NYSE: STEM

STEM, INC.

CIK 0001758766 · SIC 7373 · Computer Integrated Systems Design

Small Revenue $156M Assets $280M as of Aug 30, 2026

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10-Q Filed Aug 13, 2026 · Period ending Jun 30, 2026

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8-K Filed Aug 12, 2026 · Period ending Aug 12, 2026

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424B5 Filed Jun 22, 2026

Stem, Inc. files prospectus for resale of up to 289,045 shares by selling shareholder raicoon GmbH; company receives no proceeds

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8-K Filed Jun 3, 2026 · Period ending Jun 3, 2026

Stem stockholders approve 425,000-share equity plan expansion at 2026 annual meeting

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10-Q Filed May 7, 2026 · Period ending Mar 31, 2026 Red flag

STEM: revenue $29.0M, net income -$18.9M. Stem cash drops 24.3% YoY to as new tax law cuts solar credits, debt costs jump 72%

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8-K Filed May 6, 2026 · Period ending May 6, 2026

Stem announces Q1 2026 financial results in routine earnings disclosure

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8-K Filed Mar 17, 2026 · Period ending Mar 12, 2026 Red flag

Stem dismisses Deloitte as auditor, hires RSM US LLP with no disagreements disclosed

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8-K Filed Mar 6, 2026 · Period ending Mar 6, 2026

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10-K Filed Mar 5, 2026 · Period ending Dec 31, 2025

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10-Q Filed Oct 30, 2025 · Period ending Sep 30, 2025

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10-Q Filed Apr 30, 2025 · Period ending Mar 31, 2025

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10-K Filed Mar 5, 2025 · Period ending Dec 31, 2024

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Latest financial statements

From 10-Q filed Aug 13, 2026 (period ending Jun 30, 2026). As printed on the EDGAR/iXBRL face — not generated by the model.

As filed

Condensed Consolidated Statements of Operations (Unaudited)

(in thousands, except share and per share amounts)

Description Three months ended June 30, 2026 Three months ended June 30, 2025 Six months ended June 30, 2026 Six months ended June 30, 2025
Revenue
Services and other revenue 18,618 20,852 37,292 38,573
Hardware revenue 15,036 17,522 25,362 32,313
Total revenue 33,654 38,374 62,654 70,886
Cost of revenue
Cost of services and other 11,559 14,262 23,503 25,675
Cost of hardware 8,208 11,312 14,405 21,873
Total cost of revenue 19,767 25,574 37,908 47,548
Gross profit 13,887 12,800 24,746 23,338
Operating expenses:
Sales and marketing 7,437 7,250 13,954 14,042
Research and development 6,459 9,993 13,034 21,321
General and administrative 8,207 8,900 16,873 22,466
(Remeasurement of) impairment of assets held for sale (545) 2,770
Total operating expenses 21,558 26,143 46,631 57,829
Loss from operations (7,671) (13,343) (21,885) (34,491)
Other (expense) income, net:
Interest expense (7,510) (4,072) (14,869) (8,362)
Gain on extinguishment of debt 220,047 220,047
Change in fair value of warrant liability 503 2,914
Other income, net 308 374 657 870
Total other (expense) income, net (6,699) 216,349 (11,298) 212,555
(Loss) income before provision for income taxes (14,370) 203,006 (33,183) 178,064
Provision for income taxes (13) (475) (125) (533)
Net (loss) income (14,383) 202,531 (33,308) 177,531
Net (loss) income per share attributable to common stockholders, basic (1.58) 24.31 (3.78) 21.48
Net loss per share attributable to common stockholders, diluted (1.58) (1.79) (3.78) (4.54)
Numerator used to compute net (loss) income per share:
Net (loss) income attributable to Stem common stockholders, basic (14,383) 202,531 (33,308) 177,531
Net loss attributable to Stem common stockholders, diluted (Note 12) (14,383) (15,160) (33,308) (38,205)
Weighted-average shares used in computing net (loss) income per share to common stockholders, basic 9,110,452 8,330,679 8,815,386 8,263,378
Weighted-average shares used in computing net loss per share to common stockholders, diluted 9,110,452 8,481,799 8,815,386 8,414,498

Condensed Consolidated Balance Sheets (Unaudited)

(in thousands, except share and per share amounts)

