ChargePoint Holdings, Inc. (CHPT) AI Stock Analysis

ChargePoint Holdings, Inc. provides electric vehicle (EV) charging networks and solutions in the United States and internationally. Founded in 2007 and headquartered in Campbell, California, the company offers hardware, software, and services designed for commercial, fleet, and residential customers. Its charging network includes thousands of charging points connected through software that delivers real-time data, payment systems, and smart energy management. ChargePoint serves diverse clients including businesses offering charging to employees and customers, fleet operators needing scalable infrastructure, and residential homeowners. The company also partners with automakers, businesses, and governments to support electric mobility.

ChargePoint generated a 5-year revenue CAGR of 22.9% from FY2021 to FY2026. Annual revenue grew from $242.3M in FY2022 to $506.6M in FY2024 before declining 17.7% to $417.1M in FY2025 and 1.4% to $411.2M in FY2026. Despite lower revenue, gross margin expanded from 5.9% in FY2024 to 24.1% in FY2025 and reached 30.5% in FY2026. Net losses narrowed from -$457.6M in FY2024 to -$220.2M in FY2026, with EPS improving from -$15.96 to -$4.60. For the trailing twelve months ended July 31, 2026, revenue stood at $432.9M with quarterly revenue growth of 17.7% year-over-year, while operating margin remained negative at -29.1%.

As of July 31, 2026, ChargePoint held $95.3M in cash and short-term investments against total debt of $245.3M, yielding net debt of $150.0M and negative shareholders' equity of -$36.1M. The company reported total assets of $695.7M and a current ratio of 1.07. Operating cash flow improved from -$328.9M in FY2024 to -$62.8M in FY2026, resulting in free cash flow of -$67.0M alongside capital expenditures of $4.2M. Over the past 5 years, the company's share count increased by 62.0%.

ChargePoint trades at a price-to-sales multiple of 0.4x and an enterprise value-to-revenue ratio of 0.9x, compared to a median price-to-sales multiple of 0.7x for its US-listed Consumer Cyclical peers. The stock's price-to-book multiple is 9.9x, and its market capitalization is $185.5M with an enterprise value of $397.8M. Over the past year, the stock fell 38.7% compared to a 16.8% gain for the S&P 500. Over a 5-year period, ChargePoint dropped 98.2%, while the S&P 500 returned 83.0%.

Wall Street analysts maintain 7 Hold ratings on ChargePoint, with 0 Buy and 0 Sell recommendations. The mean price target of $7.50 represents an upside of 8.5% over the last close of $6.91 on October 16, 2026. For the current fiscal year ending January 31, 2027, consensus estimates forecast revenue of $443.8M and an EPS of -$1.98. For the next fiscal year, 4 analysts project revenue of $504.1M and an EPS of -$1.15. ChargePoint beat EPS estimates in 3 of the last 4 quarters, with next earnings scheduled for December 3, 2026.

This page is an AI-written research summary of ChargePoint Holdings, Inc. (CHPT). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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