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Stem Inc (STEM)
NYSE:STEM
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Stem Inc (STEM) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 19, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
-2.19
Last Year’s EPS
-6.6
Same Quarter Last Year
Based on 4 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 29, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call highlighted significant revenue growth, positive adjusted EBITDA, and successful strategic transformation with a software-centric approach. However, there were concerns about decreased project revenue, lower bookings, and potential gross margin compression. The company showed confidence in its refined guidance and international expansion efforts.
Company Guidance
In the third quarter of 2025, Stem, Inc. reported robust financial performance, with revenue reaching $38 million, marking a 31% year-over-year increase. The company achieved its second consecutive quarter of positive adjusted EBITDA and generated positive operating cash flow. Annual Recurring Revenue (ARR) grew by 17% year-over-year to $60 million. Stem's software-centric strategy contributed to a 10% increase in PowerTrack software revenue, while recurring base revenue from managed services grew 14% year-over-year. The company refined its full-year guidance, tightening ranges for total revenue to $135 million-$160 million and raising expectations for non-GAAP gross profit. Gross margins were notably strong, with GAAP gross margins at 35% and non-GAAP gross margins at 47%. Stem's strategic transformation is evident in its consistent earnings performance and continued improvement across key profitability metrics.
Revenue Growth
Stem reported Q3 2025 revenue of $38 million, up 31% year-over-year. ARR grew 17% year-over-year to $60 million.
Positive Adjusted EBITDA and Operating Cash Flow
The company achieved its second consecutive quarter of positive adjusted EBITDA and generated positive operating cash flow of $11 million.
Software-Centric Strategy Success
The strategic transformation is delivering results with growth in software and services revenue and improved profitability metrics.
PowerTrack EMS Launch
Launched PowerTrack EMS for hybrid and stand-alone storage projects, expanding the total addressable market and receiving strong customer reception.
International Expansion
Efforts to expand in European markets with new operations in Berlin and leveraging regional expertise.
Guidance Improvement
Tightened guidance ranges, indicating improved forecasting accuracy and confidence in the business stability.

Stem Inc (STEM) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

STEM Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 19, 2026
2025 (Q4)
-2.19 / -
-6.6
Oct 29, 2025
2025 (Q3)
-2.34 / -2.84
-18.284.40% (+15.36)
Aug 07, 2025
2025 (Q2)
-2.76 / -1.79
-71.897.51% (+70.01)
Apr 29, 2025
2025 (Q1)
-3.66 / -3.00
-9.267.39% (+6.20)
Mar 04, 2025
2024 (Q4)
-4.17 / -6.60
-4.8-37.50% (-1.80)
Oct 30, 2024
2024 (Q3)
-4.13 / -18.20
-9.8-85.71% (-8.40)
Aug 06, 2024
2024 (Q2)
-15.35 / -71.80
2.4-3091.67% (-74.20)
May 02, 2024
2024 (Q1)
-4.05 / -9.20
-5.8-58.62% (-3.40)
Feb 28, 2024
2023 (Q4)
-2.83 / -4.80
-4.563-5.19% (-0.24)
Nov 02, 2023
2023 (Q3)
-3.46 / -9.80
-4.4-122.73% (-5.40)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

STEM Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 29, 2025
$23.10$16.94-26.67%
Aug 07, 2025
$12.45$12.72+2.17%
Apr 29, 2025
$8.30$10.82+30.36%
Mar 04, 2025
$9.20$10.40+13.04%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Stem Inc (STEM) report earnings?
Stem Inc (STEM) is schdueled to report earning on Feb 19, 2026, Before Open (Confirmed).
    What is Stem Inc (STEM) earnings time?
    Stem Inc (STEM) earnings time is at Feb 19, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is STEM EPS forecast?
          STEM EPS forecast for the fiscal quarter 2025 (Q4) is -2.19.
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