EVgo（EVGO）株式概要
は、米国で電気自動車用の直流急速充電ネットワークを所有・運営している。 詳細
EVGO Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$10
FV
80.8% 割安 内在価値ディスカウント47
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EVgo, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$1.92 |
| 52週高値 | US$5.18 |
| 52週安値 | US$1.64 |
| ベータ | 2.77 |
| 1ヶ月の変化 | -2.54% |
| 3ヶ月変化 | -12.33% |
| 1年変化 | -53.85% |
| 3年間の変化 | -55.56% |
| 5年間の変化 | -86.10% |
| IPOからの変化 | -80.43% |
最新ニュース
ナラティブの更新 • May 30
EVGO: Stall Deployment And Utilization Are Expected To Support 2026 Profitability
Analysts have trimmed their average price target on EVgo to $7.00, reflecting slightly softer long term growth assumptions, lower margin expectations, and a modest uptick in projected P/E multiples following recent guidance and sector wide valuation resets. Analyst Commentary Recent research coverage presents a mixed but generally constructive picture for EVgo, with several firms trimming price targets while maintaining positive ratings.
ナラティブの更新 • May 15
EVGO: Softer 2026 Guide Will Set Stage For Future Stall Acceleration
Narrative Update on EVgo Analysts have trimmed EVgo's average price target by $0.50 to $3.50, reflecting softer than anticipated guidance and a slightly lower revenue growth outlook. They continue to highlight ongoing network expansion and a longer term investment thesis that remains in place.ナラティブの更新 • May 01
EVGO: Softer 2026 Outlook And Slower Deployment Tempo Will Drive Repricing
Analysts have reduced the implied fair value for EVgo from $4.00 to $3.00 per share, reflecting a series of lower price targets across the Street. They are factoring in softer FY26 guidance, a higher discount rate and more moderate revenue growth assumptions, while still acknowledging the long term potential highlighted in recent research.Recent updates
ナラティブの更新 • May 30
EVGO: Stall Deployment And Utilization Are Expected To Support 2026 Profitability
Analysts have trimmed their average price target on EVgo to $7.00, reflecting slightly softer long term growth assumptions, lower margin expectations, and a modest uptick in projected P/E multiples following recent guidance and sector wide valuation resets. Analyst Commentary Recent research coverage presents a mixed but generally constructive picture for EVgo, with several firms trimming price targets while maintaining positive ratings.ナラティブの更新 • May 15
EVGO: Softer 2026 Guide Will Set Stage For Future Stall Acceleration
Narrative Update on EVgo Analysts have trimmed EVgo's average price target by $0.50 to $3.50, reflecting softer than anticipated guidance and a slightly lower revenue growth outlook. They continue to highlight ongoing network expansion and a longer term investment thesis that remains in place.ナラティブの更新 • May 01
EVGO: Softer 2026 Outlook And Slower Deployment Tempo Will Drive Repricing
Analysts have reduced the implied fair value for EVgo from $4.00 to $3.00 per share, reflecting a series of lower price targets across the Street. They are factoring in softer FY26 guidance, a higher discount rate and more moderate revenue growth assumptions, while still acknowledging the long term potential highlighted in recent research.Seeking Alpha • Apr 28
EVgo: Likely Won't Be Cash Flow Positive Until 2031, Yet Appears To Be A Great Long-Term Investment
Summary EVgo stands out by focusing on DCFC charging, decoupling revenue growth from EV sales, and achieving notable gross margin improvement. Despite gross margin gains, EVGO faces persistent operational losses, heavy CapEx, and ongoing share dilution risks, with negative free cash flow expected until 2031, according to my DCF model. My proprietary DCF model yields a $23.27 price target, implying a 24% CAGR, supported by DOE loan-driven network expansion and long-term industry tailwinds. While near-term growth slows and dilution risk persists, EVGO offers utility-like stability, margin expansion, and high double-digit revenue growth potential into the 2030s. Read the full article on Seeking Alpha
ナラティブの更新 • Apr 16
EVGO: Charging Network Buildout And 2026 Profitability Outlook Will Drive Upside
Analysts have trimmed the fair value estimate for EVgo from $5.06 to $4.75. This reflects a series of reduced price targets across the Street as they factor in softer FY26 guidance, a slightly higher discount rate, modestly adjusted growth and margin expectations, and a lower future P/E multiple, while generally maintaining constructive long term views on the business.ナラティブの更新 • Apr 02
