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Upturn AI SWOT - About
Stem Inc (STEM)
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Upturn Advisory Summary
08/28/2025: STEM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
8 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $13.17
1 Year Target Price $13.17
| 0 | Strong Buy |
| 0 | Buy |
| 8 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -69.05% | Avg. Invested days 27 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 131.32M USD | Price to earnings Ratio - | 1Y Target Price 13.17 |
Price to earnings Ratio - | 1Y Target Price 13.17 | ||
Volume (30-day avg) 8 | Beta 1.32 | 52 Weeks Range 5.82 - 33.60 | Updated Date 08/29/2025 |
52 Weeks Range 5.82 - 33.60 | Updated Date 08/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -28.6 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-08-06 | When - | Estimate -0.1608 | Actual -1.79 |
Profitability
Profit Margin -14.04% | Operating Margin (TTM) -31.12% |
Management Effectiveness
Return on Assets (TTM) -11.15% | Return on Equity (TTM) -5920.79% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 412069628 | Price to Sales(TTM) 0.84 |
Enterprise Value 412069628 | Price to Sales(TTM) 0.84 | ||
Enterprise Value to Revenue 2.64 | Enterprise Value to EBITDA 10.03 | Shares Outstanding 8359050 | Shares Floating 7893030 |
Shares Outstanding 8359050 | Shares Floating 7893030 | ||
Percent Insiders 4.5 | Percent Institutions 24.09 |
Upturn AI SWOT
Stem Inc
Company Overview
History and Background
Stem, Inc. was founded in 2009 and went public via SPAC merger in 2021. It focuses on AI-driven clean energy solutions.
Core Business Areas
- Energy Storage Solutions: Design, develop, and integrate energy storage solutions, primarily battery energy storage systems (BESS), for commercial, industrial, and utility-scale applications. They help customers optimize energy usage, reduce costs, and improve grid resilience.
- Athena AI Platform: Offers a proprietary artificial intelligence (AI) platform, Athena, which analyzes energy usage patterns, predicts future energy needs, and optimizes the operation of energy storage assets. Athena is critical for maximizing the economic and environmental benefits of Stem's solutions.
- Energy as a Service (EaaS): Provides energy solutions to customers with no upfront capital expenditure. Stem owns and operates energy assets to deliver EaaS solutions.
Leadership and Structure
John Carrington serves as the CEO. The company has a typical corporate structure with departments such as sales, engineering, finance, and operations.
Top Products and Market Share
Key Offerings
- Athena AI Platform: Athena is Stem's core AI-powered platform that optimizes energy storage and renewable energy assets. Athena is used by many of their clients and Stem has stated that most of their projects use the AI platform. Competitors include Fluence and Tesla's Autobidder.
- PowerTrack: Provides real-time monitoring and reporting of energy system performance. Competitors include AlsoEnergy and Locus Energy.
- Energy Storage Systems: Stem offers a full end-to-end energy storage solution. Competitors include Tesla and Fluence.
Market Dynamics
Industry Overview
The energy storage market is experiencing rapid growth, driven by increasing adoption of renewable energy, declining battery costs, and growing demand for grid resilience.
Positioning
Stem is positioned as a leading provider of AI-powered energy storage solutions, differentiating itself through its Athena platform and comprehensive service offerings.
Total Addressable Market (TAM)
The global energy storage market is estimated to reach hundreds of billions of dollars by the end of the decade. Stem is positioned to capture a percentage of the TAM through contracts and project completions.
Upturn SWOT Analysis
Strengths
- Proprietary Athena AI platform
- Comprehensive energy storage solutions
- Strong customer relationships
- Experienced management team
Weaknesses
- Relatively young company with limited operating history
- High customer concentration
- Reliance on third-party battery suppliers
Opportunities
- Expanding energy storage market
- Growing demand for renewable energy
- Increasing government incentives for energy storage
- Geographic expansion
Threats
- Intense competition
- Declining battery costs
- Regulatory changes
- Economic downturn
Competitors and Market Share
Key Competitors
- FSLR
- TSLA
- ENPH
Competitive Landscape
Stem competes with large companies like Tesla and Fluence. Stem's competitive advantages include its Athena AI platform and its focus on comprehensive energy storage solutions.
Major Acquisitions
AlsoEnergy
- Year: 2022
- Acquisition Price (USD millions): 695
- Strategic Rationale: Expanded Stem's market reach and strengthened its software capabilities.
Growth Trajectory and Initiatives
Historical Growth: Stem has experienced significant revenue growth in recent years as the energy storage market has expanded.
Future Projections: Analysts expect Stem to continue to grow rapidly in the coming years, driven by increasing demand for its energy storage solutions.
Recent Initiatives: Recent initiatives include geographic expansion, new product development, and strategic acquisitions.
Summary
Stem Inc. is an AI-driven clean energy solution provider that stands to benefit from the rapidly growing energy storage market. The company's Athena AI platform is a key differentiator, though they do face strong competition. Strategic acquisitions, like that of AlsoEnergy, expand market reach and strengthen the company's offering, but reliance on third-party battery suppliers and customer concentration need careful management. Overall, Stem's growth potential is strong if they can effectively navigate the competitive landscape and manage operational risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings, analyst reports, industry publications
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market share data is based on publicly available estimates and may not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Stem Inc
Exchange NYSE | Headquaters San Francisco, CA, United States | ||
IPO Launch date 2020-10-08 | CEO - | ||
Sector Utilities | Industry Utilities - Renewable | Full time employees 569 | Website https://www.stem.com |
Full time employees 569 | Website https://www.stem.com | ||
Stem, Inc. provides artificial intelligence driven software and services that enable its customers to plan, deploy, and operate clean energy assets in the United States and internationally. The company offers OEM energy storage systems; and software and edge hardware devices services. It serves energy traders, asset owners, independent power producers, community choice aggregators, off takers, renewable project developers, engineering, procurement and construction firms, operations and maintenance providers, electric cooperatives, utilities, load-serving entities, and grid operators. Stem, Inc. was incorporated in 2009 and is headquartered in San Francisco, California.
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