STEM Share Price Performance
US$9.73
3.02 (45.01%)
53.7% undervalued intrinsic discount
US$21.00
Fair Value
Price US$9.73
AnalystHighTarget US$21.00
AnalystConsensusTarget US$16.33
AnalystLowTarget US$17.00
Fair ValueUS$21.00
Share Pricen/a
Stem, Inc. Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 74 Fair Values set on narratives written by author
STEM Community Narratives
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Fair Value US$21 53.7% undervalued intrinsic discount
Global Decarbonization And Athena Trends Will Supercharge Renewable Demand
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AN
Fair Value US$16.33 40.4% undervalued intrinsic discount
Financial Restructuring And Market Expansion Will Shape Near-Term Outlook
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AN
Fair Value US$17 42.8% undervalued intrinsic discount
Policy Rollbacks And Supply Risks Will Threaten Energy Storage
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Financial Restructuring And Market Expansion Will Shape Near-Term Outlook
Key Takeaways Over-optimism about recurring software revenue and international expansion overlooks risks from policy changes, high interest rates, and geopolitical tensions that could pressure costs and margins. Recent margin improvements may not be sustainable if new competitors enter or if integration challenges and reliance on third-party suppliers affect recurring software revenue quality.Read more
319
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40users have followed this narrative
AN
US$16.33
40.4% undervalued intrinsic discount
Fair Value
Revenue
16.11% p.a.
Profit Margin
11.25%
Future PE
7.57x
Price in 2029
US$22.77
Global Decarbonization And Athena Trends Will Supercharge Renewable Demand
Key Takeaways Organizational restructuring, AI-enabled products, and increased financial flexibility are driving stronger transparency, operational efficiency, and global market expansion, strengthening Stem's competitive position. Rapid SaaS growth, high retention rates, and rising demand for energy storage are accelerating recurring revenue, gross margin, and long-term earnings beyond peer expectations.Read more
55
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AN
US$21
53.7% undervalued intrinsic discount
Fair Value
Revenue
16.87% p.a.
Profit Margin
11.1%
Future PE
9.67x
Price in 2029
US$29.27
Policy Rollbacks And Supply Risks Will Threaten Energy Storage
Key Takeaways Exposure to policy, regulatory, and technology shifts in energy storage risks revenue and margin stability, especially with a narrow product focus and geographic concentration. Ongoing supply chain, debt, and market challenges threaten profitability and shareholder returns, even amid potential revenue growth.Read more
19
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AN
US$17
42.8% undervalued intrinsic discount
Fair Value
Revenue
-0.39% p.a.
Profit Margin
12.4%
Future PE
9.53x
Price in 2029
US$22.39
Trending Discussion
Recently Updated Narratives
AN
STEM: Software And Services Margins Will Support Future Earnings Power
Fair Value: US$16.33 40.4% undervalued intrinsic discount
40 fair values setusers have set this as their fair value
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AN
STEM: Software Margin Focus And 2026 EBITDA Guidance Will Support Earnings
Fair Value: US$21 53.7% undervalued intrinsic discount
4 fair values setusers have set this as their fair value
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AN
STEM: Software And Legal Reset Will Support Margins At Attractive Value
Fair Value: US$17 42.8% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
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Snowflake Analysis
Stem, Inc. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
- 16.17
- 39.66%
- 88.16%
- -142.8%
About STEM
- Founded
- 2009
- Employees
- 423
- CEO
- WebsiteView website
Stem, Inc. engages in the development, deployment, and operation of clean energy assets in the United States and internationally. The company offers OEM energy storage systems, and edge hardware devices and solutions. It also provides PowerTrack, an integrated suite of software and solutions for solar, storage, and hybrid assets, including software, energy management system, supervisory control and data acquisition, power plant controller, logger, and optimizer. In addition, the company offers energy optimization software, asset management software, and advisory services; managed services, including the design, procurement, commissioning, operation, and optimization of energy storage and hybrid systems; and professional services to support solar and storage projects, as well as the sale of project assets. It serves developers, asset owners, engineering, procurement and construction firms, distributors, commercial and industrial customers, utilities, and independent power producers. Stem, Inc. was incorporated in 2009 and is headquartered in Houston, Texas.
