{
 "as_of": "2026-11-08",
 "cmr": "us-cm-kg/NYSE/STEM",
 "fence": "The page is the record's research on the issuer — no analyst, no rating, no view.",
 "markdown": "The page is the record's research on the issuer — no analyst, no rating, no view.\n\n# STEM, INC. (NYSE: STEM) — research page\n\nAs of 2026-11-08 · us-cm-kg · record version 1\n\n## Identity and listing\n\nThe 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.\n\n## The disclosure read\n\nThe 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.\n\n## Auditor\n\nThe auditor of record is DELOITTE & TOUCHE LLP, located in San Francisco, California. The record holds one auditor change, dated 2026-03-17.\n\n## Events and halts\n\nThe 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.\n\n## Orderability\n\nThe 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.\n\n## Coverage\n\nThe issuer's investor-relations page names 6 research houses: Barclays, BMO Capital Markets, BNP Paribas, Roth Capital Partners, Susquehanna and UBS.\n\n## Open research\n\nNo openly published research notes were found on the record.\n\n## Licensed\n\nLicensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.\n\n## As-of depth\n\nThe 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.\n\n## Sources\n\n10 source pages are named on this page; every value above carries its own source page and read date in the numbers.\n\n- https://www.sec.gov/files/company_tickers_exchange.json (identity.exchange)\n- https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data (identity.isin)\n- https://mapping.gleif.org/api/v2/isin-lei/latest/download (identity.lei)\n- https://data.sec.gov/submissions/CIK0001758766.json (identity.name)\n- https://mcp.us-cm-kg.ai/events/NYSE/STEM (the disclosure lines)\n- https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts (the halt flag)\n- https://www.sec.gov/Archives/edgar/data/1758766/000175876626000016/stem-20251231.htm (the auditor)\n- https://mcp.us-cm-kg.ai/book/aio.json (the orderability chapter)\n- https://investors.stem.com/stock-data/analyst-coverage (coverage)\n- https://mcp.us-cm-kg.ai/record/NYSE/STEM (the record)\n",
 "market": "US",
 "node": "us-cm-kg",
 "numbers": {
  "as_of_depth": {
   "issuer_years_sealed": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ],
   "live_record_began": "2026-09-12",
   "node_history_from": "2021-01-04",
   "node_years_sealed": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ],
   "record_version": 1,
   "sealed": true
  },
  "auditor": {
   "auditor": {
    "read_by": "EDGAR 10-K cover page iXBRL tag (dei:AuditorName, dei:AuditorLocation, dei:AuditorFirmId, dei:DocumentPeriodEndDate)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/Archives/edgar/data/1758766/000175876626000016/stem-20251231.htm",
    "state": "sourced",
    "value": "DELOITTE & TOUCHE LLP"
   },
   "auditor_firm_id": {
    "read_by": "EDGAR 10-K cover page iXBRL tag (dei:AuditorName, dei:AuditorLocation, dei:AuditorFirmId, dei:DocumentPeriodEndDate)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/Archives/edgar/data/1758766/000175876626000016/stem-20251231.htm",
    "state": "sourced",
    "value": "34"
   },
   "auditor_location": {
    "read_by": "EDGAR 10-K cover page iXBRL tag (dei:AuditorName, dei:AuditorLocation, dei:AuditorFirmId, dei:DocumentPeriodEndDate)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/Archives/edgar/data/1758766/000175876626000016/stem-20251231.htm",
    "state": "sourced",
    "value": "San Francisco, California"
   },
   "changes": [
    {
     "date": "2026-03-17",
     "source": "https://www.sec.gov/Archives/edgar/data/1758766/000175876626000031/stem-20260312.htm",
     "title": "8-K — 8-K (items 4.01)"
    }
   ]
  },
  "cmr": "us-cm-kg/NYSE/STEM",
  "coverage": {
   "count": 6,
   "houses": [
    {
     "analyst": "Christine Cho",
     "house": "Barclays",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://investors.stem.com/stock-data/analyst-coverage",
     "state": "sourced"
    },
    {
     "analyst": "Ameet Thakkar",
     "house": "BMO Capital Markets",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://investors.stem.com/stock-data/analyst-coverage",
     "state": "sourced"
    },
    {
     "analyst": "Moses Sutton",
     "house": "BNP Paribas",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://investors.stem.com/stock-data/analyst-coverage",
     "state": "sourced"
    },
    {
     "analyst": "Justin Clare",
     "house": "Roth Capital Partners",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://investors.stem.com/stock-data/analyst-coverage",
     "state": "sourced"
    },
    {
     "analyst": "Charles Minervino",
     "house": "Susquehanna",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://investors.stem.com/stock-data/analyst-coverage",
     "state": "sourced"
    },
    {
     "analyst": "Jon Windham",
