ChargePoint Holdings, Inc.

NYSE:CHPT Rapport sur les actions

Capitalisation boursière : US$251.6m

ChargePoint Holdings Gestion

Gestion contrôle des critères 1/4

Le PDG ChargePoint Holdings est Rick Wilmer, nommé en Nov2023, a un mandat de 2.83 ans. La rémunération annuelle totale est $ 4.11M, composée du salaire de 15.2% et des bonus 84.8%, y compris les actions et options de la société. détient directement 0.67% des actions de la société, d'une valeur de $ 1.68M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 0.9 ans et 11.8 ans.

Informations clés

Rick Wilmer

Directeur général

US$4.1m

Rémunération totale

Pourcentage du salaire du PDG15.22%
Durée du mandat du directeur général2.8yrs
Propriété du PDG0.7%
Durée moyenne d'occupation des postes de directionless than a year
Durée moyenne du mandat des membres du conseil d'administration11.8yrs

Mises à jour récentes de la gestion

Recent updates

Seeking Alpha • Sep 03

Maintain 'Buy' Rating On ChargePoint After Q2 Results

Summary ChargePoint is reiterated as a Buy following Q2 FY27 results, with 18% YoY revenue growth and a top-line beat. Margin expansion is a key thesis driver, as Q2 GAAP gross margin rose 500 bps YoY to 36%, aided by cost discipline and non-recurring tariff refunds. Express Solo product ramp-up and European market focus are expected to accelerate revenue and margin growth into FY28 and beyond. Valuation remains compelling, with CHPT trading at a deep discount on forward EV/Sales (0.66 vs. sector median 2.21), despite near-term liquidity and dilution risks. Read the full article on Seeking Alpha
Mise à jour du récit • Aug 14

CHPT: Cost Discipline And Restructuring Will Shape Balanced Risk Reward Outlook

Analyst price targets for ChargePoint Holdings have shifted higher into a $7 to $8 range, with analysts citing updated models that incorporate stronger assumed revenue growth, slightly improved profit margins and tighter cost discipline as reasons for a modestly higher fair value estimate. Analyst Commentary Recent Street research on ChargePoint Holdings points to a more measured stance, even as price targets move into a slightly higher range.
Mise à jour du récit • Jul 14

CHPT: Cost Discipline And New Partnerships Will Support Future Margin Upside

Analysts have lifted the fair value estimate for ChargePoint Holdings stock to $8.00 from $7.00, pointing to improving cost discipline and updated post-FQ1 models that they view as incrementally positive and supportive of a more balanced risk-reward profile over time. Analyst Commentary Recent research on ChargePoint Holdings highlights a more balanced view of the stock, with several bullish analysts fine tuning their fair value work after the latest FQ1 results and updated forecasts.
Mise à jour du récit • Jun 29

CHPT: Improving Cost Discipline Will Drive Future Upside Potential

Analysts have trimmed their fair value estimate for ChargePoint Holdings to $6.58 from $10.19, reflecting updates to revenue growth, profit margin, discount rate, and future P/E assumptions, along with recent price target moves to $7.50 and $8 that highlight improving cost discipline and a more balanced view of the stock’s risk and reward. Analyst Commentary Recent Street commentary on ChargePoint Holdings centers on modestly higher price targets and updated models after the latest quarterly results, with analysts weighing cost controls against execution risks and long term growth assumptions.
Mise à jour du récit • Jun 15

CHPT: New Partnerships And Services Will Support Margins At Current Levels

Analysts have trimmed their price target on ChargePoint Holdings to $7.00. This reflects updated assumptions around slightly lower projected revenue growth, a softer profit margin outlook, and a higher future P/E multiple.
Mise à jour du récit • Jun 01

CHPT: Weaker Hardware Margins And Sluggish Demand Will Restrain Future Upside Potential

Analysts have trimmed ChargePoint Holdings' average price target to about $6 to $7, with several firms cutting targets by $2 to $5 after Q4 results, as they factor in softer near term demand, lower hardware margins, and lighter revenue guidance, while maintaining ongoing confidence in new product contributions. Analyst Commentary Recent Street research on ChargePoint reflects a reset in expectations, with multiple bearish analysts cutting price targets into a US$5 to US$7 range after the Q4 earnings report.
Mise à jour du récit • May 14

