and infrastructure designed to meet rising electricity demand while improving reliability, efficiency and long-term sustainability. Recent developments highlight growing momentum behind renewable generation, advanced energy storage, next-generation power infrastructure and emerging clean-energy technologies, reflecting a broader transformation in how energy will be produced, delivered and consumed in the decades ahead.
Brookfield Renewable Partners L.P. (NYSE: BEP) announced an agreement to acquire Boralex, a Canadian publicly listed renewable power platform. According to the announcement, Boralex has more than 4,000 megawatts of operating and under-construction wind, solar, hydro and battery storage assets and an ~8,000 megawatt development pipeline diversified across Canada, France, the United States and the United Kingdom. The acquisition further strengthens the company’s position in several high-value markets with significant barriers to entry, including Canada, where the complementary portfolio enables Brookfield to do more in the highly attractive and growing market.
Enphase Energy Inc. (NASDAQ: ENPH) has joined the Open Compute Project (“OCP”) Foundation as a Platinum member. Through its membership, Enphase expects to participate in OCP's community efforts to develop open standards for next-generation data center power infrastructure, including emerging higher-voltage direct current rack power architectures for AI workloads. The OCP Foundation is a leading open-source community advancing data center technology, bringing together hyperscalers, suppliers and innovators to share designs and best practices across power, cooling, networking and other strategic areas.
Fluence Energy Inc. (NASDAQ: FLNC) introduced Smartstack(TM) 10 MWh, the latest expansion of its Smartstack platform. The new 10 MWh system joins the existing 7.5 MWh, expanding the platform's capacity options to meet evolving, mission-critical project needs. As the latest evolution of Fluence's scalable, standardized platform, this new system delivers expanded capacity and industry-leading site-level density while maintaining the electrical architecture, footprint and deployment model customers rely on across the Smartstack platform.
Trump Media & Technology Group Corp. (“TMTG”) (NASDAQ: DJT) is focused on completing its previously announced merger with TAE Technologies Inc., a leading fusion power company. According to the company, the goal is to close the transaction in 4Q 2026 or sooner. The merger would create one of the world’s first publicly traded fusion companies and would combine TMTG’s access to significant capital and TAE’s leading fusion technology. The announcement noted that the combined company plans to site and begin construction on the world’s first utility-scale fusion power plant (50 MWe), subject to required approvals.
These milestones underscore an industry that is rapidly adapting to changing energy needs through strategic investment and technological innovation. As demand from electrification, artificial intelligence, data centers and industrial growth continues to expand, companies advancing scalable, resilient and forward-looking energy solutions are expected to play an increasingly important role in shaping the future global energy landscape.
For more information, visit American Fusion.
Forward-Looking Statement
This article contains forward-looking statements regarding American Fusion's technology development, product concepts, commercialization plans, market opportunities, engineering objectives, and potential applications. These statements are based on current expectations and involve risks and uncertainties. The Texatron™ Fusion Engine™ remains under development, and future milestones, performance characteristics, commercialization, regulatory approvals, financing, and market adoption are subject to numerous factors that could cause actual results to differ materially from those discussed herein. Nothing in this white paper should be construed as a guarantee of technical performance or commercial success.
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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.
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.
Image source: Getty Images.
Ford is repurposing its EV facility to make battery energy storage systems Ford Motor Company (F 2.05%) 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.
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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 (FCEL 11.85%) 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.
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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 (FLNC 7.41%) 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.
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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.
Since the release of ChatGPT in November 2022, Nvidia stock has surged by over 1,090%, helping make it one of the most valuable artificial intelligence (AI) stocks around. Now hyperscalers are facing bottlenecks in power and equipment and are scrambling to secure reliable energy.
One company making headlines in recent weeks for its partnership with Nvidia to power next-generation AI factories is Fluence Energy (FLNC 5.13%). Could Fluence be the next big AI winner? Let's dive into the company and its new partnership to find out.
Image source: Getty Images.
Fluence's partnership with Nvidia could be a game changer Established in 2018 as a joint venture between Siemens and global independent power producer AES Corp., Fluence went public in 2021. The company offers modular, utility-scale battery energy storage systems (BESS) for commercial, utility, and industrial customers, along with software optimization tools to stabilize electrical grids.
Because high-density AI computing workflows place highly volatile load demands on power infrastructure, hyperscale data centers are vulnerable to severe voltage drops. On top of this, hyperscalers face multiyear delays in utility interconnections to the power grid. As a result, Fluence's quick-to-deploy, containerized battery system enables data centers to power massive facilities ahead of traditional public transmission line upgrades.
On June 1, Fluence Energy, along with Siemens and nVent Electric, partnered with Nvidia to provide industrial power and electrical architecture to power Nvidia's next-generation AI factories. Fluence's Smartstack architecture will be integrated within Siemens' AI data center reference architecture blueprint for Nvidia's advanced DSX Vera Rubin NVL72 AI factory platform. Fluence's battery system will act as a shock absorber, using software to handle severe load fluctuations and provide supply voltage and frequency ride-through protection for sensitive GPU clusters against disruptions.
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Barclays analyst Christine Cho notes this could open up a massive new sales channel for Fluence Energy. The move could rerate Fluence stock, not only for its growth but also for its high-margin, recurring software platform, which could help margins grow long-term.
Is Fluence stock right for you? Buying Fluence today carries risks, primarily due to fierce competition from Tesla and other domestic automotive manufacturers repurposing underutilized factory space for utility-scale grid battery storage. Other risks include its cash burn over the years and low gross margin amid heightening competition.
That said, Fluence Energy's deal with Nvidia incorporates its technology into the design of new AI factories, and the move could give the stock a much-needed boost after years of negative free cash flow. Analysts covering the stock think its earnings could improve as soon as 2027, thanks to this new growth avenue.
Investors must balance the risks of rising competition with the potential rewards of long-term growth and margin expansion from this partnership with Nvidia. For that reason, the stock is best suited to aggressive investors bullish on the long-term outlook for Fluence's energy solutions business.
Courtney Carlsen has positions in Fluence Energy and Nvidia. The Motley Fool has positions in and recommends Fluence Energy, Nvidia, and Tesla. The Motley Fool recommends Barclays Plc and Siemens Energy Ag. The Motley Fool has a disclosure policy.
ARLINGTON, Va., June 23, 2026 (GLOBE NEWSWIRE) -- Fluence Energy, Inc. ("Fluence") (NASDAQ: FLNC), a global market leader delivering intelligent energy storage systems, services, and asset optimization software, today introduced Smartstack™ 10 MWh, the latest expansion of its Smartstack platform. The new 10 MWh system joins the existing 7.5 MWh, expanding the platform's capacity options to meet evolving, mission-critical project needs.
As the latest evolution of Fluence's scalable, standardized platform, this new system delivers expanded capacity and industry-leading site-level density while maintaining the electrical architecture, footprint, and deployment model customers rely on across the Smartstack platform. Through an evolved pod design, the system increases capacity without expanding its physical footprint, achieving a core site-level energy density of ~680 MWh/acre (168 kWh/m²), positioning the system among the most density-competitive grid-scale storage solutions available in the market.
Safety remains foundational to the Smartstack architecture. Smartstack 10 MWh has successfully completed Large-Scale Fire Testing (LSFT), and its compartmentalized design limits thermal exposure, reinforcing containment and risk mitigation across the platform.
