ChargePoint Holdings (CHPT) Earnings Live: Can the Stock Recapture the Magic?

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Consensus Snapshot

2:33 pm by Joel South

• Q1 EPS Estimate: -$0.057

• Q1 Revenue Estimate: $100.58 million

• YoY Revenue Decline: -6.0%

• EBITDA Estimate: -$19.14 million

• EBITDA Margin: -19.0%

• Short Interest: 20.73% of float

Consensus calls for a year-over-year revenue decline, reflecting macro softness in EV infrastructure rollouts and a slower-than-expected rebound in U.S. fleet and commercial charging segments. At $100.6M, top-line expectations are low and sit near the bottom of internal guide ranges.

EPS is forecast at -$0.057, showing modest sequential improvement from Q4’s -$0.08 but still reflective of steep operating losses. ChargePoint is also expected to report negative EBITDA of ~$19M, though that too would be an improvement if cost savings are already flowing through SG&A. The Street has significantly reset expectations after CHPT’s string of revenue and margin guide-downs in FY25.

Cash burn and liquidity metrics will be core to the earnings-day reaction. CHPT exited last quarter with ~$397 million in cash — but if working capital drains or restructuring charges reappear, that cushion could compress quickly. Management’s commentary on runway, debt covenants, and potential capital raises will carry equal weight to the income statement.

ChargePoint (NYSE: CHPT) enters its Q1 FY2026 report as one of the market’s most polarizing high-beta stories. While the stock has rebounded over 40% in the past month — fueled largely by retail flows and meme-adjacent short covering — it remains deeply depressed on a year-to-date basis. CHPT is still trading well below its 2021 SPAC-era highs and is now treated by many investors as a restructuring story rather than a growth name.

That dynamic stems from weak FY25 execution, deteriorating gross margins, and a loss of investor trust. Last quarter, ChargePoint announced sweeping layoffs and replaced both its CEO and CFO. New leadership promised a reset on cost structure and operational focus, particularly around hardware efficiency, fleet customer retention, and profitable recurring revenue streams. Q1 will be the first full quarter reflecting those strategic shifts.

This is not a growth narrative anymore — it’s an existential quarter. CHPT must demonstrate sequential improvement in gross margin, visibility into free cash flow runway, and early signs that the business model can eventually scale to breakeven. Otherwise, the recent stock bounce will look more like a short squeeze than a durable rerating.

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