ChargePoint Holdings (CHPT)
Market Price (10/23/2026): $8.06 | Market Cap: $212.2 MilSector: Consumer Discretionary | Industry: Other Specialty Retail
ChargePoint Holdings (CHPT)
Market Price (10/23/2026): $8.06Market Cap: $212.2 MilSector: Consumer DiscretionaryIndustry: Other Specialty Retail
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Megatrend and thematic driversMegatrends include Electric Vehicles & Autonomous Driving, and Electrification of Everything. Themes include EV Charging Infrastructure, and EV Charging Infrastructure (Utility Role). | Weak multi-year price returns2Y Excs Rtn is -100%, 3Y Excs Rtn is -164% Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 19% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -179 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -41% Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 69% Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -7.4% Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 12% Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -15%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -16% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -87% High stock price volatilityVol 12M is 107% Key risksCHPT key risks include [1] its persistent lack of profitability and strained financial health due to a history of losses and weak subscription growth and [2] intense competition from numerous rivals that threatens its market position. |
| Megatrend and thematic driversMegatrends include Electric Vehicles & Autonomous Driving, and Electrification of Everything. Themes include EV Charging Infrastructure, and EV Charging Infrastructure (Utility Role). |
| Weak multi-year price returns2Y Excs Rtn is -100%, 3Y Excs Rtn is -164% |
| Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 19% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -179 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -41% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 69% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -7.4% |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 12% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -15%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -16% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -87% |
| High stock price volatilityVol 12M is 107% |
| Key risksCHPT key risks include [1] its persistent lack of profitability and strained financial health due to a history of losses and weak subscription growth and [2] intense competition from numerous rivals that threatens its market position. |
Qualitative Assessment
AI Analysis | Feedback
ChargePoint Holdings (CHPT) stock has gained about 40% since 6/30/2026 because of the following key factors:
1. Strong Fiscal Q2 2027 Financial Results and Improved Outlook. ChargePoint Holdings reported better-than-expected results for its fiscal second quarter of 2027, which ended July 31, 2026. The company's revenue increased by 18% year-over-year to $116.1 million, exceeding its guidance range. Additionally, subscription revenue grew 10% to $43.7 million. The GAAP gross margin improved significantly to 36% from 31% in the prior year, and the non-GAAP adjusted EBITDA loss narrowed substantially to $4.8 million from $22.1 million year-over-year. Following this announcement on September 2, 2026, the stock saw an immediate after-hours jump of 19.08%. The company's forecast for fiscal Q3 2027 revenue, ranging from $105 million to $115 million, also contributed to investor confidence by signaling continued momentum.
2. Robust Growth in the U.S. EV Charging Infrastructure and Sales. The overall electric vehicle (EV) market and charging infrastructure in the U.S. experienced significant expansion during the period, providing a favorable backdrop for ChargePoint. In fiscal Q3 2026 (July through September), the U.S. fast-charging network surpassed 80,000 ports for the first time, with 664 new DC fast charging stations and 4,106 ports added. Concurrently, U.S. EV sales reached their highest volume in a year during fiscal Q3 2026, with 262,649 EVs sold, representing a 6.1% increase from the previous quarter and accounting for 6.4% of all new vehicle sales. This sustained growth in EV adoption and charging infrastructure development positively impacted ChargePoint, a leading provider in the sector.
Show more
ChargePoint Holdings (CHPT) stock has gained about 40% since 6/30/2026 because of the following key factors:
1. Strong Fiscal Q2 2027 Financial Results and Improved Outlook. ChargePoint Holdings reported better-than-expected results for its fiscal second quarter of 2027, which ended July 31, 2026. The company's revenue increased by 18% year-over-year to $116.1 million, exceeding its guidance range. Additionally, subscription revenue grew 10% to $43.7 million. The GAAP gross margin improved significantly to 36% from 31% in the prior year, and the non-GAAP adjusted EBITDA loss narrowed substantially to $4.8 million from $22.1 million year-over-year. Following this announcement on September 2, 2026, the stock saw an immediate after-hours jump of 19.08%. The company's forecast for fiscal Q3 2027 revenue, ranging from $105 million to $115 million, also contributed to investor confidence by signaling continued momentum.
2. Robust Growth in the U.S. EV Charging Infrastructure and Sales. The overall electric vehicle (EV) market and charging infrastructure in the U.S. experienced significant expansion during the period, providing a favorable backdrop for ChargePoint. In fiscal Q3 2026 (July through September), the U.S. fast-charging network surpassed 80,000 ports for the first time, with 664 new DC fast charging stations and 4,106 ports added. Concurrently, U.S. EV sales reached their highest volume in a year during fiscal Q3 2026, with 262,649 EVs sold, representing a 6.1% increase from the previous quarter and accounting for 6.4% of all new vehicle sales. This sustained growth in EV adoption and charging infrastructure development positively impacted ChargePoint, a leading provider in the sector.
