It's been a pretty great week for Fluence Energy, Inc. (NASDAQ:FLNC) shareholders, with its shares surging 11% to US$16.25 in the week since its latest third-quarter results. Fluence Energy beat expectations by 4.4% with revenues of US$483m. It also surprised on the earnings front, with an unexpected statutory profit of US$0.01 per share a nice improvement on the losses that the analysts forecast. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

View our latest analysis for Fluence Energy

Taking into account the latest results, the current consensus from Fluence Energy's 24 analysts is for revenues of US$3.94b in 2025. This would reflect a major 84% increase on its revenue over the past 12 months. Fluence Energy is also expected to turn profitable, with statutory earnings of US$0.65 per share. In the lead-up to this report, the analysts had been modelling revenues of US$3.92b and earnings per share (EPS) of US$0.62 in 2025. So the consensus seems to have become somewhat more optimistic on Fluence Energy's earnings potential following these results.

The consensus price target was unchanged at US$27.54, implying that the improved earnings outlook is not expected to have a long term impact on value creation for shareholders. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. There are some variant perceptions on Fluence Energy, with the most bullish analyst valuing it at US$47.00 and the most bearish at US$15.00 per share. With such a wide range in price targets, analysts are almost certainly betting on widely divergent outcomes in the underlying business. With this in mind, we wouldn't rely too heavily the consensus price target, as it is just an average and analysts clearly have some deeply divergent views on the business.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. It's clear from the latest estimates that Fluence Energy's rate of growth is expected to accelerate meaningfully, with the forecast 63% annualised revenue growth to the end of 2025 noticeably faster than its historical growth of 39% p.a. over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 8.0% annually. Factoring in the forecast acceleration in revenue, it's pretty clear that Fluence Energy is expected to grow much faster than its industry.

The Bottom Line

The most important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards Fluence Energy following these results. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. The consensus price target held steady at US$27.54, with the latest estimates not enough to have an impact on their price targets.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have estimates - from multiple Fluence Energy analysts - going out to 2026, and you can see them free on our platform here.

However, before you get too enthused, we've discovered 2 warning signs for Fluence Energy that you should be aware of.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.