CHPT Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03

Price $9.29

Market Cap (MRQ) $249M

P/E (TTM) -1.0

EPS (TTM) $-9.54

Revenue (TTM) $433M

ROE (TTM) -1015.1%

Debt/Equity (MRQ) -6.6

52W Range $4–$13

CHPT Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04

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Stock splits 1

Ex-date	Split	Type
July 28, 2025	1-for-20	Reverse

About ChargePoint Holdings, Inc. Common Stock Company overview from Wikipedia

05 · wikidata

ChargePoint Holdings, Inc. (formerly Coulomb Technologies) is an American electric vehicle infrastructure company based in Campbell, California. ChargePoint operates the largest online network of independently owned EV charging stations operating in 14 countries and makes some of its technology.

History

ChargePoint was founded in 2007 as Coulomb Technologies by Richard Lowenthal, Dave Baxter and Harjinder Bhade.

In June 2017, ChargePoint took over 9,800 electric vehicle charging spots from GE, adding to its 34,900 existing charging stations across Mexico, Australia, Canada, and the United States.

On November 28, 2018, ChargePoint raised $240 million. At the time, ChargePoint maintained 57,000 charging stations. In 2019, VW's Electrify America and ChargePoint agreed to provide common access to their US customers.

The company reached 100,000 chargers in September 2019, while adding more than 2,000 charging locations per month.

ChargePoint went public through a special-purpose acquisition company ("SPAC") reverse merger in February 2021. In January 2023, ChargePoint, Mercedes-Benz, and MN8 Energy announced plans to add 2,500 fast chargers at 400 charging hubs in the U.S., available to all EVs.

Charging stations

The company "designs, develops and manufactures hardware and software solutions" for electric vehicles at large.

ChargePoint Home – This small home charger won an Edison Award for new product innovation and human-centered design. It is available in 16A and 32A versions. ChargePoint Home Flex added 50A charging support.

CT4000 Family – The CT4000 is intended for property owners, businesses and municipalities providing for charging stations for their employees, customers, residents and fleets. It was the first to support power sharing along multiple ports.

CP4000 Family – Three phase Mennekes ("type 2") charging for Europe, up to 22 kW. Can share a single three phase 63A circuit or use two separate 32A circuits.

CPE 100 and CPE 200 – ChargePoint Express DC fast chargers offer fast charging for most DC-capable electric vehicles. With an embedded AC-to-DC converter, they directly charge the vehicle battery and can charge some EVs in less than 30 minutes. Express stations are particularly suitable for short dwell time parking, freeway corridor locations and quick turnaround fleet charging. They can also be installed in workplaces to complement CT4000 stations for employees who need a quick charge. Express 100 is 24 kW, Express 200 is 50 kW, and Express 250 is 62.5 kW. Express 100 is available in separate CCS and CHAdeMO models, while Express 200 is larger and has both ports. Express 200 is a charging design licensed from Tritium.

CPF25 Family – The CPF25 is designed for select fleet and multi-family applications. For fleets, CPF25 stations are suited for depot charging. For multi-family communities, CPF25 stations are intended for personal charging in assigned parking spots. CPF32 is a European Type 2 version (still limited to single phase 32A charging). The CPF50 added 50A charging support.

ChargePoint Express Plus Family – The liquid-cooled, modular 400 kW charging system called "Express Plus" was launched in January 2017 at CES in Las Vegas, Nevada.

Obsolete stations

CT1000 – NEMA 5-15 outlet behind a door, ChargePoint's first station. It is rare, with most having been upgraded to the CT2100.

CT1500 – 220 V 16 A outlets behind a door. Can be Schuko, BS 1363, or Australian outlets.

CT2000 – Single J1772.

CT2100 – J1772 and NEMA 5-20 charging on separate circuits.

CT2500 – Mennekes (IEC 62196) charging (single phase).

CT2020 family – Dual J1772 on separate circuits (no power sharing support).

CT500 – Small home charger (J1772), replaced by ChargePoint Home.

