STEM
STEM, INC.
$7.70
-16.03%
$82.1M
No data for this timeframe.
Vol
Market Cap$82.1M
Cap SizeMicro Cap
Analyst ConsensusSell (0%)
Inst. Holders7 funds
Inst. Value$8.2M
Inst. Activity3 buys / 1 sells
Insider Activity0B / 9S
Insider Net $-$114.2K
Reddit Sentiment33° Cool
SEC Reports5
Recent Activity
Jun 3, 2026
SEC
Stem, Inc. held its 2026 Annual Meeting on June 3, 2026, with ~53% of shares represented. Stockholders approved all four
8-K — Impact 3/10
Jun 3, 2026
Insider
TYSON LAURA D sold 12,168 shares
Director @ $0.00 ($0.00)
Jun 3, 2026
Insider
Daley Adam sold 12,168 shares
Director @ $0.00 ($0.00)
Jun 3, 2026
Insider
Shivram Krishna sold 12,168 shares
Director @ $0.00 ($0.00)
Jun 2, 2026
SEC
Stem filed an S-3 registration statement to register 289,045 shares of common stock for resale by raicoon GmbH, the form
S-3 — Impact 4/10
May 6, 2026
SEC
Stem reported Q1 2026 revenue of $29M (-11% YoY), but software/services/edge hardware grew 4% and PowerTrack software wa
8-K — Impact 5/10
Inst.
BANK OF AMERICA CORP — NEAR_EXIT
12,417 shares ($186.9K)
Inst.
WELLS FARGO & COMPANY/MN — ADD
11,646 shares ($175.3K)
Price Targets
$13.08
+69.9% upside
Strong Buy
Current $7.70
Low $10.00
Median $11.50
High $18.00
6 analysts
$10.00
$18.00
Analyst Ratings
0Strong Buy
0Buy
9Hold
1Sell
2Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 11, 2026 | UBS | MAINTAIN | Neutral → Neutral |
| Apr 9, 2026 | Susquehanna | MAINTAIN | Neutral → Neutral |
| Mar 10, 2026 | UBS | MAINTAIN | Neutral → Neutral |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-1.88 ▼ -3.1% | $-1.99 — $-1.76 | 93% YoY | 2 |
| Next Q | $-1.70 ▼ -1.6% | $-1.94 — $-1.47 | 12% YoY | 2 |
| Current FY | $-7.02 ▲ +1.0% | $-7.56 — $-6.48 | 19% YoY | 2 |
| Next FY | $-5.81 | $-6.15 — $-5.47 | 17% YoY | 2 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $6.0M | NEW |
| TWO SIGMA INVESTMENTS, LP | $1.3M | DOUBLED |
| MORGAN STANLEY | $362.3K | ADD |
| BANK OF AMERICA CORP | $186.9K | NEAR_EXIT |
| WELLS FARGO & COMPANY/MN | $175.3K | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 3, 2026 | TYSON LAURA | A | $0.00 |
| Jun 3, 2026 | Daley Adam | A | $0.00 |
| Jun 3, 2026 | Shivram Krishna | A | $0.00 |
| Jun 3, 2026 | BUZBY DAVID | A | $0.00 |
| Jun 3, 2026 | Birns Ira | A | $0.00 |
Reddit Sentiment
33°
Cool
Bearish
Neutral
Bullish
7 institutional holders with $8.2M total value (543,048 shares) as of 2025-Q4. Top holders: VANGUARD, TWO, MORGAN. Net buying activity: 3 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 396,383 | $6.0M | 73.0% | NEW |
| 2 | TWO SIGMA INVESTMENTS, LP | 85,099 | $1.3M | 15.7% | DOUBLED +461.9% |
| 3 | MORGAN STANLEY | 24,074 | $362.3K | 4.4% | ADD +67.6% |
| 4 | BANK OF AMERICA CORP /DE/ | 12,417 | $186.9K | 2.3% | NEAR_EXIT -94.3% |
| 5 | WELLS FARGO & COMPANY/MN | 11,646 | $175.3K | 2.1% | ADD +89.2% |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 11,200 | $168.6K | 2.1% | NEW |
| 7 | FMR LLC | 2,229 | $33.5K | 0.4% | DOUBLED +136.4% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | NEAR_EXIT | 217,871 | 12,417 | -94.3% | $186.9K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 6,154 | 11,646 | +89.2% | $175.3K | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 11,200 | — | $168.6K | 2025-Q4 |
| FMR LLC | DOUBLED | 943 | 2,229 | +136.4% | $33.5K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 106,803 | 217,871 | +104.0% | $3.8M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 16,738 | 94,045 | +461.9% | $1.6M | 2025-Q3 |
| MORGAN STANLEY | ADD | 13,973 | 23,422 | +67.6% | $410.4K | 2025-Q3 |
| VANGUARD GROUP INC | NEW | — | 386,755 | — | $2.4M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | NEW | — | 106,803 | — | $665.4K | 2025-Q2 |
| UBS Group AG | NEW | — | 79,843 | — | $497.4K | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 16,738 | — | $104.3K | 2025-Q2 |
| MORGAN STANLEY | NEW | — | 13,973 | — | $87.1K | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | NEW | — | 6,981 | — | $43.5K | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | EXIT | 306,863 | 0 | -100.0% | $0.00 | 2025-Q2 |
| VANGUARD GROUP INC | EXIT | 8,615,344 | 0 | -100.0% | $0.00 | 2025-Q2 |
| MORGAN STANLEY | EXIT | 499,165 | 0 | -100.0% | $0.00 | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | EXIT | 118,155 | 0 | -100.0% | $0.00 | 2025-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | EXIT | 444,053 | 0 | -100.0% | $0.00 | 2025-Q2 |
