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Stem Inc (STEM)
NYSE:STEM
Earnings Data
Report Date
Apr 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-2.04Last Year’s EPS
-3Same Quarter Last Year
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized a successful transformation in 2025 with material improvements in profitability, margins, ARR and reduced operating expenses, along with product launches and international utility-scale traction. Key challenges include reliance on some one-time revenue items (DevCo and performance payouts), a sequential decline in CARR driven by a customer cancellation, continued battery hardware resale volatility that could pressure margins if opportunistically higher, and a longer sales cycle for newly launched PowerTrack EMS. On balance, operational discipline, positive adjusted EBITDA, cash generation and software-led revenue momentum outweigh the near-term risks described.Company Guidance
Full Year Revenue Growth
Total revenue grew 8% year-over-year to $156 million for full year 2025, reflecting progress against strategic goals.
Software & Services Momentum
Core software, services and edge hardware revenue increased 25% year-over-year to $141 million, with over 55% of total revenue coming from software and services.
ARR Expansion
Year-end ARR grew 16% year-over-year to $61 million; total company ARR was up 1% sequentially to $61 million.
Profitability and Cash Flow Turnaround
Achieved first-ever full year positive adjusted EBITDA of $7 million and positive operating cash flow of $7 million; fourth quarter adjusted EBITDA was $5 million (a 30% improvement vs. Q4 2024).
Gross Margin Improvement
Record full year GAAP gross margin of 38% and non-GAAP gross margin of 46%; Q4 GAAP gross margin 49% and non-GAAP gross margin 45% driven by favorable revenue mix and improved edge hardware margins.
Cost Structure Discipline
Full year cash operating expenses declined 41% year-over-year, and Q4 cash operating expenses were down 50% year-over-year, reflecting permanent structural efficiency gains.
Product Launches and Early Traction
Launched PowerTrack EMS (utility-scale EMS) and PowerTrack Sage (AI assistant). PowerTrack Sage beta deployed to 80+ customers with GA planned; PowerTrack EMS secured a 100 MWh engagement in Germany with commercial operations expected in summer 2026.
Assets Under Management and PowerTrack ARR Growth
Added 6 GW of solar assets to reach 36 GW under management and added $7 million of PowerTrack ARR to reach $41 million.
Liquidity Position
Ended the year with $49 million in cash, up from $43 million at the end of Q3 2025, supporting 2026 plans.
STEM Earnings History
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 |
|---|---|---|---|
Mar 04, 2026 | $10.05 | $12.18 | +21.19% |
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 | +30.34% |
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 Apr 30, 2026, Before Open (Confirmed).
What is Stem Inc (STEM) earnings time?
Stem Inc (STEM) earnings time is at Apr 30, 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 2026 (Q1) is -2.04.