Blink Charging is a long-term, high-risk play — but I’m in it because I believe EV infrastructure is still in its early innings. Here’s how I see it: 3 Years (2028): Blink is still scaling.Read more
Key Takeaways Accelerated EV adoption, government mandates, and smart city integration could enable Blink to capture outsized growth, recurring revenue, and margin expansion ahead of forecasts. Strategic acquisitions, executive hires, and innovative financing position Blink to scale rapidly, unlock synergies, and achieve profitability faster than competitors.Read more

Key Takeaways Expanded product offerings, recurring service revenues, and international partnerships support revenue growth, margin expansion, and greater earnings stability. Strategic cost reductions and proprietary technology enhancements position the company for lower cash burn, improved operating leverage, and premium market segment capture.Read more

Key Takeaways High operational costs, lack of sustainable profitability, and regulatory uncertainty threaten future revenue growth and the ability to self-fund expansion. Rising competition, industry consolidation, and the shift toward at-home charging challenge market share, utilization rates, and recurring service revenues.Read more
