{"schema":"rootz.ai/filing-signals/v1","query":{"ticker":"STEM","limit":50},"count":50,"signals":[{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"platform_shift","strength":100,"match_count":10,"context":"gration and optimization of energy resources; our business strategies and those of our customers; our ability to retain or upgrade current customers, further penetrate existing markets or expand into new markets; the effects of natural disasters and other events beyond our control; the impact of the One Big Beautiful Bill Act (OBBB) on our business and that of our customers; the direct or indirect effects o","filed_date":"2026-03-05","accession":"0001758766-26-000016","full_text":"https://origin.rootz.global/static/filing/0001758766-26-000016.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"risk_concentration","strength":100,"match_count":8,"context":"iness. We face risks resulting from supplier concentration and limited supplier capacity.  Long-term supply agreements could result in insufficient inventory. We depend on significant customers for a substantial portion of our revenue. If we fail to retain or expand our customer relationships or significant customers reduce their purchases, our revenue could decline significantly. Our hardware and software-enabled services involve","filed_date":"2026-03-05","accession":"0001758766-26-000016","full_text":"https://origin.rootz.global/static/filing/0001758766-26-000016.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"risk_factor","strength":100,"match_count":69,"context":"fect our ability to effectively scale our software and services offerings and achieve our financial and operational targets. Failure to achieve the anticipated benefits of our new strategy may have a material adverse effect on our business, financial condition, and results of operations. See Our strategy may not achieve anticipated benefits. in Part I. Item 1A. Risk Factors in this Report for additional information abou","filed_date":"2026-03-05","accession":"0001758766-26-000016","full_text":"https://origin.rootz.global/static/filing/0001758766-26-000016.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"platform_shift","strength":100,"match_count":2,"context":"tegration and optimization of energy resources our business strategies and those of our customers our ability to retain or upgrade current customers, further penetrate existing markets or expand into new markets the effects of natural disasters and other events beyond our control the impact of the One Big Beautiful Bill Act (OBBB) on our business and that of our customers the direct or indirect effects on o","filed_date":"2026-03-04","accession":"0001758766-26-000014","full_text":"https://origin.rootz.global/static/filing/0001758766-26-000014.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"platform_shift","strength":100,"match_count":2,"context":"tegration and optimization of energy resources our business strategies and those of our customers our ability to retain or upgrade current customers, further penetrate existing markets or expand into new markets the effects of natural disasters and other events beyond our control the expected impacts of the One Big Beautiful Bill Act (OBBB) on our business and that of our customers the direct or indirect ef","filed_date":"2025-10-29","accession":"0001758766-25-000064","full_text":"https://origin.rootz.global/static/filing/0001758766-25-000064.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"platform_shift","strength":100,"match_count":2,"context":"gration and optimization of energy resources; our business strategies and those of our customers; our ability to retain or upgrade current customers, further penetrate existing markets or expand into new markets; the effects of natural disasters and other events beyond our control; the expected impacts of the One Big Beautiful Bill Act (OBBB) on our business and that of our customers; the direct or indirect","filed_date":"2025-08-08","accession":"0001758766-25-000027","full_text":"https://origin.rootz.global/static/filing/0001758766-25-000027.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"platform_shift","strength":100,"match_count":2,"context":"tegration and optimization of energy resources our business strategies and those of our customers our ability to retain or upgrade current customers, further penetrate existing markets or expand into new markets the effects of natural disasters and other events beyond our control the expected impacts of the One Big Beautiful Bill Act (OBBB) on our business and that of our customers the direct or indirect ef","filed_date":"2025-08-07","accession":"0001758766-25-000025","full_text":"https://origin.rootz.global/static/filing/0001758766-25-000025.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"risk_factor","strength":100,"match_count":8,"context":"nal funding may require us to modify, delay or abandon some of our planned future expansion or development, or to otherwise enact operating cost reductions available to management, which could have a material adverse effect on our business, operating results and financial condition.Supply Chain Constraints and RiskWe have in the past faced shortages and shipping delays affecting the supply of inverters, enclosures, batt","filed_date":"2025-04-30","accession":"0001758766-25-000012","full_text":"https://origin.rootz.global/static/filing/0001758766-25-000012.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"platform_shift","strength":100,"match_count":2,"context":"tegration and optimization of energy resources our business strategies and those of our customers our ability to retain or upgrade current customers, further penetrate existing markets or expand into new markets the effects of natural disasters and other events beyond our control the direct or indirect effects on our business of macroeconomic factors and geopolitical instability, such as the armed conflicts","filed_date":"2025-04-29","accession":"0001758766-25-000010","full_text":"https://origin.rootz.global/static/filing/0001758766-25-000010.