Stem Inc (STEM)

Stem's stock price fell after Q2 2024 financial results were announced. A reverse stock split and debt restructuring were executed in July 2025. BlackRock, Inc. significantly reduced its stake in Stem in July 2025. The company reported earnings of -$2.84 per share for Q3 2025, missing analysts' expectations, but revenue increased 31% year-over-year. Stem expanded its Berlin operations in October 2025. Several analysts maintained "Hold" or "Neutral" recommendations in November 2025. Stem partnered with a clean energy asset owner and appointed CEO Arun Narayanan to the board in December 2025. The stock experienced mixed performance in January 2026 and was trading at $17.75 as of January 12, 2026.

Stem, Inc.'s products and services exhibit seasonal considerations in their application and optimization. The company's project designs consider four seasonal climates for optimized financial returns and revenue streams. Energy storage solutions can adjust their output on a seasonal basis to meet the varying requirements of demand response programs and changing market conditions.

Stem, Inc. is a leading provider of AI-driven clean energy storage systems, software, and services in the Utilities - Renewable sector, specifically in the Electrical Products and Energy Storage industries. The company leverages AI and machine learning to optimize energy storage and consumption for various clients. Its major products and services include the Athena™ Software Platform, PowerTrack™, PowerCore™ and PowerBidder™, OEM Energy Storage Systems, Edge Hardware Products, and full-lifecycle Energy Services.

Stem, Inc. has a global presence with offices in the United States, Germany, Japan, and India. The company manages global projects in 55 countries across North America and the EMEA region, serving over 16,000 global customers.

Stem, Inc. positions itself as a global leader reimagining technology to support the energy transition, unlocking energy intelligence through its AI-enabled software and services. The company emphasizes its role in enabling the intelligent development, deployment, and operation of clean energy assets. The company's strategic pivot towards a software and services-centric model is an effort to strengthen its market position. The significant stock price decline and revised guidance in Q2 2024, along with the Q3 2025 earnings miss, could have implicitly impacted investor and market perception.

The ownership structure of Stem, Inc. includes individual, institutional, and insider investors. Individual investors hold 56% of the company's shares. Institutional investors own between 3.37% to 67%. Insiders hold approximately 68.53% of the stock. Major institutional shareholders include Vanguard Group Inc., Susquehanna International Group, Llp., BlackRock, Inc., Marshall Wace, Llp., Bank Of America Corp /de/, Two Sigma Investments, Lp., State Street Global Advisors, and Schroder Investment Management Limited. Anil Tammineedi owns the most shares among insiders.