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ChargePoint Q4 Earnings Beat Estimates, Revenues Increase Y/Y

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Key Takeaways

  • CHPT reports Q4'26 revenues of $109.32M, up 7.3% Y/Y, surpassing the consensus estimate.
  • ChargePoint's networked charging systems revenues rose 9.6% Y/Y to $57.65M, while subscriptions grew 11%.
  • CHPT expects Q1'27 revenues of $90-$100M and ended FY26 with $141.6M in cash and equivalents.

ChargePoint Holdings, Inc. (CHPT - Free Report) reported a loss of 54 cents per share for the fourth quarter of fiscal 2026 (ended Jan. 31), narrower than the loss of $1.2 in the year-ago quarter. The reported figure was also narrower than the Zacks Consensus Estimate of a loss of $1.07 per share.

CHPT registered revenues of $109.32 million for the fiscal fourth quarter, up 7.3% year over year from $101.89 million. The top line beat the Zacks Consensus Estimate of $104.61 million.

ChargePoint Holdings, Inc. Price, Consensus and EPS Surprise

ChargePoint Holdings, Inc. Price, Consensus and EPS Surprise

ChargePoint Holdings, Inc. price-consensus-eps-surprise-chart | ChargePoint Holdings, Inc. Quote

Key Highlights

Revenues from networked charging systems increased 9.6% year over year to $57.65 million from $52.62 million in the prior-year quarter. Cost of revenues for the networked charging systems totaled $52.8 million compared with $50.2 million a year ago.

Subscriptions revenues rose 11% year over year to $42.47 million from $38.27 million in the year-ago period. Cost of revenues declined to $15.3 million from $17.4 million in the prior-year quarter.

Other revenues declined 16.3% to $9.21 million from $11.0 million in the prior-year quarter. Cost of revenues increased to $6.8 million from $5.6 million a year ago.

Total gross profit came in at $34.4 million, up from $28.7 million in the prior-year quarter. Loss from operations narrowed to $53 million from $54.9 million a year ago. Net loss before income taxes was $43 million compared with $58 million in the year-ago quarter. Net loss was $44.4 million compared with $58.8 million in the year-ago quarter.

Financials

As of Jan. 31, 2026, ChargePoint had cash and cash equivalents of $141.6 million. Debt, including current and noncurrent portions, totaled $260.9 million.

For fiscal 2026, net cash used in operating activities was $62.8 million compared with $146.9 million in the prior year.

For the first quarter of fiscal 2027, ChargePoint expects revenues in the range of $90 million to $100 million.

CHPT Zacks Rank & Key Picks

ChargePoint has a Zacks Rank #3 (Hold) at present.

Some better-ranked stocks in the auto space are RENAULT (RNLSY - Free Report) ,Modine Manufacturing (MOD - Free Report)  and Strattec Security (STRT - Free Report) , each sporting a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for RNLSY’s 2026 sales and earnings implies year-over-year growth of 14.4% and 176.3%, respectively. The EPS estimates for 2026 and 2027 have improved 34 cents and 18 cents, respectively, in the past 30 days.

The Zacks Consensus Estimate for MOD’s fiscal 2026 sales and earnings implies year-over-year growth of 21.3% and 19%, respectively. The EPS estimate for fiscal 2026 and 2027 has improved 19 cents and 80 cents, respectively, in the past 30 days.

The Zacks Consensus Estimate for STRT’s fiscal 2026 sales and earnings implies year-over-year growth of 2.1% and 16.2%, respectively. The EPS estimate for fiscal 2026 and fiscal 2027 has improved 85 cents and 48 cents, respectively, in the past 30 days.

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