Stem Gestione
Criteri Gestione verificati 1/4
Stem Il CEO è Arun Narayanan, nominato in Jan2025, e ha un mandato di 1.42 anni. la retribuzione annua totale è $ 2.07M, composta da 25.2% di stipendio e 74.8% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.14% delle azioni della società, per un valore di $ 106.70K. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.2 anni e 3.9 anni.
Informazioni chiave
Arun Narayanan
Amministratore delegato
US$2.1m
Compenso totale
| Percentuale dello stipendio del CEO | 25.15% |
| Mandato del CEO | 1.4yrs |
| Proprietà del CEO | 0.1% |
| Durata media del management | 1.2yrs |
| Durata media del Consiglio di amministrazione | 3.9yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • Jun 06
STEM: Software And Services Execution Will Support Margins Despite Cautious Sentiment
Analysts have trimmed their price target on Stem by $1.50 to $12, citing updated assumptions for growth, margins, and future P/E multiples that reflect more cautious expectations in recent research. Analyst Commentary Recent Street research around Stem has been characterized by lower price targets and a more measured stance on the stock, with multiple bearish analysts marking down their expectations in light of updated growth and margin assumptions and revised P/E multiples.Articolo di analisi • May 13
We Don’t Think Stem's (NYSE:STEM) Earnings Should Make Shareholders Too Comfortable
Investors appear disappointed with Stem, Inc.'s ( NYSE:STEM ) recent earnings, despite the decent statutory profit...Articolo di analisi • May 05
Should You Investigate Stem, Inc. (NYSE:STEM) At US$10.13?
Stem, Inc. ( NYSE:STEM ), might not be a large cap stock, but it received a lot of attention from a substantial price...Aggiornamento della narrazione • May 01
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.
Aggiornamento della narrazione • Apr 17
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.Aggiornamento della narrazione • Apr 02
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.
Aggiornamento della narrazione • Mar 19
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.Seeking Alpha • Mar 10
Stem: AI-Led Energy Demand Boom Is Generating Hyper Growth For Storage
Summary Stem has seen its multiple to annual recurring revenue dip to 1.64x on the back of a sustained pullback in its common shares. The company saw its GAAP and non-GAAP gross profit margins at 49% and 45%, respectively. Fiscal 2025 was the first year STEM's non-hardware revenue constituted the majority of its sales. Read the full article on Seeking AlphaAggiornamento della narrazione • Mar 04
STEM: 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.Aggiornamento della narrazione • Feb 18
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.Aggiornamento della narrazione • Feb 04
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.Aggiornamento della narrazione • Jan 21
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.Articolo di analisi • Jan 17
There's No Escaping Stem, Inc.'s (NYSE:STEM) Muted Revenues Despite A 29% Share Price Rise
Stem, Inc. ( NYSE:STEM ) shareholders are no doubt pleased to see that the share price has bounced 29% in the last...Aggiornamento della narrazione • Jan 07
STEM: 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.Aggiornamento della narrazione • Dec 23
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.Aggiornamento della narrazione • Dec 09
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.Aggiornamento della narrazione • Nov 25
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.Aggiornamento della narrazione • Nov 11
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.Articolo di analisi • Nov 06
Why Stem's (NYSE:STEM) Healthy Earnings Aren’t As Good As They Seem
Stem, Inc.'s ( NYSE:STEM ) solid earnings report last week was underwhelming to investors. We think that they may be...Aggiornamento della narrazione • Oct 28
Financial 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.Aggiornamento della narrazione • Oct 13
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.Articolo di analisi • Sep 25
Stem, Inc. (NYSE:STEM) Stock Catapults 34% Though Its Price And Business Still Lag The Industry
Stem, Inc. ( NYSE:STEM ) shares have continued their recent momentum with a 34% gain in the last month alone. The...Aggiornamento della narrazione • Aug 15
New 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.Articolo di analisi • Jul 19
Stem, Inc.'s (NYSE:STEM) Shares Bounce 55% But Its Business Still Trails The Industry
Stem, Inc. ( NYSE:STEM ) shares have continued their recent momentum with a 55% gain in the last month alone...
Nuova narrazione • Apr 06
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.Articolo di analisi • Feb 23
Slammed 28% Stem, Inc. (NYSE:STEM) Screens Well Here But There Might Be A Catch
Stem, Inc. ( NYSE:STEM ) shares have retraced a considerable 28% in the last month, reversing a fair amount of their...Articolo di analisi • Jan 07
The Market Lifts Stem, Inc. (NYSE:STEM) Shares 203% But It Can Do More
Stem, Inc. ( NYSE:STEM ) shareholders have had their patience rewarded with a 203% share price jump in the last month...Articolo di analisi • Nov 13
Investors Give Stem, Inc. (NYSE:STEM) Shares A 28% Hiding
Stem, Inc. ( NYSE:STEM ) shareholders that were waiting for something to happen have been dealt a blow with a 28% share...Articolo di analisi • Nov 04
Stem, Inc. (NYSE:STEM) Analysts Just Slashed Next Year's Estimates
One thing we could say about the analysts on Stem, Inc. ( NYSE:STEM ) - they aren't optimistic, having just made a...Articolo di analisi • Nov 01
Is It Time To Consider Buying Stem, Inc. (NYSE:STEM)?