CT3000 – 50 kW CHAdeMO fast charging

== Gallery ==

10-Year Performance Revenue, net income, margins and EPS trends

06

Revenue$411M

2020-01-31 → 2026-01-31

EPS$-9.41

2020-01-31 → 2026-01-31

Free Cash Flow$-67M

2022-01-31 → 2026-01-31

Net margin-40.6%

2022-01-31 → 2026-01-31

Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric	CHPT	5Y avg	Peer Median	Verdict
P/E (TTM)	-1.05Y avg ≈-85.5	≈-85.5	·	·
P/S (TTM)	0.65Y avg ≈123.7	≈123.7	1.5	Undervalued
P/B (MRQ)	-6.95Y avg ≈105.5	≈105.5	·	·
EV / EBITDA	-2.05Y avg ≈-143.4	≈-143.4	·	·
Price / FCF (TTM)	-3.65Y avg ≈-186.7	≈-186.7	·	·
Price / Cash Flow (TTM)	-3.95Y avg ≈-203.5	≈-203.5	·	·
EV / Revenue	0.95Y avg ≈123.5	≈123.5	·	·
EV / FCF	-5.45Y avg ≈-186.8	≈-186.8	·	·
Price / Tangible Book (MRQ)	-2.85Y avg ≈879.5	≈879.5	·	·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric	CHPT	5Y avg	Peer Median	Verdict
Gross Margin (TTM)	32.1%5Y avg ≈20.2%	≈20.2%	24.0%	Top tier
Operating Margin (TTM)	-41.2%5Y avg ≈-76.7%	≈-76.7%	-28.7%	In line
EBITDA Margin (TTM)	-35.3%5Y avg ≈-70.5%	≈-70.5%	-28.7%	In line
Pretax Margin (TTM)	-39.4%5Y avg ≈-67.7%	≈-67.7%	-29.9%	In line
Net Profit Margin (TTM)	-40.6%5Y avg ≈-67.8%	≈-67.8%	-32.2%	Top tier
ROA (TTM)	-22.4%5Y avg ≈-30.9%	≈-30.9%	-23.3%	Weak
ROE (TTM)	-1015.1%5Y avg ≈-180.5%	≈-180.5%	-11.1%	Weak
ROIC	-75.9%5Y avg ≈-61.7%	≈-61.7%	-16.9%	Weak

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric	CHPT	5Y avg	Peer Median	Verdict
Debt / Equity (MRQ)	-6.65Y avg ≈3.2	≈3.2	0.0	Low debt
Current Ratio (MRQ)	1.15Y avg ≈2.1	≈2.1	3.2	Low liquidity
Quick Ratio	0.65Y avg ≈1.3	≈1.3	1.4	Low liquidity
Long-Term Debt / Equity (MRQ)	-6.15Y avg ≈2.9	≈2.9	-3.3	Low debt
Interest Coverage	-8.85Y avg ≈-51.9	≈-51.9	-4.8	Below avg

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric	CHPT	5Y avg	Peer Median	Verdict
Revenue YoY	-1.4%5Y avg ≈29.6%	≈29.6%	·	·
Revenue CAGR 3Y	-4.2%5Y avg ≈22.4%	≈22.4%	·	·
Revenue CAGR 5Y	22.9%	·	·	·

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric	CHPT	5Y avg	Peer Median	Verdict
EPS (Diluted)	$-9.415Y avg ≈$-9.81	≈$-9.81	·	·
Revenue / Share	$17.575Y avg ≈$4.41	≈$4.41	·	·
Cash Flow / Share	$-2.685Y avg ≈$-1.04	≈$-1.04	·	·
Cash / Share	$5.825Y avg ≈$1.76	≈$1.76	·	·

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric	CHPT	5Y avg	Peer Median	Verdict
Asset Turnover	0.55Y avg ≈0.5	≈0.5	0.5	In line
Inventory Turnover	1.35Y avg ≈3.8	≈3.8	5.2	Weak
Receivables Turnover	4.55Y avg ≈4.0	≈4.0	6.3	Weak
Revenue / Employee	≈$285.6K	·	·	·

value · ≈ 5Y avg · industry median · verdict relative to median

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14

Beat Rate 75.0%

Avg Surprise 26.0%

Period	Report	EPS Actual	EPS Est	Surprise
June 30, 2027	Sep 2, 2026	$-0.35	$-0.86	59.3%
March 31, 2027	Jun 3, 2026	$-0.74	$-1.04	28.5%
Sept. 30, 2026		$-0.35	$-0.86	59.3%
June 30, 2026		$-0.74	$-1.04	28.5%
March 31, 2026		$-0.55	$-1.05	47.6%
Dec. 31, 2025		$-1.32	$-1.34	1.5%
Sept. 30, 2025		$-1.42	$-1.23	-15.4%
June 30, 2025		$-1.20	$-1.18	-1.4%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15

