STEM, INC.

STEM

STEM, INC.

STEM

Insider Sentiment (TTM):

Last Purchase:2024-03-18Last Sale:2026-03-11Shares Purchased (TTM):0Shares Sold (TTM):23,324

Institutional Sentiment:

As of:2026-03-31Institutional Shares Owned:1,781,177Shares Outstanding:8,517,041Institutional Ownership Pct.:20.91%

Earnings Market Reaction:

Filing Date:2026-08-13Price on Filing Date:N/APrevious Close:N/A% Change:N/A

Subscribe to unlock 17+ years of financial data

Start 7-day free trial

Subscribe to unlock 17+ years of data

Start free trial

Financial Statements

10‑Q10‑K

Values in Millions ($)	2026-06-30	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30	2024-06-30	2024-03-31	2023-12-31	2023-09-30
Assets
Assets Current
Cash And Cash Equivalents At Carrying Value	38	37	49	43	41	59	56	75	90	113	105	97
Accounts Receivable Net Current	33	33	38	36	43	35	59	93	206	240	303	289
Inventory Net	-	-	-	-	-	-	-	-	-	24	27	66
Available For Sale Securities Debt Securities Curr…	-	-	-	-	-	-	0	0	0	0	8	28
Inventory Gross	6	6	5	5	5	9	11	34	33	-	27	-
Assets Of Disposal Group Including Discontinued Op…	1	1	-	-	-	-	-	-	-	-	-	-
Other Assets Current	10	8	8	10	11	8	10	10	11	8	9	11
Assets Current	89	85	100	94	99	111	137	228	360	406	473	511
Deferred Costs Current	-	-	0	-	-	-	1	15	20	20	21	20
Contract With Customer Asset Net Noncurrent	34	36	44	48	51	56	59	64	68	71	74	81
Capitalized Contract Cost Net Noncurrent	6	7	7	9	9	9	10	10	10	11	11	12
Intangible Assets Net Excluding Goodwill	113	117	123	129	135	142	144	148	152	155	157	158
Operating Lease Right Of Use Asset	11	11	10	10	11	12	13	12	11	11	12	13
Goodwill	-	-	-	-	-	-	0	0	0	547	547	547
Other Assets Noncurrent	24	25	25	73	74	76	76	77	91	84	82	77
Assets	280	282	309	363	379	405	437	538	692	1,285	1,357	1,399
Liabilities And Stockhold…
Liabilities Current
Accounts Payable Current	14	7	10	11	11	20	30	47	63	62	78	85
Accrued Liabilities Current	22	26	27	30	30	28	26	58	63	78	77	61
Employee Related Liabilities Current	6	5	9	8	6	8	7	10	11	11	14	10
Loans Payable Current	13	13	14	14	15	17	17	15	15	15	15	17
Contract With Customer Liability Current	44	43	44	43	42	40	43	71	58	57	54	83
Other Liabilities Current	8	7	7	7	7	7	6	6	6	13	13	13
Liabilities Current	108	101	111	114	112	120	129	207	217	237	251	269
Contract With Customer Liability Noncurrent	82	83	85	86	84	86	86	87	89	88	89	83
Asset Retirement Obligations Noncurrent	4	4	4	4	4	4	4	4	4	4	4	4
Long Term Notes Payable	-	-	-	-	-	-	-	-	-	-	0	0
Convertible Debt Noncurrent	184	184	184	183	183	527	526	525	525	524	524	523
Senior Long Term Notes	135	134	129	128	127	-	0	-	-	-	-	-
Long Term Loans Payable	24	27	30	31	33	37	42	45	47	49	52	54
Derivative Liabilities Noncurrent	2	3	5	6	2	-	0	-	-	-	-	-
Operating Lease Liability Noncurrent	10	11	10	11	12	13	13	13	12	10	10	11
Other Liabilities Noncurrent	1	1	1	35	35	35	35	1	1	0	0	1
Liabilities	550	548	558	598	593	822	835	881	894	913	930	945
Stockholders Equity
Preferred Stock Value	0	0	0	0	0	0	0	0	0	0	0	0
Common Stock Value	0	0	0	0	0	0	0	0	0	0	0	0
Additional Paid In Capital	1,253	1,241	1,239	1,237	1,235	1,234	1,228	1,231	1,224	1,216	1,199	1,188
Accumulated Other Comprehensive Income Loss Net Of…	-0	0	0	0	0	0	0	0	0	0	-0	0
Retained Earnings Accumulated Deficit	-1,522	-1,508	-1,489	-1,473	-1,449	-1,652	-1,627	-1,575	-1,427	-845	-772	-735
Stockholders Equity	-270	-266	-249	-236	-214	-417	-398	-344	-203	372	426	453
Minority Interest	-0	0	0	1	1	1	1	1	0	0	0	0
Liabilities And Stockholders Equity	280	282	309	363	379	405	437	538	692	1,285	1,357	1,399
Related Party	-	-	-	-	-	-	-	-	-	0	0	-0
Allowance For Doubtful Accounts Receivable Current	3	4	4	7	6	10	9	2	4	4	5	5
Preferred Stock Par Or Stated Value Per Share	0	0	0	0	0	0	0	0	0	0	0	0
Preferred Stock Shares Authorized	1	1	1	1	1	1	1	1	1	1	1	1
Preferred Stock Shares Issued	0	0	0	0	0	0	0	0	0	0	0	0
Preferred Stock Shares Outstanding	0	0	0	0	0	0	0	0	0	0	0	0
Common Stock Par Or Stated Value Per Share	0	0	0	0	0	0	0	0	0	0	0	0
Common Stock Shares Authorized	250	250	250	250	500	500	500	500	500	500	500	500
Common Stock Shares Issued	10	9	8	8	8	8	8	8	8	8	8	8
Shares Outstanding	10	9	8	8	167	8	8	8	8	8	8	8

