Fluence Energy stock price target raised to $14 from $12 at Morgan Stanley

Published 26/11/2025, 16:10
Fluence Energy stock price target raised to $14 from $12 at Morgan Stanley

Investing.com - Morgan Stanley raised its price target on Fluence Energy Inc. (NASDAQ:FLNC) to $14.00 from $12.00 on Wednesday, while maintaining an Equalweight rating on the energy storage company’s stock. This target remains below the analyst high target of $25, according to InvestingPro data.

The price target adjustment represents a 16.7% increase from the investment bank’s previous valuation of the company, which specializes in energy storage products and services. Despite this increase, the stock currently trades at $18.47, significantly above Morgan Stanley’s target and appears overvalued according to InvestingPro’s Fair Value assessment.

Morgan Stanley cited a larger-than-expected total addressable market (TAM) for data centers as the primary reason for the price target increase.

Despite the higher price target, the firm maintained its Equalweight rating, indicating a neutral stance on the stock’s potential performance relative to the sector over the next 12-18 months.

Morgan Stanley noted it would consider a more positive outlook on Fluence Energy if there were indications that the company’s margin structure could "expand more meaningfully from thin current levels." This concern is validated by InvestingPro data showing the stock has experienced a remarkable 243% price increase over the past six months despite analysts not anticipating profitability this year. Discover 8+ additional ProTips and comprehensive analysis in the Pro Research Report available for FLNC and 1,400+ other stocks.

In other recent news, Fluence Energy reported its fourth-quarter earnings for 2025, which revealed a significant shortfall in both earnings per share and revenue compared to market expectations. The company posted an EPS of $0.13, missing the anticipated $0.21, and reported revenue of $1.04 billion, falling short of the forecasted $1.39 billion. Despite these misses, the company experienced a notable rise in its stock price. In response to these financial results, Jefferies upgraded Fluence Energy’s stock rating from Underperform to Hold, citing improved gross margins and adjusted EBITDA. Jefferies also raised its price target for the company to $16.00 from $11.00. Canaccord Genuity maintained a Buy rating and significantly increased its price target to $25.00, reflecting optimism about the company’s position in the global energy storage sector. Additionally, RBC Capital raised its price target to $10.00 from $9.00, maintaining a Sector Perform rating, following what it described as a solid fiscal fourth quarter, despite some revenue being deferred to fiscal year 2026.

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