The price target for Stem stock has undergone a notable shift, with the Fair Value Estimate rising moderately from $16.67 to $19.17 per share. This change reflects evolving analyst opinions on the company’s changing business model and outlook. Stay tuned to discover how you can monitor shifts in Stem’s narrative as analysts continue to update their projections.

Analyst Price Targets don’t always capture the full story. Head over to our Company Report to find new ways to value Stem.

🐂 Bullish Takeaways

• UBS increased its price target on Stem from $16 to $18. The firm noted that a faster shift to a lower-revenue but higher-margin software and services model was a key driver for the upgrade.

• Barclays also raised its price target significantly from $13 to $18, following Stem’s strong Q3 results and an improvement in software revenue consistency.

• Analysts acknowledged Stem’s proactive cost control and tightened fiscal year guidance. They cited reduced business volatility and improved transparency as positives for the company’s outlook.

🐻 Bearish Takeaways

• Despite raising targets, UBS maintains a Neutral rating, and Barclays keeps an Equal Weight stance. This signals continued caution regarding Stem’s valuation and the sustainability of recent improvements.

• The absence of outright Buy recommendations and explicit mention of upside risks suggests analysts see near-term risks and believe much of the positive outlook may already be reflected in Stem’s current stock price.

Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there’s more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative!

• Stem, Inc. has updated its full-year 2025 earnings guidance, now projecting revenue between $135 million and $160 million. This refines its previous range to reflect current business expectations.

• On October 15, 2025, the Board of Directors amended the company’s bylaws to lower the quorum required at stockholder meetings to one-third of outstanding voting power. This adjustment is intended to enhance meeting efficiency.

• The company announced the expansion of its Berlin operations, opening new centralized facilities to better support utility-scale solar, storage, and hybrid projects across the EMEA region.

• Stem unveiled the PowerTrack Energy Management System, a new integrated solution that offers advanced hybrid control, AI-enabled tuning, and increased operational flexibility for utility-scale and commercial and industrial projects.