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EVgo, Inc.

NasdaqGS:EVGO 株式レポート

時価総額:US$426.2m

  • 会社概要
  • 評価
  • 将来の成長
  • 過去の実績
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EVgo バランスシートの健全性

財務の健全性 基準チェック /26

EVgoの総株主資本は$309.6M 、総負債は$297.3Mで、負債比率は96%となります。総資産と総負債はそれぞれ$966.9Mと$657.3Mです。

主要情報

96.01%

負債資本比率

US$297.25m

負債

インタレスト・カバレッジ・レシオn/a
現金US$121.82m
エクイティUS$309.60m
負債合計US$657.31m
総資産US$966.91m

財務の健全性に関する最新情報

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...
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...
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...

Recent updates

User avatar
ナラティブ更新 • Sep 04

EVGO: 2026 Fast Charging Rollout Will Support Upside From Compressed Multiples

Analysts have trimmed their blended price target for EVgo to about $2 from roughly $2.50, reflecting a higher discount rate, a lower assumed future P/E multiple, and recent cuts to individual targets that cite mixed results and a push for more immediate profitability. Analyst Commentary Recent research on EVgo points to a more cautious tone.
User avatar
ナラティブ更新 • Aug 21

EVGO: Charging Network Expansion And 2026 Guidance Will Support Future Upside

The analyst price target for EVgo has shifted lower by $0.44 to $3.81, as analysts factor in reduced future P/E assumptions and a higher discount rate, while also acknowledging updated views on revenue growth, profitability, and recent Street target cuts to the $2 to $2.50 range. Analyst Commentary Recent Street commentary on EVgo highlights a mix of optimism around long term potential and caution around execution, cost discipline, and near term profitability.
Seeking Alpha • Aug 13

EVgo Q2 2026 Review: The Good News, The Bad News (Rating Downgrade)

Summary EVgo saw Q2 2026 revenue decline 16% YoY, driven by a scaling-down eXtend segment, yet remains among America's fastest-growing companies. EVGO's management is exploring new revenue streams, including leveraging battery infrastructure and potential non-organic growth via distressed asset acquisitions, though current financial constraints limit M&A flexibility. Revised FY2026 revenue guidance was cut to $400–430 million and, combined with other announcements, prompted a 3.4% DCF target price reduction to $22.48 and a temporary rating downgrade amid negative sentiment. Despite near-term headwinds and technical weakness, I remain long-term bullish on EVGO, citing unchanged growth drivers and significant market-beating upside potential from current levels. Read the full article on Seeking Alpha
User avatar
ナラティブ更新 • Aug 06

EVGO: 2026 Charging Network Expansion Will Support Upside From Compressed Multiples

Analysts have trimmed their fair value estimate and price target for EVgo stock to $2.50, citing updated assumptions on growth, profitability, risk, and future P/E multiples following recent Street research from firms that lowered their targets or ratings. Analyst Commentary Recent Street research on EVgo points to more cautious sentiment, even as opinions remain mixed across the coverage universe.
User avatar
ナラティブ更新 • Jun 13

EVGO: Charging Buildout And 2026 Revenue Guidance Will Drive Upside

Analysts have trimmed their price target on EVgo to $4.25 from $4.75, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E. This change comes alongside a recent reset in Street positioning, with EVgo now rated Neutral at some firms.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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).
User avatar
ナラティブ更新 • 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).
User avatar
ナラティブ更新 • 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).
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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).
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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...
User avatar
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 Alpha
Seeking 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 Alpha
Seeking 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...

財務状況分析

短期負債: EVGOの 短期資産 ( $272.8M ) が 短期負債 ( $124.7M ) を超えています。

長期負債: EVGOの短期資産 ( $272.8M ) は 長期負債 ( $532.6M ) をカバーしていません。


デット・ツー・エクイティの歴史と分析

負債レベル: EVGOの 純負債対資本比率 ( 56.7% ) は 高い と見なされます。

負債の削減: EVGOの負債対資本比率は、過去 5 年間で107.4%から96%に減少しました。


貸借対照表


キャッシュ・ランウェイ分析

過去に平均して赤字であった企業については、少なくとも1年間のキャッシュ・ランウェイがあるかどうかを評価する。

安定したキャッシュランウェイ: EVGOは、現在の フリーキャッシュフロー に基づくと、キャッシュランウェイ が 1 年未満です。

キャッシュランウェイの予測: EVGOは、フリーキャッシュフローが毎年8.7 % の歴史的率で減少し続ける場合、キャッシュランウェイが 1 年未満になります。


健全な企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/09/10 07:40
終値2026/09/10 00:00
収益2026/06/30
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
  • SECフォーム10-K
  • SECフォーム10-Q
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
  • アナリストリサーチレポート
  • Blue Matrix
市場価格30年
  • 株価
  • 配当、分割、措置
  • ICEマーケットデータ
  • SECフォームS-1
所有権10年
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マネジメント10年
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主な進展10年
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* 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

この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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 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. 9 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
Alexander VrabelBofA Global Research
Andres Sheppard-SlingerCantor Fitzgerald & Co.
Itay MichaeliCitigroup Inc

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