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In a comparison of two alternate energy stocks, Bloom Energy (BE) emerges as the more attractive investment despite Fluence Energy's (FLNC) lower valuation. BE benefits from stronger price performance, consistent earnings beats, and growing demand from AI data centers, while FLNC faces manufacturing delays, guidance cuts, and battery oversupply concerns.
The article compares two energy storage companies: Bloom Energy, a mature fuel cell provider with strong partnerships and profitability, and Eos Energy Enterprises, an emerging zinc-based battery manufacturer with explosive revenue growth but significant losses. Despite Bloom's higher valuation multiples, Eos is recommended for its attractive P/S ratio, recent business advances, and strong 2026 pipeline, while Bloom benefits from the AI datacenter boom with expected 85% revenue growth.
Fluence Energy (NASDAQ: FLNC) stock plummeted 15% on September 17, 2026, after revealing significant operational issues at its Houston manufacturing facility, including problems with automated welding processes and a shift to manual welding. The company also slashed 2026 revenue guidance by $600 million and fired its Chief Product Officer. Hagens Berman has launched an investigation into whether the company failed to adequately disclose these problems to investors.