CHPT: Softer Hardware Margins And Sluggish Demand Will Pressure Future Returns

Analysts have trimmed their average price targets on ChargePoint Holdings to a range of about $5 to $7. This reflects updated models after Q4 results that pointed to softer near term demand, pressure on hardware margins, cautious revenue guidance, and a more gradual benefit from new product launches.
Mise à jour du récit • Apr 30

CHPT: New Products And Margins Offset Demand Risks At Current Levels

Analysts have reduced the average price target for ChargePoint to a range centered around $6 to $7, reflecting updated models after Q4 earnings that highlighted mixed revenue guidance, weaker hardware margins, and demand uncertainty. At the same time, new products and management commentary support the case for long term growth and margin improvement potential.
Mise à jour du récit • Apr 16

CHPT: New Products And Partnerships Will Support Future Margin Improvement

Narrative Update The analyst price target for ChargePoint Holdings has moved lower toward a range of $5 to $7, as analysts adjust their models following Q4 results that included slightly better than expected revenue, softer gross margins, and more cautious near term revenue guidance, along with expectations for future product driven growth and margin improvement. Analyst Commentary Recent research updates point to a more cautious stance on ChargePoint Holdings, with several firms revising price targets into a tighter band around the mid single digits while largely maintaining neutral or hold ratings.
Mise à jour du récit • Apr 01

CHPT: Softer Margins And Demand Uncertainty Will Shape Future Return Potential

Analysts have trimmed ChargePoint's average price target to around $6 to $7, reflecting updated models after Q4 results that highlighted softer near term revenue expectations, pressure on hardware margins, and a more cautious view on demand, even as new products continue to roll out. Analyst Commentary Recent Street research reflects a more cautious tone around ChargePoint, with several bearish analysts trimming price targets and highlighting execution risks around margins, demand, and new product ramps.
Mise à jour du récit • Mar 18

CHPT: New Partnerships And Product Launches Will Support Future Margin Recovery

Analysts have reduced the updated price target on ChargePoint Holdings to $7.00 from $18.24, citing lower modeled revenue growth, slightly higher discount rates, and a more conservative future P/E assumption, despite some Q4 metrics coming in ahead of expectations. Analyst Commentary Recent Street research on ChargePoint has centered on recalibrated price targets, with many firms revising their models after the latest Q4 results.
Mise à jour du récit • Mar 03

CHPT: Weaker Margin Outlook And Execution Risks Will Pressure Future Returns

Analysts have reduced their price target on ChargePoint Holdings by $5. This change reflects updated assumptions for slightly higher projected revenue growth, a lower profit margin outlook, and a modestly higher future P/E multiple.
Mise à jour du récit • Feb 17

CHPT: Reset Revenue And Margin Assumptions Will Pressure Future Upside Potential

Analysts have trimmed their price target on ChargePoint Holdings by $3 to reflect updated fair value estimates of $5.00 that incorporate revised assumptions on revenue growth, profit margins, discount rates and future P/E multiples following recent research, including commentary from Goldman Sachs. Analyst Commentary Recent research includes a price target cut of $5.00 at Goldman Sachs, which reflects more cautious assumptions around ChargePoint Holdings' revenue trajectory, profitability and valuation multiples.
Mise à jour du récit • Feb 03

CHPT: New Contracts And Platform Expansion Will Drive Future Upside Potential

Narrative Update on ChargePoint Holdings Analysts have lowered their price targets on ChargePoint Holdings, including a US$5 cut highlighted in recent Street research. This change reflects updated views on the company’s earnings profile and valuation assumptions.
Mise à jour du récit • Jan 19

CHPT: Higher Margins And New Contracts Will Drive Future Upside Potential

Analysts have trimmed their implied price target for ChargePoint Holdings from US$11.25 to about US$10.19, reflecting updated assumptions for slightly lower revenue, a modestly higher profit margin, and a somewhat reduced future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts see the revised price target as still implying upside from current levels, even after the trim from US$11.25 to about US$10.19, which they view as a reset rather than a loss of confidence.
Mise à jour du récit • Jan 05