3. Strategic Partnership to Enhance European Market Reach. ChargePoint announced a partnership with Cariqa, a European direct-payments infrastructure provider, on August 26, 2026. This collaboration allows ChargePoint's Charge Point Operator (CPO) customers using the be.ENERGISED platform to offer simplified direct payment options to drivers, such as Apple Pay, Google Pay, and credit card payments, without requiring app downloads or account registrations. This initiative is designed to increase network monetization and driver accessibility, expanding ChargePoint's platform capabilities and market penetration, particularly in Europe.
Show less
Stock Movement Drivers
Fundamental Drivers
The 38.9% change in CHPT stock from 6/30/2026 to 10/22/2026 was primarily driven by a 42.5% change in the company's P/S Multiple.| (LTM values as of) | 6302026 | 10222026 | Change |
|---|---|---|---|
| Stock Price ($) | 5.91 | 8.21 | 38.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 415 | 433 | 4.2% |
| P/S Multiple | 0.4 | 0.5 | 42.5% |
| Shares Outstanding (Mil) | 25 | 26 | -6.4% |
| Cumulative Contribution | 38.9% |
Market Drivers
6/30/2026 to 10/22/2026| Return | Correlation | |
|---|---|---|
| CHPT | 38.9% | |
| Market (SPY) | 2.3% | 31.9% |
| Sector (XLY) | -1.9% | 27.3% |
Fundamental Drivers
The 68.9% change in CHPT stock from 3/31/2026 to 10/22/2026 was primarily driven by a 76.5% change in the company's P/S Multiple.| (LTM values as of) | 3312026 | 10222026 | Change |
|---|---|---|---|
| Stock Price ($) | 4.86 | 8.21 | 68.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 404 | 433 | 7.2% |
| P/S Multiple | 0.3 | 0.5 | 76.5% |
| Shares Outstanding (Mil) | 24 | 26 | -10.7% |
| Cumulative Contribution | 68.9% |
Market Drivers
3/31/2026 to 10/22/2026| Return | Correlation | |
|---|---|---|
| CHPT | 68.9% | |
| Market (SPY) | 17.8% | 36.0% |
| Sector (XLY) | 5.7% | 29.6% |
Fundamental Drivers
The -24.8% change in CHPT stock from 9/30/2025 to 10/22/2026 was primarily driven by a -21.6% change in the company's P/S Multiple.| (LTM values as of) | 9302025 | 10222026 | Change |
|---|---|---|---|
| Stock Price ($) | 10.92 | 8.21 | -24.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 398 | 433 | 8.8% |
| P/S Multiple | 0.6 | 0.5 | -21.6% |
| Shares Outstanding (Mil) | 23 | 26 | -11.9% |
| Cumulative Contribution | -24.8% |
Market Drivers
9/30/2025 to 10/22/2026| Return | Correlation | |
|---|---|---|
| CHPT | -24.8% | |
| Market (SPY) | 15.6% | 38.9% |
| Sector (XLY) | -3.4% | 32.1% |
Fundamental Drivers
The -91.7% change in CHPT stock from 9/30/2023 to 10/22/2026 was primarily driven by a -84.2% change in the company's P/S Multiple.| (LTM values as of) | 9302023 | 10222026 | Change |
|---|---|---|---|
| Stock Price ($) | 99.40 | 8.21 | -91.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 559 | 433 | -22.5% |
| P/S Multiple | 3.2 | 0.5 | -84.2% |
| Shares Outstanding (Mil) | 18 | 26 | -32.4% |
| Cumulative Contribution | -91.7% |
Market Drivers
9/30/2023 to 10/22/2026| Return | Correlation | |
|---|---|---|
| CHPT | -91.7% | |
| Market (SPY) | 84.8% | 3.3% |
| Sector (XLY) | 46.2% | 5.3% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| CHPT Return | -52% | -50% | -75% | -54% | -69% | 26% | -99% |
| Peers Return | -18% | -46% | -12% | -10% | -30% | -38% | -85% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 12% | 104% |
Monthly Win Rates [3] | |||||||
| CHPT Win Rate | 25% | 42% | 25% | 33% | 33% | 50% | |
| Peers Win Rate | 44% | 38% | 46% | 44% | 44% | 40% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| CHPT Max Drawdown | -60% | -60% | -86% | -55% | -97% | -38% | |
| Peers Max Drawdown | -59% | -69% | -66% | -57% | -58% | -53% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: EVGO, BLNK, TSLA, BEEM.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 10/22/2026 (YTD)
How Low Can It Go
| Event | CHPT | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -35.2% | -18.8% |
| % Gain to Breakeven | 54.3% | 23.1% |
| Time to Breakeven | 57 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -16.8% | -7.8% |
| % Gain to Breakeven | 20.1% | 8.5% |
| Time to Breakeven | 14 days | 18 days |
In The Past
ChargePoint Holdings's stock fell -35.2% during the 2025 US Tariff Shock. Such a loss loss requires a 54.3% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
| Event | CHPT | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -35.2% | -18.8% |
| % Gain to Breakeven | 54.3% | 23.1% |
| Time to Breakeven | 57 days | 79 days |
In The Past
ChargePoint Holdings's stock fell -35.2% during the 2025 US Tariff Shock. Such a loss loss requires a 54.3% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About ChargePoint Holdings (CHPT)
ChargePoint Holdings, Inc. (CHPT) is a leading provider of electric vehicle (EV) charging networks and comprehensive charging solutions. The company's core business revolves around building, operating, and supporting the essential infrastructure required for electric vehicles to charge, thereby facilitating the widespread adoption and utilization of EVs for various users.
