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Opinions Nick Mersch, CFA
Fluence EnergyFLNCPAST TOP PICKMay 13, 2026
$22.00
Stock price when the opinion was issued
$23.71
As of Jun 12, 2026. Market Open.
Energy
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TOP PICK
They make large batteries and benefit from the data centre build. Customers are utilities, particularly wind and solar which need storage.
Nick Mersch, CFAOwned
Energy
(Note the short timeframe.) Thesis still makes sense, but you have to pick the dominant player. Q1 had weak margins. Q2 was last week with weak revenue but used the magic words "signed a deal to supply hyperscalers", which the market loves. Backlog jumped.
Why he sold.... The company moved a huge amount of shares from the corporation to its pension fund. He knew what was about to happen: the shares would be sold. And there are more on the block. Even if you believe in the long-term story for a company, you have to look what's happening with stocks coming up for sale. Avoid for now.