ChargePoint stock price target lowered to $10 at RBC on demand concerns

Published 04/09/2025, 15:40
ChargePoint stock price target lowered to $10 at RBC on demand concerns

Investing.com - RBC Capital has lowered its price target on ChargePoint Holdings Inc. (NYSE:CHPT) to $10.00 from $20.00 while maintaining a Sector Perform rating on the stock. The company’s stock has seen significant volatility, with InvestingPro data showing a 68% decline over the past year and currently trading at $10.75.

The electric vehicle charging network provider reported results that fell short of expectations despite stronger revenue, with lower subscription mix and higher operating expenses contributing to the underperformance. According to InvestingPro data, the company’s gross profit margin stands at 26%, while its EBITDA remains negative at -$201.2 million.

RBC Capital noted that while ChargePoint is making sequential improvements, demand for its charging solutions remains depressed, and the company could face additional headwinds from negative policy changes.

The firm highlighted that ChargePoint has removed its previous guidance for positive adjusted EBITDA at some point this year, signaling continued financial challenges.

RBC’s price target reduction reflects a revised forecast and a shift to a 1x 2027 estimated price-to-sales valuation method, replacing its previous sum-of-the-parts analysis that included discounted cash flow, citing "increased uncertainty in longer-term demand recovery."

In other recent news, ChargePoint Holdings Inc. reported its Q2 2025 earnings, revealing revenue of $99 million, slightly surpassing the forecast of $96.02 million. However, the company’s earnings per share (EPS) fell significantly short of expectations, coming in at -$2.85 compared to the anticipated -$0.12. JPMorgan responded to these developments by lowering its price target for ChargePoint to $8 from $9, citing delayed profitability and the company’s withdrawal of fiscal year 2026 profitability guidance. Oppenheimer maintained its Perform rating on ChargePoint, noting modest revenue upside and better-than-expected gross margins for the July quarter of 2025. Despite these positives, Oppenheimer highlighted that ChargePoint’s revenue guidance for the October quarter fell 11% below Street expectations. Needham also reiterated its Hold rating, recognizing improvements in margin, cost discipline, and liquidity, but pointed out subdued near-term demand trends. These updates reflect a mixed outlook for ChargePoint as it navigates market uncertainties.

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