ChargePoint's offerings comprise a diverse portfolio of hardware, software, and services. Its hardware includes a range of charging stations suitable for different environments and power needs, while its proprietary software platform enables advanced features like station management, analytics, and payment processing. Complementing these are services such as installation, maintenance, and customer support, ensuring a robust and reliable charging ecosystem.
The company primarily serves three key customer segments: commercial businesses, fleet operators, and residential users. This includes providing charging solutions for workplaces, retail locations, and public spaces, as well as specialized infrastructure for electric vehicle fleets and home charging units for individual EV owners. ChargePoint operates across the United States and internationally, addressing the expanding global demand for accessible and efficient EV charging.
AI Analysis | Feedback
Here are 1-3 brief analogies for ChargePoint Holdings (CHPT):
- The gas station network for electric vehicles.
- The Shell or ExxonMobil of EV charging.
- The Starbucks of electric vehicle charging stations.
AI Analysis | Feedback
- EV Charging Hardware: Physical charging stations designed for commercial, fleet, and residential electric vehicles.
- EV Charging Software Platform: A cloud-based solution that enables management, monitoring, and monetization of charging infrastructure.
- EV Charging Network Services: Comprehensive services including installation, maintenance, and customer support for their charging solutions.
AI Analysis | Feedback
ChargePoint Holdings, Inc. (CHPT) primarily sells its electric vehicle (EV) charging networks and solutions to other companies, specifically commercial and fleet operators, although it also serves individual residential customers.
Given its focus on comprehensive charging solutions and networks, its major customers are businesses and organizations across various sectors that are deploying or managing EV charging infrastructure. While ChargePoint has a highly diversified customer base and does not typically disclose specific individual customers by name as representing a dominant portion of its revenue, several public companies are known to be significant partners or customers for ChargePoint's B2B offerings. These include:
- DHL Group (DPW.DE): As a global logistics leader, DHL has partnered with ChargePoint to deploy charging infrastructure for its growing electric delivery fleet.
- Mercedes-Benz Group AG (MBG.DE): ChargePoint provides home and public charging solutions that are often integrated or recommended to Mercedes-Benz EV owners, and ChargePoint also sells charging infrastructure to Mercedes-Benz dealerships.
- Lucid Group, Inc. (LCID): This luxury EV manufacturer has partnered with ChargePoint to offer home charging solutions to owners of its Lucid Air vehicles.
- Polestar Automotive Holding UK PLC (PSNY): Polestar integrates ChargePoint's charging solutions and network access for its EV customers.
Beyond these specific examples, ChargePoint serves a broad array of commercial and fleet entities, including:
- Large corporate campuses and workplaces
- Retail chains and shopping centers
- Hospitality groups (hotels, resorts)
- Parking operators
- Various government agencies and municipalities for public and fleet charging
- Other automotive original equipment manufacturers (OEMs) for dealership infrastructure and customer solutions.
AI Analysis | Feedback
- Jabil Inc. (JBL)
AI Analysis | Feedback
AI Analysis | Feedback
Here are the key risks to ChargePoint Holdings (CHPT):
-
Financial Health and Path to Profitability: ChargePoint Holdings has a history of significant losses and negative cash flows from operating activities, with a considerable cash burn rate. The company's financial situation is further strained by negative shareholder equity and a substantial debt load, indicating a continuous need for external funding to sustain its growth and operations.
-
Intense Competition and Market Dynamics: The electric vehicle (EV) charging market is highly competitive and rapidly evolving. ChargePoint faces significant competition from other charging networks, hardware and software providers, and even EV manufacturers, such as Tesla, which has an expansive Supercharger network that a growing number of vehicle manufacturers are making their vehicles compatible with.
-
Dependence on EV Adoption Rates and Government Incentives: The company's business success is heavily reliant on the continued widespread adoption of electric vehicles by consumers and fleets. Furthermore, the EV market and the charging infrastructure sector benefit significantly from government subsidies, rebates, tax credits, and other financial incentives. A reduction, modification, or elimination of these supportive policies could lead to decreased demand for EVs and charging stations, thereby negatively impacting ChargePoint's financial performance.
