ChargePoint Holdings, Inc. (CHPT)


April 5, 2023

CHPT: 10-K Tidbits

By Steven Fox

We reviewed ChargePoint’s (CHPT; $10.02; O/P) 10-K, which was filed on Monday (4/3) for the fiscal year ending January 31st. The 10-K further highlighted the company’s leading scale in the still nascent battery electric vehicle…

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March 3, 2023

CHPT: Big Picture Says Ignore Slight Growth Disappointment

By Steven Fox

ChargePoint (CHPT; $11.26; O/P) produced another quarter of robust sales growth in FQ4 (Jan), albeit somewhat below Street expectations, with further gross margin improvements and opex discipline that led to better than expected operating losses….

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February 23, 2023

CHPT: Adds Another EV Partner

By Steven Fox

This morning, Fisker (FSR; $6.20; NR) announced that it selected ChargePoint (CHPT; $11.42; O/P) as its North American partner for electric vehicle (EV) public charging stations. Specifically, CHPT’s EV charging network can be used by…

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February 22, 2023

CHPT: Expect Healthy Momentum with FQ4E Print

By Steven Fox

We reiterate our Outperform on the shares of ChargePoint (CHPT; $11.34) ahead of its FQ4 (Jan) results and outlook, scheduled for next Thursday (3/2 after market). The stock has declined 15% over the past week…

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January 9, 2023

CHPT: Adds Premium Brand to Premium Growth Story

By Steven Fox

Our visit last week to the Consumer Electronics Show (CES) in Las Vegas added to our belief that ChargePoint shares (CHPT; $9.01; O/P) are significantly oversold. We think this is especially the case after CHPT…

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December 2, 2022

CHPT: Superb Growth Continues

By Steven Fox

We think FQ3 (Oct) results and FQ4E (Jan) guidance from ChargePoint (CHPT; $12.19; O/P) generally lived up to expectations, albeit with a relatively small interim issue related to “getting product out the door”. This was…

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November 28, 2022

CHPT: Buying Opportunity into Earnings

By Steven Fox

We expect FQ3 (Oct) results and outlook from ChargePoint (CHPT; $11.51; O/P), which are scheduled for Thursday (12/1 after the close), to provide healthy fundamental support for a stock price that has been under pressure…

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November 10, 2022

CHPT: Stock Price Looks Too Under Charged

By Steven Fox

The shares of ChargePoint (CHPT; $11.23; O/P) have now retreated 42% since 9/15, most recently driven by an 20% plunge just since 11/2, which interestingly coincided with CQ3 results and outlook from EVgo (EVGO; $6.47;…

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June 1, 2022

Growth Story More than Intact

By Steven Fox

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