信息技术

Stem, Inc. (ticker: STEM) 简介

作者:liurw 日期:2025-07-20

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Stem, Inc. (ticker: STEM) 简介

2025-07-18公司市场表现：上涨 46.63%

Stem, Inc. (ticker: STEM) is a leading AI-driven software and services company specializing in clean energy management. Headquartered in San Francisco, it primarily serves commercial, industrial, and utility customers worldwide by helping them plan, deploy, and operate renewable energy and energy storage assets.

Main Business Areas

- AI-Powered Energy Management Software: Stem’s core product is the Athena® platform, which uses advanced artificial intelligence and machine learning algorithms to optimize energy storage and consumption in real time. It enables predictive energy dispatch, load forecasting, and participation in grid services.

- Energy Storage Systems: Stem integrates lithium-ion battery systems with its software to support capabilities such as demand charge management, peak shaving, backup power, and grid stabilization.

- Renewable Energy Asset Management: The company manages distributed energy resources, including solar and wind projects, offering development, engineering, and operational support to maximize asset performance.

- Energy Trading and Grid Services: Stem aggregates its energy storage capacities to participate in wholesale electricity markets, providing frequency regulation, demand response, and other grid services.

- Complementary Software Solutions: Including PowerTrack, a platform delivering real-time monitoring, energy insights, and reporting for customers’ energy assets.

Market Position and Scale

- Stem manages approximately 275 MW of battery storage capacity and oversees around 1,200 distributed energy resource sites with a combined capacity exceeding 350 MW across North America.

- The company partners with over 40 utilities across multiple states, serving a diverse customer base encompassing manufacturing, retail, utilities, renewable project developers, and energy investors.

- Financially, Stem reported $442 million in revenue for fiscal 2024, a 27% increase year-over-year, with software and services representing about 60% of revenue, contributing to improved profitability (gross margin rising from 7% to 17%).

- It holds a substantial backlog of about $1.3 billion (as of end 2024), reflecting strong growth visibility in a rapidly expanding clean energy market.

Competitive Edge

Stem’s leading position is supported by its proprietary AI technology that optimizes energy storage at scale, its integrated software-hardware model, and its ability to deliver significant cost savings (average ~22% energy cost reduction for customers) and sustainability benefits (notably reducing carbon emissions by tens of thousands of metric tons annually).

By combining advanced analytics, real-time optimization, and broad market participation, Stem is recognized as a transformative player enabling the integration and efficient use of renewable energy assets, addressing the evolving needs of grid modernization and decarbonization efforts globally.

[1] https://pitchgrade.com/companies/stem-inc
[2] https://dcfmodeling.com/products/stem-business-model-canvas
[3] https://dcfmodeling.com/blogs/history/stem-history-mission-ownership
[4] https://www.globaldata.com/company-profile/stem-inc/
[5] https://www.stem.com
[6] https://finance.yahoo.com/quote/STEM/profile/
[7] https://investors.stem.com/overview/default.aspx
[8] https://www.investing.com/equities/star-peak-energy-transition-company-profile
[9] https://markets.ft.com/data/equities/tearsheet/summary?s=STEM%3ANYS

公司主页 https://www.stem.com/

公司首页

类似的中国公司

Envision Energy (远景能源)
Contemporary Amperex Technology Co., Limited (CATL, 宁德时代)
R&B Technology (润邦科技)
DeepSeek AI (platform adopted by State Grid and others)
Trina Solar (天合光能)

These companies share characteristics with Stem by embedding AI and energy storage technologies for optimizing renewable energy integration, grid stability, and commercial/industrial energy efficiency. Envision and CATL are particularly notable for their combined hardware-software energy ecosystems, similar to Stem’s model.

R&B Technology and platforms like DeepSeek represent strong Chinese efforts in AI-driven energy management in commercial buildings and power grid operations, paralleling Stem's AI software services emphasis.

In summary, Envision Energy, CATL, R&B Technology, and DeepSeek AI are among the closest Chinese analogs to Stem, Inc., covering AI-powered energy management, energy storage, and grid services in China’s rapidly growing clean energy sector

[本日志由 liurw 于 2025-07-20 10:02 AM 更新]