STEM
Stem, Inc. NYSE Listed Oct 8, 2020$8.22
+7.03%
vs $7.68
Mkt Cap $73.6M
52w Low $5.92
8.7% of range
52w High $32.23
50d MA $9.54
200d MA $14.49
P/E (TTM)
-0.9x
EV/EBITDA
—
P/B
—
Debt/Equity
-1.5x
ROE
66.9%
P/FCF
10.2x
RSI (14)
35.50
ATR (14)
$0.68
Beta
1.41
50d MA
$9.54
200d MA
$14.49
Avg Volume
186.7K
Stem, Inc. operates as a digitally connected and intelligent energy storage network provider in the United States and internationally. It offers energy storage systems sourced from original equipment manufacturers (OEMs). The company also provides Athena, an artificial intelligence platform, which offers battery hardware and software-enabled services to operate the energy storage systems. In addition, it offers system design and engineering services, supply chain management, energy storage value stream optimization, warranty and preventive maintenance plan management, operation and maintenance reporting, and program enrollment and incentive management services. The company serves commercial and industrial enterprises, independent power producers, renewable project developers, and utilities and grid operators. Stem, Inc. was incorporated in 2009 and is headquartered in San Francisco, California.
100 California Street · San Francisco, CA 94111 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 6, 2026 | AMC | -1.76 | -2.22 | -26.1% | 10.91 | -17.6% | -20.0% | +4.9% | -0.3% | -2.6% | +1.1% | — |
| Mar 4, 2026 | AMC | -2.17 | -1.85 | +14.8% | 10.05 | +21.1% | +21.2% | -0.6% | -6.9% | -3.6% | -2.0% | — |
| Oct 29, 2025 | AMC | -1.85 | -2.84 | -53.5% | 23.10 | -8.2% | -26.7% | +15.8% | -3.2% | -7.0% | +10.8% | — |
| Aug 7, 2025 | AMC | -3.00 | -3.73 | -24.3% | 12.45 | +5.3% | +2.2% | +9.5% | +1.8% | +7.5% | -3.5% | — |
| Apr 29, 2025 | AMC | -4.00 | -3.00 | +25.0% | 8.30 | +2.3% | +30.4% | -0.7% | -4.0% | -2.4% | -0.5% | — |
| Mar 4, 2025 | AMC | -3.20 | -2.40 | +25.0% | 9.20 | -12.0% | +13.0% | -15.4% | +0.2% | -9.3% | +2.2% | — |
| Oct 30, 2024 | AMC | -4.00 | -4.20 | -5.0% | 9.63 | -7.0% | -21.6% | +5.8% | +5.1% | +7.1% | -13.2% | — |
| Aug 6, 2024 | AMC | -4.60 | -4.40 | +4.3% | 19.94 | -42.5% | -40.8% | -6.9% | +5.1% | -12.7% | +4.3% | — |
| May 2, 2024 | AMC | -4.00 | -9.20 | -130.0% | 38.20 | -16.2% | -28.8% | +2.9% | -7.9% | +5.4% | -1.5% | — |
| Feb 28, 2024 | AMC | -2.40 | -4.20 | -75.0% | 54.60 | -7.0% | -1.8% | -3.7% | -2.3% | -11.9% | +0.5% | — |
| Nov 2, 2023 | AMC | -3.60 | -3.40 | +5.6% | 70.40 | -3.4% | +4.3% | -7.1% | +2.1% | -5.7% | -5.2% | — |
| Aug 3, 2023 | AMC | -4.60 | -11.20 | -143.5% | 136.00 | +7.1% | +2.1% | -9.4% | +8.3% | -4.8% | -4.5% | — |
| May 4, 2023 | AMC | -4.80 | -5.80 | -20.8% | 79.00 | +12.2% | +12.7% | -6.5% | +1.7% | +7.1% | -0.4% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 9 | Susquehanna | Maintains | Neutral → Neutral | — | $9.68 | $9.40 | -2.9% | +0.5% | -3.2% | +2.4% | +7.3% | +3.9% |
| Mar 10 | UBS | Maintains | Neutral → Neutral | — | $11.27 | $11.09 | -1.6% | -3.6% | -2.0% | -0.4% | -1.3% | +4.1% |
