EVGO PRESS-RELEASE SEC Filing Analysis

Final — all horizons settled through T+60d

EVGO ▼ -23.13% at T+60d

NEUTRAL call ✗ call lost -23.13% · α vs SPY -33.45% · entry $2.68 → $2.06

Currently $1.92 · -28.36% from $2.68 entry

Entry anchored
Mar 2, 03:59 PM ET
via Databento tick

T+1d

-6.16%

call -6.16% · α -6.92%

$2.52

settled 3mo ago

T+5d

-18.28%

call -18.28% · α -17.81%

$2.19

settled 3mo ago

T+20d

-35.82%

call -35.82% · α -31.42%

$1.72

settled 2mo ago

T+60d

-23.13%

call -23.13% · α -33.45%

$2.06

settled 13d ago

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Executive Summary

EVgo reported strong Q4 and full-year 2025 results with total revenue up 75% YoY to $118.5 million and charging network revenue reaching a record $64 million. The company achieved positive Adjusted EBITDA for both the quarter and full year, a key milestone, and added over 1,200 new charging stalls. However, 2026 guidance projects Adjusted EBITDA between -$20M and $20M, indicating ongoing margin pressure despite growth.

Key Financial Metrics

Revenue

$118.5M

+75.0% YoY

EPS

$-0.04

Guidance

$410M–$470M

initiated

Actionable Insight

The stock may react positively to the strong top-line growth and EBITDA inflection, but traders should monitor whether 2026 execution can maintain margins without one-time benefits. Watch for capital efficiency on new stall deployments and utilization rates.

Key Facts

Q4 2025 revenue: $118.5 million, up 75% YoY
Full-year 2025 revenue: $384.1 million, up 50% YoY
Charging network revenue: $64 million in Q4, up 37% YoY
Adjusted EBITDA: $24.9 million in Q4 (vs. -$8.4 million YoY), $12.0 million for full year 2025 (vs. -$32.5 million)
Added over 1,200 new charging stalls in 2025; ended year with 5,100 stalls, up 25% YoY
2026 guidance: $410M–$470M revenue, Adjusted EBITDA of -$20M to $20M
Ancillary contract closeout contributed $25.9M to Q4 revenue and $24.1M to Adjusted EBITDA

Financial Impact

Revenue grew 75% YoY in Q4 to $118.5M with Adjusted EBITDA turning positive at $24.9M. However, 2026 guidance implies margin compression as revenue scales, with Adjusted EBITDA expected to flatline. A non-recurring $25.9M ancillary payment inflated Q4 results.

revenueebitdaprofitabilitymargins

Risk Factors

2026 Adjusted EBITDA guidance range includes potential losses, signaling continued profitability challenges
Q4 results inflated by $25.9M non-recurring ancillary payment
High capital expenditures ($116.7M in 2025) may pressure cash flow despite OEM and tax credit offsets

Market Snapshot

Exchange

Nasdaq

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

Document	Accession Number
PRESS-RELEASE Data (Synthetic)	press-3248190

3 reports for EVGO

T+1T+5T+20T+60

Filters

Reports for EVGO — sortable, filterable
	Type				Now
May 5, 2026 5w ago	Press Release MIXED ★ 6/10	$2.10 $2.38	▲ +13.33%	▲ +8.38%	$1.92 (−8.57%)
Apr 28, 2026 6w ago	Press Release NEUTRAL ★ 2/10	$2.10 $2.16	▲ +2.86%	▼ −3.19%	$1.92 (−8.57%)
Mar 3, 2026 14w ago	Press Release MIXED ★ 7/10	$2.68 $1.72	▼ −35.82%	▼ −31.42%	$1.92 (−28.36%)

US Market Status

Market Closed — Opens Thu (11h 8m)

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