Description June 30, 2026 December 31, 2025
ASSETS
Current assets:
Cash and cash equivalents (VIE: $337 and $560 as of June 30, 2026 and December 31, 2025, respectively) 38,415 48,915
Accounts receivable, net of allowances of $2,717 and $3,893 as of June 30, 2026 and December 31, 2025, respectively (VIE: $1,633 and $3,820 as of June 30, 2026 and December 31, 2025, respectively) 33,222 38,353
Inventory 6,122 4,587
Assets held for sale 1,229
Other current assets (VIE: $300 and $0 as of June 30, 2026 and December 31, 2025, respectively) 10,339 8,236
Total current assets 89,327 100,091
Energy storage systems, net 33,990 43,925
Contract origination costs, net 6,121 7,466
Goodwill 2,463
Intangible assets, net 113,045 123,028
Operating lease right-of-use assets 10,598 9,571
Other noncurrent assets 24,229 24,806
Total assets 279,773 308,887
LIABILITIES AND STOCKHOLDERS’ DEFICIT
Current liabilities:
Accounts payable (VIE: $157 and $440 as of June 30, 2026 and December 31, 2025, respectively) 14,468 10,310
Accrued liabilities 21,796 26,875
Accrued payroll 5,552 9,131
Financing obligation, current portion 13,151 13,792
Deferred revenue, current portion 44,381 43,625
Other current liabilities 8,168 6,832
Total current liabilities 107,516 110,565
Deferred revenue, noncurrent 81,634 85,251
Asset retirement obligation 4,385 4,349
Convertible notes, noncurrent 184,007 183,594
Senior secured notes, noncurrent 135,212 128,796
Financing obligation, noncurrent 24,010 29,590
Warrant liability 2,207 5,121
Lease liabilities, noncurrent 10,070 9,860
Other liabilities 729 820
Total liabilities 549,770 557,946
Commitments and contingencies (Note 15)
Stockholders’ deficit:
Preferred stock, $0.0001 par value; 1,000,000 shares authorized as of June 30, 2026 and December 31, 2025; zero shares issued and outstanding as of June 30, 2026 and December 31, 2025
Common stock, $0.0001 par value; 250,000,000 shares authorized as of June 30, 2026 and December 31, 2025, respectively; 9,607,873 and 8,489,540 issued and outstanding as of June 30, 2026 and December 31, 2025, respectively 1 1
Additional paid-in capital 1,252,624 1,239,263
Accumulated other comprehensive (loss) income (141) 41
Accumulated deficit (1,522,055) (1,488,747)
Total Stem stockholders’ deficit (269,571) (249,442)
Non-controlling interests (426) 383
Total stockholders’ deficit (269,997) (249,059)
Total liabilities and stockholders’ deficit 279,773 308,887

Condensed Consolidated Statements of Cash Flows (Unaudited)

(in thousands)

Description Six months ended June 30, 2026 Six months ended June 30, 2025
OPERATING ACTIVITIES
Net (loss) income (33,308) 177,531
Adjustments to reconcile net (loss) income to net cash used in operating activities:
Depreciation and amortization expense 21,918 22,242
Non-cash interest expense, including interest expenses associated with debt issuance costs 737 210
Stock-based compensation 3,501 5,712
Change in fair value of warrant liability (2,914)
Non-cash lease expense 1,319 1,362
Accretion of asset retirement obligations 123 119
Impairment loss of energy storage systems 103 1,413
Gain on disposal and abandonment of property, plant and equipment (112)
Impairment loss of project assets 4 966
Impairment of assets held for sale, net 2,770
Provision for credit losses on accounts receivable 17 1,547
Gain on extinguishment of debt (220,047)
Other (16) 53
Changes in operating assets and liabilities:
Accounts receivable 5,114 14,772
Inventory (1,535) 6,321
Other assets (1,397) 1,715
Contract origination costs, net (547) (573)
Project assets (4) (2,202)
Accounts payable 4,083 (18,727)
Accrued expenses and other liabilities (3,339) (1,174)
Deferred revenue (2,861) (2,793)
Lease liabilities (1,631) (1,189)
Net cash used in operating activities (7,975) (12,742)
INVESTING ACTIVITIES
Capital expenditures on internally-developed software (2,555) (4,626)
Purchase of property and equipment (48)
Net cash used in investing activities (2,555) (4,674)
FINANCING ACTIVITIES
Proceeds from issuances of common stock under at-the-market program, net 5,631
Repayment of financing obligations (4,701) (8,355)
Proceeds from issuance of senior secured notes 10,000
(Distributions to) contributions from non-controlling interests, net (809) 37
Net cash provided by financing activities 121 1,682
Effect of exchange rate changes on cash, cash equivalents and restricted cash (91) 225
Net decrease in cash, cash equivalents and restricted cash (10,500) (15,509)
Cash, cash equivalents and restricted cash, beginning of year 50,701 58,085
Cash, cash equivalents and restricted cash, end of period 40,201 42,576

Amounts as printed on the EDGAR/iXBRL face — (in thousands, except share and per share amounts); (in thousands). Labels, columns, and figures are the filing face, not a GAAP stencil. Interactive statements & notes on EDGAR ↗