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Upturn AI SWOT - About
Stem Inc (STEM)
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Upturn Advisory Summary
10/31/2025: STEM (1-star) is a SELL. SELL since 2 days. Simulated Profits (9.22%). 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
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 SELL |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/31/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 164.53M 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 1.36 | 52 Weeks Range 5.82 - 33.60 | Updated Date 11/1/2025 |
52 Weeks Range 5.82 - 33.60 | Updated Date 11/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -13.39 |
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 2025-10-28 | When Before Market | Estimate -1.9389 | Actual -1.928 |
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 461838536 | Price to Sales(TTM) 1.05 |
Enterprise Value 461838536 | Price to Sales(TTM) 1.05 | ||
Enterprise Value to Revenue 2.96 | Enterprise Value to EBITDA 11.24 | Shares Outstanding 8390208 | Shares Floating 7894618 |
Shares Outstanding 8390208 | Shares Floating 7894618 | ||
Percent Insiders 4.48 | Percent Institutions 23.07 |
Upturn AI SWOT
Stem Inc
Company Overview
History and Background
Stem Inc. was founded in 2009. Initially focused on energy storage solutions, the company has evolved into a provider of AI-driven clean energy solutions and services, including energy storage, virtual power plants (VPPs), and renewable energy asset optimization.
Core Business Areas
- Energy Storage: Provides energy storage solutions to commercial and industrial customers, utilities, and grid operators. Optimizes energy usage, reduces energy costs, and enhances grid reliability using AI-powered Athena software.
- Virtual Power Plants (VPPs): Aggregates distributed energy resources (DERs), such as energy storage systems and solar installations, into a virtual power plant to provide grid services, capacity, and energy to utilities and grid operators.
- Renewable Energy Asset Optimization: Uses AI and data analytics to optimize the performance and economics of renewable energy assets, such as solar and wind farms.
Leadership and Structure
John Carrington is the Chief Executive Officer. The company has a typical corporate structure with departments for sales, marketing, engineering, finance, and operations. A board of directors provides governance and oversight.
Top Products and Market Share
Key Offerings
- Athena AI: Athena is Stem's proprietary AI platform that optimizes energy storage systems and other DERs. It predicts energy demand, optimizes energy dispatch, and provides real-time monitoring and control. Athena is a major differentiator for Stem. Competitors include Fluence and Tesla (Megapack).
- PowerTrack: PowerTrack is a monitoring and control platform for renewable energy assets that optimizes performance and reduces downtime. This helps Stem serve the demand for data driven decision making regarding renewable energy. The system offers monitoring and control solutions for solar assets and supports performance analysis. Competitors include AlsoEnergy and Locus Energy.
Market Dynamics
Industry Overview
The clean energy market is experiencing rapid growth due to increasing demand for renewable energy, government incentives, and declining costs of energy storage and renewable energy technologies. The market is competitive and fragmented.
Positioning
Stem is positioned as a leading provider of AI-driven clean energy solutions. Its competitive advantages include its Athena AI platform, its experience in energy storage and VPPs, and its strong relationships with utilities and grid operators.
Total Addressable Market (TAM)
The TAM for energy storage and DER optimization is estimated to be in the tens of billions of dollars annually. Stem is well-positioned to capture a significant share of this market, given its technology and expertise.
Upturn SWOT Analysis
Strengths
- Proprietary Athena AI platform
- Experience in energy storage and VPPs
- Strong relationships with utilities and grid operators
- First Mover Advantage
Weaknesses
- Relatively small company
- Limited financial resources compared to larger competitors
- Dependence on government incentives
- Profitability not yet sustainable
Opportunities
- Growing demand for energy storage and VPPs
- Expansion into new markets and applications
- Partnerships with other clean energy companies
- Increasing adoption of renewable energy
Threats
- Competition from larger companies with more resources
- Changes in government policies and incentives
- Technological advancements that could disrupt the market
- Economic downturn that could reduce demand for energy
Competitors and Market Share
Key Competitors
- Fluence Energy (FLNC)
- Tesla (TSLA)
- Enphase Energy (ENPH)
Competitive Landscape
Stem's Athena AI is a key differentiator, but it faces competition from larger, more established companies like Fluence and Tesla. Enphase Energy is a strong player in the distributed energy resources market. Stem competes by focusing on its AI capabilities and its experience in VPPs.
Major Acquisitions
AlsoEnergy
- Year: 2022
- Acquisition Price (USD millions): 695
- Strategic Rationale: Expanded Stem's renewable energy asset management capabilities and broadened its customer base.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by increasing demand for energy storage and VPPs. The company has expanded its customer base and product offerings.
Future Projections: Analysts project continued growth for Stem Inc. based on increasing demand for clean energy solutions. Analyst target prices varies greatly due to the speculative nature of clean energy market.
Recent Initiatives: Recent initiatives include expanding into new markets, developing new product offerings, and partnering with other clean energy companies.
Summary
Stem Inc. is a company in the growing clean energy sector, focusing on AI-driven energy storage and optimization. Athena AI is its key strength, but the company faces competition from larger players and needs to continue to grow revenue and improve profitability. The AlsoEnergy acquisition expands their capabilities, and future success relies on capitalizing on increasing demand for renewable energy and grid modernization.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions can change rapidly, and past performance is not indicative of future results.
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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