Michael James Carlson Sells 2,079 Shares of Stem (NYSE:STEM) Stock

Stem, Inc. (NYSE:STEM) insider Michael James Carlson sold 2,079 shares of the stock in a transaction dated Tuesday, March 10th. The stock was sold at an average price of $11.12, for a total transaction of $23,118.48. Following the transaction, the insider owned 19,458 shares of the company’s stock, valued at $216,372.96. This represents a 9.65% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link.

Stem Price Performance

Shares of STEM traded down $0.48 during trading hours on Tuesday, hitting $10.79. The company’s stock had a trading volume of 195,300 shares, compared to its average volume of 246,353. The business has a 50 day simple moving average of $14.71 and a two-hundred day simple moving average of $17.06. Stem, Inc. has a 52-week low of $5.81 and a 52-week high of $32.23. The company has a market cap of $90.55 million, a price-to-earnings ratio of -1.14 and a beta of 1.31.

Stem (NYSE:STEM) last announced its quarterly earnings results on Wednesday, March 4th. The company reported ($1.85) EPS for the quarter, beating analysts’ consensus estimates of ($1.96) by $0.11. The business had revenue of $47.14 million for the quarter, compared to analysts’ expectations of $39.05 million. Research analysts predict that Stem, Inc. will post -0.52 earnings per share for the current year.

Analysts Set New Price Targets

Several research firms have issued reports on STEM. UBS Group restated a “neutral” rating and set a $12.00 target price (down from $18.00) on shares of Stem in a research report on Tuesday. Weiss Ratings lowered Stem from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Wednesday, February 11th. Finally, Wall Street Zen cut Stem from a “hold” rating to a “sell” rating in a report on Saturday. Three analysts have rated the stock with a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Reduce” and an average target price of $18.50.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. IFP Advisors Inc raised its stake in Stem by 258.1% in the third quarter. IFP Advisors Inc now owns 1,479 shares of the company’s stock valued at $26,000 after purchasing an additional 1,066 shares in the last quarter. Virtu Financial LLC lifted its position in Stem by 11.0% during the third quarter. Virtu Financial LLC now owns 12,856 shares of the company’s stock valued at $225,000 after purchasing an additional 1,279 shares during the last quarter. Geode Capital Management LLC grew its stake 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 buying an additional 1,821 shares in the last quarter. International Assets Investment Management LLC bought a new position in shares of Stem in the 4th quarter worth $29,000. Finally, Skandinaviska Enskilda Banken AB publ bought a new position in shares of Stem in the 3rd quarter worth $55,000. 61.63% of the stock is currently owned by institutional investors.

Key Headlines Impacting Stem

Here are the key news stories impacting Stem this week:

• Positive Sentiment: Latest quarter showed improvement — Stem narrowed its net loss and beat expectations on both EPS and revenue (reported -$1.85 EPS vs. consensus -$1.96; revenue $47.14M vs. est. $39.05M), which supports the thesis that the business is stabilizing. Stem, Inc. Narrows Net Loss In Latest Earnings
• Neutral Sentiment: Analyst consensus still expects negative EPS (around -0.52 for the fiscal year), so the market may demand sustained improvement over multiple quarters before re-rating the stock.
• Negative Sentiment: Technical/price pressure — the share price is below both the 50-day (≈ $14.71) and 200-day (≈ $17.06) moving averages, which can keep momentum traders and some funds on the sidelines.
• Negative Sentiment: Liquidity, valuation and volatility concerns — small market cap (~$90.6M), a negative P/E, and a beta ~1.31 imply higher volatility; today’s volume (~194k) is below the average (~246k), which can amplify moves and reduce buyer depth.

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.