<div id="readability-page-1"><div><ul> <li>In the third quarter of fiscal 2025, ChargePoint Holdings reported revenue of US$105.67 million, narrowed its net loss to US$52.48 million, and later cut its debt by more than half while issuing guidance for fourth-quarter revenue of US$100 million to US$110 million.</li> <li>Alongside these results, ChargePoint highlighted a growing mix of higher‑margin subscription revenue, expanding gross margins, and new fast‑charging deployments such as its Michigan partnership with Dabaja Brothers, underscoring its shift toward a more software- and platform-driven business model.</li> <li>We’ll now examine how ChargePoint’s improving margins and reduced debt burden reshape its investment narrative and future risk‑reward profile.</li> </ul><p>Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks riding the wave.</p><h2>ChargePoint Holdings Investment Narrative Recap</h2><p>To own ChargePoint, you need to believe that EV charging demand will keep scaling globally and that the company can convert its growing installed base into higher margin subscription income while moving closer to breakeven. The latest quarter supports that margin and cash discipline story in the near term, helped by a smaller net loss and debt cut, but persistent losses and the risk of extended project timelines remain central concerns.</p> <p>The Dabaja Brothers ultra fast charging rollout in Michigan fits neatly with this earnings story, because it shows ChargePoint pairing new high power hardware with its upgraded software platform to deepen recurring subscription and services revenue. If the company can replicate this kind of deployment across more fleets, retailers and municipalities, it could support the near term catalyst of improving margins, even if headline EV sales growth or incentives become less supportive.</p> <p>Yet while revenue is growing and debt is lower, investors should be aware that ongoing losses could still force future capital raises...</p> <p>Read the full narrative on ChargePoint Holdings (it's free!)</p><p>ChargePoint Holdings’ narrative projects $633.2 million revenue and $64.3 million earnings by 2028.</p><p>Uncover how ChargePoint Holdings' forecasts yield a $11.25 fair value, a 8% upside to its current price.</p><h2>Exploring Other Perspectives</h2><figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/053f2afa-9458-40ac-9245-c35125e1d633/chart/community-fair-value?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/053f2afa-9458-40ac-9245-c35125e1d633/chart/community-fair-value"/><figcaption>CHPT Community Fair Values as at Dec 2025</figcaption></figure> <p>Seven members of the Simply Wall St Community currently estimate ChargePoint’s fair value between US$2.42 and US$38.68, highlighting very different expectations. Against that spread, the recent shift toward higher margin subscriptions and debt reduction may influence how you weigh the risk that continued losses could extend the path to breakeven and pressure funding needs.</p><p>Explore 7 other fair value estimates on ChargePoint Holdings - why the stock might be worth less than half the current price!</p><h2>Build Your Own ChargePoint Holdings Narrative</h2><p>Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.</p><ul><li>A great starting point for your ChargePoint Holdings research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.</li><li>Our free ChargePoint Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate ChargePoint Holdings' overall financial health at a glance.</li></ul><h2>Ready To Venture Into Other Investment Styles?</h2><p>These stocks are moving-our analysis flagged them today. Act fast before the price catches up:</p><ul><li>Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 37 best rare earth metal stocks of the very few that mine this essential strategic resource.</li><li>These 13 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.</li><li>AI is about to change healthcare. These 30 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.</li></ul> <p><em> This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data     and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your     financial situation. We aim to bring you long-term focused analysis driven by fundamental data.     Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.     Simply Wall St has no position in any stocks mentioned.</em></p></div></div>

CHPT

<p>ChargePoint Holdings reported Q3 fiscal 2025 revenue of $105.67M, reduced net loss to $52.48M, and cut debt by over half. The company is shifting towards a software-driven model with higher-margin subscription revenue and new fast-charging deployments. Despite revenue growth and debt reduction, ongoing losses may require future capital raises. ChargePoint's narrative projects $633.2M revenue and $64.3M earnings by 2028, with a fair value estimate of $11.25, offering an 8% upside. Investors should consider risks of extended project timelines and persistent losses.</p>

ChargePoint (CHPT) Is Up 36.7% After Margin Gains and Debt Cut – Has The Bull Case Changed?