Financial PerformanceThe stock didn’t react well to earnings due to concerns about the backend-loaded nature of F2025 revenue.
Operational ConcernsA large fire occurred at Vistra’s Moss Landing Power Plant, with FLNC having been the engineering contractor on Phase I, raising concerns about potential involvement.
Strategic ChallengesIn the absence of anticipated policy changes, Fluence's investment in domestic production might appear less strategic and could make Fluence systems more expensive.