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"strategic_event","strength":100,"match_count":25,"context":"crease the number of shares available for issuance by 7,500,000 shares and to extend the plan term (Proposal 2); | | |  |  (3) |  to approve, on a non-binding, advisory basis, the compensation of our named executive officers (Proposal 3); | | |  |  (4) |  to ratify the selection of Deloitte& Touche LLP as the Companys independent registered public accounting firm for the year ending December31, 2025 (Proposal 4); | | |","filed_date":"2025-04-23","accession":"0001193125-25-091355","full_text":"https://origin.rootz.global/static/filing/0001193125-25-091355.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"risk_concentration","strength":100,"match_count":8,"context":"iness. We face risks resulting from supplier concentration and limited supplier capacity.  Long-term supply agreements could result in insufficient inventory. We depend on significant customers for a substantial portion of our revenue. If we fail to retain or expand our customer relationships or significant customers reduce their purchases, our revenue could decline significantly. Our hardware and software-enabled services involve","filed_date":"2025-03-05","accession":"0001758766-25-000005","full_text":"https://origin.rootz.global/static/filing/0001758766-25-000005.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"risk_factor","strength":100,"match_count":70,"context":"affect our ability to effectively scale our software and services offerings and achieve our financial and operational targets. Failure to successfully and timely implement our new strategy may have a material adverse effect on our business, financial condition, and results of operations. See We may not be able to successfully implement our recently announced new strategy. in Part I. Item 1A. Risk Factors in this Report","filed_date":"2025-03-05","accession":"0001758766-25-000005","full_text":"https://origin.rootz.global/static/filing/0001758766-25-000005.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"risk_factor","strength":100,"match_count":11,"context":"nal funding may require us to modify, delay or abandon some of our planned future expansion or development, or to otherwise enact operating cost reductions available to management, which could have a material adverse effect on our business, operating results and financial condition.10STEM, INC.NOTES TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS(UNAUDITED)Supply Chain Constraints and RiskWe have in the past faced shorta","filed_date":"2024-10-31","accession":"0001758766-24-000176","full_text":"https://origin.rootz.global/static/filing/0001758766-24-000176.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"strategic_event","strength":100,"match_count":20,"context":"nd until their successors are duly elected and qualified (Proposal 1);(2)to approve the Stem, Inc. 2024 Equity Incentive Plan (Proposal 2);(3)to approve, on an advisory basis, the compensation of our named executive officers (Proposal 3); (4)to ratify the selection of Deloitte& Touche LLP as the Companys independent registered public accounting firm for the year ending December31, 2024 (Proposal 4);(5)to approve an amen","filed_date":"2024-04-19","accession":"0001758766-24-000069","full_text":"https://origin.rootz.global/static/filing/0001758766-24-000069.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"risk_concentration","strength":100,"match_count":9,"context":"s currently projected by the Company. For the near future, we may continue to derive a significant portion of our revenue from a small number of customers. For the fiscal year ended December31, 2023, one customer accounted for approximately 26% of our revenue. Loss of a significant customer or a significant reduction in pricing or order volume from a significant customer could materially reduce our revenue and operating results in any repor","filed_date":"2024-02-29","accession":"0001758766-24-000029","full_text":"https://origin.rootz.global/static/filing/0001758766-24-000029.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"risk_factor","strength":100,"match_count":56,"context":"actors We will continue to incur significant costs as a result of operating as a public company. Current and future litigation, investigations or regulatory or administrative proceedings could have a material adverse effect on our business. Risks Related to Our Business and Industry 12 Our limited operating history at current scale and our nascent industry make evaluating our business and prospects difficult. From our i","filed_date":"2024-02-29","accession":"0001758766-24-000029","full_text":"https://origin.rootz.global/static/filing/0001758766-24-000029.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"strategic_event","strength":100,"match_count":31,"context":"n of Deloitte& Touche LLP as the Companys independent registered public accounting firm for the year ending December31, 2023 (Proposal 5); (6)to approve, on an advisory basis, the compensation of our named executive officers (Proposal 6); and (7)to transact any other matters that may properly come before the Annual Meeting or any adjournments or postponements thereof. Our Board of Directors (the Board) has fixed April10","filed_date":"2023-04-21","accession":"0001758766-23-000064","full_text":"https://origin.rootz.global/static/filing/0001758766-23-000064.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"risk_concentration","strength":100,"match_count":7,"context":"se our revenue to decline materially. For the near future, we may continue to derive a significant portion of our revenue from a small number of customers. For the fiscal year ended December31, 2022, one customer accounted for approximately 46% of our revenue. Loss of a significant customer or a significant reduction in pricing or order volume from a significant customer could materially reduce our revenue and operating results in any repor","filed_date":"2023-02-17","accession":"0001758766-23-000009","full_text":"https://origin.rootz.global/static/filing/0001758766-23-000009.