Stem (NYSE:STEM) CEO Arun Narayanan Sells 1,996 Shares

Stem, Inc. (NYSE:STEM) CEO Arun Narayanan sold 1,996 shares of the company’s stock in a transaction that occurred on Thursday, July 2nd. The shares were sold at an average price of $7.85, for a total transaction of $15,668.60. Following the sale, the chief executive officer directly owned 19,109 shares of the company’s stock, valued at approximately $150,005.65. This represents a 9.46% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink.

Stem Price Performance

Shares of STEM stock opened at $7.79 on Friday. The company has a market cap of $69.77 million, a price-to-earnings ratio of -0.90 and a beta of 1.45. Stem, Inc. has a 1 year low of $7.12 and a 1 year high of $32.23. The firm has a fifty day moving average price of $8.97 and a 200-day moving average price of $11.79.

Stem (NYSE:STEM) last released its quarterly earnings results on Wednesday, May 6th. The company reported ($2.22) earnings per share (EPS) for the quarter, missing the consensus estimate of ($1.76) by ($0.46). The business had revenue of $29.00 million during the quarter, compared to analyst estimates of $34.61 million. Equities research analysts expect that Stem, Inc. will post -7.76 EPS for the current year.

Key Stem News

Here are the key news stories impacting Stem this week:

• Positive Sentiment: Stem said its PowerTrack™ Energy Management System won The smarter E AWARD 2026 in the Smart Integrated Energy category, which highlights product recognition and could support the company’s clean-energy software positioning. Stem Wins The smarter E AWARD 2026 for PowerTrack Energy Management System
• Neutral Sentiment: Brokerage commentary noted that Stem currently carries a consensus recommendation of “Reduce,” adding to cautious sentiment around the stock. Stem, Inc. (NYSE:STEM) Given Consensus Recommendation of “Reduce” by Brokerages
• Neutral Sentiment: General STEM-related education and health articles were also included in the news flow, but they do not appear directly related to Stem, Inc.’s business or near-term stock performance.
• Negative Sentiment: Multiple insiders, including CEO Arun Narayanan and insiders Michael James Carlson, Matthew Tappin, and Saul R. Laureles, sold shares at $7.85, which can signal reduced insider confidence and often weighs on investor sentiment. SEC filing for Arun Narayanan sale

Analysts Set New Price Targets

STEM has been the topic of several recent analyst reports. Wall Street Zen downgraded Stem from a “sell” rating to a “strong sell” rating in a research note on Saturday, May 9th. Weiss Ratings cut shares of Stem from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Wednesday, April 29th. UBS Group reissued a “neutral” rating and issued a $10.50 target price (down from $12.00) on shares of Stem in a report on Monday, May 11th. Roth Mkm restated a “neutral” rating and set a $11.00 target price on shares of Stem in a research report on Thursday, May 7th. Finally, Susquehanna cut their target price on shares of Stem from $21.00 to $10.00 and set a “neutral” rating for the company in a research note on Thursday, April 9th. Three equities research analysts have rated the stock with a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Stem presently has a consensus rating of “Reduce” and a consensus target price of $12.38.

Institutional Investors Weigh In On Stem

Several large investors have recently added to or reduced their stakes in the stock. AQR Capital Management LLC increased its position in Stem by 505.8% during the first quarter. AQR Capital Management LLC now owns 1,482,790 shares of the company’s stock valued at $519,000 after acquiring an additional 1,238,012 shares during the last quarter. Vanguard Group Inc. boosted its stake in shares of Stem by 2.2% during the 3rd quarter. Vanguard Group Inc. now owns 395,223 shares of the company’s stock worth $6,924,000 after purchasing an additional 8,468 shares during the period. Bank of America Corp DE grew its holdings in Stem by 104.0% during the 3rd quarter. Bank of America Corp DE now owns 217,871 shares of the company’s stock valued at $3,817,000 after purchasing an additional 111,068 shares during the last quarter. Two Sigma Investments LP raised its position in Stem by 461.9% in the 3rd quarter. Two Sigma Investments LP now owns 94,045 shares of the company’s stock worth $1,648,000 after purchasing an additional 77,307 shares during the period. Finally, Geode Capital Management LLC raised its position in Stem by 2.1% in the 4th quarter. Geode Capital Management LLC now owns 88,246 shares of the company’s stock worth $1,329,000 after purchasing an additional 1,821 shares during the period. 61.63% of the stock is owned by institutional investors.

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.