STEM

Stem, Inc. (STEM) | Rumor.io

Stem

STEM

Attention (50-day avg)0%

Attention rank (50-day avg)#1,245

Bullish sentiment (50-day avg)100%

Price to earnings ratio1.49

Market capitalization43.8M

Earnings per share-8.74

Dividend yield (TTM)—

Revenue (annual)156.3M

Net income (annual)137.8M

Social

What share of all stock conversation is about STEM?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0.01% +0	0% +0	0% -0.01

May 6

Stem, Inc. (STEM) reported Q1 2026 financial results with revenue of $29.0 million, down 11% from Q1 2025, and a net loss of $18.9 million.
The company reaffirmed its full-year 2026 guidance, expecting revenue between $140M and $190M, non-GAAP gross margin of 40% to 50%, and adjusted EBITDA of $10M to $15M.
Stem's Q1 2026 earnings were marred by a -23% YoY decline in bookings, a -2.6% YoY decline in CARR, and a $0 battery hardware resale, with the company's stockholders' deficit standing at -$266M.

Generated by AI

Sentiment

Of the messages about STEM that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	99.56%	99.58% -0.42	93.61% +17.4
Bearish	—	0.44%	0.42% new	6.39% -17.4

Bullish· Mar 5

$STEM has significant room to run with a high margin renewable software company in a war for oil.
Strong operational execution is driving a re-rate in $STEM, with the stock surging +25.97% on a massive beat vs. consensus estimates.
Regulatory approval is being fast-tracked, signaling a potential breakout in $STEM, with technical setup suggesting a significant breakout is underway.

Bearish· Mar 4

The company's reverse stock split (R/S) is expected to have a negative impact on the stock price, potentially causing it to drop or remain stagnant.
The company's financial performance is a concern, with negative gross margins, dwindling cash reserves, and high debt levels that may indicate a struggling business.
The potential for a short squeeze is also a bearish point, as some investors are speculating that the stock price could drop further after the R/S, potentially causing significant losses for retail investors who own a large portion of the outstanding shares.

Generated by AI

Topics

Of the messages about STEM that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	100%	100%	65.58%
Earnings	—	0%	0%	4.1%
Macro	—	0%	0%	13.77%
Analysts	—	0%	0%	5.57%
Controversies	—	0%	0%	0.15%
Technical Analysis	—	0%	0%	10.84%

Earnings· Mar 4

Stem Inc ($STEM) reported Q4 and full-year 2024 results, with revenue declining 67% to $55.8M and full-year revenue dropping 69% to $144.6M due to reduced hardware sales.
The company reported a Q4 net loss of $51.1M and a substantial full-year net loss of $854.0M, impacted by a $547.2M goodwill impairment, but also showed improved non-GAAP gross margin of 36% and adjusted EBITDA of $4.2M.
Stem Inc provided 2025 guidance, expecting revenue of $125M to $175M, non-GAAP gross margin of 30% to 40%, and adjusted EBITDA of $(10M) to $5M, with a target of ~15% ARR growth through its software and services-centric strategy.

Analysts· Jun 29

Credit Suisse initiated coverage of Stem, Inc. ($STEM) with an outperform rating and a $48 price target, citing a strong and growing battery storage market and market leadership in behind the meter (BTM) storage.
The analyst, Maheep Mandloi, highlighted potential upside from a tax credit extension and standalone storage tax credit not reflected in the stock price.
The initiation of coverage led to a price increase, with Stem shares trading higher after the announcement.

Announcements· Mar 4

Stem Inc. reported Q4 and full-year 2024 results, with revenue declining 67% to $55.8M in Q4 and 69% to $144.6M for the full year, primarily due to reduced hardware sales following the company's new software-focused strategy.
The company reported a Q4 net loss of $51.1M and a substantial full-year net loss of $854.0M, impacted by a $547.2M goodwill impairment, but also secured a significant 484 MW contract in Hungary and targets ~15% ARR growth in 2025.
Stem's PowerTrack Standard has become the standard for Summit Ridge Energy's 514 MW commercial solar portfolio, highlighting the company's growing presence in the renewable energy sector.

