Insider Trading March 13, 2026

Stem Inc. Software President Sells Small Stake as Stock Trades Below Recent Levels

Matthew Tappin executed a Rule 10b5-1 sale of 402 shares; UBS trims target while company posts positive EBITDA for 2025

By Maya Rios STEM
Stem Inc. Software President Sells Small Stake as Stock Trades Below Recent Levels
STEM

Matthew Tappin, President of Software Products at Stem Inc., sold 402 shares on March 11, 2026, under a prearranged Rule 10b5-1 plan. The transaction, completed at $10.83 per share for $4,353, occurred while the stock was trading at $10.60, reflecting a 12% decline over the prior week and a 30% drop year-to-date. Stem reported positive EBITDA for fourth-quarter and full-year 2025, while UBS lowered its price target from $18 to $12 and reduced adjusted EBITDA estimates for 2026-2028, citing slower software sales.

Key Points

  • Insider transaction: Matthew Tappin sold 402 shares at $10.83 on March 11, 2026, totaling $4,353 and now directly owns 2,823 shares.
  • Governance detail: The sale was executed under a Rule 10b5-1 trading plan adopted on March 18, 2025.
  • Company performance and outlook: Stem reported positive EBITDA for Q4 and full-year 2025, while UBS cut its price target from $18 to $12 and reduced adjusted EBITDA forecasts for 2026-2028 due to a slower software sales outlook.

Matthew Tappin, who serves as President, Software Products at Stem Inc (NYSE:STEM), disposed of 402 shares of the companys common stock on March 11, 2026. The shares were sold at $10.83 apiece, resulting in a total transaction value of $4,353.

At the time the sale was reported, the market price for Stem stock stood at $10.60. That level represents a roughly 12% decline over the prior week and a 30% decrease year-to-date, based on the trading figures noted alongside the transaction.

After completing the sale, Tappin retains direct ownership of 2,823 shares in the company. The disposition was carried out under the terms of a Rule 10b5-1 trading plan that Tappin adopted on March 18, 2025.

Separately, some equity research commentary referenced in relation to the company indicates differing views on Stems valuation and outlook. An InvestingPro analysis included with the transaction reporting characterizes the stock as appearing undervalued at current levels.

On the company performance front, Stem reported fourth-quarter and full-year 2025 results that included positive EBITDA, a point highlighted in recent corporate disclosures. That profitability measure was noted as part of the companys reported performance and transformation trajectory.

Despite the reported positive EBITDA, UBS has revised its view on the stocks forward price potential. The brokerage firm lowered its price target from $18 to $12 and retained a Neutral rating on the shares. UBS attributed the reduction in target price primarily to a slower software sales outlook and also cut its adjusted EBITDA estimates for 2026 through 2028.

Taken together, the insider sale, the companys recent profit metric, and the analyst revisions present a mixed set of signals for investors assessing Stem. The transaction was executed under a preexisting trading plan and does not introduce new corporate disclosures beyond the previously reported earnings and analyst updates.


Summary

Matthew Tappin sold 402 shares of Stem Inc. on March 11, 2026, under a Rule 10b5-1 plan, for $4,353. Stem reported positive EBITDA for Q4 and full-year 2025. UBS lowered its price target from $18 to $12 and trimmed adjusted EBITDA estimates for 2026-2028, citing slower software sales. InvestingPro analysis indicated the stock appears undervalued at current market levels.

Risks

  • Slower software sales: UBS explicitly cited a reduced software sales outlook as the reason for lowering its price target and trimming EBITDA forecasts, creating uncertainty around future revenue growth.
  • Analyst downgrades to financial projections: UBSs lowered adjusted EBITDA estimates for 2026-2028 indicate potential downside to consensus profitability expectations.
  • Market volatility: The stock has declined about 12% over the past week and roughly 30% year-to-date, reflecting near-term price instability that could affect investor decisions.

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