olivLaw · US equity research
ChargePoint Holdings, Inc. CHPT
Miscellaneous Electrical Machinery, Equipment & Supplies · SIC 3690 · Vertical: Miscellaneous Electrical Machinery, Equipment & Supplies (SIC 3690)
ChargePoint is one of the leading providers of electric vehicle charging infrastructure in North America and Europe, offering hardware, software and services to operators, mobility providers and drivers. The company remains loss-making, and demand depends directly on EV adoption, which has slowed in North America after the federal tax credit ended.
At the close of 04 Nov 2026, ChargePoint Holdings, Inc. (CHPT) stock was 11.41 USD (+5.75% on the day), with market capitalisation 306.4 m USD, beta 1.96, 52-week range 4.51–11.41 USD. Latest reported quarter (Q2 2027): revenue of 116.1 m USD (+17.7% YoY), net income of -35.6 m USD, diluted EPS -1.35 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 74.2
- overbought (≥ 70)
- Bollinger (20, 2)
- 5.91 – 10.92
- above the upper band · %B 1.10 · band width 59.6%
- SMA 50 / 200
- 8.48 / 6.72
- uptrend (price > SMA50 > SMA200)
- MACD (12, 26, 9)
- 0.59 / 0.24
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | +27.8% | −1.1% | +28.9 pp | — |
| 3 months | +96.4% | −0.5% | +96.8 pp | — |
| 6 months | +79.4% | +4.4% | +75.0 pp | — |
| Year to date | +71.8% | +12.3% | +59.5 pp | — |
| 1 year | +18.7% | +13.5% | +5.2 pp | −60.2% |
| 3 years | −81.5% | +76.4% | −157.9 pp | −43.2% |
| 5 years | −97.7% | +63.7% | −161.4 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q2 2027 · 31 Jul 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | Q4 '26 | Q1 '27 | Q2 '27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 99.6 m | 101.9 m | 97.6 m | 98.6 m | 105.7 m | 109.3 m | 101.8 m | 116.1 m |
| Cost of revenue | 76.8 m | 73.2 m | 69.7 m | 67.9 m | 73.2 m | 74.9 m | 72.2 m | 73.8 m |
| Gross profit | 22.8 m | 28.7 m | 28.0 m | 30.7 m | 32.5 m | 34.4 m | 29.6 m | 42.3 m |
| Research & development | 38.3 m | 30.4 m | 33.5 m | 36.5 m | 34.7 m | 34.6 m | 35.6 m | 32.4 m |
| Operating income | -68.2 m | -54.9 m | -53.8 m | -59.0 m | -44.3 m | -53.0 m | -47.2 m | -34.1 m |
| Depreciation & amortisation | 7.3 m ≈ | 7.0 m | 6.9 m | 6.9 m ≈ | 6.7 m ≈ | 6.5 m | 6.3 m | 6.1 m ≈ |
| Interest expense | 9.3 m | 2.2 m | 6.4 m | 6.8 m | 8.1 m | 2.5 m | 274.0 k | 279.0 k |
| Pre-tax income | -76.1 m | -58.0 m | -56.5 m | -65.0 m | -51.6 m | -43.0 m | -42.0 m | -34.1 m |
| Income tax | 1.5 m | 805.0 k | 622.0 k | 1.2 m | 894.0 k | 1.4 m | 1.2 m | 1.5 m |
| Net income | -77.6 m | -58.8 m | -57.1 m | -66.2 m | -52.5 m | -44.4 m | -43.2 m | -35.6 m |
| Diluted EPS | -3.56 | -2.63 ≈ | -2.49 | -2.85 | -2.23 | -1.85 ≈ | -1.75 | -1.35 |
| Operating cash flow | -30.6 m ≈ | -2.7 m | -33.0 m | -6.2 m ≈ | -22.5 m ≈ | -1.2 m | -36.6 m | -4.2 m ≈ |
| Capex | 2.8 m ≈ | 1.9 m | 1.1 m | 1.3 m ≈ | 1.1 m ≈ | 745.0 k | 1.1 m | 968.0 k ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Fiscal years
| Fiscal year | 2020 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|
| Revenue | 144.5 m | 241.0 m | 468.1 m | 506.6 m | 417.1 m | 411.2 m |
| Revenue YoY | unavailable | unavailable | +94.2% | +8.2% | −17.7% | −1.4% |
| Net income | -315.3 m | -132.2 m | -345.1 m | -457.6 m | -277.1 m | -220.2 m |
| Net income YoY | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable |
| Diluted EPS | -15.10 | -1.49 | -1.02 | -24.37 | -12.78 | -9.41 |
