FLUENCE

Fluence Energy shares fell 3.9% in premarket trading after Barclays cut the rating from “Equal Weight” to “Underweight” and lowered the price target from $16 to $10. Barclays cited growing skepticism that the company can work through its backlog after several operational setbacks. Fluence had already missed Q3 revenue expectations and announced project delays totaling around $400 million due to manufacturing bottlenecks, prompting several analysts to cut their targets and the stock to lose about a quarter of its value last month. The low Barclays target is now almost level with the current share price, signalling little near-term upside. » More on de.investing.com

Fluence Energy shares climbed 8.7% in pre-market trading after UBS raised its rating from "Sell" to "Neutral" and increased the price target from $9.00 to $12.00. In its updated model UBS expects an average annual revenue growth rate of 22% through 2030 and revised adjusted-EBITDA estimates due to revenues being pushed into later years. The upgrade highlights pressure after several analyst cuts and comes as the stock trades at a steep discount to its 52-week high. » More on de.investing.com

Fluence Energy cut 2026 revenue guidance to $2.9–3.1 billion and now expects adjusted EBITDA of about -$10 million instead of previously +$50 million; the cause are delayed project deliveries worth roughly $400 million due to production problems at contract manufacturers. The stock fell in premarket trading, analysts trimmed price targets (including Morgan Stanley, Roth Capital) and the consensus recommendation from about 20 analysts remains “hold”. In a risky market environment and with negative free cash flow and EPS, investor sentiment is fragile until Fluence demonstrates it has fixed the production issues. » More on de.investing.com