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. They won’t be wildly profitable, but I expect much better operating efficiency. Their charger network should be significantly larger, and software/subscription revenue will likely play a bigger role. They'll be more established, especially in the U.S. and parts of Europe.
5 Years (2030): If EV adoption continues at pace, I see them hitting $700M–1B+ in revenue. Profitability? Very possible. Margins should improve as the business model shifts toward recurring revenue (charging fees, SaaS, maintenance). At this point, they’re either a legit mid-cap player or a juicy acquisition target.
10 Years (2035): Blink either becomes a steady, cash-flow-generating utility-like business, or it gets acquired by a bigger fish — maybe an oil company, energy utility, or even a tech firm expanding into energy. If they survive independently and grow into this role, this could be a massive return.
Valuation-wise, I’m not worried about where it trades now. If they execute, I see the market rewarding them with a healthy multiple in the future. Right now, it’s all about scaling, improving margins, and proving they can operate efficiently. If they do that, the upside is huge.
It’s not a sure thing — but if EV infrastructure is the next digital frontier, Blink has a real shot at being part of it.
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