Stem Crecimiento futuro
Future controles de criterios 1/6
Se prevé que los beneficios de Stem disminuyan a un ritmo anual de 104.8%, mientras que sus ingresos anuales crecerán a un ritmo de 11.4% por año. Se espera que el BPA disminuya en un 115.3% al año.
Información clave
-104.8%
Tasa de crecimiento de los beneficios
-115.29%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Electrical | 16.5% |
| Tasa de crecimiento de los ingresos | 11.4% |
| Rentabilidad financiera futura | n/a |
| Cobertura de analistas | Good |
| Última actualización | 20 Apr 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Should You Investigate Stem, Inc. (NYSE:STEM) At US$10.13?
May 05
STEM: Software And Services Execution Will Shape Margins At Fair Value
Narrative Update Analysts have cut Stem's fair value estimate from $17.00 to $10.00, pointing to recent price target reductions and the view that updated revenue growth and margin assumptions, along with a lower future P/E of about 4.19 that reflects potential in higher margin software and services, still require clearer evidence of durable earnings acceleration before a higher valuation can be assigned. Analyst Commentary Recent Street research reflects a more cautious tone around Stem, with several bearish analysts trimming price targets and emphasizing the need for clearer follow through on growth and profitability before assigning higher valuations.
STEM: Services And Software Margins Will Support Future Earnings Despite Execution Risks
Analysts have reduced Stem's fair value estimate to $14.50 from $16.33 after a series of price target cuts around $12. This change reflects updated views on future P/E assumptions and the quality of recent earnings drivers.STEM: Software And Services Margins Will Support Future Earnings Power
Analysts have trimmed their fair value estimate for Stem from $19.17 to $16.33. This reflects lower Street price targets around $12, alongside expectations for stronger revenue growth, slightly softer margins, and a reduced future P/E multiple.
STEM: Software Margin Focus And 2026 EBITDA Guidance Will Support Earnings
Narrative Update on Stem The updated analyst price target for Stem has shifted from $23.00 to $21.00 as analysts factor in lower external price targets around $12, slightly adjusted discount rate assumptions, and a mix of stronger expected revenue growth with more conservative profit margin and future P/E inputs. Analyst Commentary Recent Street research on Stem has centered on aligning price targets with updated expectations for growth, profitability and execution, while remaining balanced on risk and reward.Stem: AI-Led Energy Demand Boom Is Generating Hyper Growth For Storage
Mar 10STEM: Software Shift And New Storage Portfolio Will Support Earnings
Analysts have maintained their $19.17 price target on Stem, incorporating slightly lower assumptions for revenue growth and profit margins along with a modestly adjusted discount rate. Together, these changes reflect a more tempered yet still constructive view of the company’s earnings potential and valuation metrics, including forward P/E.STEM: Software And Legal Reset Will Support Margins At Attractive Value
Analysts have adjusted their price target on Stem to $17.00, reflecting updated assumptions for revenue contraction, profit margins, discount rate and future P/E that they see as better aligned with the company’s current risk and earnings profile. What's in the News On December 17, 2025, the U.S. District Court for the Northern District of California dismissed with prejudice all claims in the putative securities class action against Stem, Inc.STEM: Software Shift And Legal Resolution Will Guide Margins At Fair Value
Analysts kept their fair value estimate for Stem unchanged at US$17.00, citing revisions to revenue growth expectations, profit margin outlook, and assumed future P/E, which they see as balancing each other out at the current price target level. What's in the News On December 17, 2025, the United States District Court for the Northern District of California dismissed with prejudice all claims in the putative securities class action In re Stem, Inc.STEM: Software Shift And Tighter Guidance Will Support Higher Margin Earnings
Analysts have nudged their price expectations for Stem higher, with recent Street targets moving from a range of about $13 to $16 up to $18, citing a quicker shift toward a lower revenue but higher margin software and services mix and steadier software driven results. Analyst Commentary Bullish analysts are pointing to Stem's move toward a software and services heavy model as a key driver behind the recent reset in price targets toward US$18.There's No Escaping Stem, Inc.'s (NYSE:STEM) Muted Revenues Despite A 29% Share Price Rise
Jan 17STEM: Software And Services Shift Will Support Higher Margin Earnings Quality
Analysts have lifted their fair value estimate for Stem from $17.00 to $23.00, pointing to a quicker shift toward higher margin software and services, as well as tighter guidance supported by stronger software revenue, as key reasons for the higher target. Analyst Commentary Recent research indicates that bullish analysts are responding to Stem's push toward a higher margin software and services mix with higher price targets and a more constructive tone on execution.STEM: Software Transition Will Shape Margins And Reprice Litigation Overhang
Analysts lifted their price target on Stem from $8 to $17 per share, citing a faster than expected shift toward higher margin software and services and stronger, less volatile revenue as key drivers of the higher valuation multiple and improved long term profit outlook, despite modestly lower growth assumptions. Analyst Commentary While recent target increases reflect improving confidence in Stem's software led strategy, several bearish analysts remain cautious on the durability of growth and the sustainability of the current valuation.STEM: Software Shift Will Support More Stable Earnings With Balanced Risk