Macro· Nov 2

The company's revenue recognition practices have raised concerns, with some questioning the decision to reduce revenue in the latest quarter.
A drop in the 10-year yield from 5% to 4.65% has provided some relief for companies in earnings reports, but a high November CPI print could lead to further interest rate hikes.
If the November CPI print is not significantly lower due to housing market factors, the market expects one final interest rate hike before the end of the year.

Technical Analysis· Mar 5

$STEM is surging +30.15% after a patent portfolio strengthening catalyst, breaking out from consolidation with technicals showing a definitive breakout.
$STEM decisively breached $11.02 resistance on 684.94K volume, confirming a high-momentum breakout with a +25.37% surge, targeting $16.73 post-earnings.
$STEM price has seen a wide range from $5.90 to $29.79, with a massive volume spike compared to the average, suggesting a smart move would be waiting for a lower high before considering entry.

Generated by AI

Community

Of the messages about STEM, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	—	6.16%	17.86%	22.5%
Newcomers	—	93.84%	82.14%	77.5%

Regulars· Jan 3

The stock has shown a significant gain of 75% and is currently trading around $1, prompting some to consider it a potential "unicorn pick" for 2025.
Recent developments, such as the selection of PCS Edventures' drone education program for the Iowa STEM Scale-Up Program, could potentially boost the educational technology market presence and contribute to the stock's growth.
Some traders have achieved success with $STEM, with one claiming 20 wins and no losses, but another notes that they stopped trading it after it went off the "Heavy Indicator's" radar, suggesting that the stock's performance may be influenced by its market indicators.

Newcomers· Mar 5

Newcomers are focused on Stem, Inc.'s earnings, with some posts highlighting the company's strong operational execution and others pointing out a significant miss on earnings per share.
The regulatory environment surrounding Stem, Inc. is being closely monitored, with some posts indicating that the removal of a major overhang could be a catalyst for a significant breakout.
The technical setup for Stem, Inc.'s stock is showing a strong momentum play, with some posts suggesting a potential breakout from consolidation and others identifying a high-risk opportunity.

Generated by AI

The mean of analysts' price targets for Stem (STEM) points to a 32.8% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

1mo agoYahoo Finance

Stem, Inc. Earnings Call Marks Profitable Turning Point

Detailed price information for Stem Inc (STEM-N) from The Globe and Mail including charting and trades.

1mo agoThe Globe and Mail

Stem, Inc. Earnings Call Marks Profitable Turning Point

Detailed price information for Stem Inc (STEM-N) from The Globe and Mail including charting and trades.

1mo agoThe Globe and Mail

Stem, Inc. Q2 2026 Earnings Call Summary

Moby summary of Stem, Inc.'s Q2 2026 earnings call

1mo agoYahoo Finance

Stem Q2 Earnings Call Highlights

Stem (NYSE:STEM) reported second-quarter results that highlighted continued profitability progress, higher software and edge-hardware revenue, and expanding utility-scale energy-management-system deployments internationally. The company reaffirmed its full-year 2026 guidance, while management said i

1mo agoYahoo Finance

Also Discussed

Investors talking about STEM also mention

#	Name	Attention
1	Fluence Energy, Inc. Class A Common StockFLNC	0%-0.04
2	Corgi All Commodities 2x Daily ETFXCOM	0%0
3	Paysafe LimitedPSFE	0%0
4	BHIL - Benson Hill, Inc.	——
5	Axe Compute Inc.POAI	0%new
6	Palisade Bio Inc.PALI	0%new
7	Element Solutions Inc.ESI	0%0
8	Global X S&P 500 U.S. Revenue Leaders ETFEGLE	0%0
9	PRSRU - Prospector Capital Corp.	——
10	CPS Technologies Corp.CPSH	0%0

Stem, Inc.