EVGO: Long Term Fast Charging Network Expansion Will Support 2026 Profitability
EVgo's updated analyst fair value estimate has shifted from $11.06 to $7.00 as analysts factor in softer FY26 guidance, higher discount rates, and more tempered revenue growth and valuation multiples, even as many still highlight long term opportunities in fast charging and network utilization. Analyst Commentary Street research around EVgo has turned more cautious on valuation, but many firms are still highlighting company specific execution positives and long term growth potential in fast charging.ナラティブの更新 • Mar 19
EVGO: Charging Network Expansion And 2026 Profitability Outlook Will Support Upside
Analysts have trimmed the average price target on EVgo by about $0.21, reflecting slightly softer long term guidance and updated assumptions on growth, margins, discount rate, and future P/E multiples, while still generally pointing to a constructive multi year thesis for the business. Analyst Commentary Street research on EVgo has shifted toward slightly lower price targets, but most covering firms still point to a constructive long term setup, with differences mainly around how quickly the company can execute on its growth and profitability plans.ナラティブの更新 • Mar 05
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.ナラティブの更新 • Feb 17
EVGO: Nationwide NACS Buildout And 2025 Revenue Outlook Will Drive Repricing
Analysts have nudged their price target on EVgo to $4.00, reflecting updated assumptions around a modestly lower discount rate, slightly higher revenue growth expectations at 31.21%, a small adjustment to projected profit margins at 4.88%, and a refined future P/E estimate of 19.46. What's in the News EVgo plans to roll out more than 500 NACS connectors by the end of this year, building on a 2025 pilot that installed nearly 100 connectors across 22 major metropolitan areas to serve both Tesla drivers and new NACS equipped models (Key Developments).ナラティブの更新 • Feb 03
EVGO: Expanded Fast Charging Rollout And 2025 Revenue Outlook Will Drive Repricing
Analysts have modestly adjusted their price target on EVgo, citing updated assumptions around discount rates, revenue growth, profit margin, and future P/E that refine their valuation outlook rather than overhaul it. What's in the News EVgo plans to accelerate deployment of NACS connectors, targeting more than 500 installed by year end, building on a 2025 pilot that added nearly 100 connectors across 22 major metropolitan areas (Key Developments).ナラティブの更新 • Jan 19
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).ナラティブの更新 • Jan 05
EVGO: Higher 2025 Revenue Outlook Will Support Bullish Repricing
Analysts have raised their price target on EVgo to US$4.00 from US$3.50, citing updated assumptions that include a revised revenue growth outlook, an updated discount rate, modestly adjusted profit margin expectations, and a lower future P/E multiple in their models. What's in the News EVgo reiterated its total revenue guidance for 2025, with a range of US$350 million to US$365 million.ナラティブの更新 • Dec 18
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).ナラティブの更新 • Dec 04
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.ナラティブの更新 • Nov 20
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.分析記事 • Oct 02
Investors Appear Satisfied With EVgo, Inc.'s (NASDAQ:EVGO) Prospects As Shares Rocket 29%
Despite an already strong run, EVgo, Inc. ( NASDAQ:EVGO ) shares have been powering on, with a gain of 29% in the last...分析記事 • Jul 04
Is EVgo (NASDAQ:EVGO) A Risky Investment?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • Apr 29
EVgo: Cost Crunch Amidst Tariff Battles Is Giving The Company A Tough Time
Summary I am bearish on EVgo, Inc. due to potential increased costs from tariffs on refined copper and other imported materials essential for EV charging infrastructure. Despite strong revenue growth in FY2024, policy uncertainties and tariffs could negatively impact EVgo's financial performance and installation costs in FY2025. The collaboration with Delta Electronics aims to drive cost efficiencies, but the overall industry faces pessimism due to macroeconomic challenges and policy uncertainties. The EV charging sector is undervalued, with high bankruptcy risks, as evidenced by low PS ratios and negative Altman Z scores among competitors. Read the full article on Seeking Alpha分析記事 • Apr 28
We Think EVgo (NASDAQ:EVGO) Can Afford To Drive Business Growth
We can readily understand why investors are attracted to unprofitable companies. For example, although...
