The page is the record's research on the issuer — no analyst, no rating, no view.

STEM, INC. (STEM) — research page

US · us-cm-kg/NYSE/STEM · as of 2026-11-08

Identity and listing

The issuer is STEM, INC., listed on the NYSE under ticker STEM, with ISIN US85859N3008 and LEI 549300GVWIYFILN5V546. Its security type is Corporate and its sector is 7373 Services-Computer Integrated Systems Design. Segment and jurisdiction are not on the record. Status: listed, not halted.

fieldvaluesource · read date
nameSTEM, INC.source · 2026-11-08
exchangeNYSEsource · 2026-11-08
tickerSTEMsource · 2026-11-08
ISINUS85859N3008source · 2026-10-14
LEI549300GVWIYFILN5V546source · 2026-11-08
security typeCorporatesource · 2026-11-08
segmentnot on the record
sector7373 Services-Computer Integrated Systems Designsource · 2026-11-08
jurisdictionnot on the record
statuslisted, not haltedsource · 2026-11-08

The disclosure read

The record holds 105 filings in the twelve months to 2026-11-08, across 46 filing days. The median gap between filing days is 3 days. Days from the latest filing to the record date are 16. The NYSE median is 6.0 days for cadence gap, 64.0 filings, and 4.0 days latency across 3256 issuers. The sector median is 5.8 days for cadence gap, 67.0 filings, and 5.0 days latency across 60 issuers. The latest filing is dated 2026-10-23 and is of type halt_suspension.

filingsmedian gap between filing daysdays from latest filing to as-of
this issuer105316
exchange median: NYSE (3256 issuers)6464
sector median: 7373 Services-Computer Integrated Systems Design (60 issuers)675.85
datetypecategoryfiling
2026-10-23halt_suspension8-K8-K — 8-K (items 3.01)
2026-09-29regulatory_filing144144
2026-09-29directors_dealings44 — FORM 4
2026-08-13regulatory_filingS-8S-8 — S-8
2026-08-13results10-Q10-Q — 10-Q

window 2025-11-08 to 2026-11-08 · the node's disclosure lines, as get_filings serves them

Auditor

The auditor of record is DELOITTE & TOUCHE LLP, located in San Francisco, California. The record holds one auditor change, dated 2026-03-17.

Events and halts

The record holds no listing, delisting or name change lines. Domicile change is not on the record, as EDGAR states no dated change of state of incorporation on a filing line. Segment move is not on the record, as the exchanges' tier transfers are not EDGAR filings. The halt flag reads listed, not halted.

Orderability

The outcome is not determinable, as the chapter's orderability section carries no client categories and so the outcome cannot name its client category. The rule version is acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1, with the chapter as of 2026-11-04.

rule acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1 · chapter as of 2026-11-04 · the full outcome: get_orderability

Coverage

The issuer's investor-relations page names 6 research houses: Barclays, BMO Capital Markets, BNP Paribas, Roth Capital Partners, Susquehanna and UBS.

research houseanalystsource · read date
BarclaysChristine Choissuer page · 2026-11-11
BMO Capital MarketsAmeet Thakkarissuer page · 2026-11-11
BNP ParibasMoses Suttonissuer page · 2026-11-11
Roth Capital PartnersJustin Clareissuer page · 2026-11-11
SusquehannaCharles Minervinoissuer page · 2026-11-11
UBSJon Windhamissuer page · 2026-11-11

Open research

No openly published research notes were found on the record.

Licensed

Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.

licensorentitlementtitledatesource
none loaded

As-of depth

The vintage is sealed for the issuer's years 2021, 2022, 2023, 2024, 2025 and 2026. The market's earliest sealed date is 2021-01-04. The live record began on 2026-09-12.

Sources

10 source pages are named on this page; every value above carries its own source page and read date in the numbers.

10.1
https://www.sec.gov/files/company_tickers_exchange.json (identity.exchange)
10.2
https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data (identity.isin)
10.3
https://mapping.gleif.org/api/v2/isin-lei/latest/download (identity.lei)
10.4
https://data.sec.gov/submissions/CIK0001758766.json (identity.name)
10.5
https://mcp.us-cm-kg.ai/events/NYSE/STEM (the disclosure lines)
10.6
https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts (the halt flag)
10.7
https://www.sec.gov/Archives/edgar/data/1758766/000175876626000016/stem-20251231.htm (the auditor)
10.8
https://mcp.us-cm-kg.ai/book/aio.json (the orderability chapter)
10.9
https://investors.stem.com/stock-data/analyst-coverage (coverage)
10.10
https://mcp.us-cm-kg.ai/record/NYSE/STEM (the record)

Read it by agent

The same page, signed and receipted: get_research at https://mcp.getissuer.ai/mcp with {"isin":"US85859N3008"}. Twins: .md · .json. Written: Claude through the platform account, Haiku class; one pass; checked against the numbers. Page hash sha256:cb963609ee357d05.