STEM Earnings

STEM reported its earnings on 2026-03-04, showcasing a revenue of 47.14M against an estimate of 43.20M, resulting in a 9.13% surprise. The EPS was -1.85, surpassing the expected -1.96 by 5.61%. The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following STEM's earnings announcement on 2026-03-04, the stock price moved by 0% on the day of the release. Over the subsequent five days, it saw a 0% change. Historically, STEM's stock price tends to shift by an average of 12.87% in the 10 days leading up to earnings and -12.11% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate STEM's annual revenue to reach 45.88M, while the EPS is projected at -2.33. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between STEM's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, STEM's stock price typically moves by 12.87% in the 10 days before its earnings and -12.11% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of -2.33 and revenue of 45.88M.

The earnings call shows strong financial performance with increased revenue, positive adjusted EBITDA, and improved cash flow. The launch of new products like PowerTrack EMS and a shift towards software-centric operations are promising. While there are slight concerns about gross margin compression and cautious guidance, overall growth in recurring revenue and cost management efforts are positive indicators. The Q&A section didn't reveal major negative sentiments, and the company remains optimistic about future growth, suggesting a positive stock reaction.