Subscribe to unlock 17+ years of financial data, unlimited metrics, and saved tables

Start 7-day free trial

Subscribe to unlock 17+ years of data, unlimited metrics, and saved tables

Start free trial

Custom Table

10‑Q10‑K

0/5

Search a metric to start building a table

Subscribe to unlock 17+ years of financial data, unlimited metrics, transformations, and saved visuals

Start 7-day free trial

Subscribe to unlock 17+ years of data, unlimited metrics, transformations, and saved visuals

Start free trial

Interactive Financial Visualizations

10‑Q10‑K

Stock Price:

OnOff

Transformations:

0/1

Search a metric to start building a visual

Subscribe to unlock 17+ years of financial data

Start 7-day free trial

Subscribe to unlock 17+ years of data

Start free trial

Earnings Market Reaction

10‑Q10‑K

Fiscal Year	Q1 1 Month	Q1 2 Month	Q1 3 Month	Q2 1 Month	Q2 2 Month	Q2 3 Month	Q3 1 Month	Q3 2 Month	Q3 3 Month	Q4 1 Month	Q4 2 Month	Q4 3 Month
2026	11.34%	-15.69%	-37.11%	-	-	-	-	-	-	-	-	-
2025	-14.97%	-22.74%	24.77%	18.95%	40.41%	87.26%	-15.47%	-1.53%	21.25%	-28.16%	-6.32%	-22.33%
2024	-4.41%	-16.91%	-9.56%	-1.19%	-44.24%	-8.31%	3.70%	-14.29%	85.45%	-25.00%	-20.19%	-11.54%
2023	-	-	-	-	-	-	-29.16%	8.45%	-23.43%	-25.75%	-42.16%	-52.61%
Earnings Market Reaction data beyond 3 years is for subscribers only. Unlock the full earnings market reaction history Start 7-day free trial

Subscribe to unlock 17+ years of financial data and 90+ calculated metrics

Start 7-day free trial

Subscribe to unlock 17+ years of data and 90+ calculated metrics

Start free trial

Performance and Valuation Metrics

Rows marked with a lock icon are subscribers only — subscribe to unlock 90+ calculated metrics and 17+ years of history.