Income Statement 18

Metric	2026	2025	2024	2023	2022	2021	2020
Revenue	$411M	$417M	$507M	$468M	$241M	$146M	·
Cost of Revenue	$286M	$316M	$477M	$382M	$187M	$114M	·
Gross Profit	$126M	$101M	$30M	$86M	$54M	$33M	·
R&D Expense	$139M	$141M	$221M	$195M	$145M	$75M	·
SG&A Expense	$96M	$82M	$109M	$90M	$81M	$26M	$6M
Operating Expenses	$336M	$354M	$480M	$428M	$319M	$154M	·
Operating Income	$-210M	$-253M	$-450M	$-342M	$-265M	$-121M	$-6M
Interest Expense	$24M	$25M	$16M	$9M	$2M	$3M	·
Interest Income	$4M	$8M	$10M	$6M	$98.0K	$315.0K	·
Other Non-op	$2M	$-3M	$-1M	$-2M	$-3M	$229.0K	·
Pretax Income	$-216M	$-273M	$-458M	$-347M	$-135M	$-197M	$-315M
Income Tax	$4M	$4M	$-21.0K	$-2M	$-3M	$198.0K	$201.6K
Net Income	$-220M	$-277M	$-458M	$-345M	$-132M	$-197M	$-315M
EPS (Basic)	$-9.41	$-12.78	$-24.37	$-1.02	$-1.01	$-18.14	·
EPS (Diluted)	$-9.41	$-12.78	$-24.37	$-1.02	$-1.49	$-18.14	·
Shares (Basic)	23,408,373	21,674,490	18,776,494	338,488,667	297,421,969	15,116,763	·
Shares (Diluted)	23,408,373	21,674,490	18,776,494	338,488,667	302,490,266	15,116,763	·
EBITDA	$-183M	$-224M	$-421M	$-317M	$-249M	·	$-6M

Balance Sheet 29

Metric	2026	2025	2024	2023	2022	2021	2020
Cash & Equivalents	$142M	$225M	$327M	$264M	$315M	$145M	$111.8K
Receivables	$86M	$96M	$124M	$165M	$76M	$35M	·
Inventory	$215M	$209M	$199M	$69M	$36M	$34M	·
Prepaid Expense	$19M	$36M	$62M	$71M	$37M	$12M	$238.6K
Other Current Assets	$13M	$20M	$19M	$23M	$20M	$8M	·
Current Assets	$462M	$567M	$743M	$704M	$464M	$227M	$350.4K
PP&E (Net)	$25M	$35M	$42M	$40M	$35M	$30M	·
PP&E (Gross)	$97M	$110M	$102M	$84M	$70M	$55M	·
Accum. Depreciation	$73M	$74M	$59M	$44M	$35M	$25M	·
Goodwill	$228M	$208M	$214M	$214M	$218M	$1M	·
Intangibles	$61M	$66M	$81M	$93M	$107M	$0	·
Other Non-current Assets	$6M	$8M	$9M	$7M	$6M	$10M	·
Total Assets	$792M	$898M	$1.10B	$1.08B	$856M	$290M	$317M
Accounts Payable	$90M	$64M	$71M	$62M	$28M	$20M	$39.1K
Accrued Liabilities	$46M	$37M	$51M	$46M	$32M	$18M	$4M
Current Liabilities	$384M	$294M	$330M	$284M	$189M	$118M	$6M
Capital Leases	$11M	$15M	$17M	$22M	$25M	$22M	·
Deferred Tax	$13M	$12M	$11M	$13M	$18M	$0	·
Other Non-current Liabilities	$4M	$8M	$2M	$1M	$7M	$972.0K	·
Total Liabilities	$771M	$761M	$776M	$725M	$309M	$291M	$337M
Long-term Debt	$261M	$297M	·	·	$0	$35M	·
Total Debt	$261M	$297M	$284M	$295M	$0	·	·
Common Stock	$2.0K	$2.0K	$42.0K	$35.0K	$33.0K	$2.0K	·
Paid-in Capital	$2.13B	$2.05B	$1.96B	$1.53B	$1.37B	$63M	$296M
Retained Earnings	$-2.11B	$-1.89B	$-1.61B	$-1.16B	$-812M	$-679M	$-316M
AOCI	$4M	$-25M	$-16M	$-16M	$-8M	$155.0K	·
Stockholders' Equity	$21M	$137M	$328M	$355M	$547M	$-617M	$-19M
Liabilities + Equity	$792M	$898M	$1.10B	$1.08B	$856M	$290M	$317M
Shares Outstanding	24,316,597	22,805,115	21,055,836	17,416,524	334,760,615	22,961,032	·