     "house": "UBS",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://investors.stem.com/stock-data/analyst-coverage",
     "state": "sourced"
    }
   ],
   "pages_checked": [
    {
     "page": "https://investors.stem.com/stock-data/analyst-coverage",
     "result": "read: 6 of 12 named houses found on the page"
    }
   ],
   "read_by": "Perplexity sonar (search) · page read by this rail",
   "read_date": "2026-11-11",
   "since": "not stated on the page read",
   "state": "found"
  },
  "disclosure": {
   "against": {
    "exchange": {
     "issuers": 3256,
     "median_cadence_gap_days": 6,
     "median_filings": 64,
     "median_latency_days": 4,
     "name": "NYSE"
    },
    "sector": {
     "issuers": 60,
     "median_cadence_gap_days": 5.8,
     "median_filings": 67,
     "median_latency_days": 5,
     "name": "7373 Services-Computer Integrated Systems Design"
    }
   },
   "by_type": {
    "agm_egm": 2,
    "corporate_news": 2,
    "director_change": 4,
    "directors_dealings": 47,
    "halt_suspension": 1,
    "prospectus": 4,
    "regulatory_filing": 39,
    "results": 5,
    "takeover": 1
   },
   "cadence_median_gap_days": 3,
   "filing_days": 46,
   "filings": 105,
   "latency_days": 16,
   "latest": [
    {
     "category": "8-K",
     "date": "2026-10-23",
     "source": "https://www.sec.gov/Archives/edgar/data/1758766/000175876626000088/stem-20261019.htm",
     "title": "8-K — 8-K (items 3.01)",
     "type": "halt_suspension"
    },
    {
     "category": "144",
     "date": "2026-09-29",
     "source": "https://www.sec.gov/Archives/edgar/data/1758766/000195917326007139/xsl144X01/primary_doc.xml",
     "title": "144",
     "type": "regulatory_filing"
    },
    {
     "category": "4",
     "date": "2026-09-29",
     "source": "https://www.sec.gov/Archives/edgar/data/1758766/000194827426000012/xslF345X06/wk-form4_1790730466.xml",
     "title": "4 — FORM 4",
     "type": "directors_dealings"
    },
    {
     "category": "S-8",
     "date": "2026-08-13",
     "source": "https://www.sec.gov/Archives/edgar/data/1758766/000175876626000085/stem-sx82026.htm",
     "title": "S-8 — S-8",
     "type": "regulatory_filing"
    },
    {
     "category": "10-Q",
     "date": "2026-08-13",
     "source": "https://www.sec.gov/Archives/edgar/data/1758766/000175876626000081/stem-20260630.htm",
     "title": "10-Q — 10-Q",
     "type": "results"
    }
   ],
   "latest_filing_date": "2026-10-23",
   "read": "the node's event lines (list_events_since), as get_filings serves them",
   "source": "https://mcp.us-cm-kg.ai/events/NYSE/STEM",
   "window": {
    "from": "2025-11-08",
    "to": "2026-11-08"
   }
  },
  "identity": {
   "exchange": {
    "read_by": "EDGAR company_tickers_exchange.json (SEC list of exchange-listed filers)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/files/company_tickers_exchange.json",
    "state": "sourced",
    "value": "NYSE"
   },
   "isin": {
    "read_by": "SEC Fails-to-Deliver data (CUSIP for the symbol) · ISIN = US + CUSIP + ISO 6166 check digit",
    "read_date": "2026-10-14",
    "read_date_basis": "last_seen",
    "source": "https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data",
    "state": "sourced",
    "value": "US85859N3008"
   },
   "jurisdiction": {
    "market": "US",
    "state": "not_on_record"
   },
   "lei": {
    "read_by": "GLEIF ISIN-to-LEI mapping file (daily), LEI by exact ISIN",
    "read_date": "2026-11-08",
    "read_date_basis": "the field",
    "source": "https://mapping.gleif.org/api/v2/isin-lei/latest/download (ISIN US85859N3008)",
    "state": "sourced",
    "value": "549300GVWIYFILN5V546"
   },
   "name": {
    "read_by": "EDGAR submissions API (issuer header as filed)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001758766.json",
    "state": "sourced",
    "value": "STEM, INC."
   },
   "sector": {
    "read_by": "EDGAR submissions API (issuer header as filed) (SIC code as assigned by the SEC)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001758766.json",
    "state": "sourced",
    "value": "7373 Services-Computer Integrated Systems Design"
   },
   "security_type": {
    "read_by": "EDGAR submissions API (issuer header as filed)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001758766.json",
    "state": "sourced",
    "value": "Corporate"
   },
   "segment": {
    "market": "US",
    "state": "not_on_record"
   },
   "ticker": {
    "read_by": "EDGAR company_tickers_exchange.json (SEC list of exchange-listed filers)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/files/company_tickers_exchange.json",
    "state": "sourced",
    "value": "STEM"
   },
   "website": {
    "market": "US",
    "state": "not_on_record"
   }
  },
  "licensed": {
   "columns": [
    "licensor",
    "entitlement",
    "title",
    "date",
    "source"
   ],
   "rows": [],
   "rule": "A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded."
