ChargePoint Holdings Gelecekteki Büyüme
Future kriter kontrolleri 0/6
ChargePoint Holdings kazanç ve gelirinin sırasıyla yıllık 50.7% ve 12.6% oranında artması tahmin edilirken, EPS'nin yıllık 58.1% oranında büyümesi bekleniyor.
Anahtar bilgiler
50.7%
Kazanç büyüme oranı
58.12%
EPS büyüme oranı
| Electrical kazanç büyümesi | 20.8% |
| Gelir büyüme oranı | 12.6% |
| Gelecekteki özkaynak getirisi | n/a |
| Analist kapsamı | Good |
| Son güncelleme | 04 Sep 2026 |
Gelecekteki son büyüme güncellemeleri
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
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Analiz Makalesi • 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...Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.Analiz Makalesi • 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...
Yeni Anlatı • 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.Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaAnaliz Makalesi • 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...Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 1/31/2029 | 614 | -78 | 39 | N/A | 3 |
| 1/31/2028 | 501 | -107 | 0 | 3 | 7 |
| 1/31/2027 | 442 | -135 | -34 | -42 | 7 |
| 7/31/2026 | 433 | -176 | -68 | -65 | N/A |
| 4/30/2026 | 415 | -206 | -71 | -66 | N/A |
| 1/31/2026 | 411 | -220 | -67 | -63 | N/A |
| 10/31/2025 | 404 | -235 | -70 | -64 | N/A |
| 7/31/2025 | 398 | -260 | -79 | -72 | N/A |
| 4/30/2025 | 408 | -262 | -127 | -117 | N/A |
| 1/31/2025 | 417 | -277 | -159 | -147 | N/A |
| 10/31/2024 | 431 | -313 | -201 | -186 | N/A |
| 7/31/2024 | 442 | -394 | -269 | -252 | N/A |
| 4/30/2024 | 484 | -450 | -304 | -287 | N/A |
| 1/31/2024 | 507 | -458 | -348 | -329 | N/A |
| 10/31/2023 | 544 | -442 | -357 | -338 | N/A |
| 7/31/2023 | 559 | -368 | -344 | -324 | N/A |
| 4/30/2023 | 516 | -335 | -322 | -300 | N/A |
| 1/31/2023 | 468 | -345 | -286 | -267 | N/A |
| 10/31/2022 | 395 | -327 | -283 | -265 | N/A |
| 7/31/2022 | 334 | -312 | -247 | -230 | N/A |
| 4/30/2022 | 282 | -304 | -206 | -190 | N/A |
| 1/31/2022 | 241 | -299 | -174 | -157 | N/A |
| 10/31/2021 | 204 | -342 | -145 | -130 | N/A |
| 7/31/2021 | 175 | -320 | -116 | -103 | N/A |
| 4/30/2021 | 154 | -329 | -108 | -95 | N/A |
| 1/31/2021 | 146 | -274 | -103 | -92 | N/A |
| 10/31/2020 | 147 | -204 | -96 | -83 | N/A |
| 7/31/2020 | 150 | -195 | -95 | -81 | N/A |
| 4/30/2020 | 146 | -133 | N/A | -94 | N/A |
| 1/31/2020 | 145 | -134 | N/A | -88 | N/A |
| 1/31/2019 | 92 | -108 | N/A | -101 | N/A |
| 1/31/2018 | 62 | -75 | N/A | -72 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: CHPT önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.
Kazançlar ve Piyasa: CHPT önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.
Yüksek Büyüme Kazançları: CHPT önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.
Gelir ve Pazar: CHPT şirketinin gelirinin (yıllık 12.6% ) US pazarından (yıllık 13.4% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Geliri: CHPT şirketinin gelirinin (yıllık 12.6% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: CHPT 'un Özsermaye Getirisi'nin 3 yıl içinde yüksek olmasının öngörülüp öngörülmediğini belirlemek için yeterli veri yok
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/14 02:07 |
| Gün Sonu Hisse Fiyatı | 2026/09/14 00:00 |
| Kazançlar | 2026/07/31 |
| Yıllık Kazançlar | 2026/01/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
ChargePoint Holdings, Inc. 18 Bu analistlerden 7, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Alexander Vrabel | BofA Global Research |
| Julien Dumoulin-Smith | BofA Global Research |
| Ryan Pfingst | B. Riley Securities, Inc. |