"Smartstack was built as a platform, and the 10 MWh system shows why that matters," said Peter Williams, SVP and Chief Product and Supply Chain Officer, Fluence. "As battery technology, supply chains, and local content requirements continue to evolve, customers need storage systems that can adapt without redesigning projects from the ground up. With Smartstack, Fluence delivers a scalable architecture—more capacity in less space, with the performance, safety, and service model they expect."
The release marks another milestone for Smartstack as a future-ready, configurable platform. In a market where cell chemistries and local content regulations shift rapidly, standardizing balance-of-plant infrastructure allows customers to adopt newer, higher-capacity components without resetting development cycles or introducing execution risk—a critical advantage for independent power producers, utilities, and data center developers where maximizing capacity on limited land is a primary barrier to project viability. Smartstack 10 MWh helps customers maximize site ROI, improving land use and reducing balance-of-plant costs up to 40% versus standard DC blocks.
To support long-term economic performance, Smartstack and Fluence OS are engineered as a unified hardware-software platform, enabling advanced controls, system-level optimization, and portfolio visibility. Fluence's 99.3% availability across reviewed fleets of 50 MW and above, per an independent review, provides the contractual confidence mission-critical deployments require.
Smartstack is commercially available for grid-scale applications worldwide, offering 2-, 4-, 6-, and 8-hour storage durations.
About Fluence
Fluence Energy, Inc. (Nasdaq: FLNC) is a global market leader delivering intelligent energy storage and optimization software for renewables and storage. The Company's solutions and operational services are helping to create a more resilient grid, from powering the next generation of AI-driven data centers to unlocking the full potential of renewable portfolios. With gigawatts of projects successfully contracted, deployed, and under management across nearly 50 markets, the Company is transforming the way we power our world for a more sustainable future.
For more information, visit our website, or follow us on LinkedIn or X. To stay up to date on the latest industry insights, sign up for Fluence's Full Potential Blog.
Cautionary Note Regarding Forward-Looking Statements
The statements contained in this press release that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. These forward-looking statements include, without limitation, statements regarding the anticipated performance of Smartstack 10MWh, potential impact of Smartstack 10MWh on customers, including on customer ROI, land use, and costs, Fluence’s product strategy, and other statements regarding beliefs, assumptions, prospects, plans, and objectives of management. Such statements can be identified by the fact that they do not relate strictly to historical or current facts. When used in this press release, words such as "may," "possible," "will," "should," "expects," "plans," "anticipates," "could," "intends," "targets," "projects," "contemplates," "commits", "believes," "estimates," "predicts," "potential," or "continue," or the negative of these terms or other similar expressions and variations thereof and similar words and expressions are intended to identify such forward-looking statements, but the absence of these words does not mean that a statement is not forward-looking.
The forward-looking statements contained in this press release are based on our current expectations and beliefs concerning future developments, as well as a number of assumptions concerning future events, and their potential effects on our business. These forward-looking statements are not guarantees of performance, and there can be no assurance that future developments affecting our business will be those that we have anticipated. These forward-looking statements involve a number of risks, uncertainties (some of which are beyond our control) or other assumptions that may cause actual results or performance to be materially different from those expressed or implied by these forward-looking statements, which include, but are not limited to, changes to the regulatory environment in the United States, changes in component costs or component availability, unforeseen circumstances outside of Fluence’s control which may cause Smartstack 10MWh to not perform as anticipated, and such factors set forth under Item 1A."Risk Factors" in our Annual Report on Form 10-K for the fiscal year ended September 30, 2025, filed with the Securities and Exchange Commission ("SEC") on November 25, 2025, and in other filings we make with the SEC from time to time. New risks and uncertainties emerge from time to time and it is not possible for us to predict all such risk factors, nor can we assess the effect of all such risk factors on our business or the extent to which any factor or combination of factors may cause actual results to differ materially from those contained in any forward-looking statements. Should one or more of these risks or uncertainties materialize, or should any of the assumptions prove incorrect, actual results may vary in material respects from those projected in these forward-looking statements. You are cautioned not to place undue reliance on any forward-looking statements made in this press release. Each forward-looking statement speaks only as of the date of the particular statement, and we undertake no obligation to publicly update or revise any forward-looking statements to reflect events or circumstances that occur, or which we become aware of, after the date hereof, except as otherwise may be required by law.
Media Contact
Shayla Ebsen, Director of Communications
Email: [email protected]
Phone: +1 (605) 645-7486
Analyst Contact
Chris Shelton, Vice President of Investor Relations and Sustainability
Email: [email protected]
Fluence Energy, Inc. is evolving into a pure play on critical power infrastructure for AI, renewables, and grid reliability. FLNC is a High-Risk Buy, supported by record backlog, hyperscaler agreements, and third-party validation of 99%+ fleet availability. Q2 results show 7.7% revenue growth, reaffirmed FY2026 guidance ($3.2B–$3.6B revenue, $40M–$60M adjusted EBITDA), and $180M targeted recurring revenue.
SummaryTrading at sub-1x forward EV/Revenue despite a $5.6b contracted backlog fully covering FY26 guidance - absolute valuation anomaly for a business with structural tailwinds through 2034.Revenue execution concerns are real but timing-driven, not demand-driven - no contracts cancelled, and slipped revenue sits in backlog waiting to convert.FCF weakness and margin ceiling concerns are growth-stage features, not terminal flaws - scale toward $5b revenue changes both narratives materially by 2028.The 12 GWh data center pipeline sits mostly outside consensus estimates - base case doesn't need it, making it a genuine optionality at current prices. yaom/iStock via Getty Images
Despite doubling in just over a month, Fluence Energy (FLNC) is still trading at revenue multiples that look more than cheap for a company with a ~$5.6b contracted backlog, strong order intake, and a
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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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After the market closed tonight, Fluence Energy (NASDAQ: FLNC) dropped its fiscal Q2 2026 results, and the earnings report is a study in contrasts. Revenue badly missed, but the bottom line beat, backlog hit a record, and the company landed master supply agreements with two hyperscalers. Shares had already closed up 6.86% at $13.56 before the release.
They’re up another 27% in after-hours trading. Let’s dive into why Fluence shares are soaring even after the company badly missed revenue targets last quarter.
Hyperscalers Walk Through the Door Fluence is a leading company providing ‘intelligent energy storage.’ As many data centers go ‘behind the meter’ for their power needs, demand for battery storage systems is booming. Fluence shares soared throughout 2025 on optimism sales would boom amidst the AI buildout, but plummeted after the company reported earnings in February and issued disappointing guidance.
Yet, the inflection point investors have been hoping for may have begun tonight, even if last quarter was disappointing.
Backlog tells the same story. Total backlog hit a record $5.6 billion as of March 31, 2026, and YTD order intake doubled to roughly $2.0 billion. The energy storage pipeline expanded to 41.3 GW (up 16%) and 147.0 GWh (up 20%). Add the first Smartstack delivery reaching substantial completion and affirmed access to U.S. domestic content, and the commercial momentum is looking strong.
The Revenue Whiff Revenue of $464.89 million missed consensus of $622.31 million by 25.3%, even though it grew 7.7% year over year.
Most stocks with a miss this size would see shares absolutely crash the next day. Yet, investors knew Fluence’s near-term would be disappointing. The stock already crashed during its last report thanks to disappointing guidance. They’re willing to overlook results from last quarter and are instead focused on the master supply agreements with two hyperscalers, backlog growth, and order intake numbers reported this quarter.