Metrics	2026-06-30	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30	2024-06-30	2024-03-31	2023-12-31	2023-09-30
Liquidity Ratios
Current Ratio	0.83	0.84	0.91	0.83	0.89	0.92	1.06	1.10	1.66	1.71	1.88	1.90
Quick Ratio	0.77	0.79	0.86	0.78	0.84	0.85	0.98	0.94	1.51	1.61	1.78	1.65
Working Capital	-18.19M	-15.97M	-10.47M	-19.81M	-12.83M	-9.60M	7.82M	20.55M	143.27M	168.91M	221.89M	241.27M
Leverage & Debt
Debt to Equity	-2.04	-2.06	-2.24	-2.54	-2.77	-1.97	-2.10	-2.57	-4.40	2.46	2.18	2.09
Interest Coverage TTM	-1.42	-1.81	-2.33	-4.71	-13.06	-44.34	-45.89	-44.06	-40.23	-11.43	-11.97	-14.81
Debt Ratio	1.97	1.94	1.81	1.65	1.56	2.03	1.91	1.64	1.29	0.71	0.69	0.68
Efficiency & Turnover
Asset Turnover TTM	0.45	0.44	0.42	0.37	0.29	0.18	0.16	0.26	0.33	0.31	0.33	0.32
Days Sales Outstanding TTM	93.77	81.33	114.07	142.17	291.52	330.59	457.14	271.65	253.13	205.60	208.03	175.76
Receivables Turnover TTM	3.89	4.49	3.20	2.57	1.25	1.10	0.80	1.34	1.44	1.78	1.75	2.08
Per Share Metrics
Diluted EPS TTM	-8.02	16.89	16.23	12.25	-2.58	-98.45	-105.80	-103.37	-94.89	-21.23	-18.05	-17.71
Free Cash Flow Per Share TTM	3.13	-1.17	0.82	-2.94	-5.45	-3.36	-4.54	-2.96	-2.30	-21.77	-26.90	-31.38
Dividend Per Share TTM	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Margin Metrics
Gross Profit Margin TTM	41.45%	39.46%	38.37%	20.90%	17.37%	15.61%	-7.65%	0.96%	-6.66%	-5.13%	0.79%	1.14%
Operating Profit Margin TTM	-29.10%	-31.92%	-35.64%	-57.28%	-144.93%	-522.72%	-580.60%	-322.36%	-207.87%	-48.78%	-38.85%	-39.94%
Net Profit Margin TTM	-49.37%	94.16%	88.16%	62.20%	-14.04%	-532.03%	-590.67%	-328.11%	-213.33%	-40.03%	-30.42%	-30.70%
Growth Metrics
Net Revenue Growth (1Y)	-5.11%	0.74%	8.08%	-35.61%	-56.74%	-63.86%	-68.67%	-43.01%	-13.16%	7.78%	27.15%	72.69%
Net Income Growth (1Y)	233.60%	-117.83%	-116.13%	-112.21%	-97.15%	380.35%	508.22%	509.10%	708.06%	14.75%	13.19%	12.35%
EPS Growth (1Y)	205.05%	-117.15%	-115.62%	-111.85%	-97.23%	363.61%	486.14%	483.61%	675.47%	12.42%	11.61%	11.31%
Valuation Metrics
P/E TTM	-0.97	0.52	0.91	1.43	-2.37	-0.07	-0.11	-0.07	-0.23	-2.06	-4.30	-4.79
