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Upturn AI SWOT - About
Stem Inc (STEM)
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Upturn Advisory Summary
09/17/2025: 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 -65.33% | Avg. Invested days 29 | 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 09/17/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 138.73M 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 1.33 | 52 Weeks Range 5.82 - 33.60 | Updated Date 09/17/2025 |
52 Weeks Range 5.82 - 33.60 | Updated Date 09/17/2025 | ||
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 - | When - | Estimate - | Actual - |
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 419480863 | Price to Sales(TTM) 0.89 |
Enterprise Value 419480863 | Price to Sales(TTM) 0.89 | ||
Enterprise Value to Revenue 2.69 | Enterprise Value to EBITDA 10.21 | Shares Outstanding 8387660 | Shares Floating 7894618 |
Shares Outstanding 8387660 | Shares Floating 7894618 | ||
Percent Insiders 4.48 | Percent Institutions 23.84 |
Upturn AI SWOT
Stem Inc
Company Overview
History and Background
Stem Inc. was founded in 2009. It focuses on providing AI-driven energy storage solutions and services, helping businesses and grid operators optimize their energy usage. It went public in 2020 through a SPAC merger.
Core Business Areas
- Energy Storage Solutions: Design, installation, and management of energy storage systems for commercial and industrial customers and utilities.
- Athena AI Platform: Software platform that uses artificial intelligence to optimize energy usage, predict energy demand, and manage energy storage assets.
- Energy Services: Provides services like project development, financing, and operation and maintenance for energy storage projects.
Leadership and Structure
John Carrington is the CEO. The company has a typical corporate structure with departments for sales, marketing, engineering, operations, and finance.
Top Products and Market Share
Key Offerings
- Athena AI Platform: AI-powered software optimizing energy usage for businesses & utilities. Competitors include Tesla (TSLA) Autobidder and Fluence (FLNC). Market share data is difficult to get with accuracy, but the market is fragmented, no single solution dominates.
- Energy Storage Systems: Battery energy storage systems (BESS) for grid services, demand response, and behind-the-meter applications. Competitors include Tesla (TSLA), Fluence (FLNC), and Enphase Energy (ENPH).
Market Dynamics
Industry Overview
The energy storage market is experiencing rapid growth due to the increasing adoption of renewable energy, declining battery costs, and the need for grid stability.
Positioning
Stem Inc is positioned as a leading provider of AI-driven energy storage solutions, differentiating itself through its Athena platform. Their competitive advantage lies in the data and machine learning capabilities of Athena.
Total Addressable Market (TAM)
The global energy storage market is expected to reach hundreds of billions of dollars in the coming years. Stem Inc. is targeting a significant portion of this TAM through its AI platform and integrated storage solutions.
Upturn SWOT Analysis
Strengths
- Athena AI platform
- Established customer base
- Strong partnerships with energy providers
- Experienced management team
Weaknesses
- Reliance on government incentives
- Relatively high upfront costs
- Competition from larger players
- Negative profitability
Opportunities
- Expanding energy storage market
- Increasing demand for renewable energy
- Growing adoption of AI-powered solutions
- New geographic markets
Threats
- Decreasing government incentives
- Technological advancements by competitors
- Economic downturn
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- TSLA
- FLNC
- ENPH
- NGVT
Competitive Landscape
Stem's advantage lies in its Athena AI platform. Disadvantages are its smaller size compared to competitors like Tesla, and lack of profitability.
Major Acquisitions
AlsoEnergy
- Year: 2021
- Acquisition Price (USD millions): 695
- Strategic Rationale: Expanded Stem's capabilities in solar asset performance management and broadened its customer base.
Growth Trajectory and Initiatives
Historical Growth: Stem has grown significantly in revenue in recent years, driven by increasing demand for energy storage solutions.
Future Projections: Analysts project continued revenue growth for Stem Inc. in the coming years, driven by the expansion of the energy storage market and the company's competitive position.
Recent Initiatives: Recent initiatives include expanding partnerships, developing new energy storage solutions, and entering new geographic markets.
Summary
Stem Inc. is a growing company in the energy storage market with a strong AI platform. It benefits from the growing demand for renewable energy and grid stabilization. However, it is currently unprofitable and faces competition from larger players. Continued innovation and strategic partnerships are key for future success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Analyst estimates
- Company Investor Relations
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data is based on best 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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