Fluence Energy, Inc. (NASDAQ: FLNC) saw its stock plummet 17.27% in pre-market trading on Tuesday following the release of its disappointing third-quarter 2025 financial results. The energy storage technology company reported Q3 revenue of $602.5 million, significantly below the analyst consensus estimate of $760.7 million.

The company attributed the revenue miss to delays in scaling up production at its recently commissioned U.S. manufacturing facilities. Despite the top-line disappointment, Fluence managed to post a profit of $6.9 million, or 1 cent per share, compared to $1.1 million in the same quarter last year. CEO Julian Nebreda commented, "We delivered strong margins this quarter, underscoring the strength of our operating model and improved execution. However, delays in scaling our new manufacturing facilities in the U.S. resulted in lower-than-expected revenue for the quarter."

In response to the production challenges, Fluence reaffirmed its fiscal year 2025 revenue guidance range of $2.6 billion to $2.8 billion but now expects to be at the lower end of that range. The company anticipates recovering the delayed revenue in fiscal 2026 as its new facilities reach targeted production levels. Adding to the negative sentiment, Barclays lowered its price target on Fluence Energy to $8 from $9, while maintaining an Equal Weight rating on the shares. The market's strong negative reaction highlights investor concerns about Fluence's ability to meet near-term growth expectations amid these production challenges.