AI Analysis | Feedback
- Major automakers are expanding their own charging networks and forming joint ventures to build new infrastructure, such as Tesla opening its Supercharger network and the alliance between BMW, GM, Honda, Hyundai, Kia, Mercedes-Benz, and Stellantis to build 30,000 high-powered chargers. Concurrently, the widespread adoption of the North American Charging Standard (NACS) by these automakers, while ChargePoint plans to support it, inherently strengthens networks native to NACS and could give automaker-backed charging solutions a competitive advantage through deeper integration and brand loyalty, potentially reducing demand for independent networks like ChargePoint, particularly in the critical DC fast charging segment.
- Established energy companies and utilities are aggressively entering and expanding their own EV charging networks. Large, well-capitalized players such as BP (BP Pulse) and Shell (Shell Recharge), along with various electric utilities, are leveraging their existing infrastructure, extensive real estate, and financial resources to deploy comprehensive charging solutions. This intensifies competition for prime public and commercial charging locations and could lead to market share erosion and pricing pressure for dedicated third-party providers like ChargePoint.
AI Analysis | Feedback
ChargePoint Holdings (CHPT) operates in the electric vehicle (EV) charging networks and solutions market, addressing commercial, fleet, and residential customers globally and in the United States.
The addressable markets for ChargePoint's main products and services are substantial and are projected to grow significantly:
- Global EV Charging Infrastructure Market: This market was valued at approximately USD 25.2 billion in 2023 and is projected to reach around USD 224.8 billion by 2032, exhibiting a Compound Annual Growth Rate (CAGR) of 27.5% during the forecast period. Other estimates show the market at USD 45.78 billion in 2025, with a projection to grow to USD 279.34 billion by 2034, at a CAGR of 22.3%. The global electric vehicle charging station market generated USD 36.13 billion in 2025 and is projected to reach USD 112.55 billion by 2031.
- U.S. EV Charging Infrastructure Market: The U.S. market for EV charging infrastructure was estimated at USD 5.35 billion in 2026. It was valued at USD 5.09 billion in 2024 and is projected to grow to USD 24.07 billion by 2030, at a CAGR of 30.3% from 2025. Another analysis indicates the U.S. market is projected to grow from USD 14.09 billion in 2024 to USD 57.61 billion by 2035, with a CAGR of 13.66% during this period.
- U.S. Commercial EV Charging Infrastructure Market: This segment was valued at approximately USD 7.84 billion in 2025 and is projected to reach USD 24.67 billion by 2030, expanding at a CAGR of 25.76% from 2026.
- Global Fleet Charging Market: The fleet charging market size reached USD 3.95 billion in 2025 and is expected to grow to USD 9.39 billion in 2030, at a CAGR of 18.7%.
- Global Residential EV Charger Market: This market is expected to grow from USD 9.68 billion in 2025 to USD 12.23 billion in 2026 and is forecast to reach USD 39.4 billion by 2031, at a CAGR of 26.35% from 2026. The U.S. residential EV charger market is projected to grow from USD 3.80 billion in 2025 to USD 11.20 billion by 2030, at a CAGR of 24.13%.
AI Analysis | Feedback
ChargePoint Holdings (CHPT) anticipates several key drivers for its revenue growth over the next two to three years:
- Growth in Subscription Revenue: ChargePoint expects continued expansion in its recurring subscription revenue, which encompasses software and services. This segment has demonstrated consistent year-over-year growth and is a focus for the company.
- Expansion of Networked Charging Systems (Hardware): The company projects revenue growth through the sale of its networked charging systems, which are the physical charging stations. Recent reports indicate a rebound and growth in hardware sales, supported by new product introductions and strategic collaborations.
- Market Expansion and Strategic Partnerships: ChargePoint is focused on expanding its market penetration, particularly in Europe, which has shown strong growth. Additionally, partnerships, such as the collaboration with General Motors to accelerate EV charging infrastructure in North America, are expected to drive significant growth.
- Increasing Electric Vehicle (EV) Adoption: The fundamental growth in EV sales and the broader transition to electrified transportation directly fuels demand for charging infrastructure, positioning ChargePoint to benefit from this industry-wide trend.
- New Product Innovation: The introduction of innovative, next-generation charging solutions, such as the Express Solo (a fast standalone EV charger), is a critical strategy for accelerating growth and meeting the evolving needs of customers.
AI Analysis | Feedback
Share Issuance
- ChargePoint raised $233.1 million in at-the-market (ATM) share offering gross proceeds during the third quarter of fiscal year 2024 (ended October 31, 2023).
- In the second quarter of fiscal year 2024 (ended July 31, 2023), the company raised $38 million through an 'at-the-market' offering.
