Fluence Energy Stock Crashes 22% Overnight After Q3 Miss, Cuts 2026 Revenue Guidance

According to Fiscal AI, Fluence Energy (FLNC) stock crashed over 22% overnight after the battery storage company reported Q3 revenue of $649.8 million and a loss of $0.24 per share, both missing analyst expectations. The company cut its full-year revenue guidance to $2.9-3.1 billion from a prior range of $3.2-3.6 billion, citing manufacturing constraints and construction delays that will defer approximately $400 million in project deliveries to fiscal 2027.

Despite the selloff, retail traders on Stocktwits turned 'extremely bullish,' noting the company's record $6.4 billion backlog and $1.44 billion in new quarterly orders—nearly triple the prior year level. Fluence has captured $850 million in data center-related contracts, benefiting from surging AI infrastructure demand. Traders view the deferral as a timing issue rather than weakening demand.