Fluence Energy's Focus Shifts to Growing Data Center Opportunity, RBC Says
Idag, 18:53
12:53 PM EDT, 05/11/2026 (MT Newswires) -- Fluence Energy (FLNC) posted a fiscal Q2 miss but focus is shifting toward its master supply agreements with hyperscalers, which ramped the data center pipeline by 30% quarter-over-quarter, RBC Capital Markets said in a Monday research note.
The agreements represent a multi-year revenue opportunity and support longer term visibility, analysts wrote.
Given data center order lead times, RBC said it sees limited room for revenue upside in 2027, while 2028 should be the focal point for data center deliveries.
The brokerage said it reiterated its sector perform rating on the stock and boosted its price target to $16 per share from $12.
Price: 26.69, Change: +2.53, Percent Change: +10.47
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Fluence Energy's Focus Shifts to Growing Data Center Opportunity, RBC Says
Idag, 18:53
12:53 PM EDT, 05/11/2026 (MT Newswires) -- Fluence Energy (FLNC) posted a fiscal Q2 miss but focus is shifting toward its master supply agreements with hyperscalers, which ramped the data center pipeline by 30% quarter-over-quarter, RBC Capital Markets said in a Monday research note.
The agreements represent a multi-year revenue opportunity and support longer term visibility, analysts wrote.
Given data center order lead times, RBC said it sees limited room for revenue upside in 2027, while 2028 should be the focal point for data center deliveries.
The brokerage said it reiterated its sector perform rating on the stock and boosted its price target to $16 per share from $12.
Price: 26.69, Change: +2.53, Percent Change: +10.47
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