P/B TTM	-0.26	-0.28	-0.50	-0.62	-0.24	-0.14	-0.24	-0.16	-0.89	0.93	1.41	1.46
P/S TTM	0.48	0.49	0.80	0.89	0.33	0.38	0.67	0.22	0.50	0.83	1.31	1.47
Market Cap	71.15M	75.29M	125.50M	146.75M	51.90M	57.36M	97.35M	56.60M	180.00M	346.41M	603.67M	660.72M
Enterprise Value	228.11M	233.92M	298.48M	299.41M	207.49M	540.91M	659.01M	483.43M	748.57M	772.10M	1.18B	868.90M
Calculated Values
Free Cash Flow TTM	28.48M	-9.99M	6.86M	-24.60M	-45.42M	-27.49M	-36.65M	-24.07M	-18.65M	-172.18M	-209.22M	-244.49M
Net Debt	156.96M	158.63M	172.99M	152.66M	155.59M	483.55M	561.66M	426.83M	568.58M	425.69M	581.09M	208.19M
Per-Share and Margin
EPS TTM
Adjusted EPS TTM
Cash Flow Per Share TTM
Pretax Margin TTM
Stock Comp to Revenue TTM
Turnover Ratios and Averages
Average Assets
Average Equity
Average Inventory
Average Receivables
Average Accounts Payables
Inventory Turnover TTM
Payables Turnover TTM
Days Inventory Outstanding TTM
Days Payables Outstanding TTM
Cash Conversion Cycle TTM
Working Capital to Revenue
Deferred Revenue to Revenue
Growth Rates
Total Assets Growth (1Y)
Total Assets Growth (3Y)
Total Assets Growth (5Y)
Dividends Paid Growth (1Y)
Dividends Paid Growth (3Y)
Dividends Paid Growth (5Y)
EPS Growth (3Y)
EPS Growth (5Y)
Net Income Growth (3Y)
Net Income Growth (5Y)
Net Profit Margin Growth (1Y)
Net Profit Margin Growth (3Y)
Net Profit Margin Growth (5Y)
Net Revenue Growth (3Y)
Net Revenue Growth (5Y)
Deferred Revenue Growth (1Y)
Retained Earnings Growth (1Y)
Credit, Liquidity, Returns, Payout
Cash Ratio
Net Working Capital
Debt to EBITDA TTM
Net Debt to EBITDA TTM
Net Debt to Equity
Altman A
Altman B
Altman C
Altman D
Altman E
Altman Z-Score
ROA TTM
ROE TTM
NOPAT TTM
ROIC TTM
Effective Tax Rate TTM
Payout Ratio TTM
Dilution Ratio
Retained Earnings to Equity
Treasury Stock to Equity
Treasury Stock Change (1Y)
Accrued to Current Liabilities
NCAV
NCAV Per Share TTM
Valuation Ratios
P/CF TTM
PEG Ratio
Dividend Yield TTM
Free Cash Flow Yield TTM
EV EBITDA TTM
EV EBIT TTM
EV Revenue TTM
EV FCF TTM
Stock Compensation TTM
Adjusted Net Income TTM
Billings TTM
Total Debt
Invested Capital