| UBS Group AG | EXIT | 1,604,519 | 0 | -100.0% | $0.00 | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 208,129 | 0 | -100.0% | $0.00 | 2025-Q2 |
| UBS Group AG | TRIM | 4,598,726 | 1,604,519 | -65.1% | $561.6K | 2025-Q1 |
| MORGAN STANLEY | TRIM | 1,005,976 | 499,165 | -50.4% | $174.9K | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 555,970 | 342,000 | -38.5% | $119.8K | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | TRIM | 678,685 | 306,863 | -54.8% | $107.5K | 2025-Q1 |
| FMR LLC | ADD | 16,125 | 25,118 | +55.8% | $8.8K | 2025-Q1 |
12 unique insiders with 9 transactions. Net insider value: -$114.2K ($0.00 bought, $114.2K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 3, 2026 | TYSON LAURA D | Director | A | 12,168 | $0.00 | $0.00 |
| Jun 3, 2026 | Daley Adam | Director | A | 12,168 | $0.00 | $0.00 |
| Jun 3, 2026 | Shivram Krishna | Director | A | 12,168 | $0.00 | $0.00 |
| Jun 3, 2026 | BUZBY DAVID S | Director | A | 12,168 | $0.00 | $0.00 |
| Jun 3, 2026 | Birns Ira M | Director | A | 12,168 | $0.00 | $0.00 |
| Jun 3, 2026 | Guruswamy Vasudevan | Director | A | 12,168 | $0.00 | $0.00 |
| Jun 3, 2026 | Tammineedi Anil | Director | A | 12,168 | $0.00 | $0.00 |
| Mar 11, 2026 | Tappin Matthew | President, Software Products | SELL | 402 | $10.83 | $4.4K |
| Mar 10, 2026 | Narayanan Arun | Chief Executive Officer | SELL | 5,145 | $11.12 | $57.2K |
| Mar 10, 2026 | Carlson Michael James | President, Managed Services | SELL | 2,079 | $11.12 | $23.1K |
| Mar 10, 2026 | Laureles Saul R. | Chief Legal Officer | SELL | 942 | $11.12 | $10.5K |
| Mar 10, 2026 | Tappin Matthew | President, Software Products | SELL | 655 | $11.12 | $7.3K |
| Mar 7, 2026 | Tappin Matthew | President, Software Products | M | 1,458 | $0.00 | $0.00 |
| Mar 7, 2026 | Tappin Matthew | President, Software Products | M | 1,458 | $0.00 | $0.00 |
| Mar 7, 2026 | Laureles Saul R. | Chief Legal Officer | M | 2,916 | $0.00 | $0.00 |
| Mar 7, 2026 | Laureles Saul R. | Chief Legal Officer | M | 2,916 | $0.00 | $0.00 |
| Mar 7, 2026 | Carlson Michael James | President, Managed Services | M | 3,541 | $0.00 | $0.00 |
| Mar 7, 2026 | Carlson Michael James | President, Managed Services | M | 3,541 | $0.00 | $0.00 |
| Mar 7, 2026 | Narayanan Arun | Chief Executive Officer | M | 12,500 | $0.00 | $0.00 |
| Mar 7, 2026 | Narayanan Arun | Chief Executive Officer | M | 12,500 | $0.00 | $0.00 |
| Mar 4, 2026 | Tappin Matthew | President, Software Products | SELL | 185 | $10.00 | $1.9K |
| Mar 3, 2026 | Laureles Saul R. | Chief Legal Officer | SELL | 292 | $9.67 | $2.8K |
| Mar 3, 2026 | Tappin Matthew | President, Software Products | SELL | 300 | $9.67 | $2.9K |
| Mar 1, 2026 | Laureles Saul R. | Chief Legal Officer | M | 904 | $0.00 | $0.00 |
| Mar 1, 2026 | Laureles Saul R. | Chief Legal Officer | M | 904 | $0.00 | $0.00 |
| Mar 1, 2026 | Tappin Matthew | President, Software Products | M | 670 | $0.00 | $0.00 |
| Mar 1, 2026 | Tappin Matthew | President, Software Products | M | 670 | $0.00 | $0.00 |
| Feb 26, 2026 | Laureles Saul R. | Chief Legal Officer | A | 12,000 | $0.00 | $0.00 |
| Feb 26, 2026 | Tappin Matthew | President, Software Products | A | 25,800 | $0.00 | $0.00 |
| Feb 26, 2026 | Laureles Saul R. | Chief Legal Officer | A | 18,000 | $0.00 | $0.00 |
| Feb 26, 2026 | Tappin Matthew | President, Software Products | A | 17,200 | $0.00 | $0.00 |
| Feb 26, 2026 | Narayanan Arun | Chief Executive Officer | A | 57,600 | $0.00 | $0.00 |
| Feb 26, 2026 | Narayanan Arun | Chief Executive Officer | A | 38,400 | $0.00 | $0.00 |
| Feb 26, 2026 | Carlson Michael James | President, Managed Services | A | 25,800 | $0.00 | $0.00 |
| Feb 26, 2026 | Carlson Michael James | President, Managed Services | A | 17,200 | $0.00 | $0.00 |
| Feb 26, 2026 | Musfeldt Brian | Chief Financial Officer | A | 25,800 | $0.00 | $0.00 |
| Feb 26, 2026 | Musfeldt Brian | Chief Financial Officer | A | 17,200 | $0.00 | $0.00 |
| Feb 20, 2026 | Tappin Matthew | President, Software Products | SELL | 366 | $11.40 | $4.2K |
| Feb 19, 2026 | Tappin Matthew | President, Software Products | F | 522 | $11.30 | $5.9K |
| Jan 27, 2025 | Narayanan Arun | Chief Executive Officer | A | 16,250 | $0.00 | $0.00 |
5 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 1 mixed, 3 neutral. Avg impact: 4.4/10.
