STEM

Stem, Inc. (STEM) Q2 2026 Earnings Call Transcript

Stem NYSE: STEM reported second-quarter results that highlighted continued profitability progress, higher software and edge-hardware revenue, and expanding utility-scale energy-management-system deployments internationally. The company reaffirmed its full-year 2026 guidance, while management said it is tracking toward the high end of its adjusted EBITDA range.

HOUSTON--(BUSINESS WIRE)--Stem, Inc. (“Stem,” “we” or the “Company”) (NYSE: STEM), a global leader in AI-enabled clean energy software and services, today announced its results for the quarter ended June 30, 2026. Financial Highlights Revenue of $33.7 million, down 12% from $38.4 million in 2Q25 Software, services, and edge hardware revenue of $33.4 million, up 1% from $32.9 million in 2Q25 GAAP gross profit of $13.9 million, up 9% from $12.8 million in 2Q25 GAAP gross margin of 41%, up from 33.

HOUSTON--(BUSINESS WIRE)--Stem, Inc. (NYSE: STEM), a global leader in AI-enabled clean energy software and services, today announced that Solarmarkt Group, together with engineering, procurement, and construction (EPC) partner Pannonwatt Energetikai Megoldások Zrt. (Pannonwatt), has selected Stem's PowerTrack™ Energy Management System (EMS) as the integrated energy management, power plant control (PPC), and SCADA platform for the hybridization of two operating utility-scale solar plants in Hung.

HOUSTON--(BUSINESS WIRE)--Stem, Inc. (NYSE: STEM), a global leader in AI-enabled clean energy software and services, today announced that its PowerTrack™ Energy Management System (EMS) has won The smarter E AWARD 2026 in the Smart Integrated Energy category. Organized by Solar Promotion International GmbH and Freiburg Management and Marketing International GmbH (FMMI), The smarter E AWARD is presented across five industry categories, honoring pioneers of the energy industry during its marquee e.

HOUSTON--(BUSINESS WIRE)--Stem Inc. (NYSE: STEM), a global leader in AI-enabled clean energy software and services, today announced the launch of AIONA, Stem's AI services offering developed in direct response to growing customer and market demand for practical, execution-focused artificial intelligence solutions. AIONA builds on Stem's deep experience applying AI, data science, optimization, and automation across complex clean energy environments. Through its PowerTrack™ platform and broader s.

COLUMBUS, Ohio--(BUSINESS WIRE)--Sixteen Central Ohio nonprofits will receive $968,000 through the 2026 Battelle Central Ohio STEM Grants, expanding high-impact science, technology, engineering and math (STEM) learning opportunities for more than 14,000 students and 1,400 educators across the region. The 2026 awards lift Battelle's cumulative giving through this program to $8.8 million since the grants began in 2013. This year's portfolio highlights a strong focus on innovation: artificial inte.

HOUSTON--(BUSINESS WIRE)--Stem, Inc. (NYSE: STEM), a global leader in AI-enabled clean energy software and services, today announced that Copec Flux, the renewable energy subsidiary of Copec S.A., is deploying Stem's PowerTrack™ Energy Management System (EMS) at the Granja Solar project in Chile. This development expands Stem's Latin America footprint and represents a meaningful step into the region's utility-scale hybrid market. The Granja project is an existing 135 MW PV project that Copec is.

HOUSTON--(BUSINESS WIRE)--Stem, Inc. (NYSE: STEM), a global leader in AI-enabled clean energy software and services, today announced that it has entered into a new services agreement with Bluesphere Ventures to support its portfolio of standalone battery energy storage projects participating in New York's Value of Distributed Energy Resources (VDER) program. Under the agreement, Stem will provide revenue modeling, market analysis, and intelligence across Bluesphere Ventures' pipeline of battery.

Stem, Inc. (STEM) Q1 2026 Earnings Call Transcript