| Diluted EPS YoY | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable |
| net % | -218.2% | -54.9% | -73.7% | -90.3% | -66.4% | -53.5% |
| Free cash flow | -17.0 m | -173.6 m | -285.6 m | -348.4 m | -159.0 m | -67.0 m |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2026 · 31 Jan 2026
- Cash
- 141.6 m USD
- Financial debt
- 260.9 m USD
- Net debt
- 119.3 m USD
- Equity
- 21.3 m USD
- Total assets
- 792.2 m USD
- Debt / equity
- 12.25x
- Current ratio
- 1.20x
- ROE
- -277.4%
- ROA
- -26.1%
- FCF margin
- -16.3%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2020 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 144.5 m | 241.0 m | 468.1 m | 506.6 m | 417.1 m | 411.2 m | SEC (XBRL)· 02 Apr 2026verified |
| Cost of revenue | 126.5 m | 187.5 m | 382.2 m | 476.5 m | 316.4 m | 285.6 m | SEC (XBRL)· 02 Apr 2026verified |
| Gross profit | 18.0 m | 53.5 m | 85.9 m | 30.1 m | 100.7 m | 125.6 m | SEC (XBRL)· 02 Apr 2026verified |
| Research & development | 69.5 m | 145.0 m | 195.0 m | 220.8 m | 141.3 m | 139.3 m | SEC (XBRL)· 02 Apr 2026verified |
| Operating income | -5.9 m | -265.4 m | -341.8 m | -450.0 m | -253.0 m | -210.1 m | SEC (XBRL)· 02 Apr 2026verified |
| Depreciation & amortisation | 7.7 m | 16.5 m | 25.1 m | 28.5 m | 29.2 m | 27.0 m | SEC (XBRL)· 02 Apr 2026verified |
| EBITDA | 1.7 m ≈ | -249.0 m ≈ | -316.7 m ≈ | -421.5 m ≈ | -223.8 m ≈ | -183.1 m ≈ | SEC (XBRL)· 02 Apr 2026derived |
| Interest expense | 3.5 m | 1.5 m | 9.4 m | 16.3 m | 24.7 m | 23.9 m | SEC (XBRL)· 02 Apr 2026verified |
| Pre-tax income | -315.1 m | -135.2 m | -347.3 m | -457.6 m | -272.7 m | -216.1 m | SEC (XBRL)· 02 Apr 2026verified |
| Income tax | 201.6 k | -2.9 m | -2.2 m | -21.0 k | 4.4 m | 4.0 m | SEC (XBRL)· 02 Apr 2026verified |
| Net income | -315.3 m | -132.2 m | -345.1 m | -457.6 m | -277.1 m | -220.2 m | SEC (XBRL)· 02 Apr 2026verified |
| Diluted EPS | -15.10 | -1.49 | -1.02 | -24.37 | -12.78 | -9.41 | SEC (XBRL)· 02 Apr 2026verified |
| Weighted average diluted shares | — | 302.5 m | 338.5 m | 18.8 m | 21.7 m | 23.4 m | SEC (XBRL)· 02 Apr 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2020 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 111.8 k | 315.2 m | 264.2 m | 327.4 m | 224.6 m | 141.6 m | SEC (XBRL)· 02 Apr 2026verified |
| Receivables | — | 75.9 m | 164.9 m | 124.0 m | 95.9 m | 86.1 m | SEC (XBRL)· 02 Apr 2026verified |
| Inventories | — | 35.9 m | 68.7 m | 198.6 m | 209.3 m | 214.9 m | SEC (XBRL)· 02 Apr 2026verified |
| Current assets | 350.4 k | 464.1 m | 704.2 m | 742.7 m | 566.6 m | 462.0 m | SEC (XBRL)· 02 Apr 2026verified |
| Property, plant & equipment, net | — | 34.6 m | 40.0 m | 42.4 m | 35.4 m | 24.7 m | SEC (XBRL)· 02 Apr 2026verified |
| Goodwill | — | 218.5 m | 213.7 m | 213.8 m | 207.5 m | 227.9 m | SEC (XBRL)· 02 Apr 2026verified |
| Intangibles (excl. goodwill) | — | 107.2 m | 92.7 m | 80.6 m | 66.2 m | 60.5 m | SEC (XBRL)· 02 Apr 2026verified |
| Total assets | 317.3 m | 855.9 m | 1.1 bn | 1.1 bn | 898.2 m | 792.2 m | SEC (XBRL)· 02 Apr 2026verified |
| Accounts payable | 39.1 k | 27.6 m | 62.1 m | 71.1 m | 64.1 m | 90.1 m | SEC (XBRL)· 02 Apr 2026verified |
| Short-term debt | — | 0 | — | — | 0 | 32.4 m | SEC (XBRL)· 02 Apr 2026verified |
| Long-term debt | — | 0 | 294.9 m | 283.7 m | 297.1 m | 228.5 m | SEC (XBRL)· 02 Apr 2026verified |
