Stem (STEM) Projected to Post Earnings on Wednesday

Key Points

• Stem will report Q1 2026 results after the market close on May 6; analysts expect EPS of ($2.0424) and revenue of $35.20 million, with full‑year EPS forecasts around -$7.
• The company beat the prior quarter (EPS ($1.85) vs. ($1.96) expected; revenue $47.14M) but still trades with a market cap of $91.1M, a one‑year range of $5.93–$32.23, and a MarketBeat consensus rating of "Reduce" with an average target of $15.75.
• Corporate activity includes the acquisition of raicoon’s software assets to bolster the PowerTrack platform, large new buying by AQR (up 505.8%), while insiders have sold shares (CEO reduced his stake by 28.39%); institutions now own about 61.6% of the stock.

Stem (NYSE:STEM - Get Free Report) is expected to release its Q1 2026 results after the market closes on Wednesday, May 6th. Analysts expect Stem to post earnings of ($2.0424) per share and revenue of $35.2020 million for the quarter. Interested persons can find conference call details on the company's upcoming Q1 2026 earning report page for the latest details on the call scheduled for Wednesday, May 6, 2026 at 5:00 PM ET.

Stem (NYSE:STEM - Get Free Report) last issued its quarterly earnings data on Wednesday, March 4th. The company reported ($1.85) earnings per share (EPS) for the quarter, topping the consensus estimate of ($1.96) by $0.11. The firm had revenue of $47.14 million for the quarter, compared to analyst estimates of $39.05 million. On average, analysts expect Stem to post $-7 EPS for the current fiscal year and $-7 EPS for the next fiscal year.

Stem Stock Performance

Shares of STEM stock opened at $10.69 on Wednesday. The stock has a fifty day moving average price of $10.39 and a 200 day moving average price of $15.16. The stock has a market cap of $91.11 million, a PE ratio of -1.13 and a beta of 1.40. Stem has a 1 year low of $5.93 and a 1 year high of $32.23.

Insider Buying and Selling at Stem

In other news, CEO Arun Narayanan sold 5,145 shares of the business's stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $11.12, for a total value of $57,212.40. Following the completion of the transaction, the chief executive officer directly owned 12,980 shares of the company's stock, valued at $144,337.60. The trade was a 28.39% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Insiders sold 10,366 shares of company stock valued at $114,190 over the last ninety days. Insiders own 10.17% of the company's stock.

Hedge Funds Weigh In On Stem

Institutional investors have recently made changes to their positions in the stock. AQR Capital Management LLC raised its holdings in shares of Stem by 505.8% in the first quarter. AQR Capital Management LLC now owns 1,482,790 shares of the company's stock worth $519,000 after acquiring an additional 1,238,012 shares during the last quarter. Keyframe Capital Partners L.P. acquired a new position in shares of Stem in the third quarter worth $441,000. Trexquant Investment LP acquired a new position in shares of Stem in the fourth quarter worth $385,000. Mangrove Partners IM LLC acquired a new position in shares of Stem in the fourth quarter worth $272,000. Finally, Nomura Holdings Inc. acquired a new position in shares of Stem in the third quarter worth $267,000. 61.63% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on STEM shares. Weiss Ratings raised Stem from a "sell (d+)" rating to a "hold (c-)" rating in a report on Tuesday, March 10th. Wall Street Zen cut Stem from a "hold" rating to a "sell" rating in a report on Saturday, March 7th. UBS Group reaffirmed a "neutral" rating and set a $12.00 price objective (down from $18.00) on shares of Stem in a report on Tuesday, March 10th. Finally, Susquehanna reduced their price objective on Stem from $21.00 to $10.00 and set a "neutral" rating for the company in a report on Thursday, April 9th. Four analysts have rated the stock with a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of "Reduce" and an average target price of $15.75.

Key Headlines Impacting Stem

Here are the key news stories impacting Stem this week:

• Positive Sentiment: Stem announced the acquisition of raicoon’s software assets to add automated fault detection and event management for solar asset performance, intended to strengthen its PowerTrack platform and improve operational analytics for customers. This should help product differentiation and service value. Stem Acquires raicoon to Expand PowerTrack Capabilities
• Positive Sentiment: Analyst sentiment improved with a Zacks upgrade to a Rank #2 (Buy), reflecting growing optimism about Stem’s earnings prospects and potential upside from margin recovery and software-led services. All You Need to Know About Stem (STEM) Rating Upgrade to Buy
• Neutral Sentiment: Wider commentary on the “STEM” theme (education/tech) — e.g., opinions that STEM may be overemphasized — is circulating but is not company-specific and should have limited direct impact on Stem, Inc.’s near-term fundamentals. Reed Hastings said STEM is going to be 'overdone'
• Negative Sentiment: An analyst reduced Stem’s price target by about 11.2% to $14.79, which can drive selling pressure and weigh on the shares despite the acquisition and rating upgrade. Stem (STEM) price target decreased by 11.22% to 14.79

Stem Company Profile

Stem, Inc is a technology company specializing in AI-driven energy storage and optimization solutions for commercial, industrial and utility customers. The company delivers integrated hardware and software systems that enable clients to manage energy consumption, reduce peak demand charges and provide ancillary services to the power grid. By combining battery storage hardware with advanced machine-learning algorithms, Stem helps organizations align energy usage with cost-saving opportunities while supporting grid reliability and renewable integration.

At the core of Stem's offering is its Athena software platform, which uses real-time data and predictive analytics to forecast energy needs and automatically dispatch stored energy when it is most valuable.

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