Stem Toekomstige groei
Future criteriumcontroles 1/6
De winst van Stem zal naar verwachting dalen met 104.8% per jaar, terwijl de jaarlijkse omzet naar verwachting zal groeien met 11.4% per jaar. De winst per aandeel zal naar verwachting afnemen met 115.3% per jaar.
Belangrijke informatie
-104.8%
Groei van de winst
-115.29%
Groei van de winst per aandeel
| Electrical winstgroei | 17.4% |
| Inkomstengroei | 11.4% |
| Toekomstig rendement op eigen vermogen | n/a |
| Dekking van analisten | Good |
| Laatst bijgewerkt | 20 Apr 2026 |
Recente toekomstige groei-updates
Recent updates
Analyse-artikel • 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...
Analyse-update • 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.
Analyse-update • 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.Analyse-update • 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.
Analyse-update • 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 AlphaAnalyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-artikel • 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...Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-artikel • 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...Analyse-update • 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.Analyse-update • 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.Analyse-artikel • 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...Analyse-update • 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.Analyse-artikel • 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...
Nieuwe analyse • 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.Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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 AlphaAnalyse-artikel • May 23
Stem, Inc.'s (NYSE:STEM) CEO Compensation Is Looking A Bit Stretched At The Moment
Key Insights Stem to hold its Annual General Meeting on 29th of May CEO John Carrington's total compensation includes...Seeking Alpha • May 06
Stem: Short-Term Pain But Moving Towards Increasing Profitability
Summary Stem Inc. has struggled to deliver on its promise of becoming a high-margin recurring revenue play in the renewable energy and electricity storage sectors. The company suffers from project delays, legacy contractual obligations, and the high-interest rate environment. Management is now focussing on strengthening recurring revenues and improving profitability, enabling them to not require any further equity offerings. If Stem delivers on its promises, its valuation will be far too low and open up a lot of potential - yet this might still take some time. Read the full article on Seeking AlphaWinst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 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 |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: De winst van STEM zal naar verwachting de komende 3 jaar dalen ( -104.8% per jaar).
Winst versus markt: De winst van STEM zal naar verwachting de komende 3 jaar dalen ( -104.8% per jaar).
Hoge groeiwinsten: De winst van STEM zal naar verwachting de komende 3 jaar dalen.
Omzet versus markt: De omzet van STEM ( 11.4% per jaar) zal naar verwachting sneller groeien dan de markt US ( 11.4% per jaar).
Hoge groei-inkomsten: De omzet van STEM ( 11.4% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Onvoldoende gegevens om te bepalen of het rendement op eigen vermogen van STEM naar verwachting over 3 jaar hoog zal zijn
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/06 12:57 |
| Aandelenkoers aan het einde van de dag | 2026/05/06 00:00 |
| Inkomsten | 2025/12/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Stem, Inc. wordt gevolgd door 13 analisten. 6 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Christine Cho | Barclays |
| Ameet Thakkar | BMO Capital Markets Equity Research |
| Moses Sutton | BNP Paribas |