Stem (NYSE:STEM) Insider Michael James Carlson Sells 1,347 Shares of Stock

Stem, Inc. (NYSE:STEM) insider Michael James Carlson sold 1,347 shares of the business’s stock in a transaction dated Thursday, July 2nd. The shares were sold at an average price of $7.85, for a total value of $10,573.95. Following the completion of the transaction, the insider directly owned 25,861 shares of the company’s stock, valued at approximately $203,008.85. This trade represents a 4.95% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website.

Stem Trading Down 1.7%

Shares of STEM stock opened at $7.79 on Friday. Stem, Inc. has a twelve month low of $7.12 and a twelve month high of $32.23. The stock has a market cap of $69.77 million, a P/E ratio of -0.90 and a beta of 1.45. The stock has a 50 day moving average of $8.97 and a 200 day moving average of $11.79.

Stem (NYSE:STEM) last issued its quarterly earnings data on Wednesday, May 6th. The company reported ($2.22) EPS for the quarter, missing analysts’ consensus estimates of ($1.76) by ($0.46). The firm had revenue of $29.00 million for the quarter, compared to analyst estimates of $34.61 million. On average, research analysts predict that Stem, Inc. will post -7.76 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of research analysts have weighed in on the stock. UBS Group reaffirmed a “neutral” rating and issued a $10.50 price objective (down from $12.00) on shares of Stem in a report on Monday, May 11th. Wall Street Zen lowered shares of Stem from a “sell” rating to a “strong sell” rating in a research note on Saturday, May 9th. Weiss Ratings cut Stem from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Wednesday, April 29th. Susquehanna cut their price target on Stem from $21.00 to $10.00 and set a “neutral” rating for the company in a research note on Thursday, April 9th. Finally, Roth Mkm reaffirmed a “neutral” rating and issued a $11.00 price target on shares of Stem in a report on Thursday, May 7th. Three investment analysts have rated the stock with a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, Stem presently has an average rating of “Reduce” and an average target price of $12.38.

Hedge Funds Weigh In On Stem

Large investors have recently added to or reduced their stakes in the stock. IFP Advisors Inc lifted its holdings in Stem by 258.1% during 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. International Assets Investment Management LLC purchased a new stake in shares of Stem during the fourth quarter worth about $29,000. Bridgeway Capital Management LLC acquired a new position in shares of Stem during the 2nd quarter worth about $97,000. Zweig DiMenna Associates LLC purchased a new position in Stem in the 4th quarter valued at about $125,000. Finally, Renaissance Technologies LLC purchased a new position in Stem in the 4th quarter valued at about $169,000. 61.63% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Stem

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

Stem Company Profile

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.