Margins Quietly Climb Key figures from the quarter:
Diluted EPS: -$0.16 (vs. -$0.18 expected); beat by 11.41% Revenue: $464.89M (vs. $622.31M expected); up 7.7% YoY Adjusted EBITDA: -$9.44M (vs. -$30.41M YoY) Net Loss: $29.2M (narrowed from $41.9M) GAAP Gross Margin: 10.0% (vs. 9.9% YoY); adjusted 11.1% (vs. 10.4%) Liquidity: ~$900M As you can see, results are improving despite the company missing Wall Street’s expected revenue figures. Adjusted EBITDA is improving, and losses are narrowing. Wall Street expects revenue to jump from $3.36 billion this year up to more than $4 billion in Fiscal 2027.
CEO Leans Into the Pipeline CEO Julian Nebreda said the company is “beginning to see the benefit of our pipeline growth with an acceleration of orders over the past few months and backlog reaching another record level.” On the hyperscaler wins, he added that “our customer expansion strategy is gaining momentum” and that the first order should convert soon. Tone: confident, with execution as the proof point.
Watch Tomorrow Morning’s Conference Call Fluence’s conference call doesn’t start until tomorrow at 8:30 a.m. With investors mostly focused on announcements around their hyperscaler master supply agreements, I’d expect no shortage of questions from Wall Street trying to pry at the nature of these agreements. If Fluence’s management team projects a lot of confidence, today’s earnings could be the beginning of a rebound that sends Fluence shares back to where they traded before their February crash.
Fluence Energy, Inc. (FLNC - Free Report) came out with a quarterly loss of $0.16 per share versus the Zacks Consensus Estimate of a loss of $0.18. This compares to a loss of $0.24 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +12.71%. 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 $0.34, delivering a surprise of -88.89%.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
Fluence Energy, which belongs to the Zacks Alternative Energy - Other industry, posted revenues of $424.73 million for the quarter ended March 2026, missing the Zacks Consensus Estimate by 28.5%. This compares to year-ago revenues of $431.62 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 35.8% since the beginning of the year versus the S&P 500's gain of 6%.
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 unfavorable. 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 #5 (Strong Sell) for the stock. So, the shares are expected to underperform 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 $0.10 on $1.08 billion in revenues for the coming quarter and -$0.22 on $3.4 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 top 30% 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.
XPLR Infrastructure (XIFR - Free Report) , another stock in the same industry, has yet to report results for the quarter ended March 2026. The results are expected to be released on May 7.
This limited partnership for clean-energy projects is expected to post quarterly loss of $0.60 per share in its upcoming report, which represents a year-over-year change of -155.6%. The consensus EPS estimate for the quarter has been revised 27.3% higher over the last 30 days to the current level.
XPLR Infrastructure's revenues are expected to be $264.35 million, down 6.3% from the year-ago quarter.
While the top- and bottom-line numbers for Fluence Energy (FLNC) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Three NASDAQ names are rocketing higher on Thursday, May 7, in moves that stand out even in a strong tape. Himax Technologies (NASDAQ:HIMX) stock is up 45% intraday to $17.88, Fluence Energy (NASDAQ:FLNC) stock is up 33% to around $18, and Datadog (NASDAQ:DDOG | DDOG Price Prediction) stock is up roughly 30% to $186.50.
That’s three different industries (semiconductors, energy storage, and cloud software) all delivering the kind of single-session rallies investors usually see one at a time. The macro backdrop is constructive: the S&P 500 ETF SPY has climbed 11% over the past month, and the VIX sits at 17.39, comfortably inside of its normal range. For more context on recent market action, see our latest market movers coverage.
Yet, macro tailwinds alone don’t produce 30%-plus prints in multiple large, liquid names. Each of these stocks has its own catalyst, and all three landed on the same morning.
Himax Earnings Beat Sparks Parabolic Move Himax Technologies posted its Q1 2026 results before the bell, with revenue of $199.01 million topping the $195.01 million consensus and EPS of $0.046 against a $0.03 estimate. Gross margin landed at 30%, at the high end of company guidance.
Inside the quarter, large display driver ICs at Himax jumped 12% sequentially to $24.2 million on high-end TV restocking, and operating margin expanded to 5% from 3% a quarter earlier. The board also declared an annual dividend of $0.252 per ADS.
The bigger driver is forward guidance. Himax sees Q2 revenue rising 10% to 13% sequentially with gross margin near 32%, and CEO Jordan Wu pointed to automotive mass-production ramps in the second half plus traction in smart glasses, ultralow power AI and co-packaged optics (CPO).
The risk is that Himax remains a small cap with cyclical end markets, and revenue was still down 8% year over year. A 45% one-day print can produce sharp follow-through volatility in either direction.
Fluence Energy Rebounds on Record Backlog Fluence Energy reported after Wednesday’s close. Q2 FY26 revenue of $464.89 million missed the $622.31 million consensus, but EPS of -$0.16 beat the -$0.18 estimate, and management reaffirmed FY26 revenue guidance of $3.2 billion to $3.6 billion.
The bullish read on Fluence is the order book. Year-to-date order intake doubled to roughly $2 billion, backlog reached a record $5.6 billion, and the company signed master supply agreements with two hyperscalers, with a first order expected in Q3 FY26. Adjusted EBITDA also improved to -$9.44 million from -$30.41 million a year earlier.
Today’s rally still leaves Fluence Energy stock down 11% year to date. The recovery narrative depends on hyperscaler-driven demand showing up in shipped revenue, and the headline top-line miss is a reminder that quarterly execution remains lumpy.
Datadog Raises FY26 Guidance Datadog delivered Q1 2026 revenue of $1.01 billion, up 32% year over year, with non-GAAP EPS of $0.60 against a $0.51 consensus. It marks the company’s fourth consecutive quarterly beat.
The catalyst is the raised outlook. Datadog now expects FY26 revenue of $4.3 billion to $4.34 billion and non-GAAP EPS of $2.36 to $2.44, with $100K-plus annual recurring revenue (ARR) customer count up 21% to roughly 4,550. CEO Olivier Pomel stated the company is “helping customers of all sizes and industries deploy modern, cloud-based, AI-enabled solutions.”
Datadog also pushed MCP Server, Bits AI Security Analyst, and GPU Monitoring to general availability during the quarter. Free cash flow reached $289 million, and GAAP operating income swung to a $7.33 million profit from a year-earlier loss.
The pushback for Datadog is valuation. The stock trades at a premium cloud-software multiple, and a 30% gap up compresses forward returns while amplifying any future earnings disappointment.
What to Watch The shared thread is AI demand. Himax is leaning into co-packaged optics and smart glasses, Fluence is selling utility-scale storage into hyperscaler power footprints, and Datadog is monetizing AI workload observability through GPU monitoring and Bits AI. Three different sectors, one underlying buyer.
Single-day moves of this size tend to be followed by elevated volatility as fast money rotates and longer-term holders reset positions. Watch for whether the HIMX, FLNC, and DDOG rallies hold into the close, whether sell-side analysts raise targets within 24 hours, and whether peer names in display drivers, energy storage, and observability software trade in sympathy.
For prudent investors eyeing HIMX, FLNC, or DDOG stock, the key question is durability. The earnings reports and guidance raises are real, but chasing 30%-plus daily prints rarely rewards entry timing, and position sizing matters more than ever after a move like this. The next directional cue arrives with analyst notes overnight and the first full trading session after digestion on Friday.
