STEM

Stem, Inc.
NYSEUSDEQUITY Utilities DELAYED
Last price
4.83
▲ 0.58 (13.65%)
MARKET · —

Price

1D — H — L — Range — Vol —
Drag pan · Pinch zoom · Hold crosshair · pick a tool then drag to draw
Open
5.00
Prev close
4.25
Day high
4.86
Day low
4.35
Volume
249.13K
Market cap
$45.92M
P/E (TTM)
—
52W range
3.70 – 32.23

Day trading desk

Current session · delayed
Gap from prior close
+17.65%
Prior close 4.25
VWAP
—
—
Relative volume
0.00×
Quiet session
Session range
5.59%
4.83 – 5.10
Position in range
0%
Near session low
ATR (14D)
0.36
7.47% of price
Prior day high
4.30
PDH
Prior day low
4.13
PDL
Bid / ask spread
—
Quote not published
Session volume
—
Avg 135.99K

VWAP and the session figures are computed from the delayed intraday series on this page, so they lag the live tape and will not match a broker's real-time VWAP exactly. Turn on Prior day H/L/C, Opening range and Volume profile in the chart's Studies menu to see these levels drawn on price.

Trailing performance

Price return · vs SPY
Returnvs SPY
1W
+2.14% +0.2%
1M
-14.36% -15.5%
3M
-31.07% -35.6%
6M
-45.86% -64.0%
YTD
-68.31% -82.6%
1Y
-78.66% -95.1%
3Y
-94.38% -176.6%
5Y
— —

Price return only. Dividends are not reinvested, so total return on a dividend payer will be higher than shown.

Unusual options activity

Account required
Nothing crossed the thresholds in the expiries we scanned.
That is the normal state — most contracts trade well inside their existing open interest.
Free account required

Contracts trading at or above their open interest, ranked by notional and where the print landed.

Free account

5 more panels on STEM open with an account.

Options chains and analytics, valuation ratios, insider filings, analyst targets and ownership. No card, no trial, nothing to cancel.

Insider net activity

6m · Form 4 rollup
Net shares
+88.79K
Net buying
Buy transactions
14
94.94K shares
Sell transactions
6
6.16K shares
Net transactions
+20
Buys less sells
Sell : buy shares
0.1 : 1
Mixed
Insider-held shares
223.24K
Total on file
Bought 94.94KSold 6.16K

Insider transactions

Account required
DateInsiderAction SharesValueHeld
Sep 29, 26
CARLSON MICHAEL JAMES
Officer
SELL 146 $682 Direct
Sep 25, 26
CARLSON MICHAEL JAMES
Officer
CONVERSION 305 $1.37K Direct
Aug 7, 26
GURUSWAMY VASUDEVAN
Director
— 7.49K — Direct
Aug 7, 26
TYSON LAURA D ANDREA
Director
CONVERSION 7.49K $44.02K Direct
Aug 7, 26
BUZBY DAVID S
Director
— 7.49K — Direct
Aug 7, 26
BIRNS IRA M
Director
— 7.49K — Direct
Aug 7, 26
SHIVRAM KRISHNA
Director
— 7.49K — Direct
Aug 7, 26
DALEY ADAM
Director
— 7.49K — Direct
Aug 7, 26
TAMMINEEDI ANIL
Director
— 7.49K — Direct
Aug 7, 26
TYSON LAURA D ANDREA
Director
STOCK 7.49K $0 Direct
Jul 20, 26
MUSFELDT BRIAN
Chief Financial Officer
SELL 996 $6.09K Direct
Jul 17, 26
MUSFELDT BRIAN
Chief Financial Officer
— 3.38K — Direct
Jul 2, 26
LAURELES SAUL R
Officer
SELL 675 $5.30K Direct
Jul 2, 26
CARLSON MICHAEL JAMES
Officer
SELL 1.35K $10.57K Direct
What this is, and what it is not

These are SEC Form 4 filings — officers, directors and 10% owners reporting their own trades in the company's stock. Filing is due within two business days of the transaction, so this lags reality by days, and the provider adds its own lag on top.

A sale is not automatically bearish. Executives sell on scheduled 10b5-1 plans, to cover tax on vesting equity, and to diversify. Purchases with cash are generally the more informative signal, and they are far rarer.

This does not include congressional or senate trading. That comes from STOCK Act disclosures filed with the Senate eFD system and the House Clerk, which this data source does not carry.

