Competitive PressuresRecent results seem to demonstrate FLNC is not benefiting from positive trends in the sector, creating uncertainty around the company's ability to execute as the market becomes more competitive.
Cost And Supply Chain RisksProposed FEOC restrictions in the draft tax bill are more restrictive than initially thought, impacting US storage that relies on the Chinese supply chain.
Tariff And Policy UncertaintyThe uncertainty around tariffs and policies is enough to slow down the market, leading to FLNC revising down its revenue guidance by 20%.