Fluence Energy Shares Plunge 15% After Slashing FY26 Revenue, EBITDA Outlook

Fluence Energy (FLNC) shares dropped 13.9% after lowering its 2026 revenue guidance to $2.4B from $3.0B due to U.S. supply chain issues. Analysts cut price targets following the announcement. The stock is down 66.3% YTD and trades 76% below its 52-week high.

Fluence Energy (FLNC) shares dropped 14% after revising its 2026 revenue outlook to $2.4B from $3B and increasing its adjusted EBITDA loss to $200M. CEO Julian Nebreda cited delays in Houston facility ramp-up. The company is restructuring and appointed Bernerd Da Santos as COO. CFO Ahmed Pasha aims for positive cash flow.

Truist Securities maintained a Hold rating on Fluence Energy with a $10 price target, suggesting a 10.5% upside from the Sep 16 close. The firm cited production delays and increased costs, leading to a 20% reduction in FY2026 guidance and a $200M adjusted EBITDA loss estimate.

Fluence Energy (FLNC) cut its revenue guidance to $2.4B from $3B and expects an adjusted EBITDA loss of $200M due to delays. The stock is oversold, but analysts warn of continued downside risks. Management cites manufacturing bottlenecks and project delays as reasons for the lowered outlook.

Fluence Energy (FLNC) shares fell 16.8% to $7.53 after cutting fiscal 2026 guidance, citing operational delays. Analysts reduced price targets, with RBC lowering theirs to $4. Short interest rose 16.1%, and options activity surged. The stock is down 54.4% year-to-date.

Truist Securities cut Fluence Energy's (FLNC) price target to $10 from $16, citing production delays and logistical issues. The company reduced its 2027 revenue guidance by 20% and now expects a $200M adjusted EBITDA loss. Several analysts, including Goldman Sachs and Piper Sandler, also lowered their targets and ratings.