| Current liabilities | 5.9 m | 189.0 m | 284.3 m | 330.2 m | 293.7 m | 383.6 m | SEC (XBRL)· 02 Apr 2026verified |
| Total liabilities | 336.8 m | 308.9 m | 725.0 m | 775.7 m | 760.7 m | 770.9 m | SEC (XBRL)· 02 Apr 2026verified |
| Equity | -19.4 m † | 547.0 m † | 355.0 m † | 327.7 m † | 137.5 m † | 21.3 m † | SEC (XBRL)· 02 Apr 2026verified |
† equity attributable to the parent's shareholders: in these years the issuer no longer reports the total including non-controlling interests.
Cash flow · USD
| Line | 2020 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | -2.1 m | -157.2 m | -267.0 m | -328.9 m | -146.9 m | -62.8 m | SEC (XBRL)· 02 Apr 2026verified |
| Capex | 14.9 m | 16.4 m | 18.6 m | 19.4 m | 12.1 m | 4.2 m | SEC (XBRL)· 02 Apr 2026verified |
| Free cash flow | -17.0 m ≈ | -173.6 m ≈ | -285.6 m ≈ | -348.4 m ≈ | -159.0 m ≈ | -67.0 m ≈ | SEC (XBRL)· 02 Apr 2026derived |
| Investing cash flow | 567.8 k | -221.7 m | -126.2 m | 85.6 m | -12.1 m | -4.2 m | SEC (XBRL)· 02 Apr 2026verified |
| Financing cash flow | 1.3 m | 549.7 m | 372.9 m | 306.5 m | 28.5 m | -20.0 m | SEC (XBRL)· 02 Apr 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
4 indicators that do not apply to the sector.
Valuation
olivLaw classification
Score: 23 / 100
A scoring methodology on indicators and valuation, not investment advice.
score < 40
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: 306.4 m USD
Key indicators
Coverage and freshness
Score by group
- Balance sheet16
- Growth12
- Valuation41
- Quality15
Estimated value range
The combined range = the median of the valid methods' low, central and high values; it is not a probability interval and does not cover every result. Envelope of all methods: 7.81 – 40.23 USD.
Valuation assumptions are editorial choices, not measured; beta is not measured.
Method ranges (USD per share)
— — Mid · ▏ Price
Valuation methods
- DCF (discounted cash flow)unavailable · the base of the ratio is not positive
- Peers: EV/Sales7.81 – 40.23 (Mid 20.40)15 companies used · median multiple 1.6x · quartiles 0.8x – 2.8xATKR, DFLI, ELVA, ENR, ENS, EOSE, EPOW, GAUZ, MVST, NOVT, NRGV, SPB, UCAR, ULBI, XPON
- Peers: EV/EBITDAunavailable · the base of the ratio is not positive
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Unattractive profile · Score 23/100
| Factor | Value | Score | Weight used |
|---|---|---|---|
| Gross margin · Quality | 32.1% | 0 (on a fixed band) | 12% |
| EBIT margin · Quality | -41.2% | 50 (vs peers) | 10% |
| FCF margin · Quality | -15.8% | 0 (on a fixed band) | 10% |
| Revenue CAGR 3Y · Growth | -4.2% | 0 (on a fixed band) | 19% |
| Revenue growth (YoY) · Growth | -1.4% | 36 (vs peers) | 10% |
| Net debt / EBITDA · Balance sheet | unavailable | unavailable | — |
| Current ratio · Balance sheet | 1.1x | 16 (on a fixed band) | 7% |
| EV/Sales · Valuation | 1.0x | 71 (vs peers) | 19% |
| FCF yield · Valuation | -22.3% | 0 (on a fixed band) | 14% |
| Shareholder yield (distributions) · Returns | unavailable | unavailable | — |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet· partial16/100 · 1/2 factors with a value
- Growth12/100 · 2/2 factors with a value
- Quality15/100 · 3/3 factors with a value
- Returns· partialunavailable · 0/1 factors with a value
- Valuation41/100 · 2/2 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
ChargePoint Holdings, Inc. (CHPT). Latest full fiscal year: 2026; data up to 2026-07-31.
