What Happened?
Shares of electricity storage and software provider Fluence (NASDAQ: FLNC) jumped 6% in the morning session after the stock reacted to a positive analyst rating which signaled confidence in the company.
The upward move followed a new price target from a Barclays analyst on July 17, 2025, which suggested a potential upside for the stock. This vote of confidence came just days after Mizuho also raised its price target on the company to $10, despite downgrading the stock to Neutral. Investor sentiment may have also been bolstered by a series of recent business wins.
On July 15, Fluence announced it was selected by VERBUND to build large-scale battery storage projects in Germany. Earlier in the month, on July 7, the company revealed it was chosen by AMPYR Australia for a 300 MW battery energy storage project. These back-to-back announcements highlighted the growing demand for Fluence's energy storage products and services.
Is now the time to buy Fluence Energy? Access our full analysis report here, it’s free.
What Is The Market Telling Us
Fluence Energy’s shares are extremely volatile and have had 62 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.
The previous big move we wrote about was 3 days ago when the stock gained 5.5% on the news that the company was selected by VERBUND, a major European electricity producer, to build two large-scale battery-based storage systems in Germany. The projects will have a combined output of over 92 megawatts (MW) and a storage capacity of 186 megawatt-hours (MWh). These battery energy storage systems are designed to help stabilize the German electricity grid by balancing fluctuations from renewable energy sources like wind and solar. The deal reinforces Fluence's position in the growing European energy storage market. For VERBUND, the projects are a significant step toward its goal of installing 1 gigawatt of storage capacity by 2030. This news provides a positive catalyst for Fluence, which has faced a challenging market and a recent stock downgrade from Mizuho, although the firm did raise its price target.
Fluence Energy is down 48.4% since the beginning of the year, and at $8.73 per share, it is trading 62.9% below its 52-week high of $23.50 from November 2024. Investors who bought $1,000 worth of Fluence Energy’s shares at the IPO in October 2021 would now be looking at an investment worth $249.29.
Unless you’ve been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) semiconductor stock benefiting from the rise of AI. Click here to access our free report on our favorite semiconductor growth story.
