CHPT ChargePoint Holdings, Inc.
Price Chart
Executive Summary
ChargePoint reported Q1 FY2027 revenue of $101.8M (+4% YoY), above the $90M-$100M guidance range, with a GAAP net loss of $43.2M (-24% YoY). The company guided Q2 FY2027 revenue to $100M-$110M, roughly in line with consensus, while cash burn continues with cash dropping to $95.8M from $141.6M at year-end.
Key Financial Metrics
Actionable Insight
Revenue beat guidance but cash burn and negative equity are structural concerns. Monitor Q2 guidance midpoint of $105M vs $95.9M consensus — if achieved, it would represent ~10% YoY growth. Cash runway at current burn rate is ~2.5 quarters without additional financing.
Key Facts
- Q1 FY2027 revenue $101.8M, up 4% YoY from $97.6M, above the $90M-$100M guidance range
- GAAP net loss $43.2M, improved 24% from $57.1M YoY; GAAP EPS -$1.75 vs -$2.49 YoY
- Subscription revenue $40.8M, up 7% YoY; networked charging systems $53.3M, up 2% YoY
- GAAP gross margin 29% (flat YoY); non-GAAP gross margin 32% vs 31% YoY
- Cash and equivalents $95.8M, down from $141.6M at Jan 31, 2026; stockholders' equity turned negative to -$9.1M
- Q2 FY2027 guidance: revenue $100M-$110M; operating cash burn $36.6M in Q1
- Launched Express Solo 600kW fast charger; secured large transit fleet order from Santa Monica's Big Blue Bus
Financial Impact
Revenue beat low-end guidance by ~13% but cash burn remains elevated at $36.6M operating cash outflow; stockholders' equity turned negative
Risk Factors
- Cash burn of $36.6M operating outflow in Q1; only $95.8M cash remaining
- Stockholders' equity turned negative (-$9.1M), potential going concern risk if cash burn continues
- GAAP gross margin flat at 29%; subscription revenue growth slowing to 7% YoY from 11% in Q4
- EV charging demand dependent on government incentives and fleet adoption timelines
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001777393-26-000040 |
| Document: chpt-20260603.htm | 0001777393-26-000040 |
| Document: 0001777393-26-000040-index-headers.html | 0001777393-26-000040 |
| Document: 0001777393-26-000040-index.html | 0001777393-26-000040 |
| Document: 0001777393-26-000040.txt | 0001777393-26-000040 |
| 8-K Data (Synthetic) | 0001777393-26-000040 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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Jun 11, 2026
1d ago
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Institutional Cluster
| $6.46 awaiting T+1 | awaiting T+1 | — | $7.14 (+10.53%) |
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Jun 3, 2026
9d ago
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8-K
| $8.31 $7.22 | ▼ −13.12% | ▼ −10.54% | $7.14 (−14.08%) |
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May 28, 2026
15d ago
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DEFA14A
| $7.59 $7.89 | ▲ +3.95% | ▲ +3.68% | $7.14 (−5.93%) |
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Apr 17, 2026
8w ago
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8-K
| $6.64 $6.71 | ▲ +1.05% | ▲ +1.71% | $7.14 (+7.53%) |
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Mar 23, 2026
11w ago
|
Insider Cluster
| $5.35 $5.29 | ▼ −1.12% | ▼ −0.77% | $7.14 (+33.46%) |
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Mar 4, 2026
14w ago
|
8-K
| $5.92 $5.82 | ▼ −1.69% | ▼ −0.38% | $7.14 (+20.61%) |
US Market Status
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