ARLINGTON, Va. , May 12, 2026 (GLOBE NEWSWIRE) -- Fluence Energy, Inc. ("Fluence") (NASDAQ: FLNC), a global market leader delivering intelligent energy storage, operational services, and asset optimization software, today announced the commencement of an underwritten public offering of an aggregate of 20,000,000 shares of its Class A common stock by certain controlling stockholders of Fluence.
ARLINGTON, Va., May 13, 2026 (GLOBE NEWSWIRE) -- Fluence Energy, Inc. (“Fluence”) (NASDAQ: FLNC), a global market leader delivering intelligent energy storage, operational services, and asset optimization software, announced today the pricing of an underwritten public offering of an aggregate of 20,000,000 shares of its Class A common stock by certain controlling stockholders of Fluence at a public offering price of $21.00 per share. The selling stockholders have also granted the underwriters a 30-day option to purchase an additional 3,000,000 shares of Class A common stock on the same terms and conditions. Fluence is not selling any of its shares of Class A common stock in the offering and will not receive any of the proceeds from the sale of shares by the existing stockholders. The offering is 100% secondary with the respective selling stockholders receiving the proceeds. The offering is expected to close on May 15, 2026, subject to the satisfaction of customary closing conditions.
The AI buildout is colliding with a power supply problem, and capital is rotating into companies that can solve it. Fluence Energy (NASDAQ:FLNC) just illustrated the appetite: shares closed at $24.16 on May 8, 2026, up 98.2% in a single week after the company disclosed master supply agreements with two hyperscalers and a record $5.6 billion backlog. That run took FLNC out of bargain territory, but four peers in grid software, baseload generation, and nuclear fuel still trade under $20.
Four AI-exposure energy names under $20 worth considering: STEM, AXIA Energia, Uranium Energy, and Babcock & Wilcox.
STEM (NYSE:STEM) STEM (NYSE:STEM) is an AI-enabled clean energy software company managing utility-scale storage and solar through its PowerTrack platform. Shares are down roughly 39% year to date, leaving this micro-cap in turnaround territory. Q1 2026 delivered positive adjusted EBITDA of $2.0 million, the fourth consecutive quarter in the black, with non-GAAP gross margin expanding to 52%. CEO Arun Narayanan said “the operational discipline and margin profile we established in 2025 are proving durable.” PowerTrack manages 37.5 GW of solar AUM with ARR guided to $65 million to $70 million by year-end. The risk is balance-sheet stress: stockholders’ equity of -$265.88 million and cash of just $36.59 million. The EBITDA inflection is the key variable to track, balanced against balance-sheet volatility.
AXIA Energia (NYSE:AXIA) AXIA Energia (NYSE:AXIA), the rebranded former Eletrobras, is Brazil’s largest electric utility with a 100% renewable generation portfolio of 43,872 MW. Shares trade at $11.99, up 30.9% year to date and 112.39% over one year. Trailing PE is 13x, with three buy ratings and a $13.70 analyst target. Q1 2026 delivered IFRS net revenue of R$12.71 billion (+22.1%) and adjusted regulatory EBITDA of R$8.60 billion (+60%), swinging to a R$3.71 billion profit from a year-ago loss. AXIA is positioning baseload renewable capacity for Brazilian data center growth, with R$12 to R$14 billion in annual investments planned through 2027. The risk: R$46 billion of net debt at 1.8x LTM EBITDA and uncontracted energy exposure of 26% to 43% in 2027. AXIA pairs utility-style valuations with exposure to a global AI-power story.
Uranium Energy (NYSE:UEC) Uranium Energy (NYSE:UEC) holds the largest U.S. uranium resource base and brought Burke Hollow online in April 2026, the first new U.S. ISR uranium mine in over a decade. Shares closed at $15.16, up 29.79% year to date and 171.68% over one year. The balance sheet shows $818 million in liquid assets and zero debt. Analyst consensus is Moderate Buy with a $19.17 average target. CEO Amir Adnani said the company is “uniquely positioned to scale production and respond quickly to evolving U.S. policy initiatives.” Nuclear is the cleanest baseload option for AI data centers, uranium was added to the USGS Critical Minerals List in November 2025, and a Section 232 status report is due July 13, 2026. The risk: an unhedged sales strategy exposes UEC to spot price swings, and the company is not yet profitable. UEC offers concentrated exposure to AI’s nuclear baseload thesis.
Babcock & Wilcox (NYSE:BW) Babcock & Wilcox (NYSE:BW) makes industrial power generation equipment and is pivoting into AI data center baseload. Shares closed at $14.54, up 129.34% year to date. The headline is a $2.4 billion design-build contract with Base Electron for 1.2 GW of natural gas-fired power, which drove backlog up 470% to $2.8 billion. Management guided 2026 core adjusted EBITDA to $70 million to $85 million, roughly 80% YoY growth, excluding any data center upside. CEO Kenneth Young, CFO Cameron Frymyer, and the General Counsel all bought stock in March 2026, with Young acquiring 250,000 shares at $10.51. Base Electron is evaluating another 1.2 GW option, and the global pipeline exceeds $12 billion. The risk is the legacy balance sheet, including stockholders’ equity of -$131.5 million and a 6.50% note refinancing due 2026. The cluster of insider buying signals management conviction in the AI pivot.
Trading under $20 is not by itself a reason to buy. Each carries real balance-sheet, execution, or regulatory risk that the AI narrative does not erase. Investors should pair this list with their own due diligence, position sizing, and risk tolerance before acting.
Fluence Energy earns a Strong Buy rating, driven by its evolution into an AI infrastructure leader with proprietary sub-100ms power-conditioning technology and major hyperscaler supply agreements. FLNC's de-risked domestic supply chain and regulatory moat (OBBBA/PFE shield) protect double-digit gross margins from Asian competition and deflationary battery pricing. A $57 million IEEPA tariff refund, a 12 GW hyperscaler pipeline, and a coiled-spring H2-FY2026 revenue ramp (~$2.5B expected) set up a sharp swing to positive FCF.
Industrial companies form the backbone of the U.S. economy. That's even more true as the U.S. ramps up data center construction. The artificial intelligence (AI) revolution is driving a massive demand for infrastructure and energy, making this sector more important than ever.
In addition to the AI-driven growth, the U.S. government is encouraging greater investment in domestic manufacturing, seeking to reduce reliance on foreign energy sources. It's also significantly increasing defense and aerospace spending, providing a powerful backdrop for industrial operators.
If you're a long-term investor looking to capitalize on these strong tailwinds, three industrial stocks stand out today: GE Vernova (GEV +3.00%), BWX Technologies (BWXT +1.46%), and Fluence Energy (FLNC +3.93%). Here's why.
Image source: Getty Images.
1. Robust demand for energy from data centers has been a powerful tailwind for GE Vernova When it comes to powering the next generation of AI data centers, GE Vernova is emerging as a massive winner. The company spun off from General Electric (now GE Aerospace) in 2024, and it specializes in designing, manufacturing, and servicing energy solutions for power, grid reliability, and renewable energy. As a global leader in electric power infrastructure, its technology provides roughly 25% of the world's electricity.
GE Vernova benefits massively from the growing demand from hyperscalers for its power solutions, notably its gas turbines. These are particularly appealing to data center operators because they allow them to bring their own power and avoid straining the power grid, which is becoming a more contentious issue as more data centers go online and consumers' power bills rise.
