Fluence Energy stock surges more than 43% after being named exclusive energy storage partner for Nvidia's new AI factory reference architecture

Fluence Energy was designated the exclusive energy storage partner in a new AI factory reference architecture developed by Nvidia in collaboration with Siemens, built around Nvidia's Vera Rubin platform. The company will supply its SmartStack battery energy storage system to provide backup power, grid support, demand response, and load-smoothing capabilities.

FLNC stock rose more than 43% on Monday, its highest single-day gain on record, and extended gains in after-hours trading. Retail investor interest surged, with message volumes jumping 30,300% in the past 24 hours on Stocktwits, and retail sentiment shifted from 'bearish' to 'extremely bullish' territory.

The partnership does not include exclusive terms or immediate revenue commitments, but positions Fluence to benefit from growing investment in AI data center infrastructure building on recent supply agreements with hyperscale customers. Canaccord Genuity reiterated a 'Buy' rating and maintained a $28 price target on the company's shares.