Stem, Inc.

NYSE:STEM Stok Raporu

Piyasa değeri: US$44.4m

Stem Gelecekteki Büyüme

Future kriter kontrolleri 0/6

Stem kazanç ve gelirinin sırasıyla yıllık 28% ve 13.4% oranında artması tahmin edilirken, EPS'nin yıllık 33% oranında büyümesi bekleniyor.

Anahtar bilgiler

28.0%

Kazanç büyüme oranı

33.02%

EPS büyüme oranı

Electrical kazanç büyümesi20.8%
Gelir büyüme oranı13.4%
Gelecekteki özkaynak getirisin/a
Analist kapsamı

Low

Son güncelleme18 Aug 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
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Yeni Anlatı • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...

Kazanç ve Gelir Büyüme Tahminleri

NYSE:STEM - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/2028218-33N/A101
12/31/2027173-50-1085
12/31/2026150-61-1385
6/30/2026148-73712N/A
3/31/2026153144-14-10N/A
12/31/202515613807N/A
9/30/2025165103-24-16N/A
6/30/2025156-22-47-37N/A
3/31/2025152-807-39-27N/A
12/31/2024145-854-48-37N/A
9/30/2024256-841-38-24N/A
6/30/2024361-769-33-19N/A
3/31/2024420-168-189-172N/A
12/31/2023462-140-226-207N/A
9/30/2023450-138-259-243N/A
6/30/2023415-95-295-275N/A
3/31/2023389-146-137-116N/A
12/31/2022363-124-127-106N/A
9/30/2022260-123-118-101N/A
6/30/202220127-104-92N/A
3/31/2022153-41-138-125N/A
12/31/2021127-101-111-101N/A
9/30/202193-168-100-85N/A
6/30/202163-302-69-59N/A
3/31/202148-221-36-25N/A
12/31/202036-166-46-34N/A
9/30/202025-79-45-30N/A
12/31/201918-65N/A-30N/A
12/31/20187-49N/A-45N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: STEM önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.

Kazançlar ve Piyasa: STEM önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.

Yüksek Büyüme Kazançları: STEM önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.

Gelir ve Pazar: STEM şirketinin gelirinin (yıllık 13.4% ) US pazarından (yıllık 13.6% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: STEM şirketinin gelirinin (yıllık 13.4% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: STEM 'un Özsermaye Getirisi'nin 3 yıl içinde yüksek olmasının öngörülüp öngörülmediğini belirlemek için yeterli veri yok

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/09/21 21:33
Gün Sonu Hisse Fiyatı2026/09/21 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Stem, Inc. 14 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
"Christine ChoBarclays
Christine ChoBarclays
Ameet ThakkarBMO Capital Markets Equity Research