Monitor whether the company can sustain subscription revenue growth while stabilizing hardware sales; watch cash burn rate given the sequential revenue decline in guidance
Price Chart
Executive Summary
ChargePoint reported mixed fiscal 2026 results with fourth quarter revenue up 7% year-over-year to $109.3 million and subscription revenue growing 11%, but full-year revenue declined 1% to $411.2 million. The company guided first quarter fiscal 2027 revenue to $90-100 million, below the prior quarter's $109.3 million, indicating continued challenges despite operational improvements.
Key Financial Metrics
Key Facts
- Q4 FY2026 revenue: $109.3M (+7% YoY), full-year revenue: $411.2M (-1% YoY)
- Subscription revenue grew 13% YoY to $162.4M for full year
- GAAP net loss narrowed to $220.2M from $277.1M in prior year
- Guidance for Q1 FY2027: $90-100M revenue, below Q4's $109.3M
- Cash and equivalents: $141.6M as of January 31, 2026
Financial Impact
Revenue growth in key subscription segment offset by overall decline in full-year revenue; guidance suggests continued near-term pressure
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Networked Charging Systems | $216.5M | -8.0% |
| Subscriptions | $162.4M | +13.0% |
Risk Factors
- Sequential revenue decline in guidance could pressure stock
- Continued net losses despite revenue growth in key segments
- Dependence on hardware sales which declined 8% year-over-year
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001777393-26-000004 |
| Document: chpt-20260304.htm | 0001777393-26-000004 |
| Document: 0001777393-26-000004-index-headers.html | 0001777393-26-000004 |
| Document: 0001777393-26-000004-index.html | 0001777393-26-000004 |
| Document: 0001777393-26-000004.txt | 0001777393-26-000004 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 2, 2026 29d ago | 8-K | $9.08 $9.06 | ▼ −0.22% | ▲ +0.93% | $9.35 (+2.97%) |
Aug 20, 2026 6w ago | Court Ruling | $5.79 $5.83 | ▲ +0.69% | ▼ −0.42% | $9.35 (+61.49%) |
Jul 31, 2026 8w ago | 8-K | $5.52 $6.12 | ▼ −10.87% | ▼ −8.84% | $9.35 (−69.38%) |
Jul 7, 2026 12w ago | Court Ruling | $5.83 $6.30 | ▲ +8.06% | ▲ +7.51% | $9.35 (+60.38%) |
Jun 30, 2026 13w ago | 8-K | $5.96 $5.83 | ▼ −2.18% | ▼ −2.44% | $9.35 (+56.88%) |
Jun 11, 2026 16w ago | Institutional Cluster | $6.58 $7.69 | ▲ +16.87% | ▲ +16.44% | $9.35 (+42.10%) |
Jun 3, 2026 17w ago | 8-K | $8.31 $6.58 | ▼ −20.82% | ▼ −18.27% | $9.35 (+12.52%) |
May 28, 2026 18w ago | DEFA14A | $7.59 $7.61 | ▲ +0.26% | ▲ +0.56% | $9.35 (+23.19%) |
Apr 17, 2026 23w ago | 8-K | $6.64 $6.79 | ▲ +2.26% | ▲ +1.35% | $9.35 (+40.81%) |
Mar 23, 2026 27w ago | Insider Cluster | $5.35 $4.51 | ▼ −15.70% | ▼ −12.14% | $9.35 (+74.77%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access