ChargePoint Holdings stock gains as analysts lift targets and cash burn stays in focus

Published on 09/18/2026 at 15:51 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

ChargePoint Holdings stock closed at USD 9.95 on September 17, 2026, after a 61 percent monthly surge that followed solid Q2 FY2027 figures. Analysts now see limited upside with a USD 8.00 to USD 6.93 target range and highlight cash burn risks.

CHPT, US1611541017, Illustration mit AI erstellt.

ChargePoint Holdings, Inc. stock (ISIN US1611541017) closed at USD 9.95 on the New York Stock Exchange on September 17, 2026, up about 61 percent over the past month from a level near USD 5.90 as investors reacted to improving fundamentals and sentiment in electric vehicle charging.

Q2 FY2027 results underpin the rally

As 247WallSt reported on September 17, 2026, ChargePoint delivered revenue of USD 116.08 million in its second quarter of fiscal year 2027, representing growth of 17.7 percent year over year as the company benefited from expanding deployments of its charging solutions.

According to 247WallSt, non-GAAP gross margin in Q2 FY2027 reached 38 percent, an improvement from roughly the low-30s percent levels a year earlier, which suggests ChargePoint is starting to capture more operating leverage in its business model.

Analyst estimates and cash burn temper enthusiasm

Consensus data compiled by Yahoo Finance as of September 17, 2026 indicate that analysts expect ChargePoint to generate USD 110.75 million of revenue in the current quarter ending October 2026 and USD 115.62 million in the following quarter ending January 2027, pointing to sequential growth of about 4.4 percent.

The same overview from Yahoo Finance shows an average adjusted earnings per share estimate of minus USD 0.54 for the October 2026 quarter compared with a year-ago EPS of minus USD 1.32, implying that analysts expect the quarterly loss per share to narrow by USD 0.78 year over year.

In a sector comparison published by MarketBeat on September 17, 2026, ChargePoint carries a consensus rating score of 1.73, categorized as Reduce, with a consensus price target of USD 6.93, which is roughly 30.4 percent below the closing price of USD 9.95 and signals that many analysts still see downside from current levels.

The same MarketBeat overview notes that a brokerage covered in the dataset raised its price target on ChargePoint from USD 6.00 to USD 8.00, indicating that at least one analyst now expects modest upside versus the prior target but still remains below where the shares currently trade.

Despite the recent improvement in margins and expectations for narrowing losses, a thematic report from StockStory on September 18, 2026 highlights ChargePoint as a cash-burning company with a trailing 12-month free cash flow margin of minus 15.8 percent, underscoring that the business still consumes cash rather than generating it.

The same analysis from StockStory points out that ChargePoint’s revenue declined by about 1 percent annually over the last two years, which contrasts with the 17.7 percent year-over-year growth in Q2 FY2027 and suggests that investors will be watching closely to see whether the latest quarter marks the start of a sustained recovery.

Valuation, price action and sector backdrop

Per the StockStory piece published on September 18, 2026, ChargePoint’s share price of USD 9.97, close to the extended trading quote referenced in other portals, implies a forward price-to-sales ratio of about 0.5 times, a valuation that some investors may see as moderate for a company in a growth sector but that still depends on execution and improved cash generation.

As summarized by 247WallSt, ChargePoint shares traded at USD 9.48 during the September 17, 2026 session, up about 6 percent intraday, and the article noted that the stock had gained 61 percent over the prior month without a single identified earnings surprise, guidance change or major analyst upgrade as the clear trigger for the move.

The MarketBeat comparison table shows a closing price of USD 9.95 for ChargePoint stock on September 17, 2026 at 3:59 p.m. Eastern Time, with extended trading later nudging the quote to USD 9.97, which indicates that the monthly rally remains largely intact heading into September 18, 2026.

Within the broader electric vehicle charging segment, the same MarketBeat overview compares ChargePoint with peers such as Blink Charging and EVgo and notes that ChargePoint’s consensus price target of USD 6.93 sits below its current price, whereas some peers carry higher implied upside, suggesting that investors may view ChargePoint as further along in its re-rating phase for now.

Stock level and investor perspective

ChargePoint stock closed at USD 9.95 on the New York Stock Exchange on September 17, 2026, with an after-hours indication of USD 9.97 in extended trading later that day, placing the shares meaningfully above analysts’ USD 6.93 consensus target but at a valuation of about 0.5 times forward sales that still assumes continued progress on margins and cash flow.