STEM Share Price Performance
US$6.34
-8.44 (-57.10%)
38.6% undervalued intrinsic discount
US$10.33
Fair Value
Price US$6.34
AnalystConsensusTarget US$10.33
AnalystHighTarget US$18.00
AnalystLowTarget US$7.50
Fair ValueUS$10.33
Share Pricen/a
Stem, Inc. Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 76 Fair Values set on narratives written by author
STEM Community Narratives
AN
Fair Value
·Fair Value US$10.33 38.6% undervalued intrinsic discount
Financial Restructuring And Market Expansion Will Shape Near-Term Outlook
0users have liked this narrative
0users have commented on this narrative
41users have followed this narrative
AN
Fair Value
·Fair Value US$18 64.8% undervalued intrinsic discount
Global Decarbonization And Athena Trends Will Supercharge Renewable Demand
0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
AN
Fair Value
·Fair Value US$7.5 15.5% undervalued intrinsic discount
Policy Rollbacks And Supply Risks Will Threaten Energy Storage
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
Financial Restructuring And Market Expansion Will Shape Near-Term Outlook
Stem is shifting from hardware-heavy energy projects toward software that helps run batteries and other clean energy assets, and recent cost cuts make the turnaround story look tempting. But that optimism may be fragile if clean-energy rules change, financing stays expensive, or supply and integration issues make its “recurring” software income less reliable than it seems.Read more
AN
US$10.33
38.6% undervalued intrinsic discount
Fair Value
Revenue
12.34% p.a.
Profit Margin
1.97%
Future PE
34.51x
Price in 2029
US$13.34
Policy Rollbacks And Supply Risks Will Threaten Energy Storage
Stem’s push into AI-powered software for clean energy could make its business steadier over time, but it still leans on a policy-sensitive market where incentives can change fast. This view weighs improving recurring sales and cost cuts against supply disruptions, tougher competition, and funding pressures that could slow progress.Read more
AN
US$7.5
15.5% undervalued intrinsic discount
Fair Value
Revenue
16.37% p.a.
Profit Margin
11.25%
Future PE
3.94x
Price in 2029
US$9.68
Global Decarbonization And Athena Trends Will Supercharge Renewable Demand
Stem sells software that helps energy companies run batteries and other clean-energy gear, and it’s reshaping the business around subscription-style products and new AI tools to push growth beyond what many expect. The big question is whether that shift can outpace policy swings, tougher competition, and cash burn before hardware and project delays bite.Read more
AN
US$18
64.8% undervalued intrinsic discount
Fair Value
Revenue
16.24% p.a.
Profit Margin
11.18%
Future PE
9.55x
Price in 2029
US$23.23
Trending Discussion
No trending discussion available.
Recently Updated Narratives
AN
STEM: Battery Storage Services And Software Will Support Future Earnings
Fair Value: US$10.33 38.6% undervalued intrinsic discount
41 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
STEM: Data Center Power Demand And AI Services Will Support Margins
Fair Value: US$7.5 15.5% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
STEM: Index Additions And 2026 Revenue Guidance Will Support Future Repricing
Fair Value: US$18 64.8% undervalued intrinsic discount
4 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Stem, Inc. Key Details
Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
- -8.16
- 42.82%
- -49.37%
- -132.0%
About STEM
- Founded
- 2009
- Employees
- 423
- CEO
- WebsiteView website
Stem, Inc. engages in the development, deployment, and operation of clean energy assets in the United States and internationally. The company offers OEM energy storage systems, and edge hardware devices and solutions. It also provides PowerTrack, an integrated suite of software and solutions for solar, storage, and hybrid assets, including software, energy management system, supervisory control and data acquisition, power plant controller, logger, and optimizer. In addition, the company offers energy optimization software, asset management software, and advisory services; managed services, including the design, procurement, commissioning, operation, and optimization of energy storage and hybrid systems; and professional services to support solar and storage projects, as well as the sale of project assets. It serves developers, asset owners, engineering, procurement and construction firms, distributors, commercial and industrial customers, utilities, and independent power producers. Stem, Inc. was incorporated in 2009 and is headquartered in Houston, Texas.
