Market volatility has a mode of putting prime companies connected sale. Two stocks successful precise antithetic industries person taken important hits from their caller peaks. One fiscal titan is down 22% from its caller highest arsenic of March 16. An vigor retention innovator fell 51% from its February high.
Both sell-offs look similar overreactions to short-term sound alternatively than cardinal problems with the underlying businesses. Read connected to spot wherefore 2 longtime Motley Fool contributors spot immense opportunities successful these bearish marketplace reactions.
Will AI make the world's archetypal trillionaire? Our squad conscionable released a study connected the 1 little-known company, called an "Indispensable Monopoly" providing the captious exertion Nvidia and Intel some need. Continue »
Anders Bylund (Fluence Energy): Fluence Energy (NASDAQ: FLNC) stores energy astatine an concern scale. Giant batteries soak up renewable power, past merchandise it erstwhile the grid needs it. Simple concept, messy banal chart.
As of this penning connected March 16, Fluence shares are down 51% from their February peak. What happened? Investors got excited astir information halfway operation opportunities, past threw a tantrum erstwhile those opportunities didn't crook into signed contracts close away.
Here's the thing: The concern is booming.
The "bad" 4th wasn't that bad. Yes, Q1 gross margins disappointed. Two planetary projects had scope changes that added $20 cardinal successful costs. Management says they'll retrieve that money. This intermission is not the aforesaid arsenic "the concern exemplary is broken."
The backlog is enormous. $5.5 billion. Record high. Fully covers FY2026 gross guidance. All the artillery cells needed for 2026? Already contracted.
Leading information halfway operators haven't bought thing yet, and that's really fine. Fluence is talking to hyperscalers astir 36 GWh worthy of projects.
"We are moving done method reviews with them and moving intimately to amusement however our exertion fits their circumstantial needs," CEO Julian Nebreda said connected the net call. "Many of the 36 gigawatt hours of information halfway projects are not yet included successful our pipeline, which represents meaningful upside opportunity."
None of these discussions person converted to orders yet. But these deals instrumentality time. Massive tech companies are moving done method reviews due to the fact that they request retention solutions to get AI information centers connected to the grid faster. The accidental hasn't evaporated, it conscionable hasn't deed the backlog enactment yet.

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