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Fluence Energy Is the New “Picks and Shovels” Bet for Artificial Intelligence

The overlooked battery stock quietly powering the entire AI boom

•• 1 Min
Fluence Energy Is the New “Picks and Shovels” Bet for Artificial Intelligence

While the market obsesses over the next trillion-dollar GPU maker and data-center REITs trade at forty times revenue, a far less glamorous corner of the AI revolution is starting to wake up. Fluence Energy (NASDAQ: FLNC), the Siemens- and AES-backed leader in grid-scale battery storage, closed yesterday at $24.05 after a blistering four-day run that added more than 24% to its share price. For anyone paying attention, the move makes perfect sense: artificial intelligence doesn’t run on hype; it runs on electricity, and the world is suddenly realizing it doesn’t have nearly enough stable power to feed the coming wave of hyperscale data centers.

BloombergNEF estimates that power demand from AI data centers alone will quadruple over the next decade, even as renewable generation is set to double by 2030. Solar and wind are wonderful until the sun sets or the wind dies, which is exactly why utility-scale storage is moving from nice-to-have to mission-critical. Fluence builds the big batteries that keep the grid alive when nature takes a coffee break, and it already counts Amazon, Google, and Meta among its repeat customers.

The company turned its first full-year profit in fiscal 2024, posted record adjusted EBITDA in its most recent quarter, and still trades at roughly 1.2 times next-twelve-months sales. Compare that to almost any other name with “AI” attached to it and the word “undervalued” feels like an understatement. The forward P/E of 93 that scares some investors is simply the market pricing in the explosive growth that is now visibly underway rather than the sleepy 2022 version of the story.

What separates Fluence from the pack isn’t just hardware. Its software platform, Fluence OS, lets grid operators and data-center owners monitor, optimize, and monetize stored energy in real time, turning batteries into profit centers instead of cost centers. That combination of industrial-grade engineering (thanks, Siemens) and decades of grid experience (thanks, AES) has created a moat most pure-play storage startups can only dream about.

The decision to bring manufacturing back to the United States caused short-term headaches and a few delayed shipments last year, but it now looks prophetic. With tariffs on Chinese batteries firmly in place and data-center operators increasingly paranoid about supply-chain security, Fluence’s Arizona and Utah factories are filling up with orders faster than analysts can raise estimates.

Hedge funds have been slow to warm up; only twenty-three portfolios owned the stock at the end of Q2 2025, down slightly from the prior quarter. That lack of crowding leaves plenty of room for institutional money to rotate in once the narrative shifts from “expensive clean-tech name” to “essential AI infrastructure play.” When that happens, the current $4.2 billion market cap will start to look comically small.

The bears will rightly point out execution risk, potential subsidy changes, and competition from Tesla’s Megapack business. Fair points, but Tesla itself has proven that energy can become a multi-hundred-billion-dollar segment when paired with software and scale. Fluence is further along in pure-play storage than Tesla Energy was at a comparable stage, and it’s doing it without the distraction of building cars, robots, or tunnels to Mars.

Put simply, every megawatt of new AI compute needs roughly half a megawatt-hour of flexible storage to stay reliable. Do the math on a million-megawatt buildout and you start to understand why patient investors are suddenly very interested in a company most people still can’t pronounce.

Fluence won’t make the front page of the tech blogs tomorrow, and that’s exactly why the opportunity exists today. While the crowd fights over the last few points of upside in chips and cloud, the quiet leaders building tomorrow’s power grid are just getting started.

Sources:

  • Insider Monkey, “Fluence Energy, Inc. (FLNC): A Bull Case Theory” by Ricardo Pillai, published December 4, 2025
  • Capitalist Letters Substack, bullish thesis by Oguz Erkan (original source referenced in the Insider Monkey article)
  • Fluence Energy fiscal 2024 earnings release and investor presentation
  • BloombergNEF Electric Vehicle Outlook and Energy Storage Outlook 2025
  • Yahoo Finance pricing and valuation data as of market close December 5, 2025

Disclosure: The author does not currently hold a position in Fluence Energy (FLNC) or any related securities. This article is for informational purposes only and does not constitute investment advice.

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