Subscribe to unlock 17+ years of financial data

Start 7-day free trial

Subscribe to unlock 17+ years of data

Start free trial

Insider Transactions

2026-03-11Sale

Owner: Tappin, Matthew

Title: President, Software Products

Shares: 402

Price/Share: $10.83

Value: $4,353.66

Shares Owned: 2,823

Relationship: Officer

Ownership: Direct

2026-03-10Sale

Owner: Carlson, Michael James

Title: President, Managed Services

Shares: 2,079

Price/Share: $11.12

Value: $23,118.48

Shares Owned: 19,458

Relationship: Officer

Ownership: Direct

2026-03-10Sale

Owner: Tappin, Matthew

Title: President, Software Products

Shares: 655

Price/Share: $11.12

Value: $7,283.60

Shares Owned: 3,225

Relationship: Officer

Ownership: Direct

2026-03-10Sale

Owner: Laureles, Saul R.

Title: Chief Legal Officer

Shares: 942

Price/Share: $11.12

Value: $10,475.04

Shares Owned: 27,450

Relationship: Officer

Ownership: Direct

2026-03-10Sale

Owner: Narayanan, Arun

Title: Chief Executive Officer

Shares: 5,145

Price/Share: $11.12

Value: $57,212.40

Shares Owned: 12,980

Relationship: Officer

Ownership: Direct

Filed Date	Owner	Relationship	Title	Ownership	Purchase/Sale	No. Shares	Price Per Share	Value	Shares Owned	Document Type
2026-03-11	Tappin, Matthew	Officer	President, Software Products	Direct	Sale	402	10.83	$4,353.66	2,823	4
2026-03-10	Carlson, Michael James	Officer	President, Managed Services	Direct	Sale	2,079	11.12	$23,118.48	19,458	4
2026-03-10	Tappin, Matthew	Officer	President, Software Products	Direct	Sale	655	11.12	$7,283.60	3,225	4
2026-03-10	Laureles, Saul R.	Officer	Chief Legal Officer	Direct	Sale	942	11.12	$10,475.04	27,450	4
2026-03-10	Narayanan, Arun	Officer	Chief Executive Officer	Direct	Sale	5,145	11.12	$57,212.40	12,980	4
2026-03-04	Tappin, Matthew	Officer	President, Software Products	Direct	Sale	185	10.00	$1,850.00	2,422	4
2026-03-03	Laureles, Saul R.	Officer	Chief Legal Officer	Direct	Sale	292	9.67	$2,823.64	25,476	4
2026-02-20	Tappin, Matthew	Officer	President, Software Products	Direct	Sale	366	11.40	$4,172.40	2,237	4
2025-11-18	Shukla, Rahul	Officer	Chief Accounting Officer	Direct	Sale	3,674	16.21	$59,555.54	0	4
2025-11-11	Tappin, Matthew	Officer	President, Software Products	Direct	Sale	9,584	17.70	$169,636.80	1,872	4
2025-06-16	Tappin, Matthew	Officer	President, Software Division	Direct	Sale	20,823	0.45	$9,370.35	37,458	4
2025-05-02	Shukla, Rahul	Officer	Chief Accounting Officer	Direct	Sale	24,567	0.54	$13,266.18	0	4
2025-05-02	Laureles, Saul R.	Officer	Chief Legal Officer	Direct	Sale	809	0.53	$428.77	264,792	4
2025-03-12	Tappin, Matthew	Officer	President, Software Division	Direct	Sale	13,070	0.40	$5,228.00	56,670	4
2025-03-12	Carlson, Michael James	Officer	Chief Operating Officer	Direct	Sale	27,739	0.40	$11,095.60	204,140	4
2025-02-20	Tappin, Matthew	Officer	President, Software Division	Direct	Sale	8,130	0.63	$5,121.90	32,821	4
2025-02-20	Albert, Hofeldt	Officer	Chief Technology Officer	Direct	Sale	13,294	0.63	$8,375.22	185,863	4
2024-05-28	Tappin, Matthew	Officer	President, Asset Management	Direct	Sale	1,388	1.32	$1,832.16	16,635	4
2024-05-02	Carrington, John Eugene	Director,Officer	CEO and Director	Direct	Sale	194,171	1.85	$359,216.35	506,585	4
