Welcome to our dedicated page for Stem news (Ticker: STEM), a resource for investors and traders seeking the latest updates and insights on Stem stock.
News about Stem, Inc. (NYSE: STEM) focuses on its role in AI-enabled clean energy software, edge products, and services that support solar, energy storage, and hybrid projects. Company announcements highlight the evolution of its PowerTrack software suite, including PowerTrack Energy Management System (EMS) and PowerTrack Optimizer, and how these platforms are applied across commercial, industrial, and utility-scale portfolios.
Investors and observers following STEM news will see regular updates on quarterly financial results, including revenue trends, gross margins, and recurring revenue metrics such as ARR and CARR, as reported in earnings releases and accompanying Form 8-K filings. These releases also discuss the company’s software-focused strategy, cost initiatives, and changes in its capital structure, such as exchanges of convertible notes and reverse stock split actions.
Stem’s news flow also covers product launches and platform enhancements, such as the introduction of PowerTrack EMS for standalone and hybrid storage control and the rebranding of the Athena platform to PowerTrack Optimizer. Project-related news includes deployments like the Camino Solar project in California, where Stem’s PowerTrack Power Plant Controller and data acquisition systems were implemented to meet technical grid standards and support grid integration.
Additional updates may involve regional expansion, such as the growth of the Berlin competence center to support EMEA utility-scale projects, as well as partnerships with asset owners, developers, and utilities. Governance and leadership developments, including executive appointments and board changes, are typically disclosed through press releases and SEC filings. For users tracking STEM news, this page aggregates these earnings announcements, product updates, project milestones, and corporate actions in one place.
Stem (NYSE:STEM) reported full year 2025 revenue of $156.3M (up 8% YoY) and GAAP gross profit of $60.0M with 38% GAAP gross margin. The company achieved first-ever full year positive Adjusted EBITDA of $6.7M and ended 4Q25 with $48.9M cash.
Stem grew software, services, and edge hardware revenue 25% to $141.4M, provided 2026 guidance targeting $10–$15M adjusted EBITDA and $65–$70M year-end ARR.
Stem (NYSE: STEM) said its PowerTrack™ Energy Management System was selected for two German utility-scale battery projects totaling 100 MWh—90 MWh at Kölsa (co-located with PV) and 10 MWh at Elsterwerda.
Commercial operations are expected in summer 2026. Stem will provide EMS, engineering integration, and vendor-neutral plant control, with PowerTrack certified to VDE-AR-N 4110, 4120, 4130.
Stem (NYSE: STEM) will hold a conference call on Wednesday, March 4, 2026 at 5:00 p.m. ET to discuss fourth quarter and full year results for the period ending December 31, 2025. A press release will be issued at approximately 4:05 p.m. ET.
Investors can listen via a live webcast at https://investors.stem.com/events-and-presentations or by phone at (877) 407-3982 (U.S.) and (201) 493-6780 (international). A replay (passcode 13751335) is available until April 4, 2026, and an archived webcast will remain on the investor site for 12 months.
Stem (NYSE: STEM) announced on December 9, 2025 a partnership with a clean energy asset owner to operate and optimize a four-site battery energy storage portfolio serving a Southern California water utility.
The portfolio includes one hybrid solar+storage site and will deliver services using Stem’s PowerTrack software for transition coordination, real-time monitoring, issue resolution, warranty and field service management, enrollment and dispatch into California Demand Response programs, and performance reporting.
Stem said the work aims to improve performance, reliability, cost savings, and revenue opportunities while aligning dispatch with performance guarantees.
Stem (NYSE: STEM) announced its Board expanded from seven to eight directors and appointed Arun Narayanan, Stem’s CEO, as a Class I Director effective Dec. 1, 2025.
The Board said the appointment reflects confidence in Narayanan’s leadership as the company executes a transformation to a software-centric clean energy technology company. Since becoming CEO in January 2025, Narayanan has driven strategic execution focused on the PowerTrack™ software platform and achieved operational milestones, including positive adjusted EBITDA and accelerating software revenue growth.
Stem (NYSE: STEM) reported 3Q25 revenue of $38.2M (+31% YoY) and GAAP gross margin of 35% (Non‑GAAP gross margin 47%). The company posted a net loss of $23.8M and Adjusted EBITDA of $2.0M, marking a second consecutive quarter of positive adjusted EBITDA. ARR was $60.2M (up 17% YoY, 3% QoQ) and CARR was $70.1M. Operating cash flow improved to $11.4M and cash on hand was $43.1M at quarter end.
Stem narrowed and refined full‑year 2025 guidance: revenue revised to $135–$160M, non‑GAAP gross margin to 40–50%, adjusted EBITDA to $(5)–$5M, and operating cash flow to $(5)–$5M. Bookings and contracted backlog declined sequentially; storage AUM reached 1.8 GWh and solar AUM 33.9 GW. The company emphasized a software‑first strategy and operational de‑risking.
Stem (NYSE: STEM) expanded its European operations with a new 400-square-meter Berlin competence center announced on October 14, 2025, nearly doubling local workspace and centralizing engineering, sales, and customer success teams.
The hub aims to support utility-scale solar, storage, and hybrid solar-plus-storage projects across EMEA, accelerate project commissioning and post-sales support, and address technical challenges such as hybrid integration, value stacking, and merchant risk management. Stem highlighted its PowerTrack Energy Management System and noted it has commissioned more than 15 GW of solar and deployed nearly 2 GWh of battery storage across 55 countries.
Stem (NYSE: STEM) will hold a conference call on Wed., Oct. 29, 2025 at 5:00 p.m. ET to discuss results for the quarter ended Sept. 30, 2025. A press release with results is expected at approximately 4:05 p.m. ET the same day.
The call is available via a live webcast on Stem's investor site and by telephone for domestic and international callers. A replay will be available by phone (passcode 13756128) until Sat., Nov. 29, 2025, and an archived webcast will be posted on Stem's investor website for 12 months.
Stem (NYSE:STEM) released a shareholder letter highlighting its 12-month strategic realignment progress. The company announced the unification of its brand identity and the consolidation of its technology portfolio under the PowerTrack™ Suite. Key developments include the launch of PowerTrack EMS on September 2, delivering a 32% reduction in engineering hours and 99.99% controller reliability.
The company rebranded its Athena platform to PowerTrack Optimizer and announced the upcoming release of PowerTrack Sage, an AI-powered workflow solution. Stem will showcase its unified platform at RE+ 2025 in Las Vegas through September 11, demonstrating its integrated solutions for energy storage and hybrid project markets.
Stem (NYSE:STEM) has announced the rebranding of its flagship enterprise platform Athena® to PowerTrack™ Optimizer. This strategic rebranding consolidates Stem's offerings into a single integrated stack under the PowerTrack name, aiming to simplify clean energy asset management.
PowerTrack Optimizer maintains all core capabilities of the previous platform, including forecasting, value stacking, real-time dispatch, constraint management, and financial optimization. The platform supports four key areas: 24/7 monitoring and asset alerts, value stacking and revenue optimization, operational visualization and reporting, and project valuation. The platform currently manages nearly 2 GWh of battery storage assets.