CHPT
ChargePoint Holdings, Inc.

ChargePoint Holdings, Inc.CHPT

Consumer Cyclical · Specialty Retail
9.54USD
+2.91%
Oct 31, 2026
CHPT overview ready
ChargePoint is a direct provider of networked EV charging hardware, subscription software, maintenance and support services for commercial, fleet, residential, and public-facing charging deployments.
Narrative is still early
Exposed to the Electrified Transport Infrastructure Buildout narrative through Commercial, Fleet and Public EV Charging Deployment — infrastructure supplier.
An early price trend
Longer-term context reads early recovery, with a near-term setup of daily advance.
Fair valuation
The price broadly reflects how its multiples compare with businesses of the same kind, with upside and risk reasonably balanced.
Solid fundamentals
Ev / sales is strong.
Primary risk
Slower-than-expected EV adoption.
Market Oct 30Filing Jul 31Price action Oct 30Research Oct 15

Conviction Level

CompanyFit8.0PriceAction9.1Valuation6.2CompanyPosition9.3BusinessQuality2.2

Conviction uses Company Fit, Price Action, Valuation, Business Quality. Company Position is research context, not an input.

Theme leadershipGroup context · not a Conviction input
EV Charging has only one or two eligible stocks — no leadership reading
Price
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Price Action

An early price trend
Longer-term context reads early recovery, with a near-term setup of daily advance.
EntryConstructive

Structure is constructive on both timeframes without excessive extension — a reasonable entry location.

Key Financials

Market Cap
$256.2M
Avg Volume (60D)
2.5M
60 sessions
Revenue Growth YoY
-1.4%
FY2026 vs FY2025
Gross Margin
+32.1%
Trailing twelve months
Operating Margin
-41.2%
Trailing twelve months
Free Cash Flow Yield
-26.7%
Distance from 200DMA
+43.1%
Next Earnings
2026-12-02
P/E
N/M
EV / Sales
0.9x
Market metrics as of Oct 30, 2026
Financial results for the period ended Jul 31, 2026
Filed balance-sheet data as of Jul 31, 2026

Fundamentals & Valuation

The available comparisons disagreed; the peers comparison is the more reliable method for this business and the others are published as dissent.
ChargePoint Holdings, Inc. has a Fair valuation stance because the price broadly reflects how its multiples compare with businesses of the same kind, with upside and risk reasonably balanced.

Company Research

Thesis
ChargePoint is a direct provider of networked EV charging hardware, subscription software, maintenance and support services for commercial, fleet, residential, and public-facing charging deployments.
Opportunity
Moderate opportunity
Deployment and operation of networked AC and DC charging equipment, charging-management software, and related service networks for commercial properties, public locations, and vehicle fleets as transport electrification expands.
Key risk
Slower-than-expected EV adoption.

Economic classification

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Business & Markets

Consumer Cyclical · Specialty Retail
What they do

ChargePoint Holdings, Inc. provides electric vehicle charging technology solutions through networked charging systems and software platforms, operating primarily in the U.S. Internationally to enable EV charging infrastructure deployment and management.

How it earns

The company generates revenue through sales of charging hardware, software subscriptions, and related support and service offerings.

Products & services
Networked EV charging systems
Charger management software
ChargePoint mobile application
Customers & end markets
Commercial operators (retail, workplace, hospitality, healthcare, education, fueling, parking)
Fleet operators (municipal buses, delivery vehicles, industrial applications)
Market position

ChargePoint is a leading provider in the EV charging network market with a broad product portfolio and international presence.

Demand drivers
Medium cyclicality

Demand is influenced by EV adoption trends and infrastructure investment cycles, which are tied to regulatory and economic factors.