July 1, 2026
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…
tsla$407.76+0.2976%
acb$2.71+0.3704%
tlry$4.42+0.6834%
trn$35.69+2.4691%
cco$2.4-0.4149%
clf$9.40%
eaf$5.89+2.2569%
rio$90.54+1.1733%
x$NA+NA%
csiq$15.02+0.2001%
dq$12.37+0.815%
fslr$227.83-0.2932%
jks$15.8+0.894%
sedg$55.18+0.767%
fmgA$18.47+1.9879%
nio$4.780%
lcid$5.55-4.8027%
rivn$17.48-3.532%
nue$227.37+2.2899%
stld$228.42+2.8641%
