Earnings Reports Overview - The current earnings season is nearing its end, with notable companies reporting during the holiday-shortened week [1] - Retail investors are particularly focused on earnings reports from major companies [1] Company-Specific Earnings Reports - WeRide Inc. (NASDAQ:WRD) and LexinFintech Holdings Ltd. (NASDAQ:LX) reported before the market opened on November 24, both showing better-than-expected results, leading to stock price increases [2] - Zoom Communications Inc. (NASDAQ:ZM) is expected to report third-quarter results after the market closes on November 24, with analysts predicting earnings of $1.44 per share and revenue of $1.21 billion [3] - Alibaba Group Holding Ltd. (NYSE:BABA) will release its Q2 earnings report before the market opens on November 25, with expectations of adjusted earnings of 81 cents per share and revenue of $34.43 billion [3] - Retailers Kohl's Corp. (NYSE:KSS) and Best Buy Co. Inc. (NYSE:BBY) are anticipated to provide insights into consumer behavior with their reports on November 25 [4] - Cleanspark Inc. (NASDAQ:CLSK), Dell Technologies Inc. (NYSE:DELL), and Zscaler Inc. (NASDAQ:ZS) are set to report after the market closes on November 25 [5] - Li Auto Inc. (NASDAQ:LI) and EHang Holdings Ltd. (NASDAQ:EH) will report their results before the market opens on November 26, alongside Deere & Co. (NYSE:DE), which has consistently beaten analyst expectations for 12 consecutive quarters [6] Market Schedule - U.S. stock markets will be closed on November 27 for the Thanksgiving holiday [8] - The stock market will have an early closure at 1 p.m. ET on November 28 [9]

Earnings Results - Fluence Energy, Inc. is set to release its fourth-quarter earnings results on November 24, with analysts expecting earnings of 23 cents per share, a decrease from 30 cents per share in the same period last year [1] - The consensus estimate for quarterly revenue is $1.39 billion, compared to $1.23 billion in the previous year [1] Recent Performance - In the third quarter, Fluence Energy reported mixed financial results, leading to a 0.7% decline in share price, closing at $15.40 [2] Analyst Ratings - Roth Capital analyst Justin Clare maintained a Neutral rating and raised the price target from $7 to $17 [4] - B of A Securities analyst Dimple Gosai also maintained a Neutral rating, increasing the price target from $11 to $17 [4] - JP Morgan analyst Mark Strouse kept a Neutral rating and raised the price target from $9 to $10 [4] - Susquehanna analyst Biju Perincheril maintained a Positive rating, increasing the price target from $9 to $17 [4] - Jefferies analyst Julien Dumoulin-Smith maintained an Underperform rating and raised the price target from $5 to $11 [4]

Core Insights - Fluence Energy, Inc. is a prominent player in the energy storage solutions sector, competing with major companies like Tesla and Siemens [1] - The upcoming quarterly earnings report on November 24, 2025, is highly anticipated, with analysts estimating an earnings per share (EPS) of $0.13 and projected revenue of approximately $1.39 billion for the quarter ending September 2025 [1][2] Financial Performance - Despite the expected revenue increase, Fluence Energy is anticipated to report a decline in earnings, with a consensus EPS estimate of $0.13 [2] - The company has a debt-to-equity ratio of 1.01, indicating a slightly higher level of debt than equity, but maintains a current ratio of 1.64, reflecting good liquidity to cover short-term liabilities [3] Market Position - Fluence Energy's performance in the renewable energy sector is closely monitored, as its ability to manage and optimize energy use through its products and services positions it as a key player in the market [2] - The upcoming earnings report is crucial for investors to assess Fluence Energy's market position and financial health, especially as the renewable energy sector continues to evolve [3]

Core Insights - Fluence Energy, Inc. (FLNC) is expected to report quarterly earnings of $0.13 per share, reflecting a decline of 61.8% year-over-year, while revenues are forecasted to reach $1.39 billion, indicating a 13% increase compared to the previous year [1] Earnings Estimates - The consensus EPS estimate has been revised upward by 3% in the last 30 days, indicating a reassessment by covering analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3] Revenue Projections - Analysts predict that revenue from energy storage products and solutions will reach $1.37 billion, representing a year-over-year increase of 13.9% [5] - The estimated revenue from services is projected at $22.42 million, suggesting a slight decline of 0.5% year-over-year [5] Key Metrics - Energy Storage Products and Solutions - Deployed is estimated to be 7,796 megawatts, up from 5,000 megawatts a year ago [6] - Digital Contracts - Asset under Management is projected to reach 27,800 megawatts, compared to 18,300 megawatts in the previous year [6] - Service Contracts - Asset under Management is estimated at 6,622 megawatts, an increase from 4,300 megawatts reported in the same quarter last year [7] Stock Performance - Over the past month, shares of Fluence Energy have returned +10.5%, while the Zacks S&P 500 composite has seen a change of -0.3% [7] - Currently, FLNC holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [7]

The market expects Fluence Energy, Inc. (FLNC) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended September 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on November 24, might help the stock move higher if these key numb ...