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"risk_factor","strength":100,"match_count":29,"context":"neral Risk Factors We will continue to incur significant costs as a result of operating as a public company. Future litigation, investigations or regulatory or administrative proceedings could have a material adverse effect on our business. Risks Related to Our Business and Industry Our limited operating history at current scale and our nascent industry make evaluating our business and prospects difficult. From our ince","filed_date":"2023-02-17","accession":"0001758766-23-000009","full_text":"https://origin.rootz.global/static/filing/0001758766-23-000009.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"risk_factor","strength":100,"match_count":7,"context":"ng may require the Company to modify, delay or abandon some of its planned future expansion or development, or to otherwise enact operating cost reductions available to management, which could have a material adverse effect on the Companys business, operating results and financial condition. Supply Chain Constraints and Risk; COVID-19 There has been a trend in many parts of the world of increasing availability and admin","filed_date":"2022-11-04","accession":"0001758766-22-000185","full_text":"https://origin.rootz.global/static/filing/0001758766-22-000185.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"risk_factor","strength":100,"match_count":8,"context":"ng may require the Company to modify, delay or abandon some of its planned future expansion or development, or to otherwise enact operating cost reductions available to management, which could have a material adverse effect on the Companys business, operating results and financial condition. COVID-19 There has been a trend in many parts of the world of increasing availability and administration of vaccines against COVID","filed_date":"2022-08-05","accession":"0001758766-22-000129","full_text":"https://origin.rootz.global/static/filing/0001758766-22-000129.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"strategic_event","strength":100,"match_count":21,"context":"and How Are Votes Counted?** Votes will be counted by Mediant Communications Inc., the Inspector of Elections appointed for the Annual Meeting.  *Proposal 1: Election of Directors* A nominee will be elected as a director at the Annual Meeting if the nominee receives a plurality of the votes cast FOR his or her election. Plurality means that the individuals who receive the largest number of votes cast FOR are elected","filed_date":"2022-04-29","accession":"0001193125-22-128178","full_text":"https://origin.rootz.global/static/filing/0001193125-22-128178.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"risk_factor","strength":100,"match_count":25,"context":"sult of operating as a public company. Our management team has limited experience managing a public company. Future litigation, investigations or regulatory or administrative proceedings could have a material adverse effect on our business. Risks Related to our Acquisition of AlsoEnergy We may fail to realize the anticipated benefits of our acquisition of AlsoEnergy. The success of our acquisition of AlsoEnergy will dep","filed_date":"2022-02-28","accession":"0001758766-22-000032","full_text":"https://origin.rootz.global/static/filing/0001758766-22-000032.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"strategic_event","strength":100,"match_count":7,"context":"erger Sub Corp., a Delaware corporation and wholly-owned subsidiary of STPK (Merger Sub), and Stem, Inc., a Delaware corporation (Legacy Stem). The Merger was effected on the Closing Date through the merger of the Merger Sub with and into Legacy Stem, with Legacy Stem surviving as a wholly-owned subsidiary of the Company. Legacy Stem was a private company and is considered the Companys accounting predecess","filed_date":"2022-02-28","accession":"0001758766-22-000032","full_text":"https://origin.rootz.global/static/filing/0001758766-22-000032.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"ai_adoption","strength":100,"match_count":18,"context":"etween January2014 and December2020. We are currently operating or have contracted nearly 1 GWh of aggregate system capacity across over 900 locations in the U.S., Canada, Chile and Japan. Our Athena AI-powered platform has benefited from this large network by collecting significant amounts of data on the electricity usage across our customer base. This data can be used to create a virtuous cycle of learning and dee","filed_date":"2021-07-19","accession":"0001104659-21-093175","full_text":"https://origin.rootz.global/static/filing/0001104659-21-093175.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"risk_factor","strength":100,"match_count":32,"context":"s substantial risk. The occurrence of one or more of the events or circumstances described in the section entitled Risk Factors, alone or in combination with other events or circumstances, may have a material adverse effect on our business, cash flows, financial condition and results of operations. Important factors and risks that could cause actual results to differ materially from those in the forward-looking statemen","filed_date":"2021-07-19","accession":"0001104659-21-093175","full_text":"https://origin.rootz.global/static/filing/0001104659-21-093175.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"strategic_event","strength":100,"match_count":60,"context":"ible Notes. 108 [Table of Contents](#TOC) Project Financing Transactions with Ontario Teachers Pension Plan Board In July2018, Legacy Stem, through its wholly owned subsidiary Stem Finance SPV V ULC, entered into a partnership agreement with Trillium Storage GPInc., an affiliate of Ontario Teachers Pension Plan Board, and a further affiliate of 2561549 Ontario Limited (OTPP), which was amended in August2018. The partnership agreemen","filed_date":"2021-07-19","accession":"0001104659-21-093175","full_text":"https://origin.rootz.global/static/filing/0001104659-21-093175.