Stock analysis, trade plans, and proprietary indicators by Trend Edge.
Trend Edge rates STEM Bearish with a Setup Score of 39, net conviction 24, actionability 62. How the Setup Score works →
| Total Setup Score | 39 |
|---|---|
| Directional Bias | Bearish |
| Net Conviction | 24 |
| Actionability | 62 (in range) |
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 →
| Current Price | $5.46 |
|---|---|
| Market Cap | $54.4M |
| Float | 9.3M |
| Shares Outstanding | 9.6M |
| Price/Sales (TTM) | 0.37 |
| vs. Analyst Target | +36.4% to analyst PT |
| Profit Margin | -49.37% |
| Operating Margin (TTM) | -24.12% |
| Revenue (TTM) | $148M |
| Dividend Rate | None |
| Analyst Target Price | $7.45 (8 analysts) |
| Year | Revenue | Net Income | Gross Profit | EBITDA |
|---|---|---|---|---|
| 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 |
| Quarter | Revenue | Net Income |
|---|---|---|
| Sep 2025 | $38.2M | -$23.8M |
| Dec 2025 | $47.1M | -$16.0M |
| Mar 2026 | $29.0M | -$18.9M |
| Jun 2026 | $33.7M | -$14.4M |
| Insider Ownership | 2.3% |
|---|---|
| Institutional Ownership | 25.4% |
| Short Float | 12.1% |
| % of All Funds Holding | 0.84% |
| Number of Funds Holding | 74 |
Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.
| Timeframe | SMA | Value | Trend Context |
|---|---|---|---|
| Weekly | 10-Week SMA | $6.27 | Near-term / short-term trend |
| Weekly | 40-Week SMA | $10.95 | Medium-term trend |
| Weekly | 80-Week SMA | $11.86 | Cyclical trend (business cycle) |
| Weekly | 200-Week SMA | $51.60 | Secular trend (multi-year) |
| Monthly | 10-Month SMA | $10.64 | Near-term monthly trend |
| Monthly | 20-Month SMA | $11.31 | Medium-term monthly trend |
| Monthly | 40-Month SMA | $32.36 | Secular monthly trend |
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 Level | Type | Volume Ratio | Age |
|---|---|---|---|
| $24.60 | resistance | 2.16x | 23 months ago |
| Timeframe | Avg Return | Median | Win Rate | Best | Worst |
|---|---|---|---|---|---|
| Gap | -2.68% | 1.12% | 50.00% | 21.13% | -42.43% |
| 1 Day | -2.16% | 0.17% | 50.00% | 30.36% | -40.82% |
| 1 Week | -4.33% | -3.74% | 45.83% | 32.29% | -41.62% |
| 2 Weeks | -3.96% | -4.51% | 39.13% | 53.78% | -36.71% |
| 1 Month | -3.58% | -14.19% | 34.78% | 86.19% | -59.08% |
Next earnings: August 12, 2026
Insufficient historical data for monthly seasonality analysis (requires 7+ years of data).
| Day | Avg Return | Win Rate | Samples |
|---|---|---|---|
| Monday | 0.05% | 46.2% | 275 |
| Tuesday | -0.17% | 47.2% | 305 |
| Wednesday | -0.27% | 43.9% | 303 |
| Thursday | -0.01% | 43.1% | 295 |
| Friday | 0.50% | 45.8% | 295 |
Institutional holder breakdown coming soon.
Total institutional ownership: 25.4%
Total insider ownership: 2.3%
Founder-led management: Brian Thompson (Founder)
| Total Filings | 15 |
|---|---|
| Net Value | -$122,661.77 |
| Net Shares Change | 31,156 |
| % of Float | 0.3% |
| C-Suite Filings | 15 |
| Clusters Detected | 2 |
| Name | Title | Net Value | Filings | Activity |
|---|---|---|---|---|
| Tappin Matthew | President, Software Products | -$133,134.9 | 5 | 3 sell |
| Shukla Rahul | Chief Accounting Officer | -$59,555.54 | 1 | 1 sell |
| Laureles Saul R. | Chief Legal Officer | +$55,228.75 | 1 | N/A |
| Carlson Michael James | President, Managed Services | +$49,953.55 | 1 | N/A |
| Narayanan Arun | Chief Executive Officer | +$47,787.65 | 1 | N/A |
| Musfeldt Brian | Chief Financial Officer | +$15,041.94 | 1 | N/A |
| Period | Filings | Insiders | Net Value | Seniority |
|---|---|---|---|---|
| 2026-03-10 – 2026-03-13 | 5 | 4 | -$102,443.18 | 5 C-suite |
| 2026-07-02 – 2026-07-02 | 4 | 4 | +$205,678.85 | 4 C-suite |
| Date | Insider | Title | Net Value | Price After |
|---|---|---|---|---|
| 2026-03-04 | Tappin Matthew | President, Software Products | -$4,751 | Transaction at $9.84, now -44.5% |
| 2025-11-24 | Tappin Matthew | President, Software Products | -$169,636.8 | Transaction at $17.70, now -69.2% |
| 2026-07-21 | Musfeldt Brian | Chief Financial Officer | +$15,041.94 | Transaction at $6.19, now -11.7% |
| 2026-07-02 | Tappin Matthew | President, Software Products | +$52,708.9 | Transaction at $7.83, now -30.3% |
| 2026-07-02 | Narayanan Arun | Chief Executive Officer | +$47,787.65 | Transaction at $7.83, now -30.3% |
| 2026-07-02 | Laureles Saul R. | Chief Legal Officer | +$55,228.75 | Transaction at $7.83, now -30.3% |
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 →