Key Metrics Insights on ChargePoint (CHPT) Q3 Earnings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 05 2025
0mins
Should l Buy CHPT?
Source: NASDAQ.COM
Quarterly Financial Performance: ChargePoint Holdings, Inc. reported $105.67 million in revenue for the quarter ending October 2025, a 6.1% increase year-over-year, with an EPS of -$1.32 compared to -$2.00 a year ago.
Earnings Surprises: The revenue exceeded the Zacks Consensus Estimate of $96.46 million by 9.55%, and the EPS also surpassed expectations by 2.22%, with the consensus estimate being -$1.35.
Importance of Key Metrics: Investors are encouraged to analyze key financial metrics year-over-year and against analyst estimates to better assess the company's financial health and stock price performance.
Investment Recommendations: Zacks Investment Research has highlighted their top stock recommendations, suggesting potential for significant returns, with one stock believed to outperform previous successful picks.
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Analyst Views on CHPT
Wall Street analysts forecast CHPT stock price to rise
8 Analyst Rating
0 Buy
6 Hold
2 Sell
Hold
Current: 5.720
Low
5.00
Averages
8.42
High
11.00
Current: 5.720
Low
5.00
Averages
8.42
High
11.00
About CHPT
ChargePoint Holdings, Inc. is a provider of electric vehicle (EV) charging technology solutions. The Company is driving the transition to electric mobility across North America and Europe. It offers a comprehensive portfolio of charging solutions. The ChargePoint cloud subscription platform and software-defined charging hardware are designed to include options for every charging scenario from home and multifamily to workplace, parking, hospitality, retail and transport fleets of all types. Its hardware, software, and services are designed to scale alongside the EV ecosystem, serving the needs of three core customer groups: Charge Point Operators (CPOs), e-Mobility Service Providers, and EV drivers. Its portfolio includes Networked Charging System Portfolio, Advanced ChargePoint Platform, ChargePoint CMS Service, ChargePoint eMSP Service, ChargePoint Mobile App and ChargePoint Services and Support Portfolio. It powers over 342,000 active charging ports.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
ChargePoint Highlights Growing Demand for EV Charging Infrastructure
- Charging Demand Surge: ChargePoint's recent data shows a 34% increase in EV charging sessions, significantly outpacing the 16% growth in new charging ports, indicating a rapidly accelerating demand for charging infrastructure that could drive future revenue growth.
- Market Performance Analysis: Despite a 53.33% decline in ChargePoint's stock over the past year, shares rose 1.57% in premarket trading on Wednesday, reflecting market recognition of its critical role in the transition to electric vehicles, potentially attracting investor interest.
- Financial Outlook: ChargePoint is set to release its financial report on March 3, 2026, with an estimated EPS of -$1.34 and revenue of $104.78 million, indicating growth compared to last year and highlighting the company's potential in the EV market.
- Analyst Ratings: The stock currently holds a 'Hold' rating with an average price target of $33.66, although some analysts have lowered their targets; nonetheless, ChargePoint's strong market position in EV charging infrastructure suggests potential for future growth.
See More
Global EV Charging Station Market Expected to Reach $55.78 Billion by 2026
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- Policy Drivers: Government-backed zero-emission mandates and internal combustion engine bans are accelerating the construction of charging infrastructure, particularly in the EU and California, ensuring stable demand for charging infrastructure, thereby lowering investment risks and fostering market growth.
- Technological Advances and Cost Reductions: The decline in lithium-ion battery prices has made electric vehicles economically competitive with traditional gasoline cars in various segments, further driving demand for charging infrastructure, while technological innovations enhance charging efficiency, especially for commercial fleets requiring frequent charges.
- Intensifying Market Competition: As major energy companies like Shell restructure to focus on high-power chargers, market competition intensifies, particularly against the backdrop of the Asia-Pacific region holding a 60.1% market share, while Europe and North America are rapidly advancing, promoting the expansion of cross-border charging networks.
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- Major Partnership: The 15-year deal with Amazon Web Services worth $5.5 billion signifies strong demand for the company's AI infrastructure, which is anticipated to lay the groundwork for improved financial performance in the future.
- Growth Potential: With a 3.4 gigawatt development pipeline, the Amazon deal only accounts for 300 megawatts, indicating significant expansion potential in the AI market that is likely to boost long-term leasing profitability.
