The current average analyst rating on the shares is hold, with 7 strong buy or buy, 13 hold, and 3 sell or strong sell ratings.
The average consensus recommendation for the renewable energy equipment & services peer group is buy. Wall Street's median 12-month price target for Fluence Energy Inc is $18.00, about 14.9% above its August 4 closing price of $15.67. The stock recently traded at 95 times next-12-month earnings, versus a P/E of 112 three months ago.
Full-year 2026 outlook cut on project delays
Fluence cut its full-year fiscal 2026 revenue and adjusted EBITDA outlook due to project delays.
The company now sees fiscal 2026 revenue of $2.9 billion to $3.1 billion, down from . It expects adjusted EBITDA of , down from .
Fluence maintained its annual recurring revenue guidance of $180 million by the end of fiscal 2026.
Q3 revenue missed expectations as margins fell
Fluence Energy said fiscal third-quarter revenue rose year over year but missed analyst expectations, as production delays at new contract manufacturing facilities weighed on results.
The company reported gross profit margin of 5.1%, down from 14.8% a year ago.
Production delays and higher costs pressured margin
Revenue was weaker than expected due to production delays at new contract manufacturing facilities.
The gross margin decline was driven by delayed revenue, initial costs of deploying new product platforms, and upfront costs for a planned long-term battery cell supply agreement.
Order intake for the quarter nearly tripled year over year, led by data center and utility demand.
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