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ChargePoint shares hold buy rating, price target cut

EditorAhmed Abdulazez Abdulkadir
Published 06/29/2024, 12:46 AM
CHPT
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On Friday, ChargePoint (NYSE:CHPT) Holdings Inc. (NYSE:CHPT) experienced a price target adjustment. Benchmark, a financial analysis firm, reduced the price target for ChargePoint to $3.00 from the previous $4.25. Despite this decrease, Benchmark has maintained a Buy rating on the stock, signaling continued optimism about the company's prospects.

The adjustment comes after a conversation with ChargePoint’s CFO, which reaffirmed the company's aim to achieve a positive EBITDA by 2025. Benchmark's decision to lower the price target reflects the current market sentiment and the downward pressure affecting the sector. However, the firm believes that the company's recent announcements, including partnerships with Porsche (ETR:P911_p) and LG in June, underscore ChargePoint's operational progress and potential for future growth.

The revised price target suggests that Benchmark sees over 100% upside for ChargePoint's stock, even as it acknowledges the challenges posed by a "depressed comp group," a reference to comparable companies in the industry facing similar market conditions. The firm's stance indicates that it considers the stock to be oversold at its current valuation.

ChargePoint has been actively forging partnerships and expanding its business, as evidenced by the recent press releases highlighting collaborations with notable companies like Porsche and LG. These strategic moves are seen as critical steps towards the company's financial goals and are part of the reason for Benchmark's continued endorsement of ChargePoint's stock.

In other recent news, ChargePoint Holdings, Inc., a key player in the electric vehicle charging network, reported its first-quarter financial results for fiscal year 2025. The company's revenue stood at $107 million, exceeding its guidance midpoint, albeit an 8% decrease from the prior quarter. The non-GAAP gross margin was reported at 24%, and non-GAAP operating expenses were down to $66 million. Despite a non-GAAP adjusted EBITDA loss of $36 million, ChargePoint maintains a positive outlook for the growing EV market and its strategic initiatives.

In terms of future developments, ChargePoint aims to achieve positive EBITDA by the end of the year and forecasts Q2 2025 revenue to be between $108 million and $118 million. The company is also focusing on reducing operating expenses, particularly non-recurring engineering costs. ChargePoint has surpassed one million charging locations globally, contributing to over 10 billion electric miles, and anticipates a majority of sales to be recognized next year.

ChargePoint is also expanding its market presence and product offerings through new partnerships and hardware co-development projects. The company is committed to enhancing its open modular software platform, advancing hardware development, improving driver experience, and maintaining operational excellence, with key partnerships with AcBel Polytech, Wistron NeWeb (WNC), and Airbnb.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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