Update shared on 06 Dec 2025
Fair value Decreased 12%Narrative Update on ChargePoint Holdings
Analysts have trimmed their price target on ChargePoint Holdings from 12.72 dollars to 11.25 dollars, citing a higher required return, slightly stronger revenue growth, improved profitability expectations, and a lower projected future price to earnings multiple.
What's in the News
- Issued revenue guidance for the fourth fiscal quarter ending January 31, 2026, projecting between 100 million and 110 million dollars in sales (corporate guidance).
- Launched a new ultra fast EV charging site in Canton, Michigan, with the Dabaja Brothers Development Group, the first of several planned locations across metro Detroit totaling more than 40 fast charging ports (client announcement).
- Introduced a new generation of the ChargePoint Platform, a cloud native, modular software solution that manages any OCPP compliant chargers and provides real time insights, customizable dashboards, and mobile first controls (product announcement).
- Secured a new Sourcewell cooperative purchasing contract, enabling public agencies in the U.S. and Canada to procure ChargePoint hardware, software, and services through streamlined, preferred pricing agreements (client announcement).
- Filed a 150 million dollar at the market follow on equity offering of common stock, providing additional capital raising flexibility (follow on equity offering).
Valuation Changes
- Fair Value Estimate was reduced from 12.72 dollars to 11.25 dollars, a modest downward revision in the intrinsic value assessment.
- The Discount Rate increased slightly from 12.32 percent to 12.50 percent, reflecting a marginally higher required return.
- Revenue Growth was raised modestly from 15.39 percent to 16.10 percent, indicating slightly stronger long term top line expectations.
- The Net Profit Margin was lifted from 10.16 percent to 11.80 percent, signaling improved long term profitability assumptions.
- The Future P/E Multiple was lowered significantly from 8.13 times to 6.01 times, pointing to a more conservative valuation of future earnings.
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