China (PRC) | Alternative Energy Equity Research Expert Call Key Takeaways: Overseas ESS Outlook We hosted an expert call with Mr. Echo Che from Envision AESC (Unlisted) and discussed the outlook on the overseas ESS market. Key takeaways follow. Demand outlook. The expert expects global ESS installation to be around 360 GWh (125 GWh) in 2026, or +35% YoY. The main drivers of this expansion would be the United States, Australia, and the Middle East, while Europe is projected to grow at a much slower pace, li ...

Fluence among top three providers worldwide based on installed and contracted capacityARLINGTON, Va., Dec. 11, 2025 (GLOBE NEWSWIRE) -- Fluence Energy, Inc. (“Fluence”) (NASDAQ: FLNC), a global market leader delivering intelligent energy storage systems, services, and asset optimization software, has been recognized as one of the top three battery energy storage system providers worldwide in the newly released S&P Global Commodity Insights 2025 Battery Energy Storage System Integrator Report. The independen ...

The share price of Fluence Energy, Inc. (NASDAQ:FLNC) surged by 22% between November 28 and December 5, 2025, putting it among the Energy Stocks that Gained the Most This Week. Fluence Energy (FLNC) Continued to Gain Amid Bullish Analyst Sentiment Fluence Energy, Inc. (NASDAQ:FLNC) is a global market leader delivering intelligent energy storage and optimization software for renewables and storage. Fluence Energy, Inc. (NASDAQ:FLNC) continued to shoot up despite posting lower-than-expected results for it ...

Core Insights - Varco Energy and Fluence Energy UK Ltd. have successfully launched Phase 1 of the Sizing John Battery Energy Storage System (BESS), marking a significant step in the UK's energy transition [1][3] - The project, located in a grid-constrained area near Liverpool, will expand to a total capacity of 142.5 MW / 348.5 MWh with the completion of Phase 2 [2][5] Project Details - Phase 1 has a capacity of 57 MW / 137.5 MWh and is designed for a duration of 2.4 hours, one of the longest for operational battery projects in the UK [2][4] - Phase 2 will add an additional 85.5 MW / 201 MWh, with construction already underway and expected to be operational by Q4 2026 [2][5] Technological Impact - The Sizing John project aims to enhance grid stability and support renewable energy integration, addressing local supply and demand imbalances [4][5] - Fluence's Gridstack solution powers Phase 1, while Phase 2 will utilize the next-generation Gridstack Pro 5000, which includes advanced grid-forming capabilities [5][6] Strategic Importance - The project is positioned as a critical asset in the UK's efforts to transition to a net-zero future, particularly in light of recent grid stability challenges highlighted by events like the Iberian blackout [6][7] - Varco Energy plans to energize an additional 250 MW of assets in the UK over the next eighteen months, with a further 275 MW in its pipeline [8]

Core Insights - Fluence Energy, Inc. (NASDAQ:FLNC) experienced a significant share price increase of 22% week-on-week, driven by positive coverage from seven investment firms [1][2] - UBS raised its price target for Fluence Energy by 175% to $22 from $8, maintaining a "neutral" stance [1] - Citigroup also increased its price target by 167% to $20 from $7.50, reflecting strong growth potential compared to peers [2] Analyst Ratings - Jefferies upgraded its price target for Fluence Energy by 45% to $16 from $11, while Goldman Sachs raised its target by 33% to $20 from $15 [3] - Susquehanna increased its price target by 17.6% to $20 from $17, and Morgan Stanley raised its target by 16.7% to $14 from $12 [4] - Canaccord was the most bullish, raising its price target by 150% to $25 from $10 while maintaining a "buy" recommendation [3]

We recently published 10 Stocks With Effortless 14-25% Gains. Fluence Energy, Inc. (NASDAQ:FLNC) is one of the best performers on Thursday. Fluence Energy soared by 17.58 percent on Thursday to finish at $23.34 apiece as investors took heart from two investment firms’ whopping price target upgrades for its stock. In a market note, UBS raised its price target for Fluence Energy, Inc. (NASDAQ:FLNC) by 175 percent to $22 from $8 previously, while reaffirming its “neutral” stance. According to UBS, the upgr ...

We came across a bullish thesis on Fluence Energy, Inc. on Capitalist Letters’s Substack by Oguz Erkan. In this article, we will summarize the bulls’ thesis on FLNC. Fluence Energy, Inc.'s share was trading at $19.39 as of December 1st. FLNC’s forward P/E was 93.46 according to Yahoo Finance. Microvast (MVST) Soars to Fresh Record on China Lithium Battery Restrictions Photo by Kumpan Electric on Unsplash As investors crowd into data center and semiconductor stocks as the “picks and shovels” of the AI bo ...