2024-04-30	Laureles, Saul R.	Officer	Chief Legal Officer	Direct	Sale	822	1.87	$1,537.14	150,990	4
2024-04-30	Bush, William John	Officer	Chief Financial Officer	Direct	Sale	24,035	1.87	$44,945.45	390,217	4
2024-04-30	Patel, Prakesh	Officer	Chief Strategy Officer	Direct	Sale	23,863	1.87	$44,623.81	181,668	4
2024-04-30	Russo, Alan	Officer	Chief Revenue Officer	Direct	Sale	24,142	1.87	$45,145.54	212,910	4
2024-03-19	Tappin, Matthew	Officer	President, Asset Management	Direct	Sale	26,640	1.82	$48,484.80	15,248	4
2024-03-19	Schaefer, Robert	Officer	President, Transformational	Direct	Sale	100,000	1.82	$182,000.00	716,110	4
2024-03-18	Buzby, David S	Director	-	Direct	Purchase	33,800	1.81	$61,178.00	768,448	4
2024-03-18	Buzby, David S	Director	-	Direct	Purchase	33,800	1.81	$61,178.00	96,300	4/A
2024-03-15	Carlson, Michael James	Officer	Chief Operating Officer	Direct	Purchase	44,882	1.75	$78,543.50	128,903	4
2024-03-15	Homenock, Kim	Officer	Chief People Officer	Direct	Purchase	24,000	1.84	$44,160.00	161,989	4
2024-03-15	Buzby, David S	Director	-	Direct	Purchase	62,500	1.84	$115,000.00	734,648	4
2024-03-13	Johnson, Larsh	Officer	Chief Technology Officer	Direct	Sale	21,428	2.00	$42,856.00	78,739	4
2024-03-11	Shukla, Rahul	Officer	Chief Accounting Officer	Direct	Sale	21,332	2.21	$47,143.72	0	4
2024-03-08	Laureles, Saul R.	Officer	Chief Legal Officer	Direct	Sale	26,602	2.19	$58,258.38	148,359	4
2024-03-08	Carlson, Michael James	Officer	Chief Operating Officer	Direct	Sale	35,269	2.19	$77,239.11	73,903	4
2024-03-08	Bush, William John	Officer	Chief Financial Officer	Direct	Sale	46,034	2.19	$100,814.46	345,306	4
2024-03-08	Schaefer, Robert	Officer	President, Transformational	Direct	Sale	37,463	2.19	$82,043.97	816,110	4
2024-03-08	Tappin, Matthew	Officer	President, Asset Management	Direct	Sale	24,899	2.19	$54,528.81	41,888	4
2024-03-08	Johnson, Larsh	Officer	Chief Technology Officer	Direct	Sale	35,880	2.19	$78,577.20	120,167	4
2024-03-08	Carrington, John Eugene	Director,Officer	CEO and Director	Direct	Sale	85,038	2.19	$186,233.22	262,318	4
2024-03-08	Patel, Prakesh	Officer	Chief Strategy Officer	Direct	Sale	35,902	2.19	$78,625.38	137,078	4
2024-03-08	Homenock, Kim	Officer	Chief People Officer	Direct	Sale	26,512	2.19	$58,061.28	121,300	4
2024-03-05	Tappin, Matthew	Officer	President, Asset Management	Direct	Sale	3,837	2.41	$9,247.17	66,787	4
2024-03-04	Tappin, Matthew	Officer	President, Asset Management	Direct	Sale	5,724	2.48	$14,195.52	70,624	4
2024-03-04	Russo, Alan	Officer	Chief Revenue Officer	Direct	Sale	7,153	2.48	$17,739.44	167,798	4
2024-03-04	Bush, William John	Officer	Chief Financial Officer	Direct	Sale	10,016	2.48	$24,839.68	391,340	4
2024-03-04	Carrington, John Eugene	Director,Officer	CEO and Director	Direct	Sale	9,885	2.48	$24,514.80	347,356	4
2024-03-04	Laureles, Saul R.	Officer	Chief Legal Officer	Direct	Sale	5,591	2.48	$13,865.68	174,961	4
2024-03-04	Schaefer, Robert	Officer	President, Transformational	Direct	Sale	5,945	2.48	$14,743.60	853,573	4
2024-03-04	Johnson, Larsh	Officer	Chief Technology Officer	Direct	Sale	7,153	2.48	$17,739.44	156,047	4
