ChargePoint Holdings, Inc. (CHPT)

ChargePoint's stock has experienced a significant decline over the past year. Key events impacting the stock price include Q2 Fiscal Year 2026 Earnings, where ChargePoint announced earnings per share of $-2.21, Q3 Fiscal Year 2026 Financial Results, where ChargePoint reported revenue of $105.7 million and a GAAP net loss of $52.5 million, and the Q1 Fiscal Year 2026 Revenue Report, where ChargePoint reported revenue of $98 million, a sequential decline of approximately 20% year-over-year. ChargePoint also participated in the 28th Annual Needham Growth Conference. Analyst skepticism has weighed on the stock, with a consensus "Hold" rating.

Demand seasonality impacts ChargePoint Holdings, Inc.'s products and services, with the company attributing a sequential decline of approximately 20% year-over-year in its Q1 fiscal 2026 revenue to seasonal factors.

ChargePoint Holdings, Inc. is a leading provider of EV charging technology solutions in North America and Europe, offering networked charging systems, a cloud subscription platform, and software-defined charging hardware for various scenarios. The company's business model focuses on selling networked charging hardware combined with cloud-based software services.

ChargePoint Holdings, Inc. has a significant geographic footprint across North America and Europe, with North America accounting for 85% and Europe representing 15% of its total revenue as of Q1 fiscal 2026. The company manages over 352,000 charging ports globally, with more than 122,000 ports located in Europe and operates the largest online network of independently owned EV charging stations in 14 countries.

ChargePoint's brand reputation has been influenced by its efforts to expand its EV charging network and solutions, as well as its financial performance and market sentiment. The company continues to be recognized as a global leader in EV charging solutions and strengthened its balance sheet through debt reduction. However, analyst sentiment has been largely negative, with downgrades in EPS expectations and average price targets, reflecting concerns about profitability and revenue growth.

The ownership structure of ChargePoint Holdings (CHPT) stock is a mix of institutional, retail, and individual investors. Approximately 12.61% of the company's stock is owned by Institutional Investors, 43.94% by Insiders, and 43.44% by Public Companies and Individual Investors. Major institutional owners include Toronto Dominion Bank, Susquehanna International Group, Llp, Vanguard Group Inc., and BlackRock, Inc.