– Sectors – Fluence Energy Inc (FLNC)

August 20, 2026

Fluence Energy, Inc. (FLNC) — Demand Is Not the Problem. Delivery Is. Downgrade to HOLD (High Risk); PT to $12.89 from $26.00

By Gordon L. Johnson II

A record backlog does not pay anyone until it ships. Fluence has to put 47% of its fiscal year through one quarter, out of two factories that just failed, and our rebuilt model says doing…

Fluence Energy, Inc. (FLNC) – Two MSAs, Six Sites, Zero Credit; The Market Sold the Silence; We’re Long the Countdown

By Gordon L. Johnson II

Channel check: a 49-minute conversation yesterday with Chris Shelton, Fluence’s Head of Investor Relations. Reiterate BUY; YE2026 PT $26. Bottom Line. FLNC is down 25% in the nine trading sessions since our 7/1/26 initiation at…

Fluence Energy, Inc. (FLNC) – Batteries Included, Transformers Sold Separately; Initiating at BUY (High Risk); $26/shr Year-End Price Objective

By Gordon L. Johnson II

The grid is short on reserve margin. AI is the reason. Fluence sells the cure — proven batteries, not “PowerPoint” transformers. Trade construction: Own FLNC outright (high-risk long), and/or express it as a relative-value pair…