Inbound Investments
- Antara Capital LP agreed to a $300 million investment in ChargePoint through the purchase of convertible senior notes due 2027, with the transaction expected to close in April 2022.
Capital Expenditures
- ChargePoint reported capital expenditures of -$3.91 million in the last 12 months as of July 2026, indicating that sales of assets exceeded purchases.
- The company has emphasized a strategic shift towards leaner operations, cost reduction, and improved efficiency to move towards break-even and reduce cash usage, which influences its capital spending decisions.
Peer Outperformance in Other Specialty Retail
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Education Services | 14 | -18.8% | 84.2% | 90.5% | CVSA 258% · PRDO 243% · LRN 142% |
| Homebuilding | 17 | -6.4% | 42.4% | 31.3% | GRBK 156% · PHM 152% · TOL 146% |
| Hotels, Resorts & Cruise Lines | 21 | 5.7% | 46.2% | 22.9% | RCL 250% · MAR 167% · HLT 156% |
| Home Furnishings | 3 | -5.5% | 62.3% | 1.0% | SGI 45% · MHK -33% |
| Home Improvement Retail | 5 | -14.8% | 15.2% | -1.9% | HD 2% · LOW -2% · FND -65% |
| Automotive Retail | 17 | -15.0% | 12.3% | -6.3% | MUSA 208% · PAG 114% · ORLY 108% |
| Specialized Consumer Services | 10 | -14.1% | 29.3% | -11.9% | HRB 140% · FTDR 97% · SCI 43% |
| Footwear | 9 | 69.8% | 43.9% | -19.2% | DECK 35% · SHOO 12% · CROX -19% |
| Distributors | 4 | -11.4% | -12.9% | -21.5% | ARMK 110% · GPC 11% · LKQ -54% |
| Restaurants | 37 | -6.6% | -4.2% | -23.8% | EAT 326% · CAKE 198% · TXRH 111% |
| Apparel Retail | 26 | 6.6% | 4.7% | -38.9% | ANF 322% · TJX 147% · ROST 126% |
| Leisure Products | 14 | -10.6% | -12.8% | -40.0% | GOLF 75% · HAS 60% · MAT -17% |
| Computer & Electronics Retail | 3 | 12.9% | 69.4% | -40.2% | BBY 7% · GME -40% |
| Household Appliances | 18 | 3.9% | 9.2% | -41.4% | |
| Leisure Facilities | 12 | 7.9% | 0.4% | -42.3% | LTH 144% · OSW 123% · PLNT -33% |
| Apparel, Accessories & Luxury Goods | 29 | 0.0% | 22.9% | -44.7% | RL 242% · TPR 235% · KTB 79% |
| Casinos & Gaming | 20 | -14.3% | -23.0% | -46.6% | MCRI 90% · BYD 15% · RRR 13% |
| Automotive Parts & Equipment | 39 | -15.1% | -9.9% | -48.3% | MOD 1059% · GTX 206% · BWA 50% |
| Broadline Retail | 14 | -5.8% | 41.0% | -51.9% | EBAY 65% · AMZN 50% · OLLI 38% |
| Other Specialty Retail ← | 24 | -24.2% | -13.6% | -59.6% | ULTA 71% · ASO 49% · DKS 33% |
| Automobile Manufacturers | 8 | -79.0% | -45.2% | -72.5% | GM 39% · TSLA 24% · F 0% |
| Consumer Electronics | 11 | -32.7% | -33.3% | -79.0% | GRMN 98% · SONO -45% |
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| ChargePoint Earnings Notes | 12/16/2025 | |
| With ChargePoint Stock Sliding, Have You Assessed The Risk? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 1.03 |
| Mkt Cap | 0.1 |
| Rev LTM | 403 |
| Op Inc LTM | -43 |
| FCF LTM | -14 |
| FCF 3Y Avg | -46 |
| CFO LTM | -13 |
| CFO 3Y Avg | -24 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 8.3% |
| Rev Chg 3Y Avg | 2.7% |
| Rev Chg Q | -0.2% |
| QoQ Delta Rev Chg LTM | -0.0% |
| Op Inc Chg LTM | 6.2% |
| Op Inc Chg 3Y Avg | 8.1% |
| Op Mgn LTM | -41.2% |
| Op Mgn 3Y Avg | -47.2% |
| QoQ Delta Op Mgn LTM | 7.7% |
| CFO/Rev LTM | -13.3% |
| CFO/Rev 3Y Avg | -24.9% |
| FCF/Rev LTM | -15.8% |
