Fluence Energy, Inc. (NASDAQ:FLNC) Analysts Just Cut Their EPS Forecasts
Today is shaping up negative for Fluence Energy, Inc. (NASDAQ:FLNC) shareholders, with the analysts delivering a substantial negative revision to next year's forecasts. Revenue and earnings per share (EPS) forecasts were both revised downwards, with analysts seeing grey clouds on the horizon.
After this downgrade, Fluence Energy's 19 analysts are now forecasting revenues of US$3.4b in 2027. This would be a huge 29% improvement in sales compared to the last 12 months. Losses are predicted to fall substantially, shrinking 81% to US$0.11 per share. Prior to this update, the analysts had been forecasting revenues of US$4.0b and earnings per share (EPS) of US$0.14 in 2027. So we can see that the consensus has become notably more bearish on Fluence Energy's outlook with these numbers, making a measurable cut to next year's revenue estimates. Furthermore, they expect the business to be loss-making next year, compared to their previous forecasts of a profit.
See our latest analysis for Fluence Energy
The consensus price target fell 29% to US$11.42, implicitly signalling that lower earnings per share are a leading indicator for Fluence Energy's valuation.
One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. We can infer from the latest estimates that forecasts expect a continuation of Fluence Energy'shistorical trends, as the 22% annualised revenue growth to the end of 2027 is roughly in line with the 23% annual revenue growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 15% annually. So although Fluence Energy is expected to maintain its revenue growth rate, it's definitely expected to grow faster than the wider industry.
The Bottom Line
The biggest low-light for us was that the forecasts for Fluence Energy dropped from profits to a loss next year. Unfortunately, analysts also downgraded their revenue estimates, although our data indicates revenues are expected to perform better than the wider market. Given the scope of the downgrades, it would not be a surprise to see the market become more wary of the business.
Still, the long-term prospects of the business are much more relevant than next year's earnings. We have estimates - from multiple Fluence Energy analysts - going out to 2028, and you can see them free on our platform here.
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