  },
  "lifecycle": {
   "delisting": [],
   "domicile_change": {
    "market": "US",
    "reason": "EDGAR states no dated change of state of incorporation on a filing line",
    "state": "not_on_record"
   },
   "listing": [],
   "name_change": [],
   "segment_move": {
    "market": "US",
    "reason": "the exchanges' tier transfers are not EDGAR filings",
    "state": "not_on_record"
   }
  },
  "market": "US",
  "node": "us-cm-kg",
  "numbers_hash": "sha256:cb963609ee357d0509aa99fffdf72857f7618f01c3d13e5931fe5ee49c4509b1",
  "open_research": {
   "read_date": "2026-11-11",
   "rows": [],
   "state": "none_found"
  },
  "orderability": {
   "chapter_as_of": "2026-11-04",
   "client_categories": [],
   "determinable": false,
   "read": {
    "chapter": "https://mcp.us-cm-kg.ai/book/aio.json",
    "door": "https://mcp.us-cm-kg.ai/mcp",
    "tool": "get_orderability"
   },
   "reason": "the chapter's orderability section carries no client_categories: the outcome cannot name its client category",
   "rule_version": "acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1",
   "section": "us.aio.v8"
  },
  "record": {
   "as_of": "2026-11-08",
   "url": "https://mcp.us-cm-kg.ai/record/NYSE/STEM",
   "version": 1
  },
  "schema": "research-numbers v0.1 (USR-01, 2026-11-11)",
  "status": {
   "read_date": "2026-11-08",
   "source": "https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts",
   "value": "listed, not halted"
  }
 },
 "numbers_hash": "sha256:cb963609ee357d0509aa99fffdf72857f7618f01c3d13e5931fe5ee49c4509b1",
 "path": "/us/NYSE/STEM",
 "schema": "research-page v0.1 (USR-02, 2026-11-11)",
 "sections": [
  {
   "id": "identity",
   "text": "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.",
   "title": "Identity and listing"
  },
  {
   "id": "disclosure",
   "text": "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.",
   "title": "The disclosure read"
  },
  {
   "id": "auditor",
   "text": "The auditor of record is DELOITTE & TOUCHE LLP, located in San Francisco, California. The record holds one auditor change, dated 2026-03-17.",
   "title": "Auditor"
  },
  {
   "id": "events",
   "text": "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.",
   "title": "Events and halts"
  },
  {
   "id": "orderability",
   "text": "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.",
   "title": "Orderability"
  },
  {
   "id": "coverage",
   "text": "The issuer's investor-relations page names 6 research houses: Barclays, BMO Capital Markets, BNP Paribas, Roth Capital Partners, Susquehanna and UBS.",
   "title": "Coverage"
  },
  {
   "id": "open_research",
   "text": "No openly published research notes were found on the record.",
   "title": "Open research"
  },
  {
   "id": "licensed",
   "text": "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.",
   "title": "Licensed"
  },
  {
   "id": "depth",
   "text": "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.",
   "title": "As-of depth"
  },
  {
   "id": "sources",
   "text": "10 source pages are named on this page; every value above carries its own source page and read date in the numbers.",
   "title": "Sources"
  }
 ],
 "sources": [
  {
   "for": "identity.exchange",
   "source": "https://www.sec.gov/files/company_tickers_exchange.json"
  },
  {
   "for": "identity.isin",
   "source": "https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data"
  },
  {
   "for": "identity.lei",
   "source": "https://mapping.gleif.org/api/v2/isin-lei/latest/download"
  },
  {
   "for": "identity.name",
   "source": "https://data.sec.gov/submissions/CIK0001758766.json"
  },
  {
   "for": "the disclosure lines",
   "source": "https://mcp.us-cm-kg.ai/events/NYSE/STEM"
  },
  {
   "for": "the halt flag",
   "source": "https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts"
  },
  {
   "for": "the auditor",
   "source": "https://www.sec.gov/Archives/edgar/data/1758766/000175876626000016/stem-20251231.htm"
  },
  {
   "for": "the orderability chapter",
   "source": "https://mcp.us-cm-kg.ai/book/aio.json"
  },
  {
   "for": "coverage",
   "source": "https://investors.stem.com/stock-data/analyst-coverage"
  },
  {
   "for": "the record",
   "source": "https://mcp.us-cm-kg.ai/record/NYSE/STEM"
  }
 ],
 "title": "STEM, INC. (STEM) — research page",
 "writer": {
  "by": "Claude through the platform account, Haiku class; one pass; checked against the numbers",
  "engine": "claude-haiku-5-5"
 }
}