NEW YORK, January 2, 2026, 12:40 ET — Regular session
- Fluence Energy (FLNC) shares rise about 15.7% to $22.88 in midday trading.
- Clean-energy peers Stem and Enphase also climb, while Tesla trades lower.
- Focus turns to next week’s U.S. jobs data and the rate outlook that can move growth stocks fast.
Fluence Energy Inc shares jumped nearly 16% on Friday, outpacing a mixed broader market on the first trading day of 2026.
The move matters because Fluence sits in a rate-sensitive part of the market: companies tied to long-lived infrastructure spending, where higher borrowing costs can quickly compress valuations. U.S. stocks were mixed on Friday as investors weighed what comes next for Federal Reserve policy and the early-January data slate.
A key near-term test is next week’s U.S. labor market data, after the Fed signaled it wanted more clarity on jobs before cutting rates further. “The next Fed Chair is probably going to be much more dovish than Jerome Powell,” said Dennis Dick, chief market strategist at Stock Trader Network. 1
Fluence (FLNC) was up 15.7% at $22.88 by midday, after hitting an intraday high of $22.92. The stock opened at $20.36 and traded as low as $20.18, with about 3.8 million shares changing hands.
Other energy-transition names also advanced. Stem gained about 9.8% and Enphase Energy rose about 7.3%, while Tesla fell about 1.8%.
Fluence supplies grid-scale battery storage products and services, plus software used to manage and optimize renewables and storage assets. The company says it has a presence in 47 markets globally.
The company’s latest major update came on Nov. 24, when it reported fiscal 2025 results and issued fiscal 2026 guidance. Fluence forecast revenue of $3.2 billion to $3.6 billion and adjusted EBITDA of $40 million to $60 million — a profit measure that strips out interest, taxes, depreciation and amortization, plus some non-recurring items — and reported backlog of about $5.3 billion, or contracted work not yet recognized as revenue.
That backdrop leaves investors focused less on today’s tape and more on execution: converting backlog into revenue without giving up margin. For battery-storage integrators, project timing and supply-chain costs can swing quarterly results.
The next company catalyst will be Fluence’s next quarterly report later in the quarter, when investors will look for updates on order intake, gross margin and progress against the 2026 targets. Any read-through on demand for grid storage — especially for renewable-heavy grids — can also move sentiment quickly.
