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Upturn AI Summary - About
Stem Inc(STEM)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for STEM
10/19/2026: STEM (1-star) is currently NOT-A-BUY. Pass it for now.
Stem Inc is a clean energy technology company that offers AI-driven software, known as Athena, to optimize energy storage systems for commercial and industrial clients. The company's main strength lies in its specialized software platform, which helps customers manage energy costs and improve grid reliability. Its primary growth opportunity centers on the expansion of virtual power plant initiatives and the broader transition to renewable energy. However, the company faces significant competition from large industrial conglomerates and contends with financial volatility and execution risks in a capital-intensive industry. Stem may be best suited for growth-oriented investors who are comfortable with high risk and are monitoring the company’s ability to achieve sustainable profitability.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers exposure to the energy transition, but high volatility and lack of consistent profitability warrant caution. |
| Momentum investor | Mixed fit | The stock can exhibit high momentum during clean-energy sentiment cycles, but currently lacks a strong sustained upturn signal. |
| Value investor | Weak fit | The lack of positive earnings and high valuation multiples relative to current cash flow make it a poor fit for traditional value strategies. |
| Dividend investor | Weak fit | The company does not pay dividends and reinvests all capital into growth and operations. |
| Low-risk investor | Weak fit | High volatility, execution risks, and sector-specific regulatory uncertainties make this unsuitable for low-risk portfolios. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock is subject to significant price swings due to its growth-stage profile and sensitivity to sector sentiment. |
| Valuation risk | Medium / high | High valuations compared to current earnings can lead to sharp corrections if growth targets are missed. |
| Competition risk (Hardware/Software bundling) | High | Major competitors like Tesla are bundling storage and software, potentially commoditizing Stem's core value proposition. |
| Business quality | Medium | While the software platform is specialized, the business model currently faces challenges in achieving sustainable profitability. |
| Dividend income | Low / none | Investors should not expect income from this equity. |
| Execution risk | Medium / high | Success depends on the complex execution of energy projects and the ability to maintain software market share. |
Price Behavior
Steep Decline
The stock price has dropped sharply with strong downward pressure.
Highly Choppy
The stock has experienced frequent, large price swings that make its near-term movement less predictable.
Analysis of Past Performance
Type Stock | Historic Profit -30.45% | Avg. Invested days 14 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/19/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 33.50M USD | Price to earnings Ratio - | 1Y Target Price 6.85 |
Price to earnings Ratio - | 1Y Target Price 6.85 | ||
Volume (30-day avg) 167.7K shares | Beta 1.59 | 52 Weeks Range 3.33 - 25.43 | Updated Date 10/18/2026 |
52 Weeks Range 3.33 - 25.43 | Updated Date 10/18/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -8.62 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Software Services | Subscription revenue from the Athena AI platform for energy optimization. | This is the 'sticky' high-margin part of the business that investors look to for long-term growth. |
| Hardware & Services | Revenue from the sale and installation of energy storage systems. | This segment provides volume but typically operates at lower margins than software. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE - | Forward PE - | Enterprise Value 327.65M | Price to Sales(TTM) 0.23 |
Enterprise Value 327.65M | Price to Sales(TTM) 0.23 | ||
Enterprise Value to Revenue 2.21 | Enterprise Value to EBITDA 155.06 | Shares Outstanding 9.63M | Shares Floating 9.27M |
Shares Outstanding 9.63M | Shares Floating 9.27M | ||
Percent Insiders 2.32 | Percent Institutions 25.36 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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