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Upturn AI SWOT - About
Stem Inc (STEM)
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Upturn Advisory Summary
06/30/2025: STEM (1-star) is a SELL. SELL since 5 days. Profits (-41.76%). Updated daily EoD!
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
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $13.1
1 Year Target Price $13.1
| 0 | Strong Buy |
| 0 | Buy |
| 8 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -69.45% | Avg. Invested days 27 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 53.48M USD | Price to earnings Ratio - | 1Y Target Price 13.1 |
Price to earnings Ratio - | 1Y Target Price 13.1 | ||
Volume (30-day avg) 8 | Beta 1.37 | 52 Weeks Range 5.82 - 33.60 | Updated Date 06/30/2025 |
52 Weeks Range 5.82 - 33.60 | Updated Date 06/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -99.6 |
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 - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) -65.05% |
Management Effectiveness
Return on Assets (TTM) -8.59% | Return on Equity (TTM) -5920.79% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 533930341 | Price to Sales(TTM) 0.35 |
Enterprise Value 533930341 | Price to Sales(TTM) 0.35 | ||
Enterprise Value to Revenue 3.52 | Enterprise Value to EBITDA -9.15 | Shares Outstanding 8317940 | Shares Floating 7851885 |
Shares Outstanding 8317940 | Shares Floating 7851885 | ||
Percent Insiders 29.51 | Percent Institutions 430.67 |
Analyst Ratings
Rating 3 | Target Price 13.1 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold 8 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Stem Inc
Company Overview
History and Background
Stem Inc. was founded in 2009 and focuses on providing artificial intelligence (AI)-driven clean energy storage systems. It has evolved from solely focusing on energy storage to incorporating software and services to optimize energy use.
Core Business Areas
- Energy Storage Systems: Designs, develops, and sells energy storage systems, including hardware and software. Their Athena AI platform is central to their energy storage solutions.
- Software and Services: Offers software and services that optimize energy usage for commercial and industrial customers. This includes energy management, demand response, and virtual power plant capabilities.
- Energy Services: The Company provides various energy services including project development and design, product sales, operations, and maintenance.
Leadership and Structure
John Carrington is the CEO of Stem Inc. The company has a typical corporate structure with departments covering engineering, sales, marketing, finance, and operations.
Top Products and Market Share
Key Offerings
- Athena AI Platform: Athena is Stem's AI-powered software platform that optimizes energy storage performance and provides real-time energy management and demand response services. Market share for AI-powered energy management is still emerging and difficult to quantify precisely. Competitors include Tesla (TSLA), Enphase Energy (ENPH), and Fluence Energy (FLNC).
- Energy Storage Systems: Stem provides integrated energy storage solutions, including batteries and inverters, managed by the Athena platform. Revenue from energy storage systems forms a significant portion of their total revenue. Competitors include Tesla (TSLA), Fluence Energy (FLNC), and LG Energy Solution.
Market Dynamics
Industry Overview
The energy storage industry is experiencing rapid growth driven by increasing adoption of renewable energy sources, declining battery costs, and supportive government policies. The industry is becoming more competitive as more companies enter the market.
Positioning
Stem is positioned as a provider of intelligent energy storage solutions, leveraging its Athena AI platform to differentiate itself from competitors. Their competitive advantage lies in their software and ability to optimize energy usage.
Total Addressable Market (TAM)
The global energy storage market is estimated to reach hundreds of billions of dollars in the coming years. Stem is positioned to capture a significant share of this market through its technology and market presence.
Upturn SWOT Analysis
Strengths
- Athena AI platform provides a competitive advantage
- Established relationships with energy providers and customers
- Strong focus on software and services
- Experienced leadership team
Weaknesses
- Relatively small size compared to larger competitors
- Dependence on specific government policies and incentives
- History of net losses
- High operational costs
Opportunities
- Expanding energy storage market
- Growing demand for renewable energy integration
- Potential for partnerships and acquisitions
- International expansion
Threats
- Intense competition from larger companies
- Changes in government policies and regulations
- Technological advancements that could disrupt their business
- Fluctuations in battery costs
Competitors and Market Share
Key Competitors
- TSLA
- ENPH
- FLNC
Competitive Landscape
Stem's competitive advantage lies in its Athena AI platform. However, Tesla and other larger companies have greater resources and brand recognition.
Major Acquisitions
Also Energy
- Year: 2021
- Acquisition Price (USD millions): 695
- Strategic Rationale: Expanded Stem's capabilities in solar asset management and monitoring.
Growth Trajectory and Initiatives
Historical Growth: Stem Inc. has demonstrated significant revenue growth in recent years, driven by increasing demand for energy storage solutions.
Future Projections: Analysts expect Stem Inc. to continue to grow rapidly in the coming years, driven by the increasing adoption of renewable energy and energy storage. Profitability is projected to improve over time.
Recent Initiatives: Recent initiatives include expanding partnerships, launching new products and services, and pursuing international expansion opportunities.
Summary
Stem Inc. is a growing company in the energy storage market, driven by its Athena AI platform and expanding customer base. The company faces intense competition and needs to improve its profitability. Recent acquisitions have enhanced its capabilities, and future growth is expected with the increasing adoption of renewable energy and energy storage. However, maintaining a competitive edge and achieving profitability are key challenges for the company.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Analyst Reports
- Industry Publications
- Company Website
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market conditions and company performance are subject to change. Market share data is estimated and may vary.
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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