Stem, Inc. is currently navigating a precarious transition from hardware-heavy deployments to a software-centric model, a shift that has resulted in a revenue collapse from $167.4M in 2023Q4 to $25.5M in 2026Q1. The company's inability to achieve consistent op...
Price trend, volume and key moving averages
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 12, 2026 | -$1.58+9.7% vs -$1.75 | $34M-8.0% vs $37M |
Q2 2026 May 6, 2026 | -$2.22-7.8% vs -$2.06 | $29M-16.2% vs $35M |
Q2 2026 Mar 4, 2026 | -$1.85+14.8% vs -$2.17 | $47M+20.9% vs $39M |
Q4 2025 Oct 29, 2025 | -$2.84-53.5% vs -$1.85 | $38M-12.4% vs $44M |
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.
Stem, Inc. (STEM) Q2 2026 Earnings Call Transcript
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 it is tracking toward the high end of its adjusted EBITDA range.
Stem, Inc. (STEM) came out with a quarterly loss of $1.58 per share versus the Zacks Consensus Estimate of a loss of $1.76. This compares to a loss of $3.73 per share a year ago.
Benchmark STEM against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Stem, Inc. (STEM)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $4.03 | $36.1M | -0.44 | 8.08% | 88.16% | — | — | |
| $0.53 | $9.35M | -1.34 | 9.22% | -17.68% | -261.63% | — | |
| $4.77 | $864.51M | -7.34 | 340.86% | -48.58% | -171.75% | — | |
| $1.86 | $33.73M | 4.65 | 4.37% | 0.96% | — | — | |
| $206.17 | $12.14B | 76.64 | -2.02% | 5.82% | 9.54% | — | |
| $276.53 | $81.45B | -747.38 | 37.33% | 7.87% | 24.14% | — |
Stem, Inc. (STEM) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Stem, Inc. (STEM) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 12, 2026·SEC
May 6, 2026·SEC
Mar 17, 2026·SEC
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Stem, Inc. (STEM) stock FAQ — growth, dividends, profitability & financials explained
Stem, Inc. (STEM) reported $148.0M in revenue for fiscal year 2025. This represents a 2005% increase from $7.0M in 2018.
Stem, Inc. (STEM) grew revenue by 8.1% over the past year. This is steady growth.
Stem, Inc. (STEM) reported a net loss of $73.1M for fiscal year 2025.
Stem, Inc. (STEM) generated $5.8M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
