Stem, Inc. operates as a digitally connected, intelligent, and renewable energy storage network provider worldwide. The company offers energy storage hardware sourced from original equipment manufacturers (OEMs); edge hardware to aid in the collection of site data and real-time operation and control of the site and other optional equipment; and Athena, a software platform, which offers battery hardware and software-enabled services to operate the energy storage systems. It serves commercial and industrial enterprises, independent power producers, renewable project developers, and utilities and grid operators. The company was incorporated in 2009 and is headquartered in San Francisco, California.
Date |
For |
Estimate |
Reported |
Surprise |
surprise % |
2024-05-02 |
2024-03 |
-0.2 |
-0.46 |
-0.26 |
-130.00% |
2024-02-28 |
2023-12 |
-0.12 |
-0.21 |
-0.09 |
-75.00% |
2024-02-28 |
2023-12 |
-0.12 |
N/A |
N/A |
N/A |
2023-11-02 |
2023-09 |
-0.18 |
-0.17 |
0.01 |
5.56% |
2023-11-02 |
2023-09 |
-0.18 |
N/A |
N/A |
N/A |
2023-08-03 |
2023-06 |
-0.23 |
N/A |
N/A |
N/A |
Date |
Firm |
Action |
From |
To |
2023-10-19 |
Exane BNP Paribas |
Upgrade |
|
Neutral |
2023-10-16 |
Morgan Stanley |
Upgrade |
Equal-Weight |
Equal-Weight |
2023-10-05 |
Piper Sandler |
Upgrade |
Neutral |
Neutral |
2023-09-07 |
Evercore ISI Group |
Upgrade |
Outperform |
Outperform |
2023-09-05 |
Morgan Stanley |
Downgrade |
Overweight |
Equal-Weight |
2023-08-29 |
Barclays |
Upgrade |
|
Equal-Weight |
Date |
Name |
Relation |
Quantity |
Description |
2024-04-29 |
BUSH WILLIAM JOHN |
Chief Financial Officer |
390.22K |
Sale |
2024-03-17 |
BUZBY DAVID S |
Director |
1.33M |
Purchase |
2024-03-14 |
CARLSON MICHAEL JAMES |
Chief Operating Officer |
128.90K |
Purchase |
2024-05-01 |
CARRINGTON JOHN EUGENE |
Chief Executive Officer |
506.59K |
Sale |
2024-03-14 |
HOMENOCK KIM |
Officer |
161.99K |
Purchase |
2024-04-29 |
LAURELES SAUL R |
Officer |
150.99K |
Sale |
Institution Ownership
...
Report Date |
Organization |
Position |
Value |
Percentage |
2023-06-29 |
Vanguard Group Inc |
13.76M |
78.73M |
8.83% |
2023-06-29 |
Schroder Investment Management Group |
10.63M |
60.82M |
6.82% |
2023-06-29 |
Blackrock Inc. |
10.57M |
60.46M |
6.78% |
2023-06-29 |
Wellington Management Group, LLP |
3.48M |
19.89M |
2.23% |
2023-06-29 |
State Street Corporation |
3.28M |
18.77M |
2.11% |
2023-06-29 |
BNP Paribas Asset Management Holding S.A. |
3.07M |
17.56M |
1.97% |
Report Date |
Organization |
Position |
Value |
Percentage |
2023-06-29 |
Vanguard Total Stock Market Index Fund |
4.53M |
25.92M |
2.91% |
2023-06-29 |
Vanguard Small-Cap Index Fund |
3.81M |
21.82M |
2.45% |
2023-08-30 |
iShares Russell 2000 ETF |
3.27M |
16.66M |
2.10% |
2023-06-29 |
Vanguard Small-Cap Growth Index Fund |
2.18M |
12.50M |
1.40% |
2023-06-29 |
Vanguard Extended Market Index Fund |
2.01M |
11.48M |
1.29% |
2023-06-29 |
Vanguard Horizon Fund-Global Equity Fund |
1.80M |
10.29M |
1.15% |