We just covered it Next SanDisk: 9 Potential AI Breakthrough Stocks You Shouldn’t Miss. Fluence Energy (NASDAQ:FLNC) ranks #4 (see Next SanDisk: 5 Potential AI Breakthrough Stocks You Shouldn’t Miss).
Number of hedge fund investors: 31
Fluence Energy (NASDAQ:FLNC) is a battery energy storage company that sells large-scale battery solutions for grid stabilization, software platforms and maintenance services to utilities, renewable energy developers and increasingly large data center operators that are building artificial intelligence infrastructure. Its primary clients are utilities managing the variability of renewable energy sources, independent power producers developing battery storage projects, and hyper-scalable technology companies such as those driving the artificial intelligence revolution. Retail investors believe stocks like SanDisk could be the next winner because the power supply has become a critical, ugly bottleneck in the AI revolution — the one thing hyperscalars can’t easily solve with additional software or algorithms.
The real opportunity, according to Bykov, is that energy supply has become a major bottleneck for AI. Data centers need huge, reliable megawatts of power at times when the existing grid simply cannot provide it, and Fluence Energy (NASDAQ:FLNC) is positioning itself as a company that solves this problem with bundled solutions that combine batteries, control systems, software platforms and service agreements.
Fluence Energy ( NASDAQ:FLNC ) has made major deals with hyperscalers and has a backlog of about $5.6 billion, covering its entire fiscal 2026 revenue forecast. Fluence also generates a recurring revenue stream through software subscriptions, service agreements and warranties.
While we recognize FLNC’s potential as an investment, we believe some AI stocks offer greater upside potential and lower downside risk. If you’re looking for highly undervalued AI stocks that could also benefit significantly from Trump-era tariffs and the onshore trend, check out our free report on best short term artificial intelligence stocks.
READ MORE: 33 stocks that should double in 3 years and Cathie Wood Portfolio 2026: Top 10 Stocks to Buy.
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