| FCF/Rev 3Y Avg | -32.2% |
Price Behavior
| Market Price | $8.21 | |
| Market Cap ($ Bil) | 0.2 | |
| First Trading Date | 09/16/2019 | |
| Distance from 52W High | -25.5% | |
| 50 Days | 200 Days | |
| DMA Price | $7.84 | $6.61 |
| DMA Trend | up | up |
| Distance from DMA | 4.8% | 24.2% |
| 3M | 1YR | |
| Volatility | 168.8% | 106.8% |
| Downside Capture | 349.73 | 429.72 |
| Upside Capture | 461.03 | 312.45 |
| Correlation (S&P 500) | 29.6% | 37.9% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 9.53 | 5.98 | 4.88 | 3.85 | 3.20 | 1.92 |
| Up Beta | 8.20 | 5.12 | 5.43 | 3.08 | 2.49 | 2.09 |
| Down Beta | 12.68 | 7.93 | 4.93 | 4.06 | 3.13 | 7.13 |
| Up Capture | 1325% | 945% | 764% | 916% | 909% | 62% |
| Bmk +ve Days | 6 | 16 | 27 | 66 | 132 | 424 |
| Stock +ve Days | 9 | 18 | 28 | 60 | 114 | 327 |
| Down Capture | -50% | 170% | 219% | 258% | 183% | 112% |
| Bmk -ve Days | 16 | 26 | 37 | 60 | 120 | 328 |
| Stock -ve Days | 13 | 24 | 35 | 65 | 136 | 403 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CHPT | |
|---|---|---|---|---|
| CHPT | -25.8% | 106.8% | 0.13 | - |
| Sector ETF (XLY) | -3.3% | 19.2% | -0.31 | 30.8% |
| Equity (SPY) | 14.8% | 12.7% | 0.80 | 37.9% |
| Gold (GLD) | -2.2% | 28.4% | -0.09 | 25.3% |
| Commodities (DBC) | 52.1% | 20.7% | 1.91 | -2.3% |
| Real Estate (VNQ) | 4.7% | 13.9% | 0.08 | 11.4% |
| Bitcoin (BTCUSD) | -22.4% | 43.4% | -0.47 | 31.4% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CHPT | |
|---|---|---|---|---|
| CHPT | -54.0% | 688.1% | 0.36 | - |
| Sector ETF (XLY) | 5.2% | 24.1% | 0.17 | 6.7% |
| Equity (SPY) | 13.0% | 17.1% | 0.57 | 5.1% |
| Gold (GLD) | 17.1% | 18.9% | 0.72 | 0.1% |
| Commodities (DBC) | 9.3% | 19.5% | 0.36 | 3.2% |
| Real Estate (VNQ) | 1.1% | 18.9% | -0.05 | 0.3% |
| Bitcoin (BTCUSD) | 8.0% | 51.7% | 0.33 | 4.0% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CHPT | |
|---|---|---|---|---|
| CHPT | -27.2% | 579.2% | 0.33 | - |
| Sector ETF (XLY) | 12.4% | 22.2% | 0.51 | 6.0% |
| Equity (SPY) | 15.4% | 17.9% | 0.73 | 4.2% |
| Gold (GLD) | 11.9% | 16.4% | 0.59 | 0.0% |
| Commodities (DBC) | 8.3% | 18.1% | 0.37 | 3.1% |
| Real Estate (VNQ) | 5.2% | 20.7% | 0.21 | 0.6% |
| Bitcoin (BTCUSD) | 63.0% | 66.2% | 1.03 | 3.1% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 10/6/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 9/2/2026 | 75.0% | 72.1% | 79.0% |
| 6/3/2026 | 9.2% | -15.9% | -17.7% |
| 3/4/2026 | -8.9% | -15.1% | -26.2% |
| 12/4/2025 | 22.4% | 8.3% | -17.8% |
| 9/3/2025 | -5.5% | -6.6% | 5.0% |
| 6/4/2025 | -22.5% | -10.0% | -20.0% |
| 3/4/2025 | 9.6% | 2.9% | -5.5% |
| 12/4/2024 | 10.7% | 5.7% | -1.6% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 9 | 9 | 7 |
| # Negative | 13 | 13 | 15 |
| Median Positive | 9.6% | 8.3% | 7.5% |
| Median Negative | -7.0% | -10.5% | -17.7% |
| Max Positive | 75.0% | 72.1% | 79.0% |
| Max Negative | -35.5% | -34.8% | -41.1% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 9/2/2026 | 75.0% | 72.1% | 79.0% |
| 6/3/2026 | 9.2% | -15.9% | -17.7% |
| 3/4/2026 | -8.9% | -15.1% | -26.2% |
| 12/4/2025 | 22.4% | 8.3% | -17.8% |
| 9/3/2025 | -5.5% | -6.6% | 5.0% |
| 6/4/2025 | -22.5% | -10.0% | -20.0% |
| 3/4/2025 | 9.6% | 2.9% | -5.5% |
| 12/4/2024 | 10.7% | 5.7% | -1.6% |