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"risk_factor","strength":100,"match_count":12,"context":"on. | | |  | | Subsequent to the completion of our initial business combination, we may be required to take write- downs or write-offs, restructuring and impairment or other charges that could have a significant negative effect on our financial condition, results of operations and our stock price, which could cause you to lose some or all of your investment. | | |  | | If third parties bring claims against us, the proceeds","filed_date":"2021-04-26","accession":"0001104659-21-054613","full_text":"https://origin.rootz.global/static/filing/0001104659-21-054613.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"risk_factor","strength":100,"match_count":11,"context":"s combination.  Subsequent to the completion of our initial business combination, we may be required to take write-downs or write-offs, restructuring and impairment or other charges that could have a significant negative effect on our financial condition, results of operations and our stock price, which could cause you to lose some or all of your investment.  If third parties bring claims against us, the proceeds held in th","filed_date":"2021-03-04","accession":"0001104659-21-031725","full_text":"https://origin.rootz.global/static/filing/0001104659-21-031725.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"platform_shift","strength":99,"match_count":8,"context":"gration and optimization of energy resources; our business strategies and those of our customers; our ability to retain or upgrade current customers, further penetrate existing markets or expand into new markets; the effects of natural disasters and other events beyond our control; the direct or indirect effects on our business of macroeconomic factors and geopolitical instability, such as the armed conflic","filed_date":"2025-03-05","accession":"0001758766-25-000005","full_text":"https://origin.rootz.global/static/filing/0001758766-25-000005.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"platform_shift","strength":97,"match_count":9,"context":"gration and optimization of energy resources; our business strategies and those of our customers; our ability to retain or upgrade current customers, further penetrate existing markets or expand into new markets; the effects of natural disasters and other events beyond our control; the direct or indirect effects on our business of macroeconomic factors and geopolitical instability, such as the ongoing confl","filed_date":"2024-02-29","accession":"0001758766-24-000029","full_text":"https://origin.rootz.global/static/filing/0001758766-24-000029.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"risk_factor","strength":96,"match_count":7,"context":"as required may require us to modify, delay or abandon some of our planned future expansion or development, or to otherwise enact operating cost reductions available to management, which could have a material adverse effect on our business, operating results and financial condition.2.SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES Basis of PresentationThe accompanying unaudited condensed consolidated financial statements of","filed_date":"2025-10-30","accession":"0001758766-25-000066","full_text":"https://origin.rootz.global/static/filing/0001758766-25-000066.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"risk_factor","strength":96,"match_count":7,"context":"as required may require us to modify, delay or abandon some of our planned future expansion or development, or to otherwise enact operating cost reductions available to management, which could have a material adverse effect on our business, operating results and financial condition.2.SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES Basis of PresentationThe accompanying unaudited condensed consolidated financial statements of","filed_date":"2025-08-08","accession":"0001758766-25-000027","full_text":"https://origin.rootz.global/static/filing/0001758766-25-000027.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"risk_factor","strength":96,"match_count":7,"context":"ng may require the Company to modify, delay or abandon some of its planned future expansion or development, or to otherwise enact operating cost reductions available to management, which could have a material adverse effect on the Companys business, operating results and financial condition. COVID-19 The ongoing COVID-19 pandemic has resulted and may continue to result in widespread adverse impacts on the global and U.S","filed_date":"2021-11-10","accession":"0001758766-21-000184","full_text":"https://origin.rootz.global/static/filing/0001758766-21-000184.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"platform_shift","strength":96,"match_count":2,"context":"tegration and optimization of energy resources our business strategies and those of our customers our ability to retain or upgrade current customers, further penetrate existing markets or expand into new markets the effects of natural disasters and other events beyond our control the impacts of the One Big Beautiful Bill Act (OBBB) on our business and that of our customers the direct or indirect effects on","filed_date":"2026-08-12","accession":"0001758766-26-000078","full_text":"https://origin.rootz.global/static/filing/0001758766-26-000078.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"risk_factor","strength":96,"match_count":7,"context":"onal funding as required may require us to modify, delay or abandon some of our planned future expansion or development, or to otherwise enact additional operating cost reductions, which could have a material adverse effect on our business, operating results and financial condition.2.SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES Basis of PresentationThe accompanying unaudited condensed consolidated financial statements of","filed_date":"2026-08-13","accession":"0001758766-26-000081","full_text":"https://origin.rootz.global/static/filing/0001758766-26-000081.