| Oct 31 | Barclays | Maintains | Equal Weight → Equal Weight | — | $16.94 | $17.78 | +5.0% | +15.8% | -3.2% | -7.0% | +10.8% | -11.5% |
| Oct 31 | UBS | Maintains | Neutral → Neutral | — | $16.94 | $17.78 | +5.0% | +15.8% | -3.2% | -7.0% | +10.8% | -11.5% |
| Oct 13 | Susquehanna | Maintains | Neutral → Neutral | — | $20.83 | $22.00 | +5.6% | +13.7% | +16.2% | +8.2% | -13.0% | -8.7% |
| Aug 22 | UBS | Maintains | Neutral → Neutral | — | $15.29 | $15.20 | -0.6% | +9.5% | -1.1% | +1.3% | -3.2% | -3.3% |
| Aug 12 | Barclays | Maintains | Equal Weight → Equal Weight | — | $13.93 | $13.72 | -1.5% | +1.8% | +7.5% | -3.5% | +0.5% | -2.6% |
| May 1 | Susquehanna | Maintains | Neutral → Neutral | — | $10.82 | $10.98 | +1.5% | -0.7% | -4.0% | -2.4% | -0.5% | +3.9% |
| Apr 14 | UBS | Downgrade | Buy → Neutral | — | $7.12 | $7.19 | +1.0% | -5.3% | -2.7% | -10.1% | +26.8% | -5.6% |
| Mar 7 | UBS | Maintains | Buy → Buy | — | $8.80 | $8.80 | +0.0% | +0.2% | -9.3% | +2.2% | +5.1% | -5.2% |
| Mar 5 | Roth MKM | Maintains | Neutral → Neutral | — | $9.20 | $8.10 | -12.0% | +13.0% | -15.4% | +0.2% | -9.3% | +2.2% |
| Mar 5 | BMO Capital | Maintains | Market Perform → Market Perform | — | $9.20 | $8.10 | -12.0% | +13.0% | -15.4% | +0.2% | -9.3% | +2.2% |
| Nov 22 | Piper Sandler | Maintains | Neutral → Neutral | — | $7.19 | $7.19 | +0.0% | +9.0% | +2.4% | -6.6% | +13.3% | -7.8% |
| Nov 8 | UBS | Maintains | Buy → Buy | — | $7.00 | $7.21 | +3.0% | +3.4% | +13.3% | -4.1% | -4.6% | -1.3% |
| Nov 1 | Goldman Sachs | Maintains | Neutral → Neutral | — | $7.55 | $7.82 | +3.6% | +5.8% | +5.1% | +7.1% | -13.2% | -10.4% |
| Oct 18 | Barclays | Maintains | Equal Weight → Equal Weight | — | $11.49 | $11.44 | -0.4% | -0.1% | -7.0% | -1.7% | -3.8% | +6.8% |
| Oct 16 | Susquehanna | Maintains | Neutral → Neutral | — | $11.87 | $12.46 | +5.0% | +3.9% | -6.8% | -0.1% | -7.0% | -1.7% |
| Aug 9 | Susquehanna | Downgrade | Positive → Neutral | — | $10.98 | $10.80 | -1.6% | +5.1% | -12.7% | +4.3% | +10.8% | -10.1% |
| Aug 8 | UBS | Maintains | Buy → Buy | — | $11.80 | $12.05 | +2.1% | -6.9% | +5.1% | -12.7% | +4.3% | +10.8% |
| Aug 8 | Goldman Sachs | Maintains | Neutral → Neutral | — | $11.80 | $12.05 | +2.1% | -6.9% | +5.1% | -12.7% | +4.3% | +10.8% |
| Aug 7 | TD Cowen | Downgrade | Buy → Hold | — | $19.94 | $11.47 | -42.5% | -40.8% | -6.9% | +5.1% | -12.7% | +4.3% |
| Aug 7 | Evercore ISI | Maintains | Outperform → Outperform | — | $19.94 | $11.47 | -42.5% | -40.8% | -6.9% | +5.1% | -12.7% | +4.3% |
| Jul 15 | Susquehanna | Maintains | Positive → Positive | — | $28.80 | $28.20 | -2.1% | -0.7% | +6.3% | -7.2% | -8.5% | -4.7% |
| May 8 | UBS | Maintains | Buy → Buy | — | $25.80 | $25.80 | +0.0% | +5.4% | -1.5% | -10.4% | +0.8% | +13.2% |
| May 6 | Goldman Sachs | Maintains | Neutral → Neutral | — | $27.20 | $29.00 | +6.6% | +2.9% | -7.9% | +5.4% | -1.5% | -10.4% |
| May 3 | Evercore ISI | Maintains | Outperform → Outperform | — | $38.20 | $32.00 | -16.2% | -28.8% | +2.9% | -7.9% | +5.4% | -1.5% |
| May 3 | BMO Capital | Maintains | Market Perform → Market Perform | — | $38.20 | $32.00 | -16.2% | -28.8% | +2.9% | -7.9% | +5.4% | -1.5% |