- Industry Comparison: In contrast to ChargePoint's stagnating EV infrastructure demand, Cipher Mining's robust AI infrastructure demand highlights its competitive advantage and growth opportunities in the future market.
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ChargePoint Faces Headwinds as Cipher Mining Signs $5.5 Billion Long-Term Deal
- ChargePoint's Struggles: ChargePoint's stock price has plummeted approximately 70% in 2025 and is down 99% over the past five years, highlighting significant challenges in the EV charging infrastructure sector, particularly amid declining EV sales and the expiration of tax credits.
- Cipher Mining's Growth: Cipher Mining is rapidly transforming into an AI infrastructure provider by signing a 15-year, $5.5 billion long-term deal with Amazon Web Services, which is expected to drive revenue growth and bring it closer to profitability.
- Revenue Comparison: ChargePoint's revenue grew only 6% year-over-year to $106 million, with a net loss of $52.5 million, indicating an unclear path to profitability, whereas Cipher Mining's annual recurring revenue is rapidly increasing.
- Market Outlook: While ChargePoint faces a shrinking EV market, the demand for Cipher Mining's AI infrastructure is on the rise, with profitability expected by 2026, reflecting a stark contrast in market positioning and future potential between the two companies.
See More
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- Charging Network Integration: Porsche's partnership with Electrify America allows Taycan users to easily locate charging stations through an integrated navigation system, although some areas still face insufficient charging speeds, impacting user experience.
- Optimized Driving Experience: The new Taycan boasts nearly 600 horsepower and 523 lb-ft of torque, combined with Porsche's Active Ride system, ensuring a smooth ride across various terrains, which enhances brand image and attracts high-end consumers.
- Market Positioning Challenges: Despite offering exceptional performance and range, the starting price of around $130,000 may limit market acceptance, especially in the highly competitive electric vehicle sector.
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ChargePoint Reports Wider Q3 Loss, Stock Hits New 52-Week Low
- Earnings Reversal: ChargePoint reported Q3 revenue of $105.67 million, exceeding the consensus estimate of $96.71 million; however, the adjusted loss of $2.23 per share significantly missed the analyst estimate of $1.31, leading to a sharp reversal in market sentiment.
- Stock Decline: Despite an initial surge of over 25% in early December, ChargePoint's stock has fallen 4.84% to $6.94, marking a new 52-week low, indicating a lack of confidence in the company's future growth prospects.
- Analyst Warnings: RBC Capital and Roth Capital have lowered their price targets to $9 and $8.50 respectively, while JPMorgan reiterated an Underweight rating, reflecting concerns about the long-term challenges facing ChargePoint.
- Market Environment Impact: Analysts note that ChargePoint is unlikely to see meaningful margin improvement for several quarters and faces risks from tapering U.S. demand and potential impacts from tax credits, further exacerbating market pessimism.
See More
ChargePoint Highlights Growing Demand for EV Charging Infrastructure
- Charging Demand Surge: ChargePoint's recent data shows a 34% increase in EV charging sessions, significantly outpacing the 16% growth in new charging ports, indicating a rapidly accelerating demand for charging infrastructure that could drive future revenue growth.
- Market Performance Analysis: Despite a 53.33% decline in ChargePoint's stock over the past year, shares rose 1.57% in premarket trading on Wednesday, reflecting market recognition of its critical role in the transition to electric vehicles, potentially attracting investor interest.
- Financial Outlook: ChargePoint is set to release its financial report on March 3, 2026, with an estimated EPS of -$1.34 and revenue of $104.78 million, indicating growth compared to last year and highlighting the company's potential in the EV market.
- Analyst Ratings: The stock currently holds a 'Hold' rating with an average price target of $33.66, although some analysts have lowered their targets; nonetheless, ChargePoint's strong market position in EV charging infrastructure suggests potential for future growth.
See More
Global EV Charging Station Market Expected to Reach $55.78 Billion by 2026
- Market Growth Potential: The global electric vehicle charging station market is projected to reach $55.78 billion by 2026, up 21% from $46.13 billion in 2025, and expected to hit $143.76 billion by 2031, reflecting strong market demand and investment appeal.
- Policy Drivers: Government-backed zero-emission mandates and internal combustion engine bans are accelerating the construction of charging infrastructure, particularly in the EU and California, ensuring stable demand for charging infrastructure, thereby lowering investment risks and fostering market growth.