CHPT: Software Platform And Infrastructure Contracts Will Support Future Profitability

Analysts have trimmed their price target for ChargePoint Holdings, with the updated valuation reflecting slightly adjusted assumptions for long term revenue growth, profit margin, and future P/E expectations while keeping the fair value estimate steady at US$8.00. What's in the News ChargePoint has released a new generation of its software Platform, designed to manage any OCPP compliant chargers, support both turnkey and highly customizable setups, and provide cloud based scalability.
Article d’analyse • Jan 04

Not Many Are Piling Into ChargePoint Holdings, Inc. (NYSE:CHPT) Stock Yet As It Plummets 33%

To the annoyance of some shareholders, ChargePoint Holdings, Inc. ( NYSE:CHPT ) shares are down a considerable 33% in...
Mise à jour du récit • Dec 20

CHPT: Future Demand And Profitability Will Balance Slower Revenue Outlook

Analysts have modestly reduced their price target on ChargePoint Holdings by 1.00 dollar, reflecting slightly slower expected revenue growth, partly offset by improved long term profit margin assumptions and a lower future earnings multiple. What's in the News Loyola Marymount University is expanding its EV charging program with additional ChargePoint chargers, upgrading to the new ChargePoint Platform, and adding Safeguard Care for regular on-site inspections to improve uptime and user experience (client announcement).
Mise à jour du récit • Dec 06

CHPT: Future Profitability And New Contracts Will Shape A Balanced Outlook

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).
Article d’analyse • Nov 14

Investors Don't See Light At End Of ChargePoint Holdings, Inc.'s (NYSE:CHPT) Tunnel And Push Stock Down 26%

The ChargePoint Holdings, Inc. ( NYSE:CHPT ) share price has fared very poorly over the last month, falling by a...
Mise à jour du récit • Sep 05

Rapid EV Charging Expansion Will Unlock Global Market Opportunities

ChargePoint's analyst price target has been sharply reduced, reflecting weak end-market demand, disappointing financial results, ongoing US EV market headwinds, and growing concerns around the company’s cash position and upcoming debt maturities, lowering the fair value estimate from $20.61 to $12.72. Analyst Commentary Demand for ChargePoint's products remains depressed, with the company showing only sequential operational improvements rather than a significant turnaround.
Nouveau récit • Jul 30

ChargePoint's Future Revenue Growth Could Exceed 20% in the Next 5 Years

ChargePoint (CHPT) Investment Thesis – Long-Term Outlook ChargePoint is one of the most established names in the EV charging ecosystem, with a strong footprint across Level 2 commercial and fleet infrastructure. While it doesn’t focus heavily on DC fast charging like some peers, its strategy emphasizes widespread workplace, multi-unit dwelling, and fleet solutions—crucial segments in an electrifying economy.
Article d’analyse • Jul 29

Market Cool On ChargePoint Holdings, Inc.'s (NYSE:CHPT) Revenues Pushing Shares 33% Lower

ChargePoint Holdings, Inc. ( NYSE:CHPT ) shareholders won't be pleased to see that the share price has had a very rough...
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Nouveau récit • Mar 28

Restructuring And GM Energy Collaboration Will Empower EV Charging

ChargePoint's restructuring and expansion into new products are expected to improve adjusted EBITDA and drive revenue growth.
Article d’analyse • Feb 15

ChargePoint Holdings, Inc. (NYSE:CHPT) Might Not Be As Mispriced As It Looks After Plunging 27%

ChargePoint Holdings, Inc. ( NYSE:CHPT ) shareholders that were waiting for something to happen have been dealt a blow...
Seeking Alpha • Feb 03

ChargePoint: Setback From Trump's New 'Unleashing American Energy' Executive Order