Figures computed from the financial statements: revenue 411.2 m USD in 2026; YoY growth -1.4%; net margin -40.6%; ROE -1,015.1%.
The estimated value range is 7.81–40.23 USD per share (median of 1 methods, agreement: single method); assumptions are illustrative. Against the central value of 20.40 USD, the price of 11.41 USD leaves a potential of 78.8% (value / price − 1) and a margin of safety of 44.1% (1 − price / value). The range is the median of the methods' low, central and high values, not a probability interval.
olivLaw score 23/100, methodological classification: unattractive profile (score, margin of safety and method agreement together; not a judgement of the right price). Groups assessed only in part: balance, returns. Not investment advice.
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- EV/Sales: 1.0x
What contradicts it
- Gross margin: 32.1%
- FCF margin: -15.8%
- Revenue CAGR 3Y: -4.2%
- Current ratio: 1.1x
- FCF yield: -22.3%
Not assessed (insufficient data or a ratio without meaning): Net debt / EBITDA, Shareholder yield (distributions).
Versus the vertical median
Miscellaneous Electrical Machinery, Equipment & Supplies (SIC 3690) · same industry (4-digit SIC) · compared with 38 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| ENSEnerSys | 5.6 bn | 16.7 | 18.4% | 9.3% | +3.7% | +9% / +76% |
| NOVTNovanta Inc. | 5.5 bn | 92.8 | 5.1% | 6.0% | +3.3% | +28% / +1% |
| ATKRAtkore Inc. | 3.2 bn | — | -11.9% | -5.5% | −11.0% | +37% / −24% |
| SPBSpectrum Brands Holdings, Inc. | 2.1 bn | 28.0 | 4.2% | 2.8% | −5.2% | +54% / +32% |
| NVXNOVONIX Ltd | 1.9 bn | — | -62.0% | -1,650.8% | −4.1% | −81% / −88% |
| ENREnergizer Holdings, Inc. | 1.7 bn | 21.3 | 42.2% | 2.7% | +2.3% | +38% / −18% |
| AMPXAmprius Technologies, Inc. | 1.2 bn | — | -36.1% | -33.4% | +202.1% | −25% / +106% |
| EMATEvolution Metals & Technologies Corp. | 1.2 bn | — | — | — | unavailable | unavailable / unavailable |
| EOSEEos Energy Enterprises, Inc. | 779.3 m | — | — | -246.8% | +631.8% | −86% / +95% |
| ENVXEnovix Corporation | 612.3 m | — | -82.2% | -473.9% | +37.9% | −64% / −75% |
| NRGVEnergy Vault Holdings, Inc. | 578.2 m | — | -225.9% | -48.6% | +340.9% | −8% / +38% |
| SLDPSolid Power, Inc. | 515.7 m | — | -20.5% | -1,152.2% | +8.0% | −57% / +60% |
| FLNCFluence Energy, Inc. | 312.1 m | — | -20.7% | -3.1% | −16.1% | −69% / −76% |
| CHPTChargePoint Holdings, Inc. | 306.4 m | — | -1,015.1% | -40.6% | −1.4% | +19% / −81% |
| SESSES AI Corporation | 286.4 m | — | -31.2% | -289.6% | +929.4% | −60% / −63% |
| ULBIEnerSys | 260.3 m | 1.4 | -4.8% | -3.5% | +16.2% | +175% / +109% |
| MVSTMicrovast Holdings, Inc. | 255.7 m | — | 11.4% | 13.9% | +12.6% | −81% / −43% |
| ELVAElectrovaya Inc. | 173.4 m | — | -673.8% | -3.4% | +170.8% | +7% / +94% |
| ELPWElong Power Holding Ltd. | 145.7 m | — | — | -271.3% | +430.7% | −100% / −100% |
| NEOVNeoVolta, Inc. | 134.6 m | — | -101.1% | -161.0% | +58.2% | −44% / +28% |
| GAUZGauzy Ltd. | 127.5 m | — | — | -51.4% | +32.8% | −86% / unavailable |
| BYRNByrna Technologies Inc. | 97.4 m | — | -14.9% | -9.2% | +37.7% | −77% / −29% |
| EPOWE-Power Inc. | 88.8 m | — | — | -35.8% | −28.6% | −88% / −87% |
| BLNKBlink Charging Co. | 65.4 m | — | -79.9% | -52.2% | −18.0% | −66% / −86% |
| STISolidion Technology, Inc. | 37.8 m | — | -1,382.4% | -23,852.8% | unavailable | −59% / −99% |
1- and 3-year price returns: for CHPT from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
| 3 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
| 5 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
In brief
ChargePoint is one of the leading providers of electric vehicle charging infrastructure in North America and Europe, offering hardware, software and services to operators, mobility providers and drivers. The company remains loss-making, and demand depends directly on EV adoption, which has slowed in North America after the federal tax credit ended 12.