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GE Vernova's backlog exceeds $163 billion across its power and electrification segments, and its gas turbine queue is over 100 gigawatts (GW). Its backlog represents long-term contracts and reservation agreements, and its capacity is sold out for years as hyperscalers pay an up-front premium to reserve slots years in advance.
One caution for GE Vernova is that its valuation is elevated. The stock has surged 126% over the past year and is priced at 35.5 times its projected 2026 earnings per share (EPS) of $29.21. The high valuation exposes it to volatility but also reflects strong growth prospects. Analysts covering the company project EPS could surge to $44.49 by 2029, representing a four-year compound annual growth rate of 25%.
The stock isn't cheap, but the company continues to see robust demand for its products well into the future. Its gas turbine business is crushing it, and the company also has a longer-term upside from its development of small modular nuclear reactors. As AI data centers continue to grow, GE Vernova is a stock that can ride this wave higher.
2. Growing support for nuclear energy provides a strong backdrop for BWX Technologies Nuclear is one source of energy that could help meet the growing demand for electricity with no carbon emissions. Nuclear energy is regaining favor, and the U.S. aims to aggressively quadruple its nuclear capacity by 2050. An expansion this large would require massive investment and a huge build-out of nuclear energy infrastructure and its components.
That's where BWX Technologies has its growth opportunity. The company doesn't mine uranium or own nuclear power plants. But it does provide specialized, complex, high-precision equipment used in nuclear reactors, including steam generators, reactor pressure vessels, and piping.
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While the nuclear energy build-out provides upside for BWX, the company also generates a steady revenue stream from its role as the sole nuclear fuel provider to the U.S. Navy. For over 70 years, the company, through its subsidiary Nuclear Fuel Services, has been the exclusive supplier for Navy aircraft carriers and submarines. Because of the complexity and sensitivity of military-grade reactor cores, it's difficult to knock BWX off its perch, giving the company a robust competitive advantage.
BWX Technologies has a resilient backlog that will provide cash flow for years to come. The company is also expanding into the small modular reactor (SMR) market, uranium enrichment, and medical isotopes, providing multiple avenues for growth. For investors bullish on the future nuclear energy expansion, BWX Technologies is another excellent industrial stock to own today.
3. Demand from data centers for reliable energy should give Fluence Energy a boost Building on the theme of data center power demands, Fluence Energy operates at the intersection of renewable energy and reliable power solutions. The company provides grid-scale energy storage solutions (batteries) that help stabilize the electric grid and ensure reliable energy flow alongside intermittent wind and solar energy.
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Investors have viewed Fluence as a utility-scale clean energy provider, but it is increasingly seen as a solutions provider for hyperscalers facing grid capacity bottlenecks. To meet this demand, Fluence is developing dedicated battery systems to help keep data centers online and will earn revenue through a mix of product sales from its energy solutions and service fees for managing, maintaining, and supporting its batteries over the long term.
The company has consistently lost money since its 2021 initial public offering (IPO), but that could change with the surging demand from hyperscalers. The company's total order backlog is a record $5.6 billion, and earlier this month, it secured master supply agreements with two hyperscalers. With momentum building for its energy solutions, Fluence Energy is another industrial energy stock to own as it benefits from AI tailwinds going forward.
Munich-headquartered Siemens says its had developed a DSX Vera Rubin-aligned reference design in collaboration with Nvidia (NVDA) and Fluence Energy FLNC.
The firm’s announcement of a deployable, industrialized electrical, power, and control architecture purpose-built for hyperscalers, colocation providers, and specialized cloud infrastructure operators sent FLNC up some 40% on June 1st.
Despite its meteoric run this morning, Fluence Energy stock remains a muted investment for 2026, still down roughly 18% versus its year-to-date high.
Disciplined investors should treat the massive surge in FLNC shares today as an opportunity to cut exposure rather than initiating a new position.
Why? For starters, the Siemens/Nvidia announcement is a “reference architecture” – a blueprint of what data centers could look like – not a firm purchase order or exclusive supply deal.
In other words, markets may price in revenue that isn’t yet contracted.
Importantly, in this partnership, Fluence isn’t even the star of the show – Siemens and Nvidia are. FLNC’s role is just battery storage within a broader system.
If hyperscalers adopt the reference design selectively – taking Siemens’ electrical architecture but sourcing storage elsewhere – Fluence’s actual revenue uplift could be rather limited.
Caution is warranted in playing Fluence Energy shares at current levels also because the company missed topline expectations in its fiscal Q2, with the filing highlighting international exposure to tariffs, shifting commodity costs, and logistics headaches.
The Nasdaq-listed firm concluded its latest reported quarter with nearly $465 million in revenue, significantly below the $622 million that analysts had called for.
FLNC’s strong backlog and reaffirmed full-year guidance (2026) are prominent talking points, but a backlog is only as good as its conversion rate – and the company’s revenue miss shows execution risk remains real.
Simply put, the backlog isn’t new revenue yet, and that’s concerning given Fluence Energy Inc is currently trading at a rather stretched 9x price-to-book (P/B) ratio.
Investors must also note the high short interest as a potential catalyst, meaning today’s spike in the FLNC stock may partly be a short squeeze rather than a fundamental re-rating.
Even from a technical perspective, the battery storage specialist isn’t particularly attractive – given the firm’s relative strength index (RSI) now sits near 70, indicating it’s approaching “overbought” conditions that often trigger a pullback.
And it’s not like Fluence Energy pays a healthy dividend to incentivize ownership despite the above-mentioned risks. Crucially, Wall Street analysts also view the rally as “overdone”.
Consensus rating on the Nasdaq-listed firm sits at “hold” only, with the mean price target of about $18.47 signaling potential downside of more than 30% from the current price over the next 12 months.
Listen to the audio version of this article (generated by AI).
In 1945, an engineer named Percy Spencer was tinkering with a radar magnetron, a device built to spot enemy aircraft, when the chocolate bar in his pocket turned to mush. Most people would have cursed the dry-cleaning bill. Spencer saw a fortune. Within a few years, that same wartime component was humming on kitchen counters as the microwave oven.
Here’s the thing about markets: the biggest money often gets made when a technology built for one war gets drafted into another. The hardware was already there. It just needed a new battlefield. I’m watching that exact pattern play out across the AI infrastructure buildout right now, and it’s minting winners faster than most investors can update their watchlists.
The catch? For every honest reinvention story that runs, there’s a hype trade wearing the same costume. Telling them apart is the whole game. This week on Being Exponential, we walked through five stocks that show you both sides of that coin. Four I really like. One I wouldn’t touch with your money, let alone mine.
There’s Marvell Technology Inc. (MRVL), which we see carving a genuine path toward a $1 trillion valuation as custom silicon and connectivity become the twin bottlenecks of the AI buildout. There’s Dell Technologies Inc. (DELL), still filed under boring PC maker, whose AI server revenue grew 757% year over year on $24.4 billion in fresh orders and a $51.3 billion backlog. There’s Fluence Energy Inc. (FLNC), a left-for-dead battery story now growing 48% as its storage technology finds new life inside power-starved data centers. And there’s Redcat Holdings Inc. (RCAT), a tiny drone maker with revenue climbing 274% as Washington warms to the dronification of modern warfare.
The fifth name, a fund trading as VCX, is the one to leave alone, even though it remains the only public doorway to one of the most coveted private companies in the world. The full podcast explains why the math refuses to work, and the single price that would change his answer.
