EVgo (EVGO) 주식 개요
는 미국에서 전기차를 위한 직류 고속 충전 네트워크를 소유하고 운영합니다. 자세히 보기
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EVgo
86.7% 저평가 내재 할인율
EVgo's Next Decade Will be a Charging Odyssey Worth Watching
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Published 30 Jul 2025
EVgo, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$1.33 |
| 52주 최고가 | US$5.18 |
| 52주 최저가 | US$1.23 |
| 베타 | 2.84 |
| 1개월 변동 | -16.88% |
| 3개월 변동 | -33.50% |
| 1년 변동 | -66.24% |
| 3년 변동 | -67.08% |
| 5년 변동 | -83.04% |
| IPO 이후 변동 | -86.44% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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.
내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...
새로운 내러티브 • 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 Alpha분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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...주주 수익률
| EVGO | US Specialty Retail | US 시장 | |
|---|---|---|---|
| 7D | -7.6% | -3.4% | -2.2% |
| 1Y | -66.2% | -14.5% | 13.1% |
수익률 대 산업: EVGO은 지난 1년 동안 -14.5%의 수익을 기록한 US Specialty Retail 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: EVGO은 지난 1년 동안 13.1%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| EVGO volatility | |
|---|---|
| EVGO Average Weekly Movement | 10.2% |
| Specialty Retail Industry Average Movement | 7.5% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.4% |
| 10% least volatile stocks in US Market | 2.9% |
안정적인 주가: EVGO는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: EVGO의 주간 변동성(10%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2010 | 376 | Badar Khan | www.evgo.com |
는 미국에서 전기 자동차를 위한 직류 고속 충전 네트워크를 소유하고 운영합니다. 이 회사는 운전자에게 직접 전기를 공급하고, OEM 충전 및 관련 서비스, 상업용 충전을 제공합니다. 또한 디지털 애플리케이션 사용자 지정, 충전 데이터 통합, 주차장 또는 차고 유료 게이트 뒤의 충전기 액세스, 마이크로 타겟 광고, 충전 예약과 같은 부가 서비스와 충전 사이트의 하드웨어, 설계, 건설 서비스, 지속적인 운영, 유지보수, 네트워킹 및 소프트웨어 통합 솔루션을 eXtend를 통해 제공합니다.
EVgo, Inc. 기초 지표 요약
| EVGO 기초 통계 | |
|---|---|
| 시가총액 | US$426.17m |
| 순이익 (TTM) | -US$54.12m |
| 매출 (TTM) | US$402.95m |
0.5x
주가매출비율(P/S)-3.5x
주가수익비율(P/E)EVGO는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| EVGO 손익계산서 (TTM) | |
|---|---|
| 매출 | US$402.95m |
| 매출원가 | US$242.02m |
| 총이익 | US$160.93m |
| 기타 비용 | US$215.05m |
| 순이익 | -US$54.12m |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | -0.38 |
| 총이익률 | 39.94% |
| 순이익률 | -13.43% |
| 부채/자본 비율 | 96.0% |
EVGO의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/10 07:39 |
| 종가 | 2026/09/10 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
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분석가 소스
EVgo, Inc.는 16명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Alexander Vrabel | BofA Global Research |
| Andres Sheppard-Slinger | Cantor Fitzgerald & Co. |
| Itay Michaeli | Citigroup Inc |