新しいナラティブ • Mar 25
DOE Loan And OEM Partnerships Will Expand US Charging Network
Strategic partnerships with OEMs and autonomous vehicle firms position EVgo to capitalize on high-value market segments, boosting revenue and utilization rates.Seeking Alpha • Feb 11
EVgo's Next Supercharge: A Compelling Long-Term Investment
Summary EVgo stands out in the EV charging niche, growing rapidly with DOE loan approval, making it a strong long-term play despite near-term volatility. EVgo's focus on DC fast charging and its asset-light eXtend segment drive impressive growth, with revenues soaring from $22M in 2021 to $239M in Q3 2024. The DOE loan supports EVgo's expansion, potentially adding 10,600 new fast-charging stalls by 2029, with favorable repayment terms easing near-term liquidity pressures. Despite market challenges and unprofitability, EVgo's strong operational performance and DOE backing make it an attractive investment for those who can stomach short-term price fluctuations. Read the full article on Seeking Alpha分析記事 • Jan 23
EVgo, Inc. (NASDAQ:EVGO) Stocks Pounded By 27% But Not Lagging Industry On Growth Or Pricing
Unfortunately for some shareholders, the EVgo, Inc. ( NASDAQ:EVGO ) share price has dived 27% in the last thirty days...分析記事 • Jan 17
EVgo, Inc.'s (NASDAQ:EVGO) Intrinsic Value Is Potentially 83% Above Its Share Price
Key Insights EVgo's estimated fair value is US$6.59 based on 2 Stage Free Cash Flow to Equity EVgo's US$3.59 share...Seeking Alpha • Jan 15
EVgo: An Overlooked Play On The Debottlenecking Of EV Value Chain With 150% Upside
Summary The DOE Loan fueled a ~40% higher stall growth in the next 5 years at a low cost, yet the impact is not priced in at the current levels. A clear and attainable catalyst path outlined by the management team will serve as medium term tailwinds for the business and its share prices. Reiterating Adjusted EBITDA breakeven guidance in 2025 will be the focus of Q4'24 earning calls. Price target of $10.2/share – implying a 152% upside. Read the full article on Seeking AlphaSeeking Alpha • Dec 14
Buy EVgo On Approved DoE Loan Unlocking New Revenue Growth
Summary EVgo's path to EBITDA breakeven by late 2025 is significantly strengthened by approval of the $1.25 DoE loan with favorable terms. The company faces significant cash burn but has seen revenue grow 10x since 2021, supported by rising EV adoption and ride-share electrification. EVgo's future profitability hinges on increasing throughput and utilization, with a fair valuation at $7 today and potential long-term value at $29 by 2035. Investors should buy EVgo now that the DoE loan has been approved, with potential upgrades based on EV adoption rates, partnerships, or throughput and utilization surprises. Read the full article on Seeking AlphaSeeking Alpha • Dec 03
EVgo: Q3 Results Likely To Support Reversal Rally
Summary Initiating coverage on EVgo with a “Buy” rating, citing strong Q3 2024 results and potential for growth in the EV charging sector. EVgo reported a 92% year-on-year revenue growth and significant margin expansion, with a positive outlook for operating cash flows and capital investment. The impending DOE loan approval and achieving EBITDA breakeven in 2025 are key catalysts for EVGO's stock price appreciation. EVgo's partnerships and operational efficiencies position it for profitability and value creation, making it an attractive investment over the next 24 months. Read the full article on Seeking Alpha分析記事 • Nov 18
The Price Is Right For EVgo, Inc. (NASDAQ:EVGO) Even After Diving 39%
The EVgo, Inc. ( NASDAQ:EVGO ) share price has softened a substantial 39% over the previous 30 days, handing back much...分析記事 • Nov 15
The EVgo, Inc. (NASDAQ:EVGO) Third-Quarter Results Are Out And Analysts Have Published New Forecasts
A week ago, EVgo, Inc. ( NASDAQ:EVGO ) came out with a strong set of third-quarter numbers that could potentially lead...Seeking Alpha • Nov 13
EVgo Q3 Results: The Potential To Succeed Is There, But It'll Take Time
Summary EVgo, Inc. reported Q3 '24 earnings with a 92.4% y/y sales increase but still faces inefficiencies and profitability challenges, leading to a hold rating. The company's gross margins improved to 9.4%, and it holds $153.4m in cash with zero debt, positioning it well for growth. EVgo's future expansion includes a potential $1B loan guarantee and plans to build 7,500 high-powered charging stalls over five years. Despite promising revenue growth, I remain cautious due to high costs and competition, adding EVgo to my watch list for closer monitoring. Read the full article on Seeking Alpha分析記事 • Nov 01
