Stem Inc

Stem develops AI-powered software (called PowerTrack) and sells battery storage hardware to help utilities, commercial customers, and renewable energy developers optimize how they store and use electricity [Yahoo Finance]. The company earns revenue from software subscriptions, managed services where they operate battery systems for clients, and hardware sales [Yahoo Finance].

Stem Inc. is a Houston-based clean energy software and hardware company that helps manage battery storage and renewable energy systems [Yahoo Finance]. The company recently achieved its first-ever Q1 profit and won new contracts in New York's battery storage market, though Q1 revenue badly missed expectations at only $29M — 22% below forecasts [Zacks]. With a tiny $77M market cap and heavy insider selling across multiple executives in March 2026, the company faces significant execution risk despite positive momentum in profitability [SEC Form 4].

Stem reached profitability for the first time in Q1 2026 after years of losses, but revenue growth remains painfully slow and the market cap is extremely small at $77M [Yahoo Finance].