Watch the latest episode of Being Exponential With Luke Lango below:
Let’s start with Marvell stock…
Nvidia Corp. (NVDA) CEO Jensen Huang name-checked it on stage, and the stock jumped 20% to 30% in a day. Marvell sits in two of the most important bottlenecks in all of AI: custom silicon and connectivity. Nvidia’s GPUs own training. For inference, the day-to-day running of these models, custom chips win on economics.
Marvell and Broadcom Inc. (AVGO) are the two big dogs building that silicon alongside the hyperscalers. And all those AI clusters have to talk to each other in real time, which is where Marvell’s connectivity gear comes in.
If they hold, the company’s 42% revenue growth can hold too. Push that forward and you get $50 billion in revenue, $25 billion in earnings, and at a 40 times multiple, a $1 trillion valuation, the fourth chip stock to join that club next to Nvidia, Broadcom, and Micron Technology Inc. (MU). I love it long term, but it’s overbought now, so I’d wait for a pullback toward $200.
Then there’s Fluence Energy stock, the clearest reinvention story of the bunch. This was a $40 stock that collapsed into the single digits when its grid-storage dream stalled out. Now it’s roaring back, because the batteries it built for the grid are exactly what power-starved data centers are desperate for.
We’ve seen this movie before. Bloom Energy Corp. (BE) went from a mid-teens stock to north of $300 by pointing its fuel cells at data centers. The money everyone wrote off as wasted spend on electric vehicles and renewables is suddenly the answer to the AI power gap.
Fluence’s data center pipeline jumped 30% sequentially, it’s signed supply agreements with two major hyperscalers, and it’s guiding toward an estimated 48% revenue growth this year while trading at just 1.4 times revenue. I like it from $30 to $40 near term.
Speaking of reinvention, look at Dell stock. Everybody still files it under “boring PC company.” The golden goose is the server business. When you build an AI data center, the Nvidia chips have to go into something, and increasingly they go into Dell’s full-rack solutions.
Last quarter, Dell’s AI-optimized server revenue grew 757% year over year. Total revenue climbed roughly 88%. The company booked $24.4 billion in AI orders, exited with a $51.3 billion backlog, and raised its full-year AI server target toward $60 billion. Some of that came from rival Super Micro Computer Inc. (SMCI), which was beating Nvidia in 2023 and 2024 before accounting problems and federal investigations made it untouchable for many hyperscalers. Those orders found a sticky new home at Dell. The stock’s run hot, so I’d expect a retreat toward the $300 area. Dell is becoming the premier AI server play in the market.
Now the one to avoid. There’s a Fundrise fund trading as VCX that hands ordinary investors a public doorway to private AI darlings, with roughly 20% in Anthropic plus stakes in OpenAI, SpaceX, Anduril, Databricks, and Ramp. It’s the only public wrapper on Anthropic, and I get the appeal.
You can buy OpenAI and SpaceX exposure elsewhere. Anthropic, you cannot. Here’s the problem, and it’s just arithmetic. VCX trades at roughly 10 times its net asset value. Run the optimistic case where Anthropic, OpenAI, and SpaceX all balloon into $10 trillion companies, and the fund’s underlying value still wouldn’t clear $100 a share. It’s been trading around double that, propped up by a liquidity-starved hype trade.
The day Anthropic IPOs, that premium evaporates, and I could see VCX falling toward $50 or $60. That’s where it gets interesting. Not today. And never buy options on this thing. It has swung from $20 to $500 and back to the low hundreds in months. That’s how you lose your shirt.
Finally, Redcat Holdings Inc., a high-torque pure play on the dronification of modern warfare. We’ve watched it in Ukraine and the Middle East, where cheap, consumable drones now dominate the fighting. Redcat has graduated from a niche hopeful to a legitimate U.S. defense supplier, with a flagship Black Widow drone tied to a U.S. Army reconnaissance program.
And Washington is reportedly weighing direct stakes in drone makers. That’s a convergence, and I love a convergence: geopolitical, technological, and company-specific tailwinds all arriving at once. Revenue is expected to surge 274% to $152 million this year.
The enterprise value sits around $2 billion, so you’re paying roughly 10 times next year’s sales, but defense primes like Lockheed Martin and Northrop Grumman command rich multiples. If Redcat executes, this could grow into a $20 billion to $40 billion company. The execution risk is enormous. So is the prize.
One last thing, and it matters. Most of these names are small, fast, and high-beta. That tells you where we are in this bull market: deep into the late innings.
The market reaches for this kind of high-torque, speculative stock as a cycle matures, and the names that are trending are a tell about the moment we’re in.
So play accordingly. You ride these while the music plays, and the band probably keeps going another year or two. You don’t marry them until 2030. Size your positions like you know which game you’re playing.
Want every chart, every price target, and the full case on all five? Watch this week’s episode of Being Exponential. Also, be sure to subscribe to Being Exponential on X (formerly Twitter) for more exclusive content.
The artificial intelligence (AI) revolution runs on two things: silicon and electricity. While the market remains fixated on the semiconductor designers, the physical constraints of the world's power grids present a far more immediate bottleneck to hyper-scaling AI.
The staggering power density and volatile load profiles of next-generation AI data centers threaten to overwhelm legacy infrastructure. This creates a structural demand for a new class of enabling hardware, and the market is rapidly re-pricing the companies providing the picks and shovels for this build-out.
Get Fluence Energy alerts:
AI's Dirty Secret: The Power BottleneckA standard data center is built for predictable, steady-state power consumption. An AI factory, by contrast, operates at extreme computational intensity, causing massive, dynamic power spikes that can destabilize a local grid.
This is not a problem that can be solved by simply building more power plants; it requires sophisticated, on-site power management and energy storage to smooth loads, stabilize voltage, and provide uninterrupted, clean power to racks of multi-million-dollar GPUs.
Fluence Energy NASDAQ: FLNC has abruptly shifted from a conventional renewable energy storage provider to a mission-critical AI infrastructure supplier within this critical niche. Fluence Energy's recent 44% single-day stock price jump was not a speculative move. It was the market digesting a fundamental re-rating of the business, driven by a powerful endorsement from the heart of the AI ecosystem.
How Siemens Put Fluence on the MapThe catalyst that forced this re-evaluation was the unveiling of a new reference architecture by industrial giant Siemens OTCMKTS: SIEGY. The blueprint details the complete electrical and power infrastructure for a 136-megawatt AI data center built specifically to house the NVIDIA NASDAQ: NVDA DSX Vera Rubin NVL72 AI supercomputer. This design is not a theoretical whitepaper; it is an industrial-grade template for the global deployment of hyperscale AI facilities.
Fluence Energy Today
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Within this critical blueprint, Fluence Energy's SmartStack Battery Energy Storage System is named as the prescribed solution. The system is designed to provide the essential load-smoothing and frequency-ride-through capabilities needed to manage the intense power demands of AI workloads.
The integration specifies battery duration of up to two or three hours, a significant increase from the industry-standard one hour, signaling the unique demands of AI compute.
This endorsement embeds Fluence Energy directly into the technical sales process for NVIDIA's most advanced systems, fundamentally altering its market position and competitive moat.
Following the Institutional FootprintsWhile the narrative is compelling, Fluence Energy's recent financials require a nuanced view. Fluence Energy reported second-quarter fiscal year 2026 revenue of $464.9 million. While this marked an 8% year-over-year increase, it fell short of the analyst consensus of $622 million. However, the market has chosen to look past this top-line miss, focusing instead on Fluence's forward-looking pipeline.