Utilities
Utilities - Renewable

Stem, Inc. is a clean energy technology company that provides AI-driven software, services, and integrated solutions for managing solar and energy storage assets. The company focuses on helping asset owners, operators, and other stakeholders optimize the development, deployment, and operation of clean energy portfolios across commercial, industrial, and utility-scale applications. Stem’s offering centers on its enterprise software platforms, including Athena and PowerTrack, which deliver real-time monitoring, forecasting, and optimization to enhance asset performance, lower energy costs, and address renewable intermittency. In addition to software, Stem provides professional consulting, project lifecycle support, and managed services, enabling customers to navigate regulatory environments, financing, procurement, and ongoing asset management. Serving projects in numerous countries, Stem plays a significant role in supporting grid stability, demand response, and the broader energy transition by connecting storage, solar, and other distributed energy resources into more efficient, data-driven networks. Founded in 2009 and headquartered in the United States, Stem operates globally through multiple regional offices.

Website

Location

1400 Post Oak Boulevard

Houston, TX, 77056

United States

Social

What share of all stock conversation is about STEM?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0.01% +0	0% +0	0% -0.01

May 6

Stem, Inc. (STEM) reported Q1 2026 financial results with revenue of $29.0 million, down 11% from Q1 2025, and a net loss of $18.9 million.
The company reaffirmed its full-year 2026 guidance, expecting revenue between $140M and $190M, non-GAAP gross margin of 40% to 50%, and adjusted EBITDA of $10M to $15M.
Stem's Q1 2026 earnings were marred by a -23% YoY decline in bookings, a -2.6% YoY decline in CARR, and a $0 battery hardware resale, with the company's stockholders' deficit standing at -$266M.

Generated by AI

Sentiment

Of the messages about STEM that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	99.56%	99.58% -0.42	93.61% +17.4
Bearish	—	0.44%	0.42% new	6.39% -17.4

Bullish· Mar 5

$STEM has significant room to run with a high margin renewable software company in a war for oil.
Strong operational execution is driving a re-rate in $STEM, with the stock surging +25.97% on a massive beat vs. consensus estimates.
Regulatory approval is being fast-tracked, signaling a potential breakout in $STEM, with technical setup suggesting a significant breakout is underway.

Bearish· Mar 4

The company's reverse stock split (R/S) is expected to have a negative impact on the stock price, potentially causing it to drop or remain stagnant.
The company's financial performance is a concern, with negative gross margins, dwindling cash reserves, and high debt levels that may indicate a struggling business.
The potential for a short squeeze is also a bearish point, as some investors are speculating that the stock price could drop further after the R/S, potentially causing significant losses for retail investors who own a large portion of the outstanding shares.

Generated by AI

Topics

Of the messages about STEM that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	100%	100%	65.58%
Earnings	—	0%	0%	4.1%
Macro	—	0%	0%	13.77%
Analysts	—	0%	0%	5.57%
Controversies	—	0%	0%	0.15%
Technical Analysis	—	0%	0%	10.84%

Earnings· Mar 4

Stem Inc ($STEM) reported Q4 and full-year 2024 results, with revenue declining 67% to $55.8M and full-year revenue dropping 69% to $144.6M due to reduced hardware sales.
The company reported a Q4 net loss of $51.1M and a substantial full-year net loss of $854.0M, impacted by a $547.2M goodwill impairment, but also showed improved non-GAAP gross margin of 36% and adjusted EBITDA of $4.2M.
Stem Inc provided 2025 guidance, expecting revenue of $125M to $175M, non-GAAP gross margin of 30% to 40%, and adjusted EBITDA of $(10M) to $5M, with a target of ~15% ARR growth through its software and services-centric strategy.

Analysts· Jun 29

Credit Suisse initiated coverage of Stem, Inc. ($STEM) with an outperform rating and a $48 price target, citing a strong and growing battery storage market and market leadership in behind the meter (BTM) storage.
The analyst, Maheep Mandloi, highlighted potential upside from a tax credit extension and standalone storage tax credit not reflected in the stock price.
The initiation of coverage led to a price increase, with Stem shares trading higher after the announcement.

