智通财经APP获悉，Fluence(FLNC.US)在周三交易中大涨13.24%，自公布第四季度业绩以来两天内涨幅最高达19%。其Q4业绩表现不一，但公司预计2026财年收入将增长50%。杰富瑞分析师朱利安·杜穆林-史密斯将Fluence的评级从"逊于大盘"上调至"中性"，目标价从11美元大幅上调至16美元。他指出，这家能源存储技术公司的利润率"正在改善"，复苏"终于可见"。
杜穆林-史密斯表示，2025财年对Fluence来说是充满挑战的一年，但随着公司接近解决AESC问题以及美国市场出现初步复苏迹象，2026财年的前景"看起来越来越具有吸引力"。
尽管全年新增订单同比下降三分之一，但第四季度数据令人鼓舞：新增订单同比增长21%，在连续三个季度下滑后重返增长轨道;毛利率优于预期;2026财年初步指引中值12%，也高于华尔街10.9%的普遍预期。
"虽仍需取得更多进展，但我们认为Fluence核心美国市场的复苏已步入正轨，宏观逆风基本已成为过去，"杜穆林-史密斯写道。"归根结底，基于终端市场信号的持续改善，我们决定上调评级。"
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