STEM Stem Inc

$STEM bitter sweet. Been holding this loss for a few years. As a reminder of not to fall for a good news story. Here I am now having sold most the position, selling the rest to harvest the losses. This one is going all. The way. To zero.

$STEM I predict we will soon get a press release as the company will try and spark a jump in the stock price. Its going to be something like they inked a deal in a small African country to keep a small village of grass huts that each have 10Amp service online during severe weather conditions. Total contract value $1,500.

$STEM A$44 million dollar unprofitable, debt-loaded public company stands no shot against rising Treasury yields and rising interest rates. 30-year Treasury auction tomorrow.

$STEM someone check the loan documents…I believe that failure to maintain compliance with the NYEX listing requirements constitutes a default under the loan agreements

$STEM HOWEVER - crazier things have happened. Back in the late 90s let us recall that apple was less than 90 days cash on hand until liqudation. What saved it was a cash injection from microsoft of 150 million. It was to stave off a monopoly situation and the subsequent litigation that was aroumd the corner. STEM doesnt have a chance of a cash injection to that magnitude, but maybe there is an opportunity for money via cash injection coming from some corner of the world. One thing is for sure, the PIK debt is quickly becoming if not already insurmountable by 2030 december 1st (due in full on that date which is nearly .5 billion if they keep the PIK option going). They will need money from somewhere, if they are still around...

$STEM If this does ultimately get sold, how much do you guys think it'll go for? Obviously anything north of $10 per share ($100M+ market cap) would be ideal but unlikely at this point I'm assuming. Leadership really botched this either way.

$STEM is down more than 81% YTD. That’s good for rank #2,583 of the 2,602 stocks in the NYSE Composite. In other words, STEM is the 20th-worst-performing stock on the NYSE this year.

I concur: Carrington does not inspire confidence (even though I am among the small minority of people who actually made a little out of $STEM, having sold around $22 in the past year). I’m not sure you are adept at understanding the nuances of small cap CEOs though (I’m not either). Most of them are good at making, well, mud, look like shinola. However, perhaps intrigued by RansomCanyon’s enthusiasm here, as well as by the plunge from the IPO, I took a starter position on $EROC today at $8.50. I will not add to it, however. The data center biz is real, although I admit it’s a horse race between up front expenditures and long term revenues. They likely also will have to go back to capital markets. Execution risk also is a concern, as it always is for companies at this stage.

$STEM another low. 3 analyst revisions in the past 30 days ahead of earnings. It does look like it's getting pretty oversold here. We'll see if it dips below 3 before snapping back to about 3.50. only 2 wks left before earnings. • BMO Capital (October 21, 2026): Maintained a Market Perform rating while lowering the price target from $8.00 to $5.00. • Susquehanna (October 14, 2026): Lowered the price target to $4.50 from $7.50. • UBS (September 25, 2026): Upgraded STEM to Buy from Neutral, though earlier in August 2026 it maintained a Hold with a lowered target of $7.00

$STEM really goes to show you where the confidence is in this company. When not even pajeet no name ceo wont put a dime into it

$STEM Nice uptick. Looks like we could see a little run to 6 and test that area. Volume came in a bit to about 250k shares. Let's see if it can continue and grow tomorrow.

$STEM Sale math, before anyone prices a buyout per share. A sale lets the noteholders demand cash: Secured: $160.0M × 101% = $161.6M Converts: $186.9M at par $348.5M − $38.4M cash (6/30) = ~$310M That's what a buyer pays before common sees a cent. Plus accrued interest and fees. Each $1 a share on top = $9.6M (9.63M sh, 8/5 count) $9 a share → ~$397M $10 a share → ~$406M ARR is $62.4M (Q2). $310M = 5.0x ARR. $406M = 6.5x. FY26 adj. EBITDA guide: $10–15M On 6/30 the converts were bid 45¢ (2028s) and 39¢ (2030s). Bond buyers weren't pricing a 5x exit. All-stock deal? If 90%+ of the price is listed stock, the converts stay outstanding instead of cashing out. Secured still gets 101%. Both still ahead of common. Q3 cash (11/5) moves the bar dollar for dollar. Not a deal call. Just the order of the line.

$STEM it’s over…we’re looking at an all cash buyout at $9 a share at most which will likely wipe out everyone here….best case scenario we get an all stock merger, which is unlikely

$STEM down 99.29% over the last 5 years. Fuck all of you who hyped this up. I was a retail investor and had loses and gains, maybe even ahead overall except for this dumpster fire! That was with aggressively averaging down over say 4 years time. It looked for a brief moment that there was a way out when this hit the 20s post split then even above 30... last time i bought any at all was 17s. I should have known better. That was the last ticket to get out with anything worthwhile. That ship has sailed, and now is sinking rapidly.

$STEM 2.50 would not surprise me. Down 85% from a year ago and reaching new lows daily. Only 75k shares trading today. Less than 60 yesterday. Not a peep since the last earnings call.

$STEM $32 million market cap and Arun still won't buy a single share. If he doesn't at an almost non existent business valuation then why should anyone else? They will be private come early 2028.

$STEM $33 million market cap. LOL. Local McDonald's franchise revenue territory. And we thought Carrington was a bad CEO.

$STEM Excuse my ignorance please, but what is 30-year treasury auction you are referring to?