2024-03-04	Patel, Prakesh	Officer	Chief Strategy Officer	Direct	Sale	7,153	2.48	$17,739.44	172,980	4
2024-03-04	Shukla, Rahul	Officer	Chief Accounting Officer	Direct	Sale	20,204	2.47	$49,903.88	41,231	4
2024-02-27	Carrington, John Eugene	Director,Officer	CEO and Director	Direct	Sale	13,863	2.70	$37,430.10	138,562	4
2024-02-26	Shukla, Rahul	Officer	Chief Accounting Officer	Direct	Sale	8,244	2.65	$21,846.60	20,204	4
2024-02-20	Tappin, Matthew	Officer	President, Asset Management	Direct	Sale	6,857	3.05	$20,913.85	11,411	4
2024-02-16	Carlson, Michael James	Officer	Chief Operating Officer	Direct	Sale	9,952	3.17	$31,547.84	20,367	4
2024-02-16	Russo, Alan	Officer	Chief Revenue Officer	Direct	Sale	14,390	3.17	$45,616.30	158,204	4
2024-02-16	Laureles, Saul R.	Officer	Chief Legal Officer	Direct	Sale	10,959	3.17	$34,740.03	80,003	4
2024-02-16	Schaefer, Robert	Officer	President, Transformational	Direct	Sale	7,866	3.17	$24,935.22	741,675	4
2024-02-16	Tappin, Matthew	Officer	President, Asset Management	Direct	Sale	10,602	3.17	$33,608.34	18,268	4
2024-02-16	Johnson, Larsh	Officer	Chief Technology Officer	Direct	Sale	12,117	3.17	$38,410.89	69,145	4
2024-02-16	Patel, Prakesh	Officer	Chief Strategy Officer	Direct	Sale	14,389	3.17	$45,613.13	86,078	4
2024-02-16	Bush, William John	Officer	Chief Financial Officer	Direct	Sale	20,367	3.17	$64,563.39	276,814	4
2024-02-14	Tappin, Matthew	Officer	President, Asset Management	Direct	Sale	4,556	3.15	$14,351.40	4,555	4
2024-01-30	Laureles, Saul R.	Officer	Chief Legal Officer	Direct	Sale	9,893	3.23	$31,954.39	56,226	4
2024-01-19	Shukla, Rahul	Officer	Chief Accounting Officer	Direct	Sale	3,310	2.73	$9,036.30	8,497	4
2024-01-03	Tappin, Matthew	Officer	President, Asset Management	Direct	Sale	5,207	3.56	$18,536.92	9,111	4
2023-09-27	Carlson, Michael James	Officer	Chief Operating Officer	Direct	Sale	1,822	4.18	$7,615.96	4,267	4
2023-09-15	Buzby, David S	Director	-	Indirect	Purchase	62,000	4.82	$298,840.00	620,711	4
2023-08-10	Russo, Alan	Officer	Chief Revenue Officer	Direct	Sale	13,427	6.50	$87,275.50	139,594	4
2023-06-16	Troe, Lisa L	Director	-	Direct	Sale	6,150	6.40	$39,360.00	19,872	4
2023-05-01	Bush, William John	Officer	Chief Financial Officer	Direct	Sale	1,440	4.12	$5,932.80	248,550	4
2023-05-01	Laureles, Saul R.	Officer	Chief Legal Officer	Direct	Sale	887	4.12	$3,654.44	31,794	4
2023-05-01	Russo, Alan	Officer	Chief Revenue Officer	Direct	Sale	1,553	4.12	$6,398.36	153,021	4
2023-05-01	Patel, Prakesh	Officer	Chief Strategy Officer	Direct	Sale	1,260	4.12	$5,191.20	67,467	4
2023-05-01	Carrington, John Eugene	Director,Officer	CEO and Director	Direct	Sale	3,600	4.12	$14,832.00	117,688	4
2023-05-01	Johnson, Larsh	Officer	Chief Technology Officer	Direct	Sale	1,260	4.12	$5,191.20	53,473	4
2023-03-20	Carrington, John Eugene	Director,Officer	CEO and Director	Direct	Sale	13,216	6.33	$83,657.28	111,422	4
2023-03-15	Homenock, Kim	Officer	Chief People Officer	Direct	Sale	27,063	6.72	$181,863.36	69,731	4
2023-03-15	Schaefer, Robert	Officer	President, Transformational	Direct	Sale	11,364	6.85	$77,843.40	727,831	4
Additional insider transactions are for subscribers only. Unlock the complete Form 4 filing history Start 7-day free trial

