FLNC Stock Extends Rally Overnight On Nvidia Partnership: Retail Calls It Next Bloom Energy

• As part of the deal, Fluence Energy will provide battery energy storage systems to help the AI factories operate reliably.
• FLNC stock clocked its best gains on record and rose in the overnight session on Monday. 
• Retail investors eyed a further upside in the stock, with some comparing it to Bloom Energy.

Shares of Fluence Energy Inc. (FLNC) soared more than 43% on Monday, marking the stock’s highest single-day gain on record, and extended gains after hours as the company was identified as a key partner in a new AI factory reference architecture built around Nvidia Corp.’s (NVDA) Vera Rubin platform.

Retail interest in the company soared following the announcement, with message volumes surging a whopping 30,300% in the past 24 hours, according to Stocktwits data.

Investors are eyeing further upside in the stock’s price, with some users comparing it to clean-technology company Bloom Energy Corp. (BE).

Fluence, Nvidia Partnership

Fluence Energy was named the exclusive energy storage partner in a new AI factory reference architecture developed by Nvidia, in collaboration with Siemens, for data centers powered by Nvidia's Vera Rubin platform.

As part of the deal, Fluence will supply its SmartStack battery energy storage system to provide backup power, grid support, demand response, and load-smoothing capabilities to help the AI data centers operate reliably.

Siemens’ reference design will provide an end-to-end electrical, power and controls solution, spanning the complete path from the utility connection to medium-voltage distribution, modular low-voltage power blocks, and to the rack interface.

“Our Smartstack platform is central to this new architecture, transforming the grid into an accelerator for compute,” Fluence Energy CEO Jeff Monday said in a statement.

While the partnership does not include exclusive terms or immediate revenue commitments, it positions Fluence to benefit from growing investment in AI data center infrastructure, building on the company's recent supply agreements with hyperscale customers.

Canaccord Genuity reiterated a ‘Buy’ rating on the company’s shares following the announcement and maintained a $28 price target on Fluence Energy, according to a report from Investing.com.

FLCN Stock: Retail Stance

On Stocktwits, retail sentiment around FLNC shares jumped from ‘bearish’ to ‘extremely bullish’ territory over the past 24 hours amid ‘extremely high’ message volumes.

One bullish investor compared the stock to Bloom Energy. “Easy 2X-3X👇next $BE. The backlog is probably the strongest part of the Fluence Energy story right now,” the user said.

Another bullish user touted the massive upside potential the company has. “this has only a 4b market cap. Such a pure play with 10-20x upside,” the user said.

A third user said, “The next 10x in the making for $20. See you at $200 by August.”

FLNC stock has rallied more than 511% in the past 12 months. Meanwhile, BE stock has skyrocketed by more than 1,396% over the same period, driven higher by the AI data center boom.

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