Stem (STEM)

• Market cap: $67.6M
• 1 day: 30.34%
• 5 days: 38.69%
• 1 month: 54.41%
• 3 months: -5.68%
• 6 months: 12.34%
• Year to date: -30.25%
• 1 year: -70.60%
• 5 years: -94.42%
• 10 years: -94.42%
• Sector: Utilities
• Industry: Renewable Electricity

About: Stem Inc is a provider of energy storage systems. The company bundles third-party hardware with its proprietary Athena software to provide customers a turnkey solution. Stem sells its solutions to commercial and industrial customers as well as independent power producers and renewable developers. Its solutions help customers maximize renewable energy generation and help build a cleaner and more resilient grid. The Company operates as one operating segment that is focused exclusively on technology services that transform the way energy is distributed and consumed.

Employees: 569

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

56% more capital invested

Capital invested by funds: $19.9M [Q3] → $30.9M (+$11.1M) [Q4]

24% more call options, than puts

Call options by funds: $830K | Put options by funds: $670K

9% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 35

3.47% less ownership

Funds ownership: 34.95% [Q3] → 31.48% (-3.47%) [Q4]

6% less funds holding

Funds holding: 149 [Q3] → 140 (-9) [Q4]

19% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 31

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $0.40 26% downside
• Avg. target: $0.40 26% downside
• High target: $0.40 26% downside

2 analyst ratings

• positive: 0 0%
• neutral: 2 100%
• negative: 0 0%

Roth MKM Justin Clare 48% 1-year accuracy 10 / 21 met price target	26% downside $0.40	Neutral Maintained	5 Mar 2025
BMO Capital Ameet Thakkar 60% 1-year accuracy 9 / 15 met price target	26% downside $0.40	Market Perform Maintained	5 Mar 2025