New International Markets And Policy Risks Will Shape Future Trends

Published
06 Apr 25
Updated
15 Aug 25
AnalystConsensusTarget's Fair Value
US$11.93
40.3% overvalued intrinsic discount
15 Aug
US$16.74
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1Y
11.8%
7D
13.3%

Author's Valuation

US$11.9

40.3% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on15 Aug 25

Analysts maintain a neutral outlook on Stem as a 20-1 reverse stock split drove a nominally higher price target, but ongoing concerns about long-term financial sustainability temper otherwise positive developments in software growth, margins, and liquidity, leaving fair value unchanged at $11.93. Analyst Commentary Significant increase in price target reflects the company's 20-1 reverse stock split.

Shared on30 Jul 25
Fair value Decreased 47%

A sharp reduction in Stem's consensus revenue growth forecast from 35.0% to 24.0% has led analysts to substantially lower their fair value estimate, as reflected in the decreased price target from $22.45 to $12.60. What's in the News Stem successfully deployed its advanced energy system at the Camino Solar project in California, enabling grid integration and optimizing clean energy delivery for 14,000 homes.

Shared on01 May 25
Fair value Increased 78%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on24 Apr 25
Fair value Decreased 38%

Shared on17 Apr 25
Fair value Decreased 3.11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 3k%

AnalystConsensusTarget has increased revenue growth from 30.4% to 35.0%, increased future PE multiple from 4.6x to 6.4x and decreased shares outstanding growth rate from 0.0% to 0.0%.