Fluence Energy(US:FLNC) 智通财经网·2025-11-27 06:52Core 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]