The brief

Analyst view

• Revenue was $411M in the year to January 2026; quarterly sales grew 18% by mid-2026 as margins hit a record.
• Still loss-making: $220M net loss last fiscal year and about $96M cash against $237M of debt in July 2026.
• Next-generation Express fast chargers, built with Eaton, began early-access shipments in mid-2026.

Technical approach

As reported

Model

Others own the chargers

With rare exceptions ChargePoint does not own stations or sell electricity. Site owners buy its hardware plus a yearly software subscription per port.

Software

Cloud platform for every port

Its cloud sets prices, controls access, balances power across ports and reports faults. Nearly 139,000 of its managed ports come from other makers.

AC + DC

Slow chargers for parking, fast for travel

Most ports are slower AC chargers at workplaces, homes and car parks. DC fast chargers, nearly 47,000 by mid-2026, refill a car during a short stop.

Grid

Charger and power gear designed together

With Eaton it pairs chargers with switchgear, batteries and solar on a shared DC link, so sites need less grid connection and can send power back.

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