Equity Brief · Utilities2026-05-20
STEM·Utilities

Stem Inc

I · Analiza AI

Pe scurt

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].

Pe scurt AI analysisÎncredere 7/10

Scor Sentinellis

7.9/10

Financially healthy

Capitalizare bursieră

$77.3M

Venituri (12 luni)

$156.3M

II · Știri recente

Ce a mișcat prețul

5 stories · ranked by relevance

  • macro2026-05-17

    Why STEM’s Latest New York Storage Win Could Signal A Bigger Shift

    Yahoo Finance

  • macro2026-05-12

    3 UK Dividend Stocks Offering Yields Up To 7.7%

    Yahoo Finance

  • macro2026-05-06

    Stem, Inc. (STEM) Reports Q1 Loss, Misses Revenue Estimates

    Zacks

  • macro2026-05-07

    Stem reaffirms 2026 adjusted EBITDA of $10M-$15M while targeting $140M-$190M revenue

    Seeking Alpha

  • macro2026-05-13

    Bluesphere Ventures Selects Stem for New York VDER Storage Advisory

    Yahoo Finance

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Revenue growth of only 8% is extremely slow for a company in the fast-growing renewable energy sector, and Q1 2026 revenue missed forecasts by 22% — suggesting Stem may be losing market share or facing execution problems [Zacks]

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