Summary Semiconductor stocks, including Nvidia, plummeted due to global uncertainties and competition from Chinese startups, impacting the EV sector. The Green New Deal - one of President Trump’s recent executive orders – halts spending on EV charging stations and revokes Biden’s order for 50% EVs by 2030, impacting CHPT. Despite a discounted valuation, vast network, and strategic partnerships, ChargePoint struggles with profitability, high cash burn, and negative growth metrics, leading to a bearish outlook. Competition, supply chain issues, and policy changes pose significant risks, making CHPT a risky investment. CHPT has been one of the biggest stock losers since its IPO, down -90%, amid inflation, macro headwinds, and challenges in EV adoption and infrastructure, supporting its Sell rating. Read the full article on Seeking Alpha
Article d’analyse • Dec 06

Is ChargePoint Holdings (NYSE:CHPT) Using Debt In A Risky Way?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha • Dec 05

ChargePoint: Good Quarter, Improved Prospects (Rating Upgrade)

Summary ChargePoint Holdings reported better-than-expected Q3/FY2025 results, with sales coming in well above consensus estimates. While higher-margin subscription revenues continued to increase, sales of charging systems deteriorated to new multi-year lows. Lower operating expenses resulted in substantially reduced Adjusted EBITDA losses and reduced cash outflows. Management reiterated expectations for the company achieving positive Adjusted EBITDA in fiscal year 2026. However, this won't be an easy task. With anticipated tailwinds from decreasing inventory levels, improving margins and a return to revenue growth, investors might rediscover the company's shares going into 2025. As a result, I am raising my rating on the company's stock from "Sell" to "Hold". Read the full article on Seeking Alpha
Seeking Alpha • Oct 27

ChargePoint: Growth Concerns, Cash Burn, And Relatively Unattractive

Summary ChargePoint has weak fundamentals, declining revenue, and significant cash burn, which may lead to equity dilution. Macroeconomic headwinds and intense competition are slowing EV adoption, affecting ChargePoint's growth and leading to a 55% stock decline in the last 12 months. Despite cost-cutting measures and potential EBITDA improvements, ChargePoint's financial stress and delayed break-even guidance raise concerns about its ability to achieve sustained growth. Alternatives like Blink Charging and XCHG Limited offer better financial metrics and growth prospects, making them more attractive investments in the EV charging sector. Read the full article on Seeking Alpha
Seeking Alpha • Oct 08

ChargePoint's Positive Growth Outlook Makes It A Buy For Some Investors

Summary ChargePoint's alliance with LG and increasing U.S. plug-in vehicle sales support a positive long-term outlook for CHPT stock. A purchase of CHPT stock by Steve Cohen's Point72 hedge fund and significant institutional purchases of the shares in general increase my confidence in CHPT's future performance. Despite financial challenges and disappointing Q3 guidance, ChargePoint's partnership and market trends indicate potential for future growth. Risks include top-line declines, potential EV market downturns, and the need for additional cash, which could dilute shareholders. Read the full article on Seeking Alpha
Seeking Alpha • Sep 05

ChargePoint Holdings: Sell On Elevated Cash Usage And Delayed Profitability Targets

Summary Electric vehicle charging solutions provider ChargePoint reported less-than-stellar Q2/FY2025 results and issued Q3 guidance well below consensus expectations. Due to adverse market conditions, management no longer expects to achieve adjusted EBITDA profitability in the current fiscal year. Inventories are now expected to remain at elevated levels until at least the end of FY2025. At the current level of cash usage, CHPT would be required to raise additional capital in the second half of the calendar year 2025. Given the company's weak near-term prospects, investors should consider moving to the sidelines. Read the full article on Seeking Alpha
Article d’analyse • Aug 01

ChargePoint Holdings, Inc.'s (NYSE:CHPT) Shares Climb 52% But Its Business Is Yet to Catch Up

ChargePoint Holdings, Inc. ( NYSE:CHPT ) shares have had a really impressive month, gaining 52% after a shaky period...

