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ChargePoint stock rises over 50% following second-quarter earnings beat

The EV charging hardware and software provider reduced losses and exceeded market expectations despite broader electric vehicle market headwinds.

The short version

  • ChargePoint shares rose more than 50% following second-quarter fiscal 2027 earnings that beat analyst estimates on revenue and loss per share.
  • The business model centers on selling hardware, software, and services to commercial clients rather than operating its own charging network.
  • The company credited new product rollouts and cost reductions for narrower losses, though broader consumer EV demand growth remains lower than past industry forecasts.
  • ChargePoint has not yet set a specific date for reaching overall profitability, though management stated it is approaching positive EBITDA.

Key facts

  • ChargePoint reported second-quarter fiscal 2027 revenue of $116.1 million and a loss of 35 cents per share, outperforming average analyst estimates of $105.2 million in revenue and an 85-cent loss per share.[CNBC]
  • The company's quarterly results included a one-time tariff refund of roughly $4.2 million, though the company stated its normalized gross margin reached a record high even without the refund.[CNBC]
  • Under a three-year cost reduction plan, ChargePoint reduced net losses from $125.3 million three years earlier to $35.6 million in the most recent quarter.[CNBC]
  • The company projected third-quarter fiscal 2027 revenue to fall between $105 million and $115 million.[CNBC]
  • ChargePoint underwent a reverse stock split in the prior year to maintain compliance with the New York Stock Exchange's $1 minimum share price requirement.[CNBC]

What remains uncertain

  • ChargePoint has not stated a specific target date for when it expects to achieve overall company profitability.[CNBC]
  • The long-term impact on charging demand remains uncertain following the expiration of federal EV incentives and an industrywide deceleration in consumer electric vehicle sales.[CNBC]

Sources