Posts on STEM

Latest ideas and analyses related to Stem Inc. Class A Common Stock

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BKR , ENPH , SEDG , STEM , TSLA

+44 pts



Energy Reliability: How the US is faring through May; maintain bullish view on Battery Storage and Hydrogen

By ethonomics on Aug. 16, 2022, 3:25 p.m.
Tagged topics: hydrogen , battery storage , green energy

Views: 32, Votes: 6, Responses: 0, Attachments: 1
ARRY , SHLS , STEM , NEP , AES , NI

+43 pts



Solar - Biden exempts tariffs; sooner/better than expected clarity on investor overhang - upside for ARRY, SHLS, STEM

By ethonomics on June 6, 2022, 5:22 p.m.
Tagged topics: clean energy , solar power

Views: 39, Votes: 5, Responses: 0, Attachments: 1
STEM , RUN , MAXN , ENPH

+50 pts



Americas Clean Technology: Solar: Takeaways: West coast solar and storage bus tour

By ethonomics on April 4, 2022, 3 p.m.
Tagged topics: non deal roadshow

Views: 57, Votes: 7, Responses: 1, Attachments: 1
STEM

+0 pts



$STEM: Goldman Report

By malcolmstem on Feb. 25, 2022, 5:56 p.m.
Tagged topics: clean energy

Views: 37, Votes: 1, Responses: 0, Attachments: 0
STEM

+35 pts



$STEM : Building a Common Software Platform; Reiterate Outperform

By KHUN on Dec. 22, 2021, 12:29 a.m.
Tagged topics: valuations , analyst checks , analyst raises estimates

Views: 50, Votes: 4, Responses: 0, Attachments: 1
TSLA , ENPH , GNRC , SEDG , FLNC , NEE , STEM

+48 pts



Battery storage estimated to grow 20% CAGR to over $200bn TAM by 2030, US and China to represent the largest opportunities

By ethonomics on Nov. 30, 2021, 12:18 p.m.
Tagged topics: battery technology , deep dive

Views: 300, Votes: 9, Responses: 0, Attachments: 1
ENPH , STEM , SEDG , NOVA , SHLS , SPWR , FSLR , ARRY

+44 pts



$NOVA $RUN $SEDG - relative underperformance creates more attractive buying opportunities coming out of earnings

By ethonomics on Nov. 15, 2021, 3:35 p.m.
Tagged topics: buying opportunity , clean energy , solar power

Views: 197, Votes: 8, Responses: 1, Attachments: 1
ENPH , SEDG , NOVA , FSLR , RUN , STEM , CSIQ

+41 pts



Goldman sees waning #geopoliticalrisks and improving supply chain for solar, but some EPS risks, prefers $ENPH $SEDG $NOVA

By josiebe on Oct. 20, 2021, 10:27 a.m.
Tagged topics: Goldman Sachs , clean energy , solar power

Views: 227, Votes: 2, Responses: 1, Attachments: 2
APTV , ST , APH , TEL , TSLA , NEE , PEG , EXC , SRE , EIX , NEP , NRG , GE , ETN , SHLS , STEM , NOVA , RUN , FCX , AA

+45 pts



Goldman sees increased EV penetration driving higher power demand and identifies list of potential beneficiaries

By bbern3 on July 27, 2021, 2 p.m.
Tagged topics: electric vehicles , secular growth , Goldman Sachs , clean energy

Views: 989, Votes: 6, Responses: 0, Attachments: 2
ENPH , SEDG , STEM , SPWR , RUN , NOVA

+36 pts



Goldman says US residential demand for solar robust, and supply challenges at least not getting worse

By josiebe on June 18, 2021, 12:35 p.m.
Tagged topics: non deal roadshow , supply constrained , Goldman Sachs , clean energy , strong demand , solar power

Views: 262, Votes: 2, Responses: 0, Attachments: 8
STEM

+50 pts



$STEM - Goldman bullish on virtual power plants, sees TAM of $146bn by 2030 (deep dive)

By cassie on May 24, 2021, 3:46 p.m.
Tagged topics: cost savings , deep dive , Goldman Sachs , virtual power plants , energy data software

Views: 426, Votes: 9, Responses: 3, Attachments: 24