STEM — Stem Inc

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Stem Inc

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… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$10.28
Market Cap$79.4M
Float8.7M
Shares Outstanding9.0M
Price/Sales (TTM)0.52
vs. Analyst Target+27.3% to analyst PT
Profit Margin94.16%
Operating Margin (TTM)-37.47%
Revenue (TTM)$153M
Dividend RateNone
Analyst Target Price$13.08 (8 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $36.3M -$156M -$3.9M -$117M
2021 $127M -$101M $1.2M -$63.0M
2022 $363M -$124M $33.1M -$87.7M
2023 $462M -$140M $3.7M -$79.2M
2024 $145M -$854M -$11.1M -$790M
2025 $156M $138M $60.0M $207M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $38.4M $203M
Sep 2025 $38.2M -$23.8M
Dec 2025 $47.1M -$16.0M
Mar 2026 $29.0M -$18.9M

Ownership & Float

Insider Ownership1.8%
Institutional Ownership24.6%
Short Float12.2%
% of All Funds Holding0.88%
Number of Funds Holding72

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$9.75Near-term / short-term trend
Weekly40-Week SMA$14.81Medium-term trend
Weekly80-Week SMA$12.71Cyclical trend (business cycle)
Weekly200-Week SMA$69.56Secular trend (multi-year)
Monthly10-Month SMA$14.05Near-term monthly trend
Monthly20-Month SMA$11.78Medium-term monthly trend
Monthly40-Month SMA$40.93Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$6.30 support 2.09x 9 months ago
$24.60 resistance 2.16x 20 months ago
$36.40 resistance 1.28x 23 months ago

Historical Earnings Reactions (23 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -3.04% 0.00% 47.83% 21.13% -42.43%
1 Day -2.88% -0.17% 47.83% 30.36% -40.82%
1 Week -4.67% -4.12% 43.48% 32.29% -41.62%
2 Weeks -3.96% -4.51% 39.13% 53.78% -36.71%
1 Month -2.41% -13.26% 36.36% 86.19% -59.08%

Next earnings: July 25, 2026 (58 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

Insufficient historical data for monthly seasonality analysis (requires 7+ years of data).

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.05% 46.0% 263
Tuesday -0.19% 46.9% 292
Wednesday -0.13% 45.2% 290
Thursday -0.08% 42.9% 282
Friday 0.60% 45.8% 284

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 24.6%

Insider Transactions — Smart Summary

Total insider ownership: 1.8%

Founder-led management: Brian Thompson (Founder)

12-Month Insider Activity Summary

Total Filings11
Net Value-$353,278.909
Net Shares Change-16,796
% of Float-0.2%
C-Suite Filings11
Clusters Detected1

Key Insiders

NameTitleNet ValueFilingsActivity
Tappin Matthew President, Software Products -$200,093.809 6 3 sell
Shukla Rahul Chief Accounting Officer -$59,555.54 1 1 sell
Narayanan Arun Chief Executive Officer -$57,212.4 1 N/A
Carlson Michael James President, Managed Services -$23,118.48 1 N/A
Laureles Saul R. Chief Legal Officer -$10,475.04 1 N/A

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2026-03-10 – 2026-03-13 5 4 -$102,443.18 5 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-03-04 Tappin Matthew President, Software Products -$4,751 Transaction at $9.84, now +4.5%
2026-02-23 Tappin Matthew President, Software Products -$4,172.4 Transaction at $11.40, now -9.8%
2025-11-24 Tappin Matthew President, Software Products -$169,636.8 Transaction at $17.70, now -41.9%
2026-03-10 Tappin Matthew President, Software Products -$7,283.6 Transaction at $11.12, now -7.6%
2026-03-10 Narayanan Arun Chief Executive Officer -$57,212.4 Transaction at $11.12, now -7.6%
2025-11-19 Shukla Rahul Chief Accounting Officer -$59,555.54 Transaction at $16.21, now -36.6%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Stem Inc (STEM) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for STEM on Trend Edge →