Free account required

Officer and director trades in their own stock, straight from Form 4 filings.

Insider holders

10 reporting
NameRelationShares heldLatest
ALBERT HOFELDT
Chief Technology Officer 185.86K Sale
BIRNS IRA M
Director 14.21K Conversion of Exercise of derivative security
BUZBY DAVID S
Director 51.05K Conversion of Exercise of derivative security
CARLSON MICHAEL JAMES
Officer 26.02K Sale
DALEY ADAM
Director 28.98K Conversion of Exercise of derivative security
HOMENOCK KIM
Officer 184.57K Conversion of Exercise of derivative security
LAURELES SAUL R
Officer 34.52K Sale
NARAYANAN ARUN
Chief Executive Officer 19.11K Sale
TAMMINEEDI ANIL
Director 229.97K Conversion of Exercise of derivative security
TYSON LAURA D ANDREA
Director 15.47K Conversion of Exercise of derivative security

Fundamentals

TTM · reported
Market cap$45.92M
Enterprise value$373.53M
Revenue (TTM)$148.03M
Gross profit$62.08M
EBITDA$3.73M
Net income$-73.08M
EPS (TTM)$-8.62
Free cash flow$16.71M
Total cash$38.41M
Total debt$366.45M
Book value / share$-28.06
Shares outstanding9.63M
Float9.27M
Short % of float12.79%
Dividend yield0.00%
Beta (5Y)1.59

Valuation & profitability ratios

Account required
Trailing P/E—
Forward P/E-0.82
PEG ratio—
Price / sales—
Price / book—
EV / revenue2.52
EV / EBITDA100.25
Gross margin41.94%
Operating margin-24.12%
Profit margin-49.37%
Return on equity—
Return on assets-5.30%
Debt / equity—
Current ratio0.83
Free account required

Fourteen ratios including P/E, PEG, EV/EBITDA, margins and return on equity.

Financial statements

As reported · 4 years · 6 quarters
Blank means not reported, not zero
Line item2025202420232022YoY
Total revenue $156.27M$144.58M$461.51M$362.98M +8.1%
Operating revenue $156.27M$144.58M$461.51M$362.98M +8.1%
Cost of revenue $96.31M$155.64M$457.85M$329.89M -38.1%
Gross profit $59.96M-$11.06M$3.67M$33.09M +642.2%
Research & development $35.30M$51.28M$56.51M$38.30M -31.2%
Selling, general & admin $80.35M$125.83M$126.47M$125.91M -36.1%
Total operating expense $115.64M$177.11M$182.98M$164.21M -34.7%
Operating income -$55.69M-$188.17M-$179.31M-$131.12M +70.4%
Net interest income -$23.93M-$18.29M-$14.98M-$10.47M -30.8%
Pre-tax income $138.30M-$853.68M-$139.98M-$139.22M +116.2%
Tax provision $536.00K$332.00K$433.00K-$15.16M +61.4%
Net income $137.76M-$854.01M-$140.41M-$124.05M +116.1%
Net income to common $137.76M-$854.01M-$140.41M-$124.05M +116.1%
Basic EPS 16.52-105.80-18.00-16.20 +115.6%
Diluted EPS -9.18-105.80-18.00-16.20 +91.3%
EBIT $162.23M-$835.39M-$125.00M-$128.75M +119.4%
EBITDA $207.18M-$790.40M-$78.73M-$83.31M +126.2%
Basic shares 8.34M8.07M7.78M7.67M +3.3%
Diluted shares 8.49M8.07M7.78M7.67M +5.2%

Options analytics

Account required
Put / call volume
0.55
Call-heavy session
Put / call open interest
3.00
Positioning, not flow
Max pain
15.00
+214.5% from spot
ATM implied vol
12.5%
Nearest strike to spot
Skew (10% OTM)
-12.5%
Calls bid over puts
Call volume
22
Contracts, this expiry
Put volume
12
Contracts, this expiry
Heaviest call OI
17.50
4 contracts
Heaviest put OI
10.00
16 contracts

Max pain is the strike at which the largest dollar value of open contracts expires worthless. It describes current positioning; it is not a forecast and it moves as open interest changes.

Free account required

Put/call ratios, max pain, implied volatility skew and where open interest is concentrated.