SWOT
Strengths
- The company has a large installed base of active ports and an extensive driver network, creating network effects 1.
- The recurring subscription model, billed upfront, gives a more predictable part of revenue 13.
- The software platform is open and compatible with third-party hardware, widening the pool of potential customers 1.
Weaknesses
- The company remains loss-making with a large accumulated deficit, and operating cash flows were negative in recent years 12.
- Gross margins are volatile and can be hit by new product launches and inventory costs 13.
- Reliance on charging station sales for most revenue makes the company sensitive to customers' investment cycles 3.
Opportunities
Risks
- Recurring losses and accumulated deficithigh
The company has not yet reached profitability and its accumulated deficit keeps growing. If losses persist, additional financing could be needed 12.
- Demand tied to public policyhigh
Credits and incentives for EVs can be changed or removed, which could reduce demand for charging stations 12.
- Tariffs and supplymedium
Trade tariffs, supply chains and reliance on contract manufacturers can affect costs and deliveries 12.
- Intense competitionmedium
The market is changing fast and competitors can offer integrated solutions or more aggressive pricing 1.
- Dilution from financingmedium
Share sales under ATM programs and conversion of convertible notes can reduce the stake of existing shareholders 1.
Investment thesis
What would need to be true (bull case)
- If EV adoption recovers and infrastructure investment grows, the company could benefit from a large base of active ports and a software platform already used by many customers 1.
- Rising quarterly revenue and lower adjusted losses suggest operating adjustments could have an effect over the medium term 3.
- Recurring subscription revenue offers a steadier base, and expansion in Europe and fleets could add growth 13.
What would break the thesis
- The company remains loss-making and its accumulated deficit grows, which could require additional financing on unfavourable terms 12.
- Demand could fall if tax incentives are not replaced, and US EV sales have already shown declines 12.
- Competition and price pressure could limit margins, especially if large customers separate hardware from software 1.
What to watch
- Delivery against revenue guidance for the third quarter of fiscal 2027Q3 2027
- Effect of the end of the federal tax credit on EV sales and station demand2027
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
The business
ChargePoint designs, develops and markets networked charging systems connected to a cloud platform that lets station owners manage them and drivers find, reserve and pay for charging 1. Revenue comes from selling charging systems, platform subscriptions and the Assure extended warranty, as well as the CPaaS model in which the company runs the client's equipment under a single subscription 12. The company reports more than 385000 active ports running on its software 1.
The offering covers the whole ecosystem: Level 2 AC stations for commercial, fleet and home use, Level 3 DC fast chargers, and ChargePoint Compatible stations that let third-party hardware run on the CMS through the OCPP protocol 1. The software is split into CMS for station operators and eMSP for mobility providers building their own driver apps 1.
Segments
Networked charging systems
This is the main revenue source. In the second quarter of fiscal 2027 system sales reached 62.9 million dollars 3. The segment includes AC stations for commercial, fleet and home use and DC fast chargers; launching new architectures brings startup costs that can weigh on margins 1.
Software subscriptions and services
CMS and eMSP subscriptions are billed upfront for one, three or five years and recognized over time 1. In the second quarter of fiscal 2027 subscription revenue reached 43.7 million dollars 3. This segment offers steadier revenue than hardware sales.
Assure warranty and professional services
The Assure extended warranty and professional services complete the offering and are sold separately or bundled with charging systems 1. Their share of total revenue is not detailed in the sources provided, so no quantitative conclusion can be drawn.
