ChargePoint Holdings, Inc.
- Open
- 5.85
- Day high
- 6.22
- Day low
- 5.81
- Prev close
- 5.91
- Volume
- 150K
- Mkt cap
- $145M
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- -15.9
- P/S
- 0.3
- Yield
- —
- Per share
- —
- ▲Insiders net buying $42K over the last 3 months (1 open-market buy, 5 sales)
- 🏛Institutions mixed (13F)
ChargePoint Holdings, Inc. (CHPT) is a Consumer Cyclical company listed on NYSE. The stock is down 58% over the past year. Over the trailing 3 months, insiders filed 1 open-market buy and 5 sales (SEC Form 4).
ChargePoint Holdings, Inc. (CHPT) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 4 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
CHPT earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Jun 3, 2026 | $-1.82 | $-1.75 | +3.8% | $102M | +6.5% |
| Mar 4, 2026 | $-1.04 | $-0.54 | +48.0% | $109M | +4.2% |
| Dec 4, 2025 | $-1.35 | $-1.32 | +2.2% | $106M | +2.7% |
| Sep 3, 2025 | $-1.16 | $-1.42 | -22.4% | $99M | -4.1% |
| Jun 4, 2025 | $-1.00 | $-1.20 | -20.0% | $98M | -9.9% |
| Mar 4, 2025 | $-0.08 | $-0.06 | +25.0% | $102M | -0.2% |
| Dec 4, 2024 | $-0.10 | $-0.10 | +0.0% | $100M | -1.4% |
| Sep 4, 2024 | $-0.08 | $-0.10 | -25.0% | $109M | -4.5% |
| Jun 5, 2024 | $-0.13 | $-0.11 | +15.4% | $107M | +1.2% |
| Mar 5, 2024 | $-0.12 | $-0.13 | -8.3% | $116M | -2.5% |
| Dec 6, 2023 | $-0.22 | $-0.29 | -31.8% | $110M | -9.9% |
| Sep 6, 2023 | $-0.14 | $-0.24 | -71.4% | $150M | -1.8% |
CHPT insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 23, 2026 | Novruzova Natella Fakhradovnaofficer: CAO | Sell | 2,242 | $7.13 |
| Jun 23, 2026 | Khetani Mansiofficer: CFO | Sell | 8,152 | $7.13 |
| Jun 23, 2026 | Singh Jagdeep CAofficer: CCXO | Sell | 9,719 | $7.14 |
| Jun 23, 2026 | Batill Ericofficer: General Counsel | Sell | 4,979 | $7.13 |
| Jun 23, 2026 | Vice John Davidofficer: CRO | Sell | 4,072 | $7.13 |
| Jun 23, 2026 | Wilmer Richarddirector, officer: President and CEO | Tax | 7,631 | $8.31 |
| Jun 2, 2026 | Batill Ericofficer: General Counsel | Grant | 70,000 | — |
| Jun 2, 2026 | Khetani Mansiofficer: CFO | Grant | 59,000 | — |
| Jun 2, 2026 | Novruzova Natella Fakhradovnaofficer: CAO | Grant | 20,000 | — |
| Jun 2, 2026 | Vice John Davidofficer: CRO | Grant | 54,000 | — |
| Jun 2, 2026 | Singh Jagdeep CAofficer: CCXO | Grant | 75,000 | — |
| Apr 13, 2026 | Wilmer Richarddirector, officer: President and CEO | Buy | 46,847 | $5.34 |
| Mar 23, 2026 | Wilmer Richarddirector, officer: President and CEO | Tax | 8,151 | $5.40 |
| Mar 23, 2026 | Khetani Mansiofficer: CFO | Sell | 2,311 | $5.30 |
| Mar 23, 2026 | Vice John Davidofficer: CRO | Sell | 1,117 | $5.30 |
Source: CHPT SEC Form 4 filings, latest Jun 23, 2026. For informational purposes only — not investment advice.
