$FLNC

Fluence Energy (FLNC) reported Q2 revenue of $649.8M, up 7.9% YoY but missing estimates by 18.8%. Its full-year guidance also fell short, causing its stock to drop 43.3% to $8.07. EVgo (EVGO) reported $82.65M in revenue, down 15.7% YoY but beating estimates by 3.5%, with its stock down 23.6% to $1.32. Shoals (SHLS) reported $163.4M in revenue, up 47.4% YoY and beating estimates, with its stock down 9.9% to $8.44.

Sunrun (RUN) reported Q2 revenue of $870M, up 52.8% YoY, beating estimates. Fluence Energy (FLNC) reported $649.8M, up 7.9% YoY, missing estimates. ChargePoint (CHPT) reported $116.1M, up 17.7% YoY, beating estimates. First Solar (FSLR) reported $1.06B, down 3.7% YoY, mixed results. Stocks reacted accordingly.

Fluence Energy (FLNC) faces multiple lawsuits alleging misled investors about production delays and revenue timing. The company reported weaker-than-expected revenue of $649.8M in August 2026, with adjusted gross margin dropping to 5.9%. It also cut fiscal 2026 revenue guidance by $400M and adjusted EBITDA guidance by $60M, citing delayed project deliveries. Analysts project revenues of $4.3B and earnings of $69.2M by 2029, assuming 18% yearly revenue growth.

Generac (GNRC) reported $1.17B in Q2 revenue, up 10.6% YoY, missing estimates by 0.5%. Bloom Energy (BE) saw 166% YoY revenue growth, beating estimates. Fluence Energy (FLNC) missed estimates, with revenue up 7.9% YoY. SolarEdge (SEDG) and EnerSys (ENS) also reported Q2 earnings, with mixed results. Renewable energy stocks collectively declined 4.4% post-earnings.

Fluence Energy director Herman E. Bulls bought 10,000 shares at $7.36 each, totaling $73,600. His ownership now stands at 169,550 shares. FLNC shares are near their 52-week low, down over 60% year-to-date. The company reduced its 2027 revenue guidance by 20%, expecting a $200M loss in adjusted EBITDA. Analysts downgraded FLNC, citing operational issues and cash flow concerns, with price targets ranging from $5 to $10.

EVE Energy and Fluence agreed to a 206 GWh battery supply deal through 2031. Energy Vault acquired 2.3 GW of US battery projects, with 350 MW ready for 2028. Econergy secured €160M for Romanian solar-plus-storage expansion.

Fluence Energy (FLNC) reduced its 2026 revenue guidance to $2.4b from $3.0b due to supply chain issues and delays at its Houston facility. The company's ability to convert demand into revenue is now dependent on resolving these operational challenges. Analysts project revenue of $5.5b and earnings of $218.2m by 2029, with potential upside depending on execution and margin expansion.

Fluence Energy (FLNC) has signed a multiyear supply agreement with EVE Power for batteries, securing volume and pricing for global customer commitments. The deal supports Fluence's supply strategy and cost certainty.

Fluence Energy (FLNC) reported wider-than-expected losses and cut fiscal 2026 revenue guidance due to manufacturing delays, while Bloom Energy (BE) raised its 2026 revenue outlook and expects strong profitability, driven by AI data center demand. FLNC trades at a lower valuation but has underperformed in earnings and stock price. BE has a stronger earnings history and is rated a Strong Buy, while FLNC is rated a Strong Sell.

FuelCell Energy (FCEL) reported Q2 revenue of $33M, down 29.4% YoY, missing estimates. Bloom Energy (BE) saw revenue surge 166% YoY, beating estimates. Fluence Energy (FLNC) missed expectations, while Plug Power (PLUG) and EVgo (EVGO) showed mixed results. Renewable energy stocks collectively beat revenue estimates by 2.4% but faced guidance challenges.