ChargePoint Holdings, Inc. (CHPT)

In the past six months, ChargePoint's stock experienced significant movements. As of March 30, 2026, the stock price was $4.51 per share, a 62.73% decline from March 31, 2025. ChargePoint reported Q4 FY2026 revenues of $109.3 million, surpassing estimates, but Q1 FY2026 revenue guidance fell below expectations, leading to a stock price drop. In February 2026, data showed charging demand growing faster than infrastructure deployment, and ChargePoint began implementing per-session service fees. Strategic partnerships in 2025 included collaborations with General Motors and Eaton Corporation to accelerate EV charging infrastructure growth and develop V2X technologies.

Demand for EV charging exhibits seasonality. Winter sees EVs recharged with lower SOC and higher demand in urban areas, with peak demand in the evening. Autumn typically sees the maximum charging demand due to decreasing temperatures reducing battery range. Summer generally experiences fewer charging requests, though extreme heat can increase demand. Spring charging behavior is similar to summer. Peak charging hours are typically in the evenings and early morning, with the highest activity in February and March.

ChargePoint Holdings, Inc. specializes in electric vehicle (EV) infrastructure, designing, developing, and marketing networked EV charging systems and cloud-based services. The company's product portfolio includes hardware, software, and services for commercial, fleet, and residential customers, featuring Level 2 AC and DC fast chargers. ChargePoint's proprietary software platform manages charging stations, facilitates transactions, and provides advanced analytics.

ChargePoint operates in 14 countries, with a strong presence in North America and an expanding presence in Europe. The majority of its revenue is generated from the United States. As of recent data, over 122,000 charging ports are located in Europe, and through roaming partnerships, ChargePoint provides access to over 1.25 million charging ports globally.

ChargePoint's brand reputation has seen both positive recognition and customer challenges. ChargePoint was named the top-ranking company in the Guidehouse Insights Leaderboard for EV Charger Networking Companies. However, customer feedback indicates recurring issues with payment, customer service, and non-functional charging stations. Station owners have also expressed dissatisfaction with high subscription fees and frequent malfunctions.

ChargePoint's ownership is a mix of institutional, retail, and individual investors. Institutional investors hold between 13.39% and 37.77% of the company's stock, with major holders including Toronto Dominion Bank, Vanguard Group Inc, and BlackRock, Inc. Insiders own approximately 43.94% of the stock, including notable individuals like Rebecca Chavez and Bruce Chizen. Public companies and retail investors hold between 42.67% and 67.05% of the shares.