| Apr 11 | Piper Sandler | Maintains | Neutral → Neutral | — | $37.00 | $37.40 | +1.1% | -1.6% | -3.8% | -9.1% | -0.6% | +0.0% |
| Mar 22 | Goldman Sachs | Downgrade | Buy → Neutral | — | $45.00 | $42.20 | -6.2% | -11.6% | +0.0% | -6.5% | +17.7% | +0.0% |
| Feb 29 | Susquehanna | Maintains | Positive → Positive | — | $54.60 | $50.80 | -7.0% | -1.8% | -3.7% | -2.3% | -11.9% | +0.5% |
| Feb 29 | BMO Capital | Maintains | Market Perform → Market Perform | — | $54.60 | $50.80 | -7.0% | -1.8% | -3.7% | -2.3% | -11.9% | +0.5% |
| Feb 29 | Piper Sandler | Maintains | Neutral → Neutral | — | $54.60 | $50.80 | -7.0% | -1.8% | -3.7% | -2.3% | -11.9% | +0.5% |
| Jan 24 | Goldman Sachs | Maintains | Buy → Buy | — | $66.20 | $68.40 | +3.3% | -5.4% | +3.8% | -3.4% | +7.0% | -8.9% |
| Dec 8 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $66.60 | $66.40 | -0.3% | +3.9% | -2.9% | -4.5% | +12.5% | +13.9% |
| Nov 3 | Guggenheim | Downgrade | Buy → Neutral | — | $70.40 | $68.00 | -3.4% | +4.3% | -7.1% | +2.1% | -5.7% | -5.2% |
| Nov 2 | Roth MKM | Maintains | Neutral → Neutral | — | $66.20 | $68.20 | +3.0% | +6.3% | +4.3% | -7.1% | +2.1% | -5.7% |
| Nov 1 | Roth MKM | Maintains | Neutral → Neutral | — | $67.60 | $66.80 | -1.2% | -2.1% | +6.3% | +4.3% | -7.1% | +2.1% |
| Oct 24 | Barclays | Maintains | Equal Weight → Equal Weight | — | $67.60 | $68.80 | +1.8% | -1.8% | -4.5% | +2.2% | -6.2% | +3.9% |
| Oct 17 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $77.00 | $75.80 | -1.6% | +4.9% | -6.4% | -2.6% | -8.7% | +0.6% |
| Oct 6 | Piper Sandler | Maintains | Neutral → Neutral | — | $74.20 | $71.80 | -3.2% | +6.2% | -5.3% | +11.0% | -0.2% | -4.6% |
| Sep 8 | Evercore ISI | Maintains | Outperform → Outperform | — | $96.80 | $100.20 | +3.5% | -1.2% | -1.5% | +6.4% | -6.2% | +7.2% |
| Sep 6 | Morgan Stanley | Downgrade | Overweight → Equal Weight | — | $100.20 | $95.40 | -4.8% | -6.8% | +3.6% | -1.2% | -1.5% | +6.4% |
| Jul 20 | BofA Securities | Maintains | Underperform → Underperform | — | $146.80 | $144.00 | -1.9% | -1.5% | -3.3% | -2.6% | -0.3% | +2.7% |
| Jun 6 | Janney Montgomery Scott | Maintains | Buy → Buy | — | $111.40 | $114.40 | +2.7% | +4.3% | +2.6% | -2.3% | -4.3% | +10.6% |
| May 24 | Evercore ISI | Maintains | Outperform → Outperform | — | $92.40 | $95.00 | +2.8% | +5.0% | -2.5% | +4.2% | +8.1% | +3.6% |
| Apr 6 | Wolfe Research | Downgrade | Outperform → Peer Perform | — | $97.80 | $95.40 | -2.5% | +0.6% | +2.2% | +4.2% | -4.2% | +1.6% |
| Apr 6 | UBS | Maintains | Buy → Buy | — | $97.80 | $95.40 | -2.5% | +0.6% | +2.2% | +4.2% | -4.2% | +1.6% |
| Apr 4 | BofA Securities | Downgrade | Neutral → Underperform | — | $118.20 | $112.60 | -4.7% | -7.4% | -10.6% | +0.6% | +2.2% | +4.2% |
| Apr 3 | Morgan Stanley | Maintains | Overweight → Overweight | — | $113.40 | $118.80 | +4.8% | +4.2% | -7.4% | -10.6% | +0.6% | +2.2% |
| Mar 30 | Susquehanna | Maintains | Positive → Positive | — | $111.80 | $109.60 | -2.0% | -1.6% | +3.1% | +4.2% | -7.4% | -10.6% |
No insider trades available.