Overall MarketRank™42nd Percentile
Analyst RatingHold
Upside/Downside19.8% Downside
Short Interest LevelHealthy
Dividend StrengthN/A
News Sentiment1.08 Insider TradingSelling Shares
Proj. Earnings GrowthGrowing
See Full Analysis
The bullish case rests on a record $5.6 billion backlog and a newly disclosed 12-gigawatt-hour pipeline specifically for data center projects. This backlog provides significant revenue visibility and suggests that commercial traction is accelerating. Further validating this demand, Fluence Energy has already secured two Master Supply Agreements with major, unnamed hyperscalers, indicating that the need for its BESS technology is both immediate and bankable.
Fluence Energy's dramatic price action was also amplified by technical factors. Prior to the announcement, Fluence Energy had a significant short interest, with 25.19 million shares, or 13.76% of the public float, sold short. The news from Siemens and NVIDIA triggered a short squeeze as bears scrambled to cover their positions, adding mechanical fuel to the rally.
Perhaps most telling is the activity of institutional investors. The stock boasts approximately 53% institutional ownership, and recent 13F filings reveal significant accumulation by sophisticated asset managers. This smart money accumulation signals a high degree of conviction in Fluence Energy's strategic pivot.
Valuing the Gatekeepers of AI PowerThe core of the investment thesis is the market's re-categorization of the business. Fluence Energy is no longer being valued solely as a cyclical clean-energy hardware vendor. With a forward price-to-earnings multiple now above 100x, the equity is trading at a premium typically reserved for high-growth technology companies providing critical infrastructure.
Investors must, however, remain pragmatic. The Siemens reference design is a powerful engineering endorsement, but it is not a binding, exclusive purchase order. Management now faces the critical task of converting this technical validation and its broader pipeline into recognized revenue. Execution risk remains the primary headwind.
Nonetheless, the combination of a technical moat blessed by NVIDIA, tangible demand confirmed by hyperscaler supply agreements, and a massive backlog provides a robust foundation for the new valuation. Fluence Energy appears poised to directly monetize one of the most significant and durable tailwinds of the next decade: the build-out of the power grid for artificial intelligence.
For investors, the recent price surge, which pushed the 14-day relative strength index above 70, an overbought level, suggests a period of consolidation may be healthy. Investors bullish on the long-term AI infrastructure theme might view Fluence Energy as a key holding to watch, focusing on the ability to execute on its backlog. The key metric moving forward will be the conversion of its pipeline into tangible, profitable growth, proving it can fulfill its new role as a foundational supplier to the AI revolution.
Should You Invest $1,000 in Fluence Energy Right Now?Before you consider Fluence Energy, you'll want to hear this.
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ARLINGTON, Va., June 09, 2026 (GLOBE NEWSWIRE) -- Fluence Energy, Inc. (“Fluence”) (NASDAQ: FLNC), a global market leader delivering intelligent energy storage systems, services, and asset optimization software, today announced results from an independent review conducted by DNV, the independent energy expert and assurance provider, confirming 99.3% availability across Fluence’s reviewed operating battery energy storage fleets of 50 MW and above.
DNV reviewed Fluence-provided fleet-level availability data, the calculation methodologies incorporated into the company’s contracts, and operational data for select projects. The assessment validated Fluence’s internal findings of 98.7% MW-weighted availability across the reviewed Fluence global fleet of energy storage projects.
“Customers invest in energy storage to deliver power exactly when it is needed, and every minute of downtime represents lost revenue and grid vulnerability,” said John Zahurancik, Chief Customer Success Officer, Fluence. “We worked with DNV to establish a validated benchmark that Fluence customers can count on. Fluence systems are delivering availability among the best-performing power assets in the world, including thermal generation, renewable power, and other energy storage, maximizing the return on investment.”
The DNV review was designed to provide greater transparency into how Fluence systems perform at operating scale throughout the last year. The study assessed fleet-level availability using operational data, applied a consistent methodology across markets and operating environments, and included independent evaluation of the underlying assumptions, methodology, and results.
Across the energy storage industry, availability figures of 95% to 98% are often promoted. However, definitions and measurement approaches vary, which can make it difficult for customers, investors, and asset owners to compare performance across suppliers. Customers experience performance in practical terms, by a system’s operational availability to deliver energy on demand. To guarantee this reliability, they require clear, third-party validated metrics.
“As batteries take on a larger role in ensuring grid reliability, there is increasing need for greater confidence in how performance is measured and understood. Transparent, consistent availability metrics are key to unlocking further investment and grid reliability to meet the increased load growth,” said Marion Hill, Executive Vice President and Region Director, Energy Systems North America at DNV. “DNV worked with Fluence to confirm that their availability methodology is applied consistently and provides clear, comparable insight into fleet level performance.”
The commercial impact of availability can be significant. Even small differences in availability can affect project revenue, operating costs, and long-term asset value, particularly as storage assets operate across different markets, duty cycles, and conditions.
The review represents one of the industry’s more comprehensive independent assessments of fleet-level battery storage availability. As power demand grows from electrification, industrial load, and AI data centers, independently reviewed operating data can help customers distinguish which storage assets are built to deliver dependable, flexible capacity at scale.
The information presented herein is a limited excerpt from a broader report and should not be relied upon as a complete representation of the underlying analysis or conclusions. The full report contains material information, including methodology, assumptions, limitations, and additional findings, necessary for a complete understanding of the results. Access to the full report may be requested through Fluence, subject to Fluence’s approval and DNV’s Important Notice and Disclaimer.
About DNV
DNV is an independent assurance and risk management provider, operating in more than 100 countries. Through its broad experience and deep expertise, DNV advances safety and sustainable performance, sets industry standards, and inspires and invents solutions.
Whether assessing a new ship design, qualifying technology for a floating wind farm, analyzing sensor data from a gas pipeline, or certifying a food company’s supply chain, DNV enables its customers and their stakeholders to manage technological and regulatory complexity with confidence.
Driven by its purpose, to safeguard life, property, and the environment, DNV helps its customers seize opportunities and tackle the risks arising from global transformations. DNV is a trusted voice for many of the world’s most successful and forward-thinking companies.
DNV in the Energy Industry
DNV provides assurance to the entire energy value chain through its advisory, monitoring, verification, and certification services. As the world’s leading resource of independent energy experts and technical advisors, the assurance provider helps industries and governments to navigate the many complex, interrelated transitions taking place globally and regionally, in the energy industry. DNV is committed to realizing the goals of the Paris Agreement, and supports customers to transition faster to a deeply decarbonized energy system.
dnv.com
About Fluence
Fluence Energy, Inc. (Nasdaq: FLNC) is a global market leader delivering intelligent energy storage and optimization software for renewables and storage. The Company’s solutions and operational services are helping to create a more resilient grid, from powering the next generation of AI-driven data centers to unlocking the full potential of renewable portfolios. With gigawatts of projects successfully contracted, deployed, and under management across nearly 50 markets, the Company is transforming the way we power our world for a more sustainable future.
For more information, visit our website, or follow us on LinkedIn or X. To stay up to date on the latest industry insights, sign up for Fluence’s Full Potential Blog.