While Stem, Inc. ( NYSE:STEM ) might not have the largest market cap around , it saw a significant share price rise of...Articolo di analisi • Sep 23
It's Down 53% But Stem, Inc. (NYSE:STEM) Could Be Riskier Than It Looks
To the annoyance of some shareholders, Stem, Inc. ( NYSE:STEM ) shares are down a considerable 53% in the last month...Articolo di analisi • Sep 06
Is Stem, Inc. (NYSE:STEM) Worth US$0.5 Based On Its Intrinsic Value?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Stem fair value estimate is US$0.34 Current share price of...Articolo di analisi • Aug 09
Little Excitement Around Stem, Inc.'s (NYSE:STEM) Revenues As Shares Take 51% Pounding
The Stem, Inc. ( NYSE:STEM ) share price has fared very poorly over the last month, falling by a substantial 51%. For...Seeking Alpha • Jul 19
Stem: Blurry Outlook And Weak Fundamentals, Sell
Summary Stem, Inc. (STEM) shows weakening fundamentals despite turnaround efforts, with stock down 38% since previous coverage. Technical analysis indicates a bearish trend with the stock breaking below the support zone, negative indicators, and declining trading volume. The company's profitability worsens, debt remains high, and the future outlook is bleak with consistent downward revisions and insider selling. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$144m |
| Dec 31 2025 | US$2m | US$520k | US$138m |
Compensazione vs Mercato: La retribuzione totale di Arun ($USD 2.07M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 641.77K ).
Compensazione vs guadagni: Dati insufficienti per confrontare la retribuzione di Arun con le performance aziendali.
AMMINISTRATORE DELEGATO
Arun Narayanan (51 yo)
1.4yrs
Mandato
US$2,068,248
Compensazione
Mr. Arun Narayanan is Chief Executive Officer of Stem, Inc. from January 27, 2025 and serves as its Director since December 01, 2025. Mr. Narayanan served as Group Chief Data Officer at Anglo American plc...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 1.4yrs | US$2.07m | 0.14% $ 106.7k | |
| Chief Legal Officer & Corporate Secretary | 5.1yrs | US$1.35m | 0.31% $ 225.6k | |
| President of Managed Services & OEM Hardware | 1.3yrs | US$1.37m | 0.22% $ 159.9k | |
| Founder | no data | Nessun dato | Nessun dato | |
| Chief Financial Officer | less than a year | Nessun dato | Nessun dato | |
| Chief Accounting Officer | less than a year | Nessun dato | Nessun dato | |
| Chief Technology Officer | less than a year | Nessun dato | Nessun dato | |
| Head of Investor Relations | no data | Nessun dato | Nessun dato | |
| SVP of Sales | 1.4yrs | Nessun dato | Nessun dato | |
| VP of Marketing & New Businesses | less than a year | Nessun dato | Nessun dato | |
| Chief Human Resources Officer | 1.1yrs | Nessun dato | Nessun dato | |
| President of Software Products | 3.3yrs | Nessun dato | 0.032% $ 23.2k |
1.2yrs
Durata media
54yo
Età media
Gestione esperta: Il team dirigenziale di STEM non è considerato esperto (durata media 1.2 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | less than a year | US$2.07m | 0.14% $ 106.7k | |
| Independent Chairman of the Board | 5.2yrs | US$264.91k | 0.49% $ 358.1k | |
| Lead Independent Director | 5.2yrs | US$246.89k | 0.075% $ 55.0k | |
| Independent Director | 2.6yrs | US$174.32k | 0.075% $ 55.2k | |
| Independent Director | 5.2yrs | US$244.89k | 0.089% $ 65.7k | |
| Independent Director | 1.3yrs | US$179.11k | 0.035% $ 25.6k | |
| Independent Director | 1.3yrs | US$176.61k | 0.035% $ 25.6k | |
| Independent Director | 5.2yrs | US$170.69k | 0.24% $ 176.7k |
3.9yrs
Durata media
63.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di STEM sono considerati esperti (durata media dell'incarico 3.9 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/21 07:21 |
| Prezzo dell'azione a fine giornata | 2026/06/18 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Stem, Inc. è coperta da 13 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Christine Cho | Barclays |
| Ameet Thakkar | BMO Capital Markets Equity Research |
| Moses Sutton | BNP Paribas |