Core Insights - Fluence Energy Inc. (NASDAQ:FLNC) is experiencing significant selling pressure, with a 7.33% drop in stock price to $19.21 as investors adjust their portfolios ahead of upcoming earnings results [1][5] - The company is expected to announce its financial results for the fourth quarter of fiscal year 2025 on November 24, 2025 [2] - Fluence has revised its revenue outlook for the full fiscal year to a range of $2.6 billion to $2.8 billion, indicating it will likely only meet the lower end due to slower production expansion at its new US manufacturing facilities [3] Financial Performance - The adjusted EBITDA is projected to be between $0 and $20 million, benefiting from stronger gross margins and overhead cost reductions [5] - Annual recurring revenue is estimated at $145 million [5] Operational Updates - The new manufacturing facilities are expected to reach targeted capacity by the end of the calendar year, which will help ensure timely customer deliveries and enhance Fluence's domestic content position [4]

Group 1: Industry Overview - Fluence and EVE Energy have secured a total of 5GWh of energy storage orders in Europe, driven by energy transition and demand for storage solutions due to negative electricity prices and power outages [2][9] - According to CITIC Securities, Europe is expected to add 165GWh of new installed capacity by 2030, with a compound annual growth rate of approximately 40% from 2024 to 2030, corresponding to a market space of 170 billion yuan [2] Group 2: Fluence Developments - Fluence has partnered with LEAG Clean Power to construct the Giga Battery Jänschwalde 1000 project in Germany, which will have a storage capacity of 1GW/4GWh, making it the largest battery storage project in Europe [3][5] - The project will utilize Fluence's Smartstack™ storage system, integrating power conversion systems and thermal management to enhance grid services and system stability [5] - Fluence has begun mass production of the Smartstack™ storage system in a factory in Vietnam, with an expected annual production capacity of 35GWh [6] Group 3: EVE Energy Developments - EVE Energy has signed a strategic cooperation memorandum with Spanish renewable energy company CEGASA to jointly develop and deploy a total of 1GWh of energy storage projects between 2026 and 2028 [9][11] - The agreement covers various industrial and commercial energy storage projects, with EVE Energy providing advanced battery solutions and technical support to enhance operational efficiency [11] - CEGASA plans to establish a new energy storage system factory and increase its total production capacity to 1.8GWh, collaborating with EVE Energy to accelerate product market entry and ensure reliable battery supply [13][14]

Core Insights - LEAG Clean Power GmbH and Fluence Energy GmbH are collaborating to construct Europe's largest battery energy storage system, a 1 GW / 4 GWh facility in Jänschwalde, Germany, highlighting their leadership in energy technology in Europe [1][3][4] - The GigaBattery Jänschwalde 1000 project aims to enhance energy transition by providing constant energy availability, integrating renewable energy sources, and stabilizing the grid [3][4] Company Overview - LEAG Clean Power GmbH is part of the LEAG Group, which is Germany's second-largest electricity producer and focuses on innovative power projects, including battery storage and renewable energy systems [7][8] - Fluence Energy, Inc. is a global leader in intelligent energy storage and optimization software, with extensive experience in delivering advanced battery storage systems across nearly 50 markets [5][8] Project Details - The GigaBattery Jänschwalde 1000 will utilize Fluence's Smartstack™ technology, designed to provide essential grid services, support energy trading, and enhance Germany's energy security [1][3][4] - The project is characterized by its four-hour storage capability, which is intended to optimize grid connection and stabilize energy supply [4] Industry Impact - The German government has reaffirmed the importance of energy storage in achieving a secure, affordable, and sustainable power system, indicating a supportive regulatory environment for such projects [3] - The collaboration between LEAG and Fluence is positioned as a significant step towards transforming the energy landscape in Germany and Europe, addressing challenges related to renewable energy availability [3][4]

Core Insights - Fluence Energy, Inc. (NASDAQ:FLNC) is experiencing a significant rebound, with a 12% increase in stock price, closing at $20.28 as investors adjust their portfolios ahead of the upcoming fiscal year earnings report [1][3]. Financial Performance - Fluence Energy is set to release its financial and operational highlights on November 24, 2025, with a conference call scheduled for the following morning [2]. - The company provided a revenue outlook of $2.6 billion to $2.8 billion for the full fiscal year, but it is likely to meet the lower end of this range due to slower production ramp-up at new US manufacturing facilities [3]. - Annual recurring revenue is estimated at $145 million, indicating a stable revenue stream [5]. Operational Developments - The newly commissioned manufacturing facilities are expected to reach targeted capacity by the end of the calendar year, which will enhance customer deliveries and strengthen Fluence's domestic content position [4]. - The company is targeting adjusted EBITDA between $0 and $20 million, driven by better-than-expected gross margins and overhead cost reductions [4].

Core Points - Fluence Energy, Inc. will report its earnings for the fourth quarter and fiscal year ended September 30, 2025, on November 24, 2025, after market close [1] - A teleconference to discuss the results will be held on November 25, 2025, at 8:30 a.m. EST, requiring analysts to register in advance [2] - General audience participants can join the teleconference in a listen-only mode via a webcast link or the company's website [3] - A replay of the conference call will be available after 1 p.m. on November 25, 2025, on the company's website [4] Company Overview - Fluence Energy, Inc. is a global leader in intelligent energy storage and optimization software for renewables and storage, contributing to a more resilient grid and maximizing renewable portfolios [5] - The company has successfully contracted, deployed, and managed gigawatts of projects across nearly 50 markets, aiming for a sustainable future [5]