Cautionary Note Regarding Forward-Looking Statements
The statements contained in this press release that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. These forward-looking statements include, without limitation, statements related to operational performance of Fluence systems, anticipated future availability of Fluence systems, and Fluence customers’ financial and operational impact from projected and actual availability of Fluence systems and operational performance. Such statements can be identified by the fact that they do not relate strictly to historical or current facts. When used in this press release, words such as “may,” “possible,” “will,” “should,” “seeks,” “expects,” “plans,” “anticipates,” “grows,” “could,” “intends,” “targets,” “projects,” “contemplates,” "commits", “believes,” “estimates,” “predicts,” “potential” or “continue” or the negative of these terms or other similar expressions and variations thereof and similar words and expressions are intended to identify such forward-looking statements, but the absence of these words does not mean that a statement is not forward-looking.
The forward-looking statements contained in this press release are based on our current expectations and beliefs concerning future developments, as well as a number of assumptions concerning future events, and their potential effects on our business. These forward-looking statements are not guarantees of performance, and there can be no assurance that future developments affecting our business will be those that we have anticipated. These forward-looking statements are subject to a number of risks, uncertainties, and other important factors that could cause actual results to differ materially from those in the forward-looking statements, including, but not limited to, events and incidents relating to storage, delivery, installation, operation, maintenance, and shutdowns of products; and other important factors set forth in filings we make with the Securities and Exchange Commission from time to time. New risks and uncertainties emerge from time to time and it is not possible for us to predict all such risk factors, nor can we assess the effect of all such risk factors on our business or the extent to which any factor or combination of factors may cause actual results to differ materially from those contained in any forward-looking statements. Should one or more of these risks or uncertainties materialize, or should any of the assumptions prove incorrect, actual results may vary in material respects from those projected in these forward-looking statements. You are cautioned not to place undue reliance on any forward-looking statements made in this press release. Each forward-looking statement speaks only as of the date of the particular statement, and we undertake no obligation to publicly update or revise any forward-looking statements to reflect events or circumstances that occur, or which we become aware of, after the date hereof, except as otherwise may be required by law.
Media Contact
Shayla Ebsen, Director of Communications
Email: [email protected]
Phone: +1 (605) 645-7486
Analyst Contact
Chris Shelton, Vice President of Investor Relations and Sustainability
Email: [email protected]
ARLINGTON, Va., June 11, 2026 (GLOBE NEWSWIRE) -- Fluence Energy, Inc. ("Fluence") (NASDAQ: FLNC), a global market leader delivering intelligent energy storage systems, services, and asset optimization software, today released its fiscal year 2025 Sustainability Report (the “Report”), covering the period from October 1, 2024, to September 30, 2025.
Now in its fourth year of publication, the Report outlines Fluence’s progress across a wide range of environmental, social, and governance (ESG) initiatives and presents the Company’s sustainability roadmap, which includes plans to strengthen transparency, improve environmental performance across its value chain, and advance responsible and resilient business practices.
“Our mission to transform the way we power our world has never been more urgent, as the need for reliable, flexible, and resilient grids grows stronger every day,” said Julian Nebreda, President and Chief Executive Officer. “Energy storage is playing an increasingly pivotal role in meeting new power demands across global markets, including from the digital infrastructure driving artificial intelligence. We are helping our customers address mission-critical requirements for power quality, reliability, and cybersecurity, while delivering solutions that support faster grid integration, greater energy efficiency, and more sustainable outcomes for the communities we serve.”
Highlights from the 2025 Sustainability Report include:
Establishment of Fluence’s first baseline for Scope 1 and 2 greenhouse gas emissions, creating a clear metric for the Company’s operational climate progress.Completion of Fluence’s second report aligned with the Task Force on Climate-related Financial Disclosures (“TCFD”), offering stakeholders greater insight into the Company’s climate strategy and long-term resilience.Recognition in Fluence’s first EcoVadis assessment with a Commitment Badge for demonstrated progress and transparency across its sustainability program.Recognition by Corporate Knights, which named Fluence the #1 most sustainable corporation in the U.S. and ranked the Company #4 worldwide. Fluence’s sustainability strategy supports several United Nations Sustainable Development Goals and is prepared in alignment with globally recognized frameworks, including the Global Reporting Initiative (“GRI”), the Sustainability Accounting Standards Board (“SASB”), and TCFD. The Company also maintains its ongoing annual commitment to the United Nations Global Compact (UNGC).
To download the Fluence Fiscal Year 2025 Sustainability Report, visit Fluence’s website.
About Fluence
Fluence Energy, Inc. (Nasdaq: FLNC) is a global market leader delivering intelligent energy storage and optimization software for renewables and storage. The Company's solutions and operational services are helping to create a more resilient grid, from powering the next generation of AI-driven data centers to unlocking the full potential of renewable portfolios. With gigawatts of projects successfully contracted, deployed, and under management across nearly 50 markets, the Company is transforming the way we power our world for a more sustainable future.
For more information, visit our website, or follow us on LinkedIn or X. To stay up to date on the latest industry insights, sign up for Fluence's Full Potential Blog.
Cautionary Note Regarding Forward-Looking Statements
The statements contained in this press release that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. These forward-looking statements include, without limitation, statements regarding our future business expectations, plans and objectives and our sustainability plans, goals, initiatives, and programs. Such statements can be identified by the fact that they do not relate strictly to historical or current facts. The forward-looking statements contained herein are based on our current expectations and beliefs, as well as a number of assumptions concerning future events, and their potential effects on our business. These forward-looking statements are not guarantees of performance, and there can be no assurance that future developments affecting our business will be those that we have anticipated. These forward-looking statements involve a number of risks, uncertainties (some of which are beyond our control) or other assumptions that may cause actual results or performance to be materially different from those expressed or implied by these forward-looking statements, which include, but are not limited to, regulatory changes in jurisdictions in which we operate and other factors set forth in filings we make with the Securities and Exchange Commission from time to time. New risks and uncertainties emerge from time to time and it is not possible for us to predict all such risk factors. Should one or more of these risks or uncertainties materialize, or should any of the assumptions prove incorrect, actual results may vary in material respects from those projected in these forward-looking statements. You are cautioned not to place undue reliance on any forward-looking statements made in this press release. Each forward-looking statement speaks only as of the date of the particular statement, and we undertake no obligation to publicly update or revise any forward-looking statements to reflect events or circumstances that occur, or which we become aware of, after the date hereof, except as otherwise may be required by law.
Media Contact
Shayla Ebsen, Director of Communications
Email: [email protected]
Phone: +1 (605) 645-7486
Analyst Contact
Chris Shelton, Vice President of Investor Relations and Sustainability
Email: [email protected]
Supporting his choice, the company disclosed on June 1 that its Data Center Solutions Business Unit generated $302.7 million in revenue for calendar year 2025.
Microchip Technology CEO Steve Sanghi said the unit is on pace to grow roughly 65% in calendar year 2026, implying approximately $500 million in annual revenue from the segment alone.
On May 7, Microchip Technology also reported better-than-expected fourth-quarter financial results and issued strong first-quarter guidance. Microchip Technology reported quarterly earnings of 57 cents per share. It beat the analyst consensus estimate of 51 cents per share. The company reported quarterly sales of $1.311 billion, which beat the analyst consensus estimate of $1.263 billion.
Cramer said Fluence Energy, Inc. (NASDAQ:FLNC) has to make money.
According to recent news, Fluence Energy announced on May 12 a secondary offering of 20 million Class A shares by selling stockholders.
Price Action Fluence Energy shares gained 12.3% to settle at $24.28 on Thursday. Microchip Technology shares rose 5.7% to close at $92.94. Photo via Shutterstock
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