8-K · 5.02
!!! Very High
Stem, Inc. -- 8-K 5.02: Executive Change
Jun 3
8-K · 4.01
!!! Very High
Unknown — 8-K 4.01: Auditor Change / Resignation
STEM's auditor switch to RSM US LLP signals potential cost management or service dissatisfaction, warranting investor scrutiny of the prior auditor's departure reasons and any accounting concerns disclosed in the SEC filing.
Mar 17
8-K · 8.01
!! High
Stem, Inc. -- 8-K 8.01: Material Event / Announcement
Stem established an at-the-market offering agreement allowing flexible share sales through an agent, giving the company discretionary capital-raising capability without immediate dilution obligations.
Mar 6
8-K · 7.01
! Medium
Stem, Inc. -- 8-K 7.01: Regulation FD Disclosure
Stem, Inc. issued a press release on March 4, 2026, disclosing material information to investors under Regulation FD requirements.
Mar 4
Institutional (13F) — Top 0
All ↗
No 13F holders found.
Mutual Funds / ETFs (N-PORT) — Top 13
All ↗
| # | Fund | Shares | Value | Period |
|---|---|---|---|---|
| 1 | Avantis International Small Cap Value ETF | 1,687,763 | $4M | Feb 2026 |
| 2 | Pzena International Small Cap Value Fund | 1,618,876 | $4M | Feb 2026 |
| 3 | Avantis International Equity ETF | 226,023 | $530K | Feb 2026 |
| 4 | Ultra-Small Company Fund | 54,000 | $477K | Mar 2026 |
| 5 | Tweedy, Browne Worldwide High Dividend Yield Value Fund | 120,610 | $237K | Mar 2026 |
| 6 | Avantis International Small Cap Value Fund | 63,429 | $149K | Feb 2026 |
| 7 | Ultra-Small Company Market Fund | 15,600 | $138K | Mar 2026 |
| 8 | Avantis International Small Cap Equity ETF | 9,583 | $22K | Feb 2026 |
| 9 | Wilmington Global Alpha Equities Fund | 8,251 | $22K | Jan 2026 |
| 10 | Hotchkis & Wiley International Small Cap Diversified Value Fund | 6,900 | $14K | Mar 2026 |
| 11 | Avantis International Equity Fund | 5,787 | $14K | Feb 2026 |
| 12 | Avantis Responsible International Equity ETF | 4,263 | $10K | Feb 2026 |
| 13 | Opportunistic Fixed Income Fund | 15,000 | $6K | Feb 2026 |
Valuation
Market Cap
$73.6M
Enterprise Value
$333.3M
P/E (TTM)
-0.90x
Forward P/E
—
PEG Ratio
-0.01x
P/B
—
P/S
0.45x
P/FCF
10.17x
EV/EBITDA
—
Shares Out
8.5M
Financials (TTM)
Revenue
$156.3M
Net Income
$137.8M
EBITDA
-$11.9M
Free Cash Flow
$6.9M
Op Cash Flow
$6.9M
EPS Basic
$16.52
EPS Diluted
$-9.18
EPS Forward
$-7.49
Gross Margin
35.3%
Op Margin
-38.7%
Net Margin
88.2%
Balance Sheet
Total Assets
$308.9M
Total Liab.
$557.9M
Total Equity
-$248.7M
Cash
$48.9M
LT Debt
$312.4M
Book Value/Sh
$-29.87
Debt/Equity
-1.48x
Current Ratio
0.91
Quick Ratio
0.86
Returns & Growth
ROE
66.9%
ROA
-54.0%
ROIC
-28.0%
Rev Growth YoY
+8.1%
EPS Growth YoY
+115.6%
Price Returns
2W
+4.1%
1M
-9.2%
3M
-7.5%
6M
-43.8%
12M
-0.6%
Technicals
52W High
$32.23
52W Low
$5.92
50d MA
$9.54
200d MA
$14.49
RSI (14)
35.50
ATR (14)
$0.68
Beta
1.41
Avg Volume
187K
Dividends
Div Rate
$0.00
Div Yield
—
Frequency
—
Ex-Div Date
—
Analyst Price Targets
Consensus
$11.00
High
$12.00
Low
$10.00
Median
$11.00
Data updated apr 27, 2026 3:08am
· Source: financialmodelingprep.com