| 9/4/2024 | -17.8% | -20.7% | -19.5% |
| 6/5/2024 | 5.8% | 4.6% | 7.5% |
| 3/5/2024 | -3.5% | -8.5% | -9.0% |
| 11/16/2023 | -35.5% | -34.8% | -14.4% |
| 9/6/2023 | -10.9% | -17.8% | -41.1% |
| 6/1/2023 | -7.0% | -1.4% | -10.8% |
| 3/2/2023 | -1.6% | -9.5% | -7.0% |
| 12/1/2022 | -4.5% | -9.8% | -25.4% |
| 8/30/2022 | 12.3% | 11.0% | 3.0% |
| 5/31/2022 | -2.7% | 21.6% | 7.0% |
| 3/2/2022 | 6.7% | 24.2% | 41.3% |
| 12/7/2021 | -3.7% | -10.5% | -20.3% |
| 6/3/2021 | 7.0% | 6.9% | 21.9% |
| 3/11/2021 | -8.5% | -21.1% | -15.7% |
| SUMMARY STATS | |||
| # Positive | 9 | 9 | 7 |
| # Negative | 13 | 13 | 15 |
| Median Positive | 9.6% | 8.3% | 7.5% |
| Median Negative | -7.0% | -10.5% | -17.7% |
| Max Positive | 75.0% | 72.1% | 79.0% |
| Max Negative | -35.5% | -34.8% | -41.1% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 07/31/2026 | 09/04/2026 | 10-Q |
| 04/30/2026 | 06/08/2026 | 10-Q |
| 01/31/2026 | 04/02/2026 | 10-K |
| 10/31/2025 | 12/05/2025 | 10-Q |
| 07/31/2025 | 09/08/2025 | 10-Q |
| 04/30/2025 | 06/06/2025 | 10-Q |
| 01/31/2025 | 03/28/2025 | 10-K |
| 10/31/2024 | 12/06/2024 | 10-Q |
| 07/31/2024 | 09/09/2024 | 10-Q |
| 04/30/2024 | 06/06/2024 | 10-Q |
| 01/31/2024 | 04/01/2024 | 10-K |
| 10/31/2023 | 12/08/2023 | 10-Q |
| 07/31/2023 | 09/11/2023 | 10-Q |
| 04/30/2023 | 06/08/2023 | 10-Q |
| 01/31/2023 | 04/03/2023 | 10-K |
| 10/31/2022 | 12/08/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 07/31/2026 | 09/04/2026 | 10-Q |
| 04/30/2026 | 06/08/2026 | 10-Q |
| 01/31/2026 | 04/02/2026 | 10-K |
| 10/31/2025 | 12/05/2025 | 10-Q |
| 07/31/2025 | 09/08/2025 | 10-Q |
| 04/30/2025 | 06/06/2025 | 10-Q |
| 01/31/2025 | 03/28/2025 | 10-K |
| 10/31/2024 | 12/06/2024 | 10-Q |
| 07/31/2024 | 09/09/2024 | 10-Q |
| 04/30/2024 | 06/06/2024 | 10-Q |
| 01/31/2024 | 04/01/2024 | 10-K |
| 10/31/2023 | 12/08/2023 | 10-Q |
| 07/31/2023 | 09/11/2023 | 10-Q |
| 04/30/2023 | 06/08/2023 | 10-Q |
| 01/31/2023 | 04/03/2023 | 10-K |
| 10/31/2022 | 12/08/2022 | 10-Q |
| 07/31/2022 | 09/08/2022 | 10-Q |
| 04/30/2022 | 06/07/2022 | 10-Q |
| 01/31/2022 | 04/04/2022 | 10-K |
| 10/31/2021 | 12/15/2021 | 10-Q |
| 07/31/2021 | 09/10/2021 | 10-Q |
| 04/30/2021 | 06/11/2021 | 10-Q |
Recent Forward Guidance
Updated 10/4/2026Latest: Q2 2027 Earnings Reported 9/2/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q3 2027 Revenue | Reported | 105.00 Mil | 110.00 Mil | 115.00 Mil | 4.8% | Higher New | Guidance: 105.00 Mil for Q2 2027 | |
Prior: Q1 2027 Earnings Reported 6/3/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q2 2027 Revenue | Reported | 100.00 Mil | 105.00 Mil | 110.00 Mil | 10.5% | Higher New | Guidance: 95.00 Mil for Q1 2027 | |
Q4 2026 Earnings Reported 3/4/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q1 2027 Revenue | Reported | 90.00 Mil | 95.00 Mil | 100.00 Mil | -9.5% | Lower New | Guidance: 105.00 Mil for Q4 2026 | |
Q3 2026 Earnings Reported 12/4/2025
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q4 2026 Revenue | Reported | 100.00 Mil | 105.00 Mil | 110.00 Mil | 10.5% | Higher New | Guidance: 95.00 Mil for Q3 2026 | |
Insider Activity
Updated 9/22/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Novruzova, Natella Fakhradovna | CAO | Direct | Sell | 9222026 | 9.86 | 1,484 | 14,632 | 278,180 | Form |
