Stem Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
29.2%projected annual EPS growth
Analyst Coverage
6analysts covering
FY Revenue (est.)
$158.1Mnext fiscal year
FY EPS (est.)
-$7.02next fiscal year
Monitoring Framework
Key Performance Indicators
Annual Recurring Revenue (ARR) Quarterly61.2MTarget: 65000000 to 70000000
Solar Operating Assets Under Management (AUM) Quarterly37.5Target: Continued expansion through PowerTrack software deployments
Storage Operating Assets Under Management (AUM) Quarterly1.7Target: Expansion through software-enabled forecasting and optimization services
Non-GAAP Gross Margin Quarterly5,200.0%Target: 40% to 50% for full year 2026
Watch Items
- Resumption of Battery Hardware ResalesTrigger: Up to $40 million in revenue expected in H2 2026Action: Monitor quarterly revenue mix and gross margin compression as lower-margin hardware sales resume.
- Operating Cash Flow GenerationTrigger: $0 to $10 million for full year 2026Action: Track working capital timing and cash operating expenses to ensure the company achieves positive cash flow.
Research as of 20 Jun 2026