Stem, Inc. Shareholder Update – A Look Back at Our Strategic Realignment Journey
Strategic Realignment and Brand Unification: Stem, Inc. has successfully completed a year of strategic realignment, unifying its brand and product offerings under the PowerTrack™ Suite to enhance customer value and operational efficiency.
Launch of PowerTrack Products: The company introduced the PowerTrack Energy Management System (EMS) and rebranded its Athena platform as PowerTrack Optimizer, both aimed at improving energy management and maximizing revenue for customers in the clean energy sector.
Showcasing Innovations at RE+ 2025: Stem is participating in the RE+ 2025 event to demonstrate its integrated solutions and engage with stakeholders, highlighting its commitment to simplifying the clean energy landscape.
Commitment to Sustainable Growth: The CEO emphasized the company's focus on software-driven solutions and its mission to drive the energy transition, positioning Stem for continued growth and value creation in the evolving energy market.
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Stem (STEM) Price Target Raised by 30.68% to $19.55
Price Target Update: The average one-year price target for Stem (NYSE:STEM) has been revised to $19.55 per share, reflecting a 30.68% increase from the previous estimate of $14.96, with current targets ranging from $17.17 to $24.15.
Fund Sentiment: There are 120 funds reporting positions in Stem, marking a 55.84% increase in ownership over the last quarter, with total shares owned by institutions rising by 32.64% to 2,087K shares.
Bullish Outlook: The put/call ratio for Stem is at 0.17, indicating a bullish sentiment among investors.
Shareholder Activity: Notable increases in share ownership have been reported by firms such as Marshall Wace, Bank of America, and Two Sigma Investments, with significant percentage increases in their portfolio allocations to Stem over the last quarter.
UBS Keeps Neutral Rating on Stem (STEM)
UBS Coverage and Price Forecast: UBS has maintained a Neutral recommendation for Stem (NYSE:STEM) as of October 31, 2025, with an average one-year price target of $14.96/share, indicating an 11.69% downside from its latest closing price of $16.94/share.
Projected Revenue and EPS: Stem's projected annual revenue is expected to reach $1,203 million, reflecting a significant increase of 629.32%, while the projected annual non-GAAP EPS is -0.17.
Fund Sentiment and Ownership: There has been a notable increase in institutional interest in Stem, with 113 funds reporting positions, a 653.33% increase in ownership over the last quarter, and total shares owned by institutions rising by 39,583.27% to 1,724K shares.
Shareholder Holdings: Key shareholders include Vanguard Total Stock Market Index Fund (2.90% ownership), Vanguard Extended Market Index Fund (1.48%), Bank of America (1.27%), Susquehanna International Group (1.20%), and Geode Capital Management (1.02%).