- Technological Advances and Cost Reductions: The decline in lithium-ion battery prices has made electric vehicles economically competitive with traditional gasoline cars in various segments, further driving demand for charging infrastructure, while technological innovations enhance charging efficiency, especially for commercial fleets requiring frequent charges.
- Intensifying Market Competition: As major energy companies like Shell restructure to focus on high-power chargers, market competition intensifies, particularly against the backdrop of the Asia-Pacific region holding a 60.1% market share, while Europe and North America are rapidly advancing, promoting the expansion of cross-border charging networks.
See More
Cipher Mining Signs $5.5 Billion Long-Term Deal with Amazon
- Market Transformation: Cipher Mining has pivoted from Bitcoin mining to becoming a provider of AI infrastructure, signing multiple long-term agreements with tech giants that are expected to drive future revenue growth and enhance profitability.
- Major Partnership: The 15-year deal with Amazon Web Services worth $5.5 billion signifies strong demand for the company's AI infrastructure, which is anticipated to lay the groundwork for improved financial performance in the future.
- Growth Potential: With a 3.4 gigawatt development pipeline, the Amazon deal only accounts for 300 megawatts, indicating significant expansion potential in the AI market that is likely to boost long-term leasing profitability.
- Industry Comparison: In contrast to ChargePoint's stagnating EV infrastructure demand, Cipher Mining's robust AI infrastructure demand highlights its competitive advantage and growth opportunities in the future market.
See More
ChargePoint Faces Headwinds as Cipher Mining Signs $5.5 Billion Long-Term Deal
- ChargePoint's Struggles: ChargePoint's stock price has plummeted approximately 70% in 2025 and is down 99% over the past five years, highlighting significant challenges in the EV charging infrastructure sector, particularly amid declining EV sales and the expiration of tax credits.
- Cipher Mining's Growth: Cipher Mining is rapidly transforming into an AI infrastructure provider by signing a 15-year, $5.5 billion long-term deal with Amazon Web Services, which is expected to drive revenue growth and bring it closer to profitability.
- Revenue Comparison: ChargePoint's revenue grew only 6% year-over-year to $106 million, with a net loss of $52.5 million, indicating an unclear path to profitability, whereas Cipher Mining's annual recurring revenue is rapidly increasing.
- Market Outlook: While ChargePoint faces a shrinking EV market, the demand for Cipher Mining's AI infrastructure is on the rise, with profitability expected by 2026, reflecting a stark contrast in market positioning and future potential between the two companies.
See More
2025 Porsche Taycan 4S Cross Turismo Achieves 280-Mile Range
- Enhanced Range: The 2025 Porsche Taycan 4S Cross Turismo achieves a range of 280 miles, significantly improving from the previous generation's 220-230 miles, thereby enhancing the feasibility of long-distance travel and increasing consumer interest.
- Charging Network Integration: Porsche's partnership with Electrify America allows Taycan users to easily locate charging stations through an integrated navigation system, although some areas still face insufficient charging speeds, impacting user experience.
- Optimized Driving Experience: The new Taycan boasts nearly 600 horsepower and 523 lb-ft of torque, combined with Porsche's Active Ride system, ensuring a smooth ride across various terrains, which enhances brand image and attracts high-end consumers.
- Market Positioning Challenges: Despite offering exceptional performance and range, the starting price of around $130,000 may limit market acceptance, especially in the highly competitive electric vehicle sector.
See More
ChargePoint Reports Wider Q3 Loss, Stock Hits New 52-Week Low
- Earnings Reversal: ChargePoint reported Q3 revenue of $105.67 million, exceeding the consensus estimate of $96.71 million; however, the adjusted loss of $2.23 per share significantly missed the analyst estimate of $1.31, leading to a sharp reversal in market sentiment.
- Stock Decline: Despite an initial surge of over 25% in early December, ChargePoint's stock has fallen 4.84% to $6.94, marking a new 52-week low, indicating a lack of confidence in the company's future growth prospects.
- Analyst Warnings: RBC Capital and Roth Capital have lowered their price targets to $9 and $8.50 respectively, while JPMorgan reiterated an Underweight rating, reflecting concerns about the long-term challenges facing ChargePoint.
- Market Environment Impact: Analysts note that ChargePoint is unlikely to see meaningful margin improvement for several quarters and faces risks from tapering U.S. demand and potential impacts from tax credits, further exacerbating market pessimism.
See More
