Stem (NYSE:STEM) CEO Sells $57,212.40 in Stock

Stem, Inc. (NYSE:STEM) CEO Arun Narayanan sold 5,145 shares of the business’s stock in a transaction on Tuesday, March 10th. The shares were sold at an average price of $11.12, for a total transaction of $57,212.40. Following the transaction, the chief executive officer owned 12,980 shares in the company, valued at $144,337.60. This trade represents a 28.39% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink.

Stem Stock Down 0.4%

NYSE:STEM opened at $10.60 on Friday. Stem, Inc. has a twelve month low of $5.81 and a twelve month high of $32.23. The firm has a market capitalization of $88.89 million, a price-to-earnings ratio of -1.12 and a beta of 1.30. The stock’s 50 day moving average price is $14.45 and its two-hundred day moving average price is $16.93.

Stem (NYSE:STEM) last posted its quarterly earnings data on Wednesday, March 4th. The company reported ($1.85) earnings per share (EPS) for the quarter, beating the consensus estimate of ($1.96) by $0.11. The firm had revenue of $47.14 million during the quarter, compared to analysts’ expectations of $39.05 million. As a group, analysts anticipate that Stem, Inc. will post -0.52 earnings per share for the current year.

Institutional Investors Weigh In On Stem

Institutional investors and hedge funds have recently modified their holdings of the company. IFP Advisors Inc grew its stake in shares of Stem by 258.1% during the third quarter. IFP Advisors Inc now owns 1,479 shares of the company’s stock worth $26,000 after buying an additional 1,066 shares during the last quarter. Virtu Financial LLC raised its position in shares of Stem by 11.0% during the 3rd quarter. Virtu Financial LLC now owns 12,856 shares of the company’s stock valued at $225,000 after acquiring an additional 1,279 shares in the last quarter. Geode Capital Management LLC raised its position in Stem by 2.1% in the fourth quarter. Geode Capital Management LLC now owns 88,246 shares of the company’s stock worth $1,329,000 after acquiring an additional 1,821 shares during the period. International Assets Investment Management LLC purchased a new stake in shares of Stem in the fourth quarter worth about $29,000. Finally, Skandinaviska Enskilda Banken AB publ bought a new stake in Stem during the 3rd quarter valued at $55,000. Institutional investors and hedge funds own 61.63% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently issued reports on the stock. Wall Street Zen lowered shares of Stem from a “hold” rating to a “sell” rating in a research note on Saturday, March 7th. Weiss Ratings upgraded Stem from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Tuesday. Finally, UBS Group reiterated a “neutral” rating and issued a $12.00 price objective (down from $18.00) on shares of Stem in a report on Tuesday. Four equities research analysts have rated the stock with a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Stem presently has a consensus rating of “Reduce” and a consensus target price of $18.50.

Stem News Summary

Here are the key news stories impacting Stem this week:

• Positive Sentiment: Quarterly results beat expectations: Stem reported revenue and EPS above consensus and narrowed its net loss; management highlighted improved GAAP and non‑GAAP gross margins and a shift toward non‑hardware recurring revenue, supporting the longer‑term ARR / AI‑driven demand case. Quarterly results
• Positive Sentiment: Analyst/write‑up optimism on long‑term demand: Research pieces point to AI and electrification tailwinds that could drive storage demand and higher software/recurring revenue for Stem. Demand thesis
• Neutral Sentiment: Sector/brand noise: Multiple recent stories reference “stem” in education and biomedical contexts (STEM classrooms, stem‑cell therapies, nanogel research, hair‑regrowth studies). These items raise general attention to the word “STEM” but do not affect Stem, Inc.’s energy storage business or near‑term revenue. Examples: nanogel keeps therapeutic stem cells alive longer; pioneering stem‑cell births in India. Nanogel Stem-cell births
• Negative Sentiment: Insider selling: Multiple insiders disclosed sales at ~ $11.12 (including a recent filing showing Saul Laureles sold 942 shares). Clustered insider sales — and larger filings reported elsewhere this week — can increase downward pressure and prompt investor caution. SEC/filing references: Insider trades alert Form 4
• Negative Sentiment: Analyst pressure: Several firms have trimmed ratings/targets (UBS neutral with lower target; Weiss/Wall Street Zen moved toward sell), leaving a consensus “Reduce” and a below‑current average price target — a headwind for the stock until growth and profitability trends are clearer. Analyst commentary

About Stem

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.