Stifel cuts Blink Charging stock target to $2 from $3.50

Published 26/03/2025, 10:44
Stifel cuts Blink Charging stock target to $2 from $3.50

On Wednesday, Stifel analysts adjusted their outlook on Blink Charging Co. (NASDAQ:BLNK), reducing the stock’s price target from $3.50 to $2.00, while maintaining a Hold rating on the shares. The move follows the company’s fourth-quarter earnings report, which showed revenue figures in line with market expectations. The stock, currently trading at $1.01, has experienced significant volatility, with InvestingPro data showing a 61% decline over the past year and a beta of 2.86, indicating high market sensitivity.

Blink Charging, known for its electric vehicle charging services, has been making notable strides in managing costs. Despite this progress, analysts at Stifel have identified persistent challenges within the industry that could impact the company’s financial performance. According to InvestingPro data, the company’s EBITDA stands at -$57.3 million, with a concerning cash burn rate. While the company maintains more cash than debt on its balance sheet, the path to profitability remains uncertain, with analysts not anticipating positive earnings this year.

Stifel’s decision to lower the price target reflects these ongoing industry headwinds and the unclear path to profitability. In their commentary, the analysts acknowledged Blink Charging’s fourth-quarter revenue performance, indicating that although it met consensus estimates, the broader industry context warranted a more cautious valuation approach. The company’s financial health metrics from InvestingPro show a Fair overall rating, with notably strong relative value scores but weak profitability indicators. For deeper insights, investors can access 12 additional ProTips and comprehensive financial analysis through InvestingPro’s detailed research reports.

The revised price target of $2.00 represents a significant reduction from the previous figure of $3.50. Stifel’s continued Hold rating suggests that while the analysts recognize Blink Charging’s efforts in cost management, the current industry environment poses risks that investors should consider.

The update from Stifel comes as the electric vehicle sector grapples with various challenges, including supply chain constraints and competitive pressures. Blink Charging’s stock price will likely continue to be influenced by both its operational progress and broader industry trends.

In other recent news, Blink Charging Co. reported its fourth-quarter 2024 results, revealing a decline in quarterly revenue to $30.2 million from $42.7 million the previous year. Despite this drop, revenues from company-owned charging stations increased to $6.2 million, and the blended gross profit reached $7.5 million, representing 25.0% of revenues. Blink Charging also announced a partnership with Porsche to install 50 EV charging stations across Mexico, enhancing the EV infrastructure in the region. Meanwhile, Blink’s subsidiary, Envoy Technologies, amended a merger agreement to extend the IPO deadline and increase the stock value issued to former shareholders. Analyst firms have varied opinions; Stifel maintained a Hold rating, noting Blink’s efforts in cost reduction and revenue growth, while H.C. Wainwright reaffirmed a Buy rating with an $8 target, despite the revenue decline. Benchmark, however, lowered its price target to $2, citing broader economic uncertainties affecting product demand. The company anticipates stable product sales in early 2025 but expects continued growth in service revenues. Blink Charging’s management remains focused on achieving EBITDA profitability, now projected for the third quarter of 2026.

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

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.