See the full CHPT insider & 13F page →ChargePoint Holdings, Inc. company profile
Overview
ChargePoint Holdings, Inc. (NYSE:CHPT) is a leading provider of electric vehicle (EV) charging networks and solutions founded in 2007 and headquartered in Campbell, California. The company went public in 2019 and has established itself as one of the largest EV charging network operators globally. ChargePoint operates across North America and Europe, managing over 342,000 charging ports worldwide and facilitating millions of charging sessions monthly. The company has navigated significant market challenges in recent years, implementing strategic restructuring initiatives while positioning itself for the growing electric vehicle adoption trend.
Business
ChargePoint operates in the electric vehicle charging infrastructure industry, which serves as the critical backbone supporting the transition from gasoline-powered vehicles to electric vehicles. The company provides comprehensive EV charging solutions across three main business segments: Network Charging Systems represents the largest revenue segment at approximately 52% of total revenue, generating $53 million in the most recent quarter. This segment involves the sale of physical charging hardware including Level 2 AC chargers for everyday use and DC fast chargers for rapid charging. These charging stations are installed at various locations including commercial properties, retail centers, workplaces, and public spaces. The hardware ranges from basic wall-mounted units for residential use to high-powered commercial charging stations capable of charging multiple vehicles simultaneously. Subscription Revenue accounts for approximately 38% of revenue at $38 million quarterly, representing the recurring income from network management services. This includes cloud-based software platforms that manage charging sessions, process payments, provide real-time monitoring, and deliver analytics to charging station owners. The subscription model also encompasses driver-facing mobile applications that help EV owners locate available charging stations, initiate charging sessions, and manage payments across the ChargePoint network. Other Revenue comprises about 11% of revenue at $11 million quarterly, including maintenance services, extended warranties, and professional services such as site design and installation support. This segment also includes revenue from partnerships and third-party integrations. The company serves multiple customer verticals: commercial properties (61% of billings), fleet operators (15%), residential customers (18%), and other specialized applications (6%). Geographically, North America represents 81% of revenue while Europe contributes 19%.
Revenue model
ChargePoint operates a hybrid business model combining one-time hardware sales with recurring subscription revenues. The company generates revenue through three primary streams: Product Sales from charging hardware represents the largest immediate revenue source, where ChargePoint sells physical charging stations to property owners, businesses, and fleet operators. Customers purchase these stations outright, typically ranging from several thousand dollars for basic Level 2 chargers to tens of thousands for high-powered DC fast charging systems. The company works with manufacturing partners including AcBel Polytech and WNC to produce hardware while maintaining control over design and software integration. Subscription Services provide recurring monthly revenue from network management and software services. Charging station owners pay ongoing fees for cloud-based management platforms, payment processing, customer support, and network connectivity. This creates a predictable revenue stream that grows as more charging ports are deployed and managed through ChargePoint's network. Service Fees include maintenance contracts, installation services, and professional consulting for large-scale charging deployments. The company also generates revenue from transaction-based fees on charging sessions and partnerships with automotive manufacturers and energy companies. Several factors influence ChargePoint's profitability margins. Positive margin drivers include the growing scale of subscription services which have high gross margins once deployed, increasing utilization rates on existing charging infrastructure, and operational efficiencies from manufacturing partnerships in Asia. The company has also benefited from reduced operating expenses following restructuring efforts that cut costs by $38 million annually. Margin pressures come from intense competition in hardware sales leading to pricing pressure, supply chain disruptions affecting component costs, and the capital-intensive nature of charging infrastructure deployment. The company also faces challenges from the cyclical nature of large commercial and fleet deals, which can cause revenue volatility. Additionally, the need for continuous technology investments to maintain competitive positioning requires ongoing R&D spending that pressures near-term profitability.
