FLNC | StableBread's Newsletter

Fluence Energy (NASDAQ: FLNC)

Energy

Sep 21, 2026

Fluence Loses Its Charge

Fluence Energy is a top-three global battery storage integrator with a record $6.4B backlog, trading at 0.48x the ~$2.9B booked for FY2027. Its fourth guidance cut in 19 months took FY2026 revenue to ~$2.4B and adjusted EBITDA to a ~$200M loss.

CELH

Aug 10, 2026

Six Earnings Updates!

A very busy earnings week across the names from past write-ups. The market mostly traded the headline while the filings told a more specific story.

Energy

Jul 19, 2026

Top-Three BESS Below 1x Sales

Fluence cut guidance twice in one year and still missed. The stock now trades under 1x FY2026 revenue with a record $5.6B backlog, two hyperscaler MSAs, and a spot in NVIDIA's AI factory reference design.