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Upturn AI SWOT - About
Stem Inc (STEM)
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Upturn Advisory Summary
12/02/2025: STEM (1-star) is currently NOT-A-BUY. Pass it for now.
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 $19.17
1 Year Target Price $19.17
| 0 | Strong Buy |
| 0 | Buy |
| 8 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -66.63% | Avg. Invested days 34 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/02/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 144.31M USD | Price to earnings Ratio - | 1Y Target Price 19.17 |
Price to earnings Ratio - | 1Y Target Price 19.17 | ||
Volume (30-day avg) 8 | Beta 1.43 | 52 Weeks Range 5.82 - 33.60 | Updated Date 12/3/2025 |
52 Weeks Range 5.82 - 33.60 | Updated Date 12/3/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -13.79 |
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 62.2% | Operating Margin (TTM) -33.61% |
Management Effectiveness
Return on Assets (TTM) -9.48% | Return on Equity (TTM) -5920.79% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 423680598 | Price to Sales(TTM) 0.87 |
Enterprise Value 423680598 | Price to Sales(TTM) 0.87 | ||
Enterprise Value to Revenue 2.57 | Enterprise Value to EBITDA 2.52 | Shares Outstanding 8390208 | Shares Floating 7913812 |
Shares Outstanding 8390208 | Shares Floating 7913812 | ||
Percent Insiders 4.67 | Percent Institutions 26.97 |
Upturn AI SWOT
Stem Inc
Company Overview
History and Background
Stem Inc., founded in 2009, provides artificial intelligence (AI)-powered energy storage solutions. Initially focused on commercial and industrial customers, it has expanded its reach through acquisitions and technology development.
Core Business Areas
- Energy Storage Solutions: Provides AI-powered energy storage systems (ESS) that optimize energy use, reduce costs, and enable grid resilience. This includes software, hardware, and services.
- Software as a Service (SaaS): Offers Athena, an AI-powered software platform that predicts and optimizes energy use for energy storage systems and virtual power plants (VPPs).
- Renewable Energy Solutions: Offers solutions that help businesses manage renewable energy assets like solar power, integrating them with energy storage for greater efficiency.
Leadership and Structure
John Carrington serves as CEO. The company has a typical corporate structure with departments for engineering, sales, marketing, finance, and operations.
Top Products and Market Share
Key Offerings
- Athena: AI-powered energy management platform that optimizes energy storage assets and virtual power plants. Competitors include Fluence (FLNC), Enphase Energy (ENPH), and Tesla (TSLA) in the broader energy management space. Market share for energy storage management software is fragmented but growing rapidly, with STEM gaining traction. Revenue attribution is challenging to isolate specifically.
- Energy Storage Systems (ESS): Turnkey energy storage systems using lithium-ion batteries, coupled with Athena software. Competitors include Fluence (FLNC), Tesla (TSLA), and Powin Energy. Stem has increased its market share of the ESS sector. Estimated to be near 8% of the energy storage market sector revenue wise.
Market Dynamics
Industry Overview
The energy storage market is experiencing rapid growth, driven by the increasing adoption of renewable energy, grid modernization efforts, and the need for greater energy resilience. Regulations and incentives play a significant role.
Positioning
Stem Inc. positions itself as a leader in AI-powered energy storage solutions. Its Athena platform is a key differentiator. It is trying to gain market share over competitors who are just in batteries or software only.
Total Addressable Market (TAM)
The global energy storage market is projected to reach hundreds of billions of dollars by 2030. Stem is well-positioned to capture a significant portion of this market by offering integrated hardware and software solutions. It is focusing on about 10% of the TAM.
Upturn SWOT Analysis
Strengths
- AI-powered Athena platform
- Integrated hardware and software solution
- Strong customer relationships
- Experienced management team
- Early mover advantage
Weaknesses
- Profitability is still a challenge
- Reliance on third-party battery suppliers
- Relatively small company compared to competitors
- Integration costs of new acquisitions
Opportunities
- Growing energy storage market
- Increasing adoption of renewable energy
- Grid modernization initiatives
- Government incentives and regulations
- Expansion into new geographic markets
Threats
- Intense competition
- Fluctuations in battery prices
- Changes in government regulations
- Technological advancements by competitors
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- FLNC
- TSLA
- ENPH
- POWIN
Competitive Landscape
Stem competes with larger, more established companies in the energy storage market. Its Athena platform provides a competitive advantage, but it faces challenges related to scale and profitability.
Major Acquisitions
AlsoEnergy
- Year: 2021
- Acquisition Price (USD millions): 695
- Strategic Rationale: Expanded Stem's renewable energy asset management capabilities and customer base.
Growth Trajectory and Initiatives
Historical Growth: Stem Inc. has experienced rapid revenue growth driven by the increasing demand for energy storage solutions.
Future Projections: Analysts project continued revenue growth for Stem Inc., driven by the expansion of the energy storage market and the company's competitive advantages.
Recent Initiatives: Recent strategic initiatives include acquisitions to expand product offerings and geographic reach and partnerships to strengthen its position in the energy storage market.
Summary
Stem Inc. is a rapidly growing company in the energy storage market, driven by its AI-powered Athena platform. While revenue growth has been impressive, profitability remains a challenge. The company needs to manage competition and supply chain risks while capitalizing on the expanding market for energy storage solutions.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q)
- Investor Presentations
- Press Releases
- Analyst Reports
- Industry Research Reports
Disclaimers:
This analysis is based on publicly available information and analyst estimates. It is not financial advice. Investment decisions should be made based on individual circumstances and due diligence.
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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