Core Insights - Fluence Energy, Inc. (NASDAQ:FLNC) has seen a significant stock price increase of 13.24% to close at $18.99, driven by positive ratings and price target upgrades from multiple investment firms [1][3] Analyst Ratings and Price Target Upgrades - Canaccord raised its price target for Fluence Energy by 150% to $25 from $10, maintaining a "buy" recommendation due to expected benefits from strengthening energy demand [2] - Jefferies increased its price target by 45% to $16 from $11, citing an improving outlook for fiscal year 2026 and early signs of recovery [3] - Goldman Sachs raised its price target by 33% to $20 from $15, while Susquehanna upgraded it by 17.6% to $20 from $17 [4] - Morgan Stanley increased its price target by 16.7% to $14 from $12 [4] Financial Performance - Fluence Energy reported a net loss of $48.3 million for the full fiscal period of 2025, compared to a net income of $22.7 million in the same period last year [4] - Revenues increased by 6.25% to $1.7 billion from $1.6 billion year-on-year [5] - The company is targeting revenues of $3.2 billion to $3.6 billion for the next fiscal year, along with adjusted EBITDA of $40 million to $60 million [5]

Core Viewpoint - Fluence (FLNC.US) experienced a significant stock increase of 13.24% on Wednesday, with a total rise of up to 19% since the announcement of its Q4 earnings [1] Financial Performance - The Q4 performance of Fluence was mixed, but the company projects a 50% revenue growth for the fiscal year 2026 [1] - Despite a year-over-year decline of one-third in total new orders, Q4 showed a positive trend with a 21% year-over-year increase in new orders, marking a return to growth after three consecutive quarters of decline [1] - The gross margin exceeded expectations, and the preliminary guidance for fiscal year 2026 indicates a median of 12%, surpassing Wall Street's average expectation of 10.9% [1] Analyst Insights - Jefferies analyst Julian Dumoulin-Smith upgraded Fluence's rating from "Underperform" to "Neutral," raising the target price from $11 to $16 [1] - Dumoulin-Smith noted that the company's profit margins are improving and signs of recovery are finally visible [1] - He indicated that fiscal year 2025 will be challenging for Fluence, but the outlook for fiscal year 2026 appears increasingly attractive as the company nears resolution of AESC issues and initial signs of recovery in the U.S. market emerge [1] Market Outlook - Dumoulin-Smith expressed that the recovery in Fluence's core U.S. market is on track, with macro headwinds largely becoming a thing of the past [1] - The decision to upgrade the rating was based on continuous improvement signals from the end market [1]

Group 1: Semiconductor Industry - Semiconductor stocks showed an upward trend, with Huahong Semiconductor rising 1.24% and SMIC increasing by 1.02%. The semiconductor industry is expected to continue its upward trajectory through 2025, driven by U.S. export controls and China's "14th Five-Year Plan" emphasizing technological self-reliance [1][2] Group 2: Pharmaceutical Sector - Lakai Pharmaceutical saw a significant increase of over 15%, with a cumulative rise of over 40% this month. The company has granted rights for its breast cancer candidate drug LAE002 to Qilu Pharmaceutical for a total transaction amount of 2.045 billion yuan, along with a potential sales commission of 10% to 20% [1] Group 3: Technology and AI - Cambridge Technology experienced a nearly 10% rise, with reports indicating that Meta is in talks with Google to potentially purchase TPUs for its data centers starting in 2027, with a procurement scale potentially reaching several billion dollars [1] - Guohua Tong surged over 14% after Huawei announced the launch of its first chat robot, "Smart Hanhan," priced at 399 yuan, marking Huawei's entry into the smart companionship market [2] - Xiaoma Zhixing reported a revenue increase of 72% year-on-year to 25.4 million USD in Q3 2025, with Robotaxi services growing by 89% [3] Group 4: Consumer Goods and Entertainment - Pop Mart rose over 8% after Sony Pictures acquired the film adaptation rights for Pop Mart's popular IP "Labubu," with plans for a movie series already in development [3] - Yuran Agriculture increased by over 9%, being recognized as the world's largest raw milk supplier with a comprehensive business model covering the entire dairy industry chain [4] Group 5: U.S. Market Movements - Robinhood's stock rose over 10.93% as the company announced the launch of a futures and derivatives exchange, deepening its investment in predictive markets [5] - Oracle's stock increased by 4.02% after Deutsche Bank raised its target price based on the company's growth potential in cloud infrastructure and AI services [6]