Stem 경영진
경영진 기준 점검 1/4
Stem CEO는 Arun Narayanan, Jan2025 에 임명되었습니다 의 임기는 1.33 년입니다. 총 연간 보상은 $2.07M, 25.2% 급여 및 74.8% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $137.33K 가치에 해당하는 회사 주식의 0.15% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 1.1 년과 3.8 년입니다.
핵심 정보
Arun Narayanan
최고경영자
US$2.1m
총 보수
| CEO 급여 비율 | 25.15% |
| CEO 재임 기간 | 1.3yrs |
| CEO 지분 보유율 | 0.2% |
| 경영진 평균 재임 기간 | 1.1yrs |
| 이사회 평균 재임 기간 | 3.8yrs |
최근 경영진 업데이트
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 06CEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Dec 31 2025 | US$2m | US$520k | US$138m |
보상 대 시장: Arun의 총 보수(USD2.07M)는 US 시장에서 비슷한 규모 기업의 평균(USD619.80K)보다 높습니다.
보상과 수익: Arun의 보상을 회사 실적과 비교하기에 데이터가 부족합니다.
CEO
Arun Narayanan (50 yo)
1.3yrs
재임 기간
US$2,068,248
보수
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...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Director | 1.3yrs | US$2.07m | 0.15% $ 137.3k | |
| Chief Legal Officer & Corporate Secretary | 5yrs | US$1.35m | 0.32% $ 290.4k | |
| President of Managed Services & OEM Hardware | 1.2yrs | US$1.37m | 0.23% $ 205.9k | |
| Founder | no data | 데이터 없음 | 데이터 없음 | |
| Chief Financial Officer | less than a year | 데이터 없음 | 데이터 없음 | |
| Chief Accounting Officer | less than a year | 데이터 없음 | 데이터 없음 | |
| Chief Technology Officer | less than a year | 데이터 없음 | 데이터 없음 | |
| Head of Investor Relations | no data | 데이터 없음 | 데이터 없음 | |
| SVP of Sales | 1.3yrs | 데이터 없음 | 데이터 없음 | |
| VP of Marketing & New Businesses | less than a year | 데이터 없음 | 데이터 없음 | |
| Chief Human Resources Officer | 1yr | 데이터 없음 | 데이터 없음 | |
| President of Software Products | 3.2yrs | 데이터 없음 | 0.033% $ 29.9k |
1.1yrs
평균 재임 기간
53yo
평균 나이
경험이 풍부한 관리: STEM의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.1 년) — 신규 팀일 수 있습니다.
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Director | less than a year | US$2.07m | 0.15% $ 137.3k | |
| Independent Chairman of the Board | 5.1yrs | US$264.91k | 0.51% $ 460.9k | |
| Lead Independent Director | 5.1yrs | US$246.89k | 0.078% $ 70.7k | |
| Independent Director | 2.5yrs | US$174.32k | 0.078% $ 71.1k | |
| Independent Director | 5.1yrs | US$244.89k | 0.093% $ 84.5k | |
| Independent Director | 1.2yrs | US$179.11k | 0.036% $ 32.9k | |
| Independent Director | 1.2yrs | US$176.61k | 0.036% $ 32.9k | |
| Independent Director | 5.1yrs | US$170.69k | 0.25% $ 227.5k |
3.8yrs
평균 재임 기간
62.5yo
평균 나이
경험이 풍부한 이사회: STEM의 이사회는 경험이 있음으로 간주됩니다(평균 재임 3.8 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/06 22:00 |
| 종가 | 2026/05/06 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Stem, Inc.는 13명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Christine Cho | Barclays |
| Ameet Thakkar | BMO Capital Markets Equity Research |
| Moses Sutton | BNP Paribas |