Why UBS Cut Stem’s Price Target Despite Improved Software Mix and EBITDA
On March 10, 2026, UBS lowered its price target on Stem to $12 from $18 but kept a Neutral rating, citing a slower software sales outlook.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Marshall Wace LLP Paul Marshall And Ian Wace | 167,247 | $2,517,069 | -32% | 0% |
| 2. | Millennium Management Israel Englander | 32,967 | $496,153 | -22% | 0% |
| 3. | 31,970 | $481,149 | -19% | 0% | |
| 4. | Two Sigma Advisors John Overdeck And David Siegel | 27,690 | $416,735 | +8% | 0% |
| 5. | Trexquant Investment LP Tyger (Taesoon) Park | 25,576 | $384,919 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $1.81 | 33,800 | $61,178.00 | 96,300 | 2024-03-18 | Filing | |
| $1.84 | 62,500 | $115,000.00 | 62,500 | 2024-03-15 | Filing | |
| $1.81 | 33,800 | $61,178.00 | 768,448 | 2024-03-18 | Filing | |
| $1.84 | 62,500 | $115,000.00 | 734,648 | 2024-03-15 | Filing | |
| $1.84 | 24,000 | $44,160.00 | 161,989 | 2024-03-15 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $10.83 | 402 | $4,353.66 | 2,823 | 2026-03-11 | Filing | |
| $11.12 | 655 | $7,283.60 | 3,225 | 2026-03-10 | Filing | |
| $11.12 | 942 | $10,475.04 | 27,450 | 2026-03-10 | Filing | |
| $11.12 | 2,079 | $23,118.48 | 19,458 | 2026-03-10 | Filing | |
| $11.12 | 5,145 | $57,212.40 | 12,980 | 2026-03-10 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 396,383 | $5,965,565 | 0% | |
| 2. | 276,300 | $4,158,315 | 0% | |
| 3. | 217,100 | $3,267,355 | 0% | |
| 4. | 138,177 | $2,079,564 | 0% | |
| 5. | 88,246 | $1,328,696 | 0% |