Subscribe to unlock 17+ years of financial data

Start 7-day free trial

Subscribe to unlock 17+ years of data

Start free trial

Institutional Ownership

No data available for chart

2026-03-31

20.91%

Inst. Shares: 1,781,177

Shares Outstanding: 8,517,041

2025-12-31

20.38%

Inst. Shares: 1,699,753

Shares Outstanding: 8,338,759

2025-09-30

22.45%

Inst. Shares: 1,880,710

Shares Outstanding: 8,376,032

2025-06-30

18.13%

Inst. Shares: 1,510,714

Shares Outstanding: 8,330,679

2025-03-31

Inst. Shares: 44,420,285

Shares Outstanding: 8,194,490

Date	Institutional Shares Owned	Shares Outstanding	Institutional Ownership %
2026-03-31	1,781,177	8,517,041	20.91%
2025-12-31	1,699,753	8,338,759	20.38%
2025-09-30	1,880,710	8,376,032	22.45%
2025-06-30	1,510,714	8,330,679	18.13%
2025-03-31	44,420,285	8,194,490	-
2024-12-31	49,748,935	8,072,127	-
2024-09-30	51,607,032	8,131,700	-
2024-06-30	75,509,539	8,107,947	-
2024-03-31	89,630,828	7,909,007	-
Additional institutional holders are for subscribers only. Unlock the complete Form 13F ownership history Start 7-day free trial

STEM, INC. (STEM) — SEC Financial Statements & Analysis

STEM, INC. (STEM) is a services-computer integrated systems design company. STEM, INC. trades on NYSE as: STEM. Based on its latest SEC filing (Form 10-Q, period ending 2026-06-30), STEM, INC. reported a -5.11% year-over-year revenue growth, a Gross Profit Margin of 41.45% (TTM), a Debt-to-Equity ratio of -2.04x, a Price-to-Sales (P/S) ratio of 0.48x (TTM), a Price-to-Book (P/B) ratio of -0.26x (TTM), at a market cap of $71.15M. Figures below are sourced from SEC EDGAR, as-filed.

Net Revenue TTM Growth 1Y: -5.11%
Gross Profit Margin TTM: 41.45%
Debt To Equity: -2.04x
P/S TTM: 0.48x
P/B TTM: -0.26x
Market Cap: $71.15M

Data as of 2026-06-30 · Source: SEC EDGAR

Frequently Asked Questions

What industry is STEM, INC. in?

STEM, INC. (STEM) operates in the Services-Computer Integrated Systems Design industry.

What is STEM's market cap?

STEM, INC. (STEM) has a market capitalization of $71.15M as of 2026-06-30.

What exchange does STEM trade on?

STEM, INC. (STEM) trades on the NYSE.

STEM, INC.

Financial Statements

Custom Table

Interactive Financial Visualizations

Earnings Market Reaction

Performance and Valuation Metrics

Insider Transactions

Institutional Ownership

STEM, INC. (STEM) — SEC Financial Statements & Analysis

Frequently Asked Questions

Companies in Services-Computer Integrated Systems Design

Wall Street's data.
Main Street's price.

STEM, INC. (STEM) — SEC Financial Statements & Analysis

Frequently Asked Questions

Companies in Services-Computer Integrated Systems Design

Wall Street's data.Main Street's price.

Wall Street's data.
Main Street's price.