Market context
Trends
- EV adoptionmixed
Projected growth in EV sales could support charging demand over the long term, especially in Europe 1. If adoption slows, demand for stations could fall 2.
- Tariffs and supply chainsmixed
Trade tariffs and uncertainty about their regime can raise the cost of goods sold, and the company relies on contract manufacturers, including outside the United States 12. Tariff refunds helped margins temporarily in the second quarter of fiscal 2027 3.
- Expansion in Europe and fleetstailwind
The company aims to grow market share in Europe and attract fleet operators, including autonomous fleets 13. Partnerships with automakers and large operators could speed this expansion.
Competitive position
The charging market is new and competition is still forming. ChargePoint competes with makers of non-networked stations, software providers for managing them, and station operators or automakers that build infrastructure with third-party hardware and software 1. In Europe the company must establish itself against existing competitors, and several rivals in North America and Europe have limited funding 1.
Large customers increasingly separate hardware from management software, which could reduce the advantage of the company's integrated model 1. If market share falls, financial results could be affected 1.
- Independent US charge point operators
Companies that run their own networks and compete directly for the same commercial and fleet customers, sometimes using third-party hardware 1.
- Non-networked charger manufacturers
Makers of equipment without network functions that compete on price and installation 1.
- Charging station software providers
Companies offering platforms for managing and paying for charging, the segment where the company builds its advantage 1.
- European operators and providers
Established players in Europe against which ChargePoint must build its position on the continent 1.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
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News & filings
In the press
- EV Charging Stocks Climb as Small Caps Catch a Bid: Blink Charging Jumps 6%, ChargePoint Rises 4%, EVgo Ticks UpYahoo Finance — News · 16 Sept 2026 · EN
- How to Play ChargePoint Stock After Its Massive 75% Post-Earnings SurgeYahoo Finance — News · 10 Sept 2026 · EN
- ChargePoint (CHPT) Posts Strong Q2 Results, But Q3 Outlook Raises ConcernsYahoo Finance — News · 07 Sept 2026 · EN
- ChargePoint Stock Soared 77% Last Week. Here's Why It Could Keep Rising.Yahoo Finance — News · 06 Sept 2026 · EN
- ChargePoint Climbs 7% as CEO Says Rally Is ‘the Beginning of the Momentum’; EVgo Ticks Up, Blink Charging Holds FlatYahoo Finance — News · 04 Sept 2026 · EN
- ChargePoint (CHPT)’s 70% Surge: Is the EV Charging Turnaround Finally Taking Hold?Yahoo Finance — News · 04 Sept 2026 · EN
- ChargePoint Skyrockets 74% as Revenue Beat and Narrower Loss Clear EstimatesYahoo Finance — News · 03 Sept 2026 · EN
- ChargePoint Q2 FY2027 earnings beat sends stock up 70%Yahoo Finance — News · 03 Sept 2026 · EN
- ChargePoint CEO says 50% stock surge 'is the beginning of the momentum'CNBC World · 03 Sept 2026 · EN
- ChargePoint shares surge after narrower quarterly lossYahoo Finance — News · 03 Sept 2026 · EN
- ChargePoint Q2 Earnings Call HighlightsYahoo Finance — News · 02 Sept 2026 · EN
The latest news item in our archive is from 16 Sept 2026; the newest SEC filing is from 30 Sept 2026. The press archive comes from the RSS feeds we follow and does not necessarily cover the latest event — the filings alongside do.
SEC filings
- Current report30 Sept 2026Other events
- Quarterly report04 Sept 2026
- Current report02 Sept 2026Results of operations · Financial statements and exhibits
- Current report31 Jul 2026Exit or disposal costs · Departure or appointment of officers · Regulation FD disclosure
- Current report22 Jul 2026Shareholder vote · Other events · Financial statements and exhibits
- Current report30 Jun 2026Departure or appointment of officers · Financial statements and exhibits
- Quarterly report08 Jun 2026
- Current report03 Jun 2026Results of operations · Financial statements and exhibits
- Proxy statement28 May 2026
- Current report17 Apr 2026Departure or appointment of officers
Sources
- [1] Form 10-K, fiscal year ended 2026-01-31 · SEC / ChargePoint Holdings, Inc. · 02 Apr 2026
- [2] Form 10-Q, quarter ended 2026-07-31 · SEC / ChargePoint Holdings, Inc. · 04 Sept 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / ChargePoint Holdings, Inc. · 02 Sept 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.