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"risk_factor","strength":91,"match_count":7,"context":"r abandon some of its planned future expansion or development, to seek additional equity or debt financing, or to otherwise enact operating cost reductions available to management, which could have a material adverse effect on the Companys business, operating results and financial condition. Supply Chain Constraints and Risk The Companys industry continues to face shortages and shipping delays affecting the supply of in","filed_date":"2023-08-04","accession":"0001758766-23-000114","full_text":"https://origin.rootz.global/static/filing/0001758766-23-000114.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"risk_factor","strength":91,"match_count":7,"context":"r abandon some of its planned future expansion or development, to seek additional equity or debt financing, or to otherwise enact operating cost reductions available to management, which could have a material adverse effect on the Companys business, operating results and financial condition. Supply Chain Constraints and Risk The Companys industry continues to face shortages and shipping delays affecting the supply of in","filed_date":"2023-05-05","accession":"0001758766-23-000078","full_text":"https://origin.rootz.global/static/filing/0001758766-23-000078.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"platform_shift","strength":89,"match_count":3,"context":"the second quarter of 2022, representing 29% sequential growth. The increase in the 12-month pipeline was driven by increased FTM and BTM project opportunities, including significant expansions into new markets and continued growth in Stems partner channels. Contracted Backlog was $817 million at the end of the third quarter of 2022, compared to $727 million as of the end of the second quarter of 2022, rep","filed_date":"2022-11-03","accession":"0001758766-22-000184","full_text":"https://origin.rootz.global/static/filing/0001758766-22-000184.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"platform_shift","strength":89,"match_count":3,"context":"the end of the first quarter of 2022, representing 8% sequential growth. The increase in the 12-month pipeline was driven by increased FTM project opportunities, including significant expansions into new markets and continued growth in Stems partner channels. 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Except as described below, stock options were granted on February15, 2024, with an exercise price of $3.37, and vest in three annual installments, and RSUs were awarded as of May28, 2024, and vest in three annual installments.  |  | |  NEO |  |  Number ofRSUsGranted |  |  |  NumberofOptionsGranted |  | | |  John Carrington |  |  |  389,466","filed_date":"2025-04-23","accession":"0001193125-25-091355","full_text":"https://origin.rootz.global/static/filing/0001193125-25-091355.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"platform_shift","strength":86,"match_count":2,"context":"tegration and optimization of energy resources our business strategies and those of our customers our ability to retain or upgrade current customers, further penetrate existing markets or expand into new markets the effects of natural disasters and other events beyond our control the direct or indirect effects on our business of macroeconomic factors and geopolitical instability, such as the armed conflicts","filed_date":"2025-03-04","accession":"0001758766-25-000002","full_text":"https://origin.rootz.global/static/filing/0001758766-25-000002.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"platform_shift","strength":86,"match_count":2,"context":"tegration and optimization of energy resources our business strategies and those of our customers our ability to retain or upgrade current customers, further penetrate existing markets or expand into new markets our ability to manage our supply chains and distribution channels the effects of natural disasters and other events beyond our control the direct or indirect effects on our business of macroeconomic","filed_date":"2024-05-02","accession":"0001758766-24-000087","full_text":"https://origin.rootz.global/static/filing/0001758766-24-000087.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"risk_factor","strength":86,"match_count":7,"context":"ng may require the Company to modify, delay or abandon some of its planned future expansion or development, or to otherwise enact operating cost reductions available to management, which could have a material adverse effect on the Companys business, operating results and financial condition. 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The increase in the 12-month forward pipeline was driven by increased FTM project opportunities, including significant expansions into new markets and continued growth in Stems partner channels. 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Supply Chain Constraints and Risk The Company has in the past faced shortages and shipping delays affecting the supply of inverter","filed_date":"2023-11-03","accession":"0001758766-23-000129","full_text":"https://origin.rootz.global/static/filing/0001758766-23-000129.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"STEM","company":"STEM, INC.","exchange":"NYSE","sector":"Services-Computer Integrated Systems Design","signal_type":"risk_factor","strength":83,"match_count":6,"context":"ng may require the Company to modify, delay or abandon some of its planned future expansion or development, or to otherwise enact operating cost reductions available to management, which could have a material adverse effect on the Companys business, operating results and financial condition. 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