We're Not Very Worried About EVgo's (NASDAQ:EVGO) Cash Burn Rate
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Seeking Alpha • Oct 04
EVgo Is Positioned For Quantity Over Quality And May Risk Margin Compression
Summary EVgo stock surged 60% following a $1.05 billion DOE loan to further develop the national charging network, 40% of which will be built in marginalized areas. EVgo's partnership with GM aims to elevate charging stations' quality, adding 400 fast-charging stalls in key states, potentially making public charging more appealing to customers. EV adoption is falling out of favor, with consumer preferences turning to hybrid models. OEMs have broadly cut back on EV and battery programs as a result of declining demand. Read the full article on Seeking Alpha分析記事 • Oct 04
EVgo, Inc. (NASDAQ:EVGO) Looks Just Right With A 52% Price Jump
EVgo, Inc. ( NASDAQ:EVGO ) shares have continued their recent momentum with a 52% gain in the last month alone. The...Seeking Alpha • Aug 27
Rapidly Growing EVgo Is A Strong Buy
Summary EVgo's Q2 results show rapid growth, with charging network revenue up 146% YOY and overall sales up 32% YOY. The firm's charging network margin increased to 34.2%, indicating growing profitability and a positive trajectory towards adjusted EBITDA turning breakeven in 2025. Rising demand from rideshare and autonomous vehicle sectors, along with the deployment of NACS connectors, are key growth catalysts for EVgo. EVGO's stable fixed costs and increasing revenue suggest a clear path to long-term profitability. Read the full article on Seeking AlphaSeeking Alpha • Aug 17
EVgo: Struggles To Revitalize Its Profitability Despite Growing Charging Infrastructure Revenue
Summary EVgo shows impressive revenue growth and network expansion, but profitability remains elusive. The company faces challenges in charging infrastructure costs and stiff competition from established players like Tesla and ChargePoint. The EV charging market's growth is tied to overall EV adoption, which is currently experiencing a slowdown. EVgo's future success depends on overcoming infrastructure installation costs and navigating economic uncertainties. Despite strong sales, EVgo's valuation remains high compared to peers. With a target price of $4.2-$4.4 per share, reflecting current levels, the stock is rated as a Hold pending future. Read the full article on Seeking Alpha分析記事 • Jul 05
EVgo, Inc. (NASDAQ:EVGO) Stocks Shoot Up 30% But Its P/S Still Looks Reasonable
EVgo, Inc. ( NASDAQ:EVGO ) shareholders would be excited to see that the share price has had a great month, posting a...分析記事 • Jun 25
Companies Like EVgo (NASDAQ:EVGO) Are In A Position To Invest In Growth
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...株主還元
| EVGO | US Specialty Retail | US 市場 | |
|---|---|---|---|
| 7D | -19.3% | 3.4% | -3.3% |
| 1Y | -53.8% | 2.1% | 22.3% |
業界別リターン: EVGO過去 1 年間で2.1 % の収益を上げたUS Specialty Retail業界を下回りました。
リターン対市場: EVGOは、過去 1 年間で22.3 % のリターンを上げたUS市場を下回りました。
価格変動
| EVGO volatility | |
|---|---|
| EVGO Average Weekly Movement | 9.7% |
| Specialty Retail Industry Average Movement | 7.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: EVGO 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: EVGOの 週次ボラティリティ ( 10% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2010 | 376 | Badar Khan | www.evgo.com |
は、米国で電気自動車用の直流急速充電ネットワークを所有・運営している。ドライバーに直接電気を供給するほか、相手先商標製品メーカーの充電や関連サービス、商用充電も行っている。また、デジタルアプリケーションのカスタマイズ、充電データの統合、駐車場やガレージの有料ゲート裏の充電器へのアクセス、マイクロターゲット広告、充電予約などの付帯サービス、充電サイトのハードウェア、設計、建設サービス、eXtendを通じた継続的な運用、メンテナンス、ネットワークおよびソフトウェア統合ソリューションも提供している。さらに、データ、リサーチ、広告サービス、設備調達・運用サービスなどのPlugShareも提供している。同社は2010年に設立され、カリフォルニア州エル・セグンドに本社を置いている。EVgo, Inc.はEVgo Holdings LLCの子会社として運営されている。
EVgo, Inc. 基礎のまとめ
| EVGO 基礎統計学 | |
|---|---|
| 時価総額 | US$652.83m |
| 収益（TTM） | -US$46.39m |
| 売上高(TTM) | US$418.33m |
0.6x
P/Sレシオ-5.8x
PER（株価収益率EVGO は割高か？
公正価値と評価分析を参照収益と収入
| EVGO 損益計算書（TTM） | |
|---|---|
| 収益 | US$418.33m |
| 売上原価 | US$256.23m |
| 売上総利益 | US$162.10m |
| その他の費用 | US$208.49m |
| 収益 | -US$46.39m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -0.33 |
| グロス・マージン | 38.75% |
| 純利益率 | -11.09% |
| 有利子負債／自己資本比率 | 60.0% |
EVGO の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/09 19:30 |
| 終値 | 2026/06/09 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
EVgo, Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16
| アナリスト | 機関 |
|---|---|
| Michael Legg | Benchmark Company |
| Alexander Vrabel | BofA Global Research |
| Andres Sheppard-Slinger | Cantor Fitzgerald & Co. |