Improved Efficiency And EV Demand Will Unlock Opportunities

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

25 Mar 25

Updated

05 Mar 26

Views

188

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-19.4%

7D

-6.7%

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1Y

-19.4%

7D

-6.7%

You can edit this narrative until Mar 6 1:10 AM. Then, changes will post as Updates.

Author's Valuation

US$5.2760.5% undervalued

AnalystConsensusTarget Fair Value

Shared on 05 Mar 26

Fair value Decreased 20%

EVGO: Charging Network Scale And Kroger Rollout Will Support 2026 Outlook

Analysts have reduced their blended 12 month price target for EVgo to roughly $5.27 from about $6.54, citing sector wide valuation pressure, a more conservative P/E framework, and updated expectations around growth, margins, and deployment tempo, even as they highlight the company's network scale, utilization, and longer term potential. Analyst Commentary Street research on EVgo reflects a mix of optimism about the company’s positioning in public fast charging and caution around valuation, deployment tempo, and the broader macro backdrop.

5 views

Shared on 19 Jan 26

EVGO: Kroger Charging Expansion Will Drive 2025 Revenue Outlook Higher

Analysts have kept their price target for EVgo broadly in line with prior views, with a modest adjustment that reflects slightly higher assumed discount rates, a small uplift in long term profit margin expectations, and a marginally lower future P/E multiple. What's in the News EVgo plans to build at least 150 fast charging stalls a year through 2035 at Kroger Family of Stores locations across the U.S., expanding an existing collaboration that began in 2022 (Key Developments).

9 views

Shared on 18 Dec 25

EVGO: 2025 Revenue Outlook And New CFO Will Drive Shares Higher

Analysts have modestly raised their price target on EVgo to approximately $6.54 per share from about $6.54 previously, reflecting slightly higher assumed discount rates, a marginally improved long term profit margin outlook, and a largely unchanged view on robust revenue growth and future valuation multiples. What's in the News EVgo reiterated its 2025 total revenue guidance, expecting between $350 million and $365 million for the year (company guidance).

22 views

Shared on 04 Dec 25

Fair value Decreased 0.84%

EVGO: 2025 Revenue Upside Will Drive Shares Higher From Here

Analysts have modestly lowered their price target on EVgo to approximately 6.54 dollars from about 6.60 dollars, citing slightly higher discount rate assumptions and marginally softer long term revenue growth expectations. These factors are only partly offset by incremental improvement in projected profit margins and valuation multiples.

15 views

Shared on 20 Nov 25

Fair value Increased 4.10%

EVGO: Future Revenue Projections Will Drive Shares Higher Into 2025

EVgo's analyst price target increased from $6.34 to $6.60, with analysts citing stronger expected revenue growth and improved valuation metrics as key drivers for the upward revision. What's in the News EVgo updated its earnings guidance for 2025, projecting total revenue between $350 million and $365 million on a baseline basis, with potential to reach up to $405 million including ancillary upside.

10 views

Shared on 01 May 25

Fair value Decreased 35%

0 views

Shared on 24 Apr 25

Fair value Decreased 38%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.1% to 0.3%.

0 views

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 09 Apr 25

Fair value Increased 165%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 02 Apr 25

Fair value Increased 1.54%

0 views

Valuator

Company Info

Notes

AnalystConsensusTarget Fair Value

US$5.27

60.5% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

23.06%

Historical revenue growth rate

54.76%

Specialty Stores revenue growth rate

0.30%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.32%

Calculation

US$38.90m

Earnings '29

x

23.92x

PE Ratio '29

=

US$930.32m

Market Cap '29

US$930.32m

Market Cap '29

/

136.38m

No. shares '29

=

US$6.82

Share Price '29

US$6.82 Share Price '29

Discounted to 2026 @ 9.11% p.a.

=

US$5.25

Fair Value '26