Stem 将来の成長
Future 基準チェック /06
Stemは、28%と13.4%でそれぞれ年率28%で利益と収益が成長すると予測される一方、EPSはgrowで33%年率。
主要情報
28.0%
収益成長率
33.02%
EPS成長率
| Electrical 収益成長 | 20.8% |
| 収益成長率 | 13.4% |
| 将来の株主資本利益率 | n/a |
| アナリストカバレッジ | Low |
| 最終更新日 | 18 Aug 2026 |
今後の成長に関する最新情報
Recent updates
ナラティブ更新 • Sep 03
STEM: Q2 Execution And 2026 Guidance Will Drive Future Repricing
Analysts have reduced the fair value estimate for Stem to $8.00 from $18.00, as recent price target cuts, despite Q2 EBITDA outperformance and solid hardware growth, reflect ongoing concern about the company's debt load, limited revenue base, and business transition risk. Analyst Commentary on Stem Recent research on Stem highlights a mix of caution and optimism.
ナラティブ更新 • Aug 19
STEM: Improving EBITDA And Margin Execution Will Support Future Earnings Potential
Analysts have reduced the fair value estimate for Stem from $10.33 to $7.45, reflecting lower Street price targets in the $6.75 to $8 range as they weigh stronger EBITDA and improving margins against a higher discount rate, a lower future P/E assumption, and ongoing concerns around debt and business transition risk. Analyst Commentary Recent Street research on Stem points to a mixed setup.ナラティブ更新 • Aug 05
STEM: Battery Storage Services And Software Will Support Future Earnings
Analysts have cut the Stem price target by about $4, reflecting reduced revenue growth and profit margin assumptions, along with a higher future P/E multiple as they factor in recent sector headwinds and updated company agreements. Analyst Commentary Recent research on Stem highlights a mix of optimism about long term demand for battery storage and caution around near term execution and sector specific pressures.
ナラティブ更新 • Jul 22
STEM: Data Center Power Demand And AI Services Will Support Margins
The analyst price target for Stem has moved from $10.00 to $7.50 as analysts update their models around power demand growth tied to data centers, electrification, and the resulting need for new generation capacity, including utility-scale solar and battery storage. Analyst Commentary Recent Street commentary on Stem reflects a more cautious stance, with several bearish analysts revising their models and resetting expectations around how the stock prices in power demand growth from data centers, electrification, and new generation capacity.ナラティブ更新 • Jul 08
STEM: Index Additions And 2026 Revenue Guidance Will Support Future Repricing
Stem's updated analyst price target has moved from $21.00 to $18.00, as analysts adjust their models to reflect slightly different assumptions around fair value, discount rates, and long term margins. Analyst Commentary Recent research on Stem reflects a more cautious stance on valuation, but also highlights areas where bullish analysts still see room for the stock to execute and potentially close the gap toward their fair value estimates.ナラティブ更新 • Jun 24
STEM: AI Services And Partnerships Will Support Margins Despite Cautious Sentiment
Analysts have trimmed their price target on Stem by $1.50, citing updated expectations that incorporate slightly adjusted revenue growth and profit margin assumptions along with a modestly lower future P/E multiple. Analyst Commentary Recent price target cuts on Stem reflect a more cautious tone from bearish analysts, who are reworking their models to account for updated assumptions on revenue, profitability, and valuation multiples.ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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 Alphaナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...
新しいナラティブ • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...業績と収益の成長予測
| 日付 | 収益 | 収益 | フリー・キャッシュフロー | 営業活動によるキャッシュ | 平均アナリスト数 |
|---|---|---|---|---|---|
| 12/31/2028 | 218 | -33 | N/A | 10 | 1 |
| 12/31/2027 | 173 | -50 | -10 | 8 | 5 |
| 12/31/2026 | 150 | -61 | -13 | 8 | 5 |
| 6/30/2026 | 148 | -73 | 7 | 12 | N/A |
| 3/31/2026 | 153 | 144 | -14 | -10 | N/A |
| 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 | N/A | -30 | N/A |
| 12/31/2018 | 7 | -49 | N/A | -45 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: STEM今後 3 年間、利益が出ない状態が続くと予測されています。
収益対市場: STEM今後 3 年間、利益が出ない状態が続くと予測されています。
高成長収益: STEM今後 3 年間、利益が出ない状態が続くと予測されています。
収益対市場: STEMの収益 ( 13.4% ) US市場 ( 13.6% ) よりも低い成長が予測されています。
高い収益成長: STEMの収益 ( 13.4% ) 20%よりも低い成長が予測されています。
一株当たり利益成長率予想
将来の株主資本利益率
将来のROE: STEMの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です
成長企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/21 10:53 |
| 終値 | 2026/09/18 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Stem, Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14
| アナリスト | 機関 |
|---|---|
| "Christine Cho | Barclays |
| Christine Cho | Barclays |
| Ameet Thakkar | BMO Capital Markets Equity Research |