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

# STEM, INC. (NYSE: STEM) — research page

As of 2026-11-08 · us-cm-kg · record version 1

## 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.

## 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.

## 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.

## Coverage

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

## 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.

## 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.

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

---
Allooloo Technologies Corp. · https://getresearch.ai/us/NYSE/STEM · public-record only · the same page signed and receipted: get_research at https://mcp.getissuer.ai/mcp
