Event-Driven Stocks

STEM, INC.

STEMNYSE

Technology · Services-Computer Integrated Systems Design · SEC filings ↗ · Compare ⊕

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Signs2 good3 warning2 severedetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23FY22FY21FY20
Revenue$156.3M$144.6M$461.5M$363.0M$127.4M$36.3M
Operating income−$55.7M−$839.5M−$179.3M−$131.1M−$83.1M−$49.4M
Net income$137.8M−$854.0M−$140.4M−$124.1M−$101.2M−$156.1M
Total assets$308.9M$437.4M$1.36B$1.42B$1.19B$205.8M
Total liabilities$557.9M$835.2M$930.3M$869.7M$524.0M$383.3M
Equity−$249.4M−$398.4M$426.2M$551.6M$667.8M−$177.4M
EPS (diluted)$-9.18$-105.80$-18.05$-0.81$-0.96$-4.13
Shares out.164.1M157.8M154.6M153.4M144.7M0

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
−35.6%
Net margin
88.2%
Return on equity
−55.2%
Return on assets
44.6%
Return on capital (ROCE)
−28.1%
Liabilities / assets
180.6%
Debt / equity
Book value / share
$-1.52
Revenue growth (YoY)
8.1%
Net income growth (YoY)

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Altman Z″ (distress)
-17.62distress
Accruals / assets
42.4%high accruals
Piotroski F-Score
6/9mixed

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
41
/ 100
Profitability 40Growth 100Catalyst 33Earnings quality 33Financial strength 0

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast. What these scores mean →

Signs

2 severe3 warning2 good
  • Negative shareholder equity
  • Altman Z″ in the distress zone
  • Operating losses (negative operating margin)
  • High leverage (liabilities > 70% of assets)
  • High accruals — earnings-quality risk
  • Revenue is growing year-over-year
  • Positive operating cash flow

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Insider transactions

SEC Form 4 · most recent
6 acquisitions3 disposalsnet +20,995 shares · last 9
InsiderDateTypeSharesPrice
Tappin MatthewOfficer — President, Software ProductsMar 11, 2026Sell402$10.83
Tappin MatthewOfficer — President, Software ProductsMar 7, 2026Option exercise1,458
Laureles Saul R.Officer — Chief Legal OfficerMar 7, 2026Option exercise2,916
Carlson Michael JamesOfficer — President, Managed ServicesMar 7, 2026Option exercise3,541
Narayanan ArunOfficer — Chief Executive OfficerMar 7, 2026Option exercise12,500
Laureles Saul R.Officer — Chief Legal OfficerMar 3, 2026Sell292$9.67
Tappin MatthewOfficer — President, Software ProductsMar 3, 2026Sell300$9.67
Laureles Saul R.Officer — Chief Legal OfficerMar 1, 2026Option exercise904
Tappin MatthewOfficer — President, Software ProductsMar 1, 2026Option exercise670

Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 20261.1M5.0+2.1%
Apr 30, 20261.1M9.0+0.7%
Apr 15, 20261.1M10.9+1.0%
Mar 31, 20261.0M7.9-2.7%
Mar 13, 20261.1M3.7+6.2%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (2)

Spot an error in this record? Report it. Every correction is verified against the source filing before we change anything.