Analysts have modestly raised their price target on Stem, highlighting a faster shift toward a lower revenue, higher margin software and services model, along with stronger and less volatile software-driven results, as key drivers of the valuation uplift to around $18 per share. Analyst Commentary Analysts acknowledge that the valuation uplift to $18 per share reflects both improved execution and a clearer path to scaling Stem's software and services business.STEM: Shift To Software And Services Will Improve Future Earnings Consistency
Analysts have raised their price target on Stem to $18, up from previous targets as much as $13. They cite the company’s shift toward high-margin software and services as well as improved revenue consistency.STEM: Profitability Will Improve Amid Shift Toward Software Revenue Model
Analysts have raised their price target for Stem by approximately $2.50. They are now projecting stronger profitability and a successful shift toward higher-margin software and services revenue.Why Stem's (NYSE:STEM) Healthy Earnings Aren’t As Good As They Seem
Nov 06Financial Restructuring And Market Expansion Will Shape Near-Term Outlook
Analysts have raised their fair value estimate for Stem from $14.67 to $16.67 per share, citing stronger projected revenue growth and improved margins following the company's recent solid results and financial restructuring. Analyst Commentary Recent equity research on Stem reflects a mix of both optimism and caution in response to the company’s financial performance and strategic moves.New International Markets And Policy Risks Will Shape Future Trends
Analysts have raised their price target for Stem from $13.17 to $14.67, citing solid software growth, improving margins, and stronger liquidity as a result of recent company actions. Analyst Commentary Recent research updates provide a balanced view of Stem's prospects, reflecting both optimism and lingering caution.Stem, Inc. (NYSE:STEM) Stock Catapults 34% Though Its Price And Business Still Lag The Industry
Sep 25New International Markets And Policy Risks Will Shape Future Trends
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.Stem, Inc.'s (NYSE:STEM) Shares Bounce 55% But Its Business Still Trails The Industry
Jul 19
PowerTrack Expansion And AI Integration Will Transform Operations
Expanding PowerTrack in untapped markets, like Hungary, boosts potential revenue, while AI integration enhances software offerings and operational efficiency.Slammed 28% Stem, Inc. (NYSE:STEM) Screens Well Here But There Might Be A Catch
Feb 23The Market Lifts Stem, Inc. (NYSE:STEM) Shares 203% But It Can Do More
Jan 07Investors Give Stem, Inc. (NYSE:STEM) Shares A 28% Hiding
Nov 13Stem, Inc. (NYSE:STEM) Analysts Just Slashed Next Year's Estimates
Nov 04Is It Time To Consider Buying Stem, Inc. (NYSE:STEM)?
Nov 01It's Down 53% But Stem, Inc. (NYSE:STEM) Could Be Riskier Than It Looks
Sep 23Is Stem, Inc. (NYSE:STEM) Worth US$0.5 Based On Its Intrinsic Value?
Sep 06Little Excitement Around Stem, Inc.'s (NYSE:STEM) Revenues As Shares Take 51% Pounding
Aug 09Stem: Blurry Outlook And Weak Fundamentals, Sell
Jul 19Stem, Inc.'s (NYSE:STEM) CEO Compensation Is Looking A Bit Stretched At The Moment
May 23Stem: Short-Term Pain But Moving Towards Increasing Profitability
May 06Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 245 | -37 | N/A | 8 | 1 |
| 12/31/2027 | 189 | -49 | 3 | 5 | 5 |
| 12/31/2026 | 165 | -62 | -17 | 14 | 6 |
| 12/31/2025 | 156 | 138 | 0 | 7 | N/A |
| 9/30/2025 | 165 | 103 | -24 | -16 | N/A |
| 6/30/2025 | 156 | -22 | -47 | -37 | N/A |
| 3/31/2025 | 152 | -807 | -39 | -27 | N/A |
| 12/31/2024 | 145 | -854 | -48 | -37 | N/A |
| 9/30/2024 | 256 | -841 | -38 | -24 | N/A |
| 6/30/2024 | 361 | -769 | -33 | -19 | N/A |
| 3/31/2024 | 420 | -168 | -189 | -172 | N/A |
| 12/31/2023 | 462 | -140 | -226 | -207 | N/A |
| 9/30/2023 | 450 | -138 | -259 | -243 | N/A |
| 6/30/2023 | 415 | -95 | -295 | -275 | N/A |
| 3/31/2023 | 389 | -146 | -137 | -116 | N/A |
| 12/31/2022 | 363 | -124 | -127 | -106 | N/A |
| 9/30/2022 | 260 | -123 | -118 | -101 | N/A |
| 6/30/2022 | 201 | 27 | -104 | -92 | N/A |
| 3/31/2022 | 153 | -41 | -138 | -125 | N/A |
| 12/31/2021 | 127 | -101 | -111 | -101 | N/A |
| 9/30/2021 | 93 | -168 | -100 | -85 | N/A |
| 6/30/2021 | 63 | -302 | -69 | -59 | N/A |
| 3/31/2021 | 48 | -221 | -36 | -25 | N/A |
| 12/31/2020 | 36 | -166 | -46 | -34 | N/A |
| 9/30/2020 | 25 | -79 | -45 | -30 | N/A |
| 12/31/2019 | 18 | -65 | -76 | -30 | N/A |
| 12/31/2018 | 7 | -49 | N/A | -45 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: Se prevé que los beneficios de STEM disminuyan en los próximos 3 años (-104.8% al año).
Beneficios vs. Mercado: Se prevé que los beneficios de STEM disminuyan en los próximos 3 años (-104.8% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de STEM disminuyan en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (11.4% al año) de STEM crezcan más rápidamente que los del mercado US (11.3% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 11.4% al año) de STEM crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Datos insuficientes para determinar si la rentabilidad financiera de STEM se prevé que sea elevada dentro de 3 años.
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/06 22:06 |
| Precio de las acciones al final del día | 2026/05/06 00:00 |
| Beneficios | 2025/12/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Stem, Inc. está cubierta por 13 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Christine Cho | Barclays |
| Ameet Thakkar | BMO Capital Markets Equity Research |
| Moses Sutton | BNP Paribas |