Announcements· Mar 4

Stem Inc. reported Q4 and full-year 2024 results, with revenue declining 67% to $55.8M in Q4 and 69% to $144.6M for the full year, primarily due to reduced hardware sales following the company's new software-focused strategy.
The company reported a Q4 net loss of $51.1M and a substantial full-year net loss of $854.0M, impacted by a $547.2M goodwill impairment, but also secured a significant 484 MW contract in Hungary and targets ~15% ARR growth in 2025.
Stem's PowerTrack Standard has become the standard for Summit Ridge Energy's 514 MW commercial solar portfolio, highlighting the company's growing presence in the renewable energy sector.

Macro· Nov 2

The company's revenue recognition practices have raised concerns, with some questioning the decision to reduce revenue in the latest quarter.
A drop in the 10-year yield from 5% to 4.65% has provided some relief for companies in earnings reports, but a high November CPI print could lead to further interest rate hikes.
If the November CPI print is not significantly lower due to housing market factors, the market expects one final interest rate hike before the end of the year.

Technical Analysis· Mar 5

$STEM is surging +30.15% after a patent portfolio strengthening catalyst, breaking out from consolidation with technicals showing a definitive breakout.
$STEM decisively breached $11.02 resistance on 684.94K volume, confirming a high-momentum breakout with a +25.37% surge, targeting $16.73 post-earnings.
$STEM price has seen a wide range from $5.90 to $29.79, with a massive volume spike compared to the average, suggesting a smart move would be waiting for a lower high before considering entry.

Generated by AI

Community

Of the messages about STEM, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	—	6.16%	17.86%	22.5%
Newcomers	—	93.84%	82.14%	77.5%

Regulars· Jan 3

The stock has shown a significant gain of 75% and is currently trading around $1, prompting some to consider it a potential "unicorn pick" for 2025.
Recent developments, such as the selection of PCS Edventures' drone education program for the Iowa STEM Scale-Up Program, could potentially boost the educational technology market presence and contribute to the stock's growth.
Some traders have achieved success with $STEM, with one claiming 20 wins and no losses, but another notes that they stopped trading it after it went off the "Heavy Indicator's" radar, suggesting that the stock's performance may be influenced by its market indicators.

Newcomers· Mar 5

Newcomers are focused on Stem, Inc.'s earnings, with some posts highlighting the company's strong operational execution and others pointing out a significant miss on earnings per share.
The regulatory environment surrounding Stem, Inc. is being closely monitored, with some posts indicating that the removal of a major overhang could be a catalyst for a significant breakout.
The technical setup for Stem, Inc.'s stock is showing a strong momentum play, with some posts suggesting a potential breakout from consolidation and others identifying a high-risk opportunity.

Generated by AI

Stem

Social

May 6

Bullish· Mar 5

Bearish· Mar 4

Earnings· Mar 4

Analysts· Jun 29

Announcements· Mar 4

Macro· Nov 2

Technical Analysis· Mar 5

Regulars· Jan 3

Newcomers· Mar 5

UBS upgrades Stem stock rating on software growth, raises target to $7

Wall Street Analysts See a 32.8% Upside in Stem (STEM): Can the Stock Really Move This High?

Stem, Inc. Earnings Call Marks Profitable Turning Point

Stem, Inc. Earnings Call Marks Profitable Turning Point

Stem, Inc. Q2 2026 Earnings Call Summary

Stem Q2 Earnings Call Highlights

Also Discussed

Stem, Inc.

Company Information

Location

UBS upgrades Stem stock rating on software growth, raises target to $7

Wall Street Analysts See a 32.8% Upside in Stem (STEM): Can the Stock Really Move This High?

Stem, Inc. Earnings Call Marks Profitable Turning Point

Stem, Inc. Earnings Call Marks Profitable Turning Point

Stem, Inc. Q2 2026 Earnings Call Summary

Stem Q2 Earnings Call Highlights

Also Discussed

Social

May 6

Bullish· Mar 5

Bearish· Mar 4

Earnings· Mar 4

Analysts· Jun 29

Announcements· Mar 4

Macro· Nov 2

Technical Analysis· Mar 5

Regulars· Jan 3

Newcomers· Mar 5