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Fluence Energy Jumps as 2026 Guidance Triggers Broad Analyst Price-Target Raises

Canaccord linked its upgrade to AI-fueled data center power needs.

Overview

  • The company projected fiscal 2026 revenue of $3.2 billion to $3.6 billion and adjusted EBITDA of $40 million to $60 million.
  • Shares rose for a third straight session on Wednesday, closing up 13.24% at $18.99 after the guidance spurred renewed buying.
  • Barclays, Canaccord, Goldman Sachs, Morgan Stanley, Susquehanna, and Jefferies raised price targets, with Canaccord moving to $25 from $10.
  • For context, Fluence reported roughly $2.3 billion in fiscal 2025 sales and $19.5 million in adjusted EBITDA.
  • Commentary from The Motley Fool advised taking analyst targets cautiously because they often reflect shorter time horizons.