Analyse de la rémunération des PDG

Comment la rémunération de Rick Wilmer a-t-elle évolué par rapport aux bénéfices de ChargePoint Holdings?
DateRémunération totaleSalaireBénéfices de l'entreprise
Jul 31 2026n/an/a

-US$176m

Apr 30 2026n/an/a

-US$206m

Jan 31 2026US$4mUS$625k

-US$220m

Oct 31 2025n/an/a

-US$235m

Jul 31 2025n/an/a

-US$260m

Apr 30 2025n/an/a

-US$262m

Jan 31 2025US$3mUS$625k

-US$277m

Oct 31 2024n/an/a

-US$313m

Jul 31 2024n/an/a

-US$394m

Apr 30 2024n/an/a

-US$450m

Jan 31 2024US$3mUS$522k

-US$458m

Oct 31 2023n/an/a

-US$442m

Jul 31 2023n/an/a

-US$368m

Apr 30 2023n/an/a

-US$335m

Jan 31 2023US$9mUS$233k

-US$345m

Rémunération vs marché: La rémunération totale de Rick ($USD 4.11M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 1.60M ).

Rémunération et revenus: La rémunération de Rick a augmenté alors que l'entreprise n'est pas rentable.

PDG

Rick Wilmer (64 yo)

2.8yrs
Titularisation
US$4,106,013
Compensation

Mr. Richard Wilmer, also known as Rick, is President, Chief Executive Officer and Director of ChargePoint Holdings, Inc. since November 16, 2023. He served as Chief Customer and Operations Officer of Charg...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Richard Wilmer
President2.8yrsUS$4.11m0.67%
$ 1.7m
Mansi Khetani
Chief Financial Officer2.2yrsUS$1.36m0.67%
$ 1.7m
Eric Batill
General Counsel & Corporate Secretary1.2yrsUS$1.39mpas de données
Jagdeep Singh
Chief Customer Experience Officer2.6yrsUS$1.36mpas de données
John Vice
Executive Officerless than a yearUS$1.09m0.16%
$ 403.9k
Natella Novruzova
Chief Accounting Officerless than a yearpas de données0.11%
$ 274.7k
Audrey Dion
Head of Investor Relationsno datapas de donnéespas de données
John Canton
Vice President of Communicationsno datapas de donnéespas de données
Jyothi Swaroop
Chief Marketing & Growth Officerless than a yearpas de donnéespas de données
Hossein Kazemi
Chief Technical Officer of Hardware2.7yrspas de donnéespas de données
Jaser Faruq
Chief Product & Software Officerless than a yearpas de donnéespas de données
John Saffrett
Executive VP & Managing Director of Europeno datapas de donnéespas de données
0.9yrs
Durée moyenne de l'emploi
56yo
Âge moyen

Gestion expérimentée: L'équipe de direction de CHPT n'est pas considérée comme expérimentée (ancienneté moyenne 0.9 ans), ce qui suggère une nouvelle équipe.

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Richard Wilmer
President2.8yrsUS$4.11m0.67%
$ 1.7m
Martin Eberhard
Member of Technical Advisory Boardno datapas de donnéespas de données
Bruce Chizen
Independent Chairman of the Board11.8yrsUS$247.99k0.31%
$ 781.3k
Mark Leschly
Independent Non-Employee Director16.8yrsUS$225.99k0.080%
$ 200.3k
Joseph DiNucci
Member of Technical Advisory Boardno datapas de donnéespas de données
Jeffrey Harris
Independent Non-Employee Director7.8yrsUS$237.99k0.080%
$ 200.3k
Roger Craig
Member of Technical Advisory Boardno datapas de donnéespas de données
Jorge del Calvo
Member of Technical Advisory Boardno datapas de donnéespas de données
Michael Linse
Independent Non-Employee Director14.4yrsUS$232.99k0.080%
$ 200.3k
Felix Kramer
Member of Technical Advisory Boardno datapas de donnéespas de données
Owen Brown
Member of Technical Advisory Boardno datapas de donnéespas de données
Lyle Dennis
Member of Technical Advisory Boardno datapas de donnéespas de données
11.8yrs
Durée moyenne de l'emploi
70yo
Âge moyen

Conseil d'administration expérimenté: Le conseil d'administration de la CHPT est chevronné et expérimenté ( 11.8 années d'ancienneté moyenne).

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/09/09 09:37
Cours de l'action en fin de journée2026/09/09 00:00
Les revenus2026/07/31
Revenus annuels2026/01/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

ChargePoint Holdings, Inc. est couverte par 18 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Alexander VrabelBofA Global Research
Julien Dumoulin-SmithBofA Global Research
Ryan PfingstB. Riley Securities, Inc.