CHPT Research | Milton Maxwell

CHPT

ChargePoint Holdings, Inc.

7.61

-0.30-3.79%

Dec 16, 4:00:02 PM EST

Upcoming Earnings

Report date

≈ Mar 4, 2026

Earnings Call Transcripts

This Quarter (Q4 '25)

No earnings call transcript available yet

Last Quarter (Q3 '25)

No earnings call transcript available

Key Stats

Market Cap

180.00M

P/E (TTM)

Basic EPS (TTM)

-10.19

Dividend Yield

Recent Filings

10-Q

12/5/25Dec 5, 2025

8-K

12/4/25Dec 4, 2025

8-K

11/18/25Nov 18, 2025

10-Q

Q2 FY2026 results

9/8/25Sep 8, 2025

ChargePoint's Q2 FY2026 revenue dipped 9.2% y/y to $98.6M, with Networked Charging Systems down 21.4% y/y to $50.4M amid softer hardware demand, yet subscriptions rose 10.2% y/y to $39.9M, lifting gross margin to 31.2% from 23.6%. Operating loss narrowed to $59.0M from $62.7M y/y, while net loss improved to $66.2M or $2.85 per diluted share from $68.9M or $3.22, reconciling to 23.2M weighted shares. YTD revenue fell 8.9% y/y to $196.2M, with gross profit up 19.3% to $58.7M and free cash flow at -$41.5M (derived from $39.1M operating outflow minus $2.4M capex), better than last year's -$121.0M. Cash stood at $194.1M against $309.4M noncurrent debt (2028 convertible notes at ~10% effective rate, maturing April 2028), with $150M revolver fully available under liquidity covenants. No material M&A this quarter. Ongoing securities litigation poses reputational risks.

8-K

ChargePoint Q2 results

9/3/25Sep 3, 2025

ChargePoint reported Q2 fiscal 2026 revenue of $98.6 million, down 9% year-over-year, yet GAAP gross margin climbed to 31% from 24%, fueled by 10% subscription revenue growth to $39.9 million. The company operationalized its Eaton partnership, launching a modular Express DC fast charger that cuts investment by 30% and operational costs similarly, while introducing Safeguard Care inspections. Non-GAAP adjusted EBITDA loss narrowed 35% to $22.1 million. Q3 revenue guidance: $90-100 million. Supply chain disruptions pose risks.

About

ChargePoint Holdings, Inc., together with its subsidiaries, provides electric vehicle (EV) charging networks and charging solutions in the North America and Europe. The company serves commercial, such as retail, workplace, hospitality, healthcare, fueling and convenience, and parking lot operators; fleet, which include municipal buses, delivery and work vehicles, and port/airport/warehouse and other industrial applications, as well as ride-sharing services; and residential comprising single family homes and multi-family apartments and condominiums customers. ChargePoint Holdings, Inc. was founded in 2007 and is headquartered in Campbell, California.

CEO

Mr. Richard Wilmer

IPO

9/16/2019

Website

https://www.chargepoint.com

Employees

1,395

Sector

Consumer Cyclical

Industry

Specialty Retail