NEUTRAL
8-K
3/10
Stem, Inc. held its 2026 Annual Meeting on June 3, 2026, with ~53% of shares represented. Stockholde
Jun 3, 2026
NEUTRAL
S-3
4/10
Stem filed an S-3 registration statement to register 289,045 shares of common stock for resale by ra
Jun 2, 2026
MIXED
8-K
5/10
Stem reported Q1 2026 revenue of $29M (-11% YoY), but software/services/edge hardware grew 4% and Po
May 6, 2026
NEUTRAL
DEFA14A
2/10
STEM, Inc. has filed definitive additional materials related to an upcoming shareholder vote. The fi
Apr 27, 2026
BULLISH
8-K
8/10
STEM reported a transformative 2025, achieving its first full-year positive Adjusted EBITDA ($6.7M)
Mar 4, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Sell (0% buy). Based on 12 analysts: 0 strong buy, 0 buy, 9 hold, 1 sell, 2 strong sell.
Analyst Price Targets
$13.08 mean target
+69.9% upside
Strong Buy (3.00)
$10.00 Low
$18.00 High
| Metric | Value |
|---|---|
| Current Price | $7.70 |
| Target Low | $10.00 |
| Target Mean | $13.08 |
| Target Median | $11.50 |
| Target High | $18.00 |
| # Analysts | 6 |
| Recommendation | Strong Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-1.88 | $-1.99 | $-1.76 | 93.2% | -3.1% | 1↑ 1↓ | $0.0B | -4.2% | 2 |
| Next Q 2026-09-30 |
$-1.70 | $-1.94 | $-1.47 | 11.6% | -1.6% | 1↑ 1↓ | $0.0B | 6.7% | 2 |
| Current FY 2026-12-31 |
$-7.02 | $-7.56 | $-6.48 | 19.0% | +1.0% | 1↑ 1↓ | $0.2B | 2.8% | 2 |
| Next FY 2027-12-31 |
$-5.81 | $-6.15 | $-5.47 | 17.2% | +0.2% | 1↑ 1↓ | $0.2B | 14.4% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-1.877 | |
| 7d ago | $-1.822 | -0.056 |
| 30d ago | $-1.822 | -0.056 |
| 60d ago | $-1.822 | -0.056 |
| 90d ago | $-1.614 | -0.263 |
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 11, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Apr 9, 2026 | Susquehanna | MAINTAIN | Neutral | Neutral |
| Mar 10, 2026 | UBS | MAINTAIN | Neutral | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 0 | 0 | 9 | 1 | 2 | 0% | |
| May 1, 2026 | 0 | 0 | 9 | 1 | 2 | 0% | |
| Apr 1, 2026 | 0 | 0 | 9 | 1 | 2 | 0% | |
| Mar 1, 2026 | 0 | 0 | 9 | 1 | 2 | 0% | |
| Feb 1, 2026 | 0 | 0 | 9 | 1 | 2 | 0% | |
| Jan 1, 2026 | 0 | 0 | 9 | 1 | 2 | 0% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
33°
Cool
Bearish
Neutral
Bullish
5 mentions
0 bullish
3 bearish
5 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 28, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 28, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Apr 2, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Apr 1, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Apr 1, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
Is the “Ultimate Supply Crunch” happening at STEM INC?
▲ 1
💬 1
⚡ 0.5
STEM, inc. something about the future
▲ 1
💬 1
⚡ 0.5
May 6, 2026
earnings_calendar
STEM Q1 2026 Earnings After Market Close — 2026-05-06
Mar 4, 2026
earnings_calendar
STEM Q4 2025 Earnings After Market Close — 2026-03-04