• Fluence Energy, Inc. previously announced it will supply its Gridstack Pro energy storage solution for the Pioneer Clean Energy Center in Yuma County, Arizona, a 300 MW ac solar plus 300 MW / 1,200 MWh battery project under a long-term tolling agreement.
• The use of U.S.-manufactured components in Gridstack Pro positions Fluence at the heart of domestically sourced grid-scale storage, aligning it directly with U.S. energy security and local content goals.
• We’ll now examine how securing the Pioneer Clean Energy Center deal, with its U.S.-manufactured storage components, affects Fluence’s investment narrative.

Find companies with promising cash flow potential yet trading below their fair value.

Fluence Energy Investment Narrative Recap

To own Fluence, I think you need to believe grid-scale storage can become a large, sustainable business for the company, while it works toward consistent profitability and manages policy and supply chain uncertainty. The Pioneer Clean Energy Center win reinforces Fluence’s positioning in U.S.-manufactured, utility-scale storage, but it does not remove the near term risk around contract timing and revenue realization stemming from tariffs and trade policy shifts.

The Pioneer announcement sits alongside earlier news that Fluence’s Winchester project in Arizona will also use Gridstack Pro 5000 with domestic content. Together, these projects highlight how Fluence is building a U.S.-centric storage footprint that could matter for future backlog conversion and its upcoming Q1 2026 results on February 4, especially as investors weigh order quality and the impact of domestic sourcing on margins.

But even with these U.S.-made wins, investors should be aware that...

Fluence Energy's narrative projects $4.2 billion revenue and $97.9 million earnings by 2028.

Uncover how Fluence Energy's forecasts yield a $17.13 fair value, a 33% downside to its current price.

Exploring Other Perspectives

Six Simply Wall St Community members currently place Fluence’s fair value between US$16.95 and US$26.00, showing how far individual views can stretch. Against that backdrop, the risk that tariff and trade policy uncertainty could delay contract execution and revenue recognition may be an important lens for you to compare these different viewpoints and decide which assumptions feel most realistic.

Explore 6 other fair value estimates on Fluence Energy - why the stock might be worth as much as $26.00!

Build Your Own Fluence Energy Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Fluence Energy research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Fluence Energy research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Fluence Energy's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.