Competitive moat
ChargePoint's competitive moat appears moderate but potentially strengthening through network effects and software platform advantages. The company's primary moat stems from its network scale and software ecosystem. With over 342,000 managed charging ports, ChargePoint has created the largest charging network in North America, providing value to both drivers seeking convenient charging locations and property owners wanting to attract EV drivers. This creates a positive feedback loop where more charging locations attract more users, which in turn attracts more property owners to install ChargePoint stations. The company's software platform and data analytics capabilities represent another defensive element. ChargePoint has developed comprehensive fleet management tools, payment processing systems, and predictive maintenance capabilities that create switching costs for customers who have integrated these systems into their operations. The company's FedRAMP certification for government customers and partnerships with major automotive manufacturers like GM also provide some competitive protection. However, ChargePoint's moat faces significant challenges. The charging infrastructure industry has low barriers to entry for basic hardware manufacturing, and numerous competitors including Tesla's Supercharger network, Electrify America, and various regional players are rapidly expanding. The recent opening of Tesla's charging network to other manufacturers could potentially commoditize charging access and reduce ChargePoint's network advantage. Technological disruption risks include potential breakthroughs in battery technology that could reduce charging frequency needs, autonomous vehicle deployment that might change charging patterns, and the possibility that automotive manufacturers could integrate charging solutions directly into their vehicles or partner exclusively with specific charging networks. The industry's dependence on government subsidies and changing regulatory environments also creates uncertainty around competitive dynamics. The company's competitive position is further challenged by well-funded competitors and the capital-intensive nature of network expansion, which requires continuous investment to maintain market share in a rapidly growing market.
Risks & safety
ChargePoint presents moderate financial risk with adequate liquidity but concerning profitability trends requiring careful monitoring. • Cash Position: $225 million in cash and short-term investments provides reasonable liquidity buffer, though this represents a decline from $327 million in FY2024 • Debt Levels: Debt-to-equity ratio of 2.27 indicates high leverage, though much of this appears to be operational liabilities rather than traditional debt • Cash Burn: Free cash flow of -$159 million annually and -$5 million quarterly shows improving but still negative cash generation • Solvency: Current ratio of 1.93 and quick ratio of 1.22 suggest adequate short-term liquidity to meet obligations • Valuation Metrics: Trading at negative earnings multiples due to losses, with price-to-book ratio of 3.13 suggesting premium valuation relative to tangible assets • Profitability Trajectory: Company targeting positive adjusted EBITDA in fiscal 2026, showing path toward profitability • Revenue Stability: Subscription revenue provides some recurring income stability, though hardware sales remain cyclical • Other Considerations: Market leadership position in growing EV charging sector provides strategic value, but execution risk remains high given competitive pressures and capital requirements for growth
Recent development
ChargePoint has undergone significant strategic transformation over the past two years, implementing a comprehensive restructuring program to achieve operational efficiency and sustainable growth. The company executed a three-phase strategic plan beginning in 2024, with Phase 1 focused on operational excellence, cost reduction, and leadership alignment. Management successfully reduced non-GAAP operating expenses by $38 million annually through workforce reductions and operational streamlining. Product development initiatives have centered on creating an open modular software platform that can integrate with third-party hardware, moving beyond ChargePoint's traditional closed ecosystem approach. The company has developed next-generation charging solutions including the Omniport universal charging connector and megawatt charging systems for heavy-duty applications like trucking, marine, and aviation sectors. Technology investments have also focused on AI-powered diagnostics for faster issue resolution and anti-vandalism features including cut-resistant cables. Strategic partnerships have expanded significantly, including manufacturing agreements with AcBel Polytech and WNC to diversify supply chains and reduce costs through Asian production. The company has also formed collaborations with GM Energy for DC fast charging deployment, LG for smart-home integration, and Airbnb for charging access at rental properties. The achievement of FedRAMP certification has opened government market opportunities. Market expansion efforts have included completing charging corridors in Colorado and New York City, growing the European network to 120,000 ports, and targeting fleet electrification opportunities. The company has positioned itself to benefit from government infrastructure programs like NEVI while maintaining minimal dependence on federal funding for core operations. Looking ahead, ChargePoint is entering Phase 2 of its strategic plan in fiscal 2026, focusing on aggressive growth and new product launches, with Phase 3 in fiscal 2027 aimed at maximizing returns from the revamped product portfolio and achieving sustainable profitability.
CHPT company profile · for informational purposes only — not investment advice.
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