| 2 | Singh, Jagdeep CA | CCXO | Direct | Sell | 9222026 | 9.86 | 5,965 | 58,815 | 1,798,277 | Form |
| 3 | Khetani, Mansi | CFO | Direct | Sell | 9222026 | 9.86 | 4,931 | 48,620 | 1,719,752 | Form |
| 4 | Batill, Eric | General Counsel | Direct | Sell | 9222026 | 9.86 | 4,302 | 42,418 | 1,373,784 | Form |
| 5 | Vice, John David | CRO | Direct | Sell | 6232026 | 7.13 | 4,072 | 29,053 | 1,223,668 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Novruzova, Natella Fakhradovna | CAO | Direct | Sell | 9222026 | 9.86 | 1,484 | 14,632 | 278,180 | Form |
| 2 | Singh, Jagdeep CA | CCXO | Direct | Sell | 9222026 | 9.86 | 5,965 | 58,815 | 1,798,277 | Form |
| 3 | Khetani, Mansi | CFO | Direct | Sell | 9222026 | 9.86 | 4,931 | 48,620 | 1,719,752 | Form |
| 4 | Batill, Eric | General Counsel | Direct | Sell | 9222026 | 9.86 | 4,302 | 42,418 | 1,373,784 | Form |
| 5 | Vice, John David | CRO | Direct | Sell | 6232026 | 7.13 | 4,072 | 29,053 | 1,223,668 | Form |
| 6 | Singh, Jagdeep CA | CCXO | Direct | Sell | 6232026 | 7.14 | 9,719 | 69,350 | 1,340,375 | Form |
| 7 | Novruzova, Natella Fakhradovna | CAO | Direct | Sell | 6232026 | 7.13 | 2,242 | 15,996 | 209,160 | Form |
| 8 | Khetani, Mansi | CFO | Direct | Sell | 6232026 | 7.13 | 8,152 | 58,165 | 1,279,648 | Form |
| 9 | Batill, Eric | General Counsel | Direct | Sell | 6232026 | 7.13 | 4,979 | 35,523 | 1,024,750 | Form |
| 10 | Wilmer, Richard | President and CEO | Direct | Buy | 4132026 | 5.34 | 46,847 | 249,999 | 2,728,147 | Form |
| 11 | Batill, Eric | General Counsel | Direct | Sell | 3232026 | 5.30 | 2,695 | 14,284 | 416,633 | Form |
| 12 | Singh, Jagdeep CA | CCXO | Direct | Sell | 3232026 | 5.30 | 2,562 | 13,579 | 649,594 | Form |
| 13 | Khetani, Mansi | CFO | Direct | Sell | 3232026 | 5.30 | 2,311 | 12,248 | 681,050 | Form |
| 14 | Vice, John David | CRO | Direct | Sell | 3232026 | 5.30 | 1,117 | 5,920 | 644,369 | Form |
| 15 | Batill, Eric | General Counsel | Direct | Sell | 12232025 | 6.98 | 2,976 | 20,784 | 567,834 | Form |
| 16 | Singh, Jagdeep CA | CCXO | Direct | Sell | 12232025 | 6.99 | 4,832 | 33,754 | 870,594 | Form |
| 17 | Khetani, Mansi | CFO | Direct | Sell | 12232025 | 6.99 | 3,943 | 27,545 | 910,690 | Form |
| 18 | Vice, John David | CRO | Direct | Sell | 12232025 | 6.99 | 919 | 6,425 | 857,854 | Form |
| 19 | Batill, Eric | General Counsel | Direct | Sell | 9242025 | 11.27 | 2,058 | 23,197 | 949,965 | Form |
| 20 | Vice, John David | CRO | Direct | Sell | 9242025 | 11.27 | 2,363 | 26,634 | 1,393,314 | Form |
| 21 | Singh, Jagdeep CA | CCXO | Direct | Sell | 9242025 | 11.27 | 1,703 | 19,195 | 1,459,184 | Form |
| 22 | Khetani, Mansi | CFO | Direct | Sell | 9242025 | 11.27 | 1,302 | 14,675 | 1,513,817 | Form |
ChargePoint Holdings — Investor Video Playlist







Industry Resources
| Consumer Discretionary Resources |
| Retail Dive |
| Business of Fashion (BoF) |
| WWD (Women's Wear Daily) |
| National Retail Federation (NRF) |
| McKinsey & Company - Consumer |
| Mintel Consumer Trends |
| Other Specialty Retail Resources |
| Specialty Retailer |
| Retail Gazette |
| Inside Retail |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
Prefer one of these to Trefis? Tell us why.