CHPTChargePoint Holdings, Inc.
The schedule
- Thu15Oct
A major policy catalyst as the market prices in potential NEVI funding delays or rollbacks of EV consumer mandates under President Trump's administration, directly impacting CHPT's TAM.
- Mon9Nov
Mandatory Q3 earnings release. The market will scrutinize holiday quarter corporate adoption rates and any restructured debt covenants given ongoing balance sheet pressure.
- Fri5Mar
Full-year results and initial FY2027 guidance. This will dictate if CHPT can operate independently or if it becomes a distressed M&A target.
- Mon9Aug
Estimated mid-2027 earnings release. If the company remains public and standalone, this evaluates summer driving season utilization and structural profitability.
- Mon9Aug
Upcoming Q2 print to test whether the meager 4.28% YoY revenue growth can re-accelerate and if management has successfully curtailed the ~$36.5M operating cash burn.
Past
- Wed15Jul
Actual outcome: Bear · $5.52 at outcome
Despite announcing partnerships with Onvo and Optimus Energy Solutions to expand its fast-charging networks, ChargePoint shares fell 5.5% through the outcome date, including a 7.3% drop on July 15. The positive operational updates were overshadowed by the market's focus on the company's weak balance sheet and the looming risk of dilutive financing to extend its cash runway.
With cash reserves at $96M against $249M in debt and trailing free cash flow near -$37.6M, a capital raise is highly probable to extend the runway. Dilutive risks weigh heavily on the stock.
- Wed3Jun
Actual outcome: Bear · $6.10 at outcome
ChargePoint reported Q1 revenue that beat lowered estimates and met EPS expectations, while noting improved margins. However, the stock fell 19.8% to the bear floor because cash burn increased and the balance sheet weakened further, reinforcing ongoing investor skepticism regarding the company's financial health.
Market evaluation of Q1 earnings, focusing on cash burn reduction and the ability to break resistance at the 200-day SMA ($8.06).