Earnings

History & consensus estimates
Reported vs expected · EPS
QuarterEst.ActualSurprise
Jun 2026 -1.88-1.41 +25.1%
Mar 2026 -2.22-1.88 +15.7%
Dec 2025 -1.96-2.11 -7.7%
Sep 2025 -1.94-1.93 +0.6%
Forward consensus
PeriodEPSAnalystsRevenueGrowth
Current quarter -1.56 2 $40.34M +5.5%
Next quarter -1.32 2 $46.92M -0.6%
Current year -6.37 2 $149.69M -4.2%
Next year -5.78 2 $172.87M +15.5%

Analyst targets & ownership

Account required
Mean target$7.45
High target$8.00
Low target$6.75
Implied upside54.24%
Analyst count5
ConsensusHOLD
Strong buy / Buy0 / 1
Hold5
Sell / Strong sell0 / 0
Held by insiders2.32%
Held by institutions25.36%
Institutions holding94
Free account required

Price targets, consensus spread, insider and institutional ownership.

Moving averages & technicals

Computed from 2Y daily closes
SMA 10
4.30
+12.27% from price
SMA 20
4.49
+6.22% from price
SMA 50
5.19
-8.17% from price
SMA 100
6.51
-25.79% from price
SMA 200
9.59
-50.25% from price
EMA 12
4.43
+8.95% from price
EMA 26
4.71
+2.59% from price
EMA 50
5.26
-8.24% from price
RSI (14)
50.7
Neutral
MACD (12,26,9)
-0.27
Hist 0.07
ATR (14)
0.36
7.56% of price
Realised vol 30D
83.4%
Annualised
Bollinger upper
5.25
20, 2σ
Bollinger lower
3.73
20, 2σ
50 / 200 cross
Death
5.19 vs 9.59
Trend bias
Below 200
-50.25%

Options chain

Account required
Expiry
Spot 4.83
Calls
StrikeLastBidAskVolOIIV
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
Puts
StrikeLastBidAskVolOIIV
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
Free account required

Every listed expiry, both sides of the book, with volume, open interest and implied volatility.

Risk profile

Daily returns · 1Y window
Beta vs SPY
3.93
More volatile than market
Correlation to SPY
0.54
Loosely linked
Realised vol 30D
83.4%
Annualised
Market vol 1Y
13.0%
SPY, annualised
Max drawdown 1Y
-87.2%
Peak to trough
Max drawdown 5Y
-99.3%
Peak to trough
ATR 14
0.36
7.56% of price
Beta (reported)
1.59
5Y monthly, from filing

Short interest

Semi-monthly exchange report · lags by ~2 weeks
Shares short
1.18M
Prior 1.13M
Change vs prior
+4.6%
Shorts adding
% of float
12.79%
Elevated
% of shares out
12.29%
Against total outstanding
Days to cover
12.2
Crowded exit
Float
9.27M
Freely tradeable shares

Exchanges publish short interest twice a month with a settlement lag, so this is roughly two weeks behind. Days to cover divides shares short by average daily volume — it estimates how long covering would take, not whether it will happen.

Rating changes

78 on file
DateFirm ActionFromTo
Sep 25, 26 UBS UPGRADE Neutral Buy
Aug 14, 26 UBS MAINTAINED Neutral Neutral
Jul 27, 26 Barclays MAINTAINED Equal-Weight Equal-Weight
Jul 10, 26 Susquehanna MAINTAINED Neutral Neutral
May 11, 26 UBS MAINTAINED Neutral Neutral
Apr 9, 26 Susquehanna MAINTAINED Neutral Neutral
Mar 10, 26 UBS MAINTAINED Neutral Neutral
Oct 31, 25 Barclays MAINTAINED Equal-Weight Equal-Weight
Oct 31, 25 UBS MAINTAINED Neutral Neutral
Oct 13, 25 Susquehanna MAINTAINED Neutral Neutral
Aug 22, 25 UBS MAINTAINED Neutral Neutral
Aug 12, 25 Barclays MAINTAINED Equal-Weight Equal-Weight

Dividends & splits

Declared · from the issuer
Forward rate—
Forward yield0.00%
5-year avg yield—
Payout ratio—
Ex-dividend date—
Next pay date—
Last split1:20
Split dateJun 23, 2025

PRIVATE STRATEGY · BY QUALIFICATION

The same data. A different seat.

The research you are reading is the input layer for a discretionary options program we run for a small number of qualified investors. Minimum $1,000,000.