Cash Flow 17

Metric	2026	2025	2024	2023	2022	2021	2020
D&A	$27M	$29M	$28M	$25M	$16M	$10M	·
Stock-based Comp	$65M	$76M	$117M	$93M	$67M	$5M	·
Deferred Tax	$-441.0K	$300.0K	$-2M	$-4M	$-3M	$0	·
Amort. of Intangibles	$13M	$12M	$12M	$12M	$5M	$0	·
Restructuring	·	·	$16M	·	·	·	·
Other Non-cash	$66M	$25M	$-15M	$-37M	$-105M	·	·
Operating Cash Flow	$-63M	$-147M	$-329M	$-267M	$-157M	$-92M	$-2M
CapEx	$4M	$12M	$19M	$19M	$16M	$11M	·
Investing Cash Flow	$-4M	$-12M	$86M	$-126M	$-222M	$36M	$567.8K
Net Debt Issued	$-40M	·	$0	$0	$-36M	·	·
Stock Issued	$0	$10M	$287M	$49M	$0	$0	·
Net Stock Activity	$0	$10M	$287M	$49M	·	·	·
Financing Cash Flow	$-20M	$29M	$307M	$373M	$550M	$129M	$1M
Net Change in Cash	$-83M	$-133M	$63M	$-21M	$170M	$73M	·
Taxes Paid	$3M	$3M	$1M	$598.0K	$268.0K	$172.0K	·
Free Cash Flow	$-67M	$-159M	$-348M	$-286M	$-174M	·	·
Levered FCF	$-91M	$-184M	$-365M	$-295M	$-175M	·	·

Profitability 8

Metric	2026	2025	2024	2023	2022	2021	2020
Gross Margin	30.5%	24.1%	5.9%	18.4%	22.2%	·	·
Operating Margin	-51.1%	-60.7%	-88.8%	-73.0%	-110.1%	·	·
Net Margin	-53.5%	-66.4%	-90.3%	-73.7%	-54.9%	·	·
Pretax Margin	-52.6%	-65.4%	-90.3%	-74.2%	-56.1%	·	·
EBITDA Margin	-44.5%	-53.7%	-83.2%	-67.7%	-103.3%	·	·
ROA	-26.1%	-27.7%	-41.9%	-35.6%	-23.1%	·	-99.4%
ROE	-478.6%	-174.0%	-127.1%	-99.5%	-23.4%	·	114.6%
ROIC	-75.9%	-59.2%	-73.6%	-52.3%	-47.5%	·	30.6%

Liquidity & Solvency 5

Metric	2026	2025	2024	2023	2022	2021	2020
Current Ratio	1.2	1.9	2.2	2.5	2.5	·	0.1
Quick Ratio	0.6	1.1	1.4	1.5	2.1	·	0.0
Debt / Equity	12.2	2.2	0.9	0.8	0.0	·	·
LT Debt / Equity	10.7	2.2	0.9	0.8	0.0	·	·
Interest Coverage	-8.8	-10.3	-27.7	-36.2	-176.7	·	·

Efficiency 3

Metric	2026	2025	2024	2023	2022	2021	2020
Asset Turnover	0.5	0.4	0.5	0.5	0.4	·	·
Inventory Turnover	1.3	1.6	3.6	7.3	5.4	·	·
Receivables Turnover	4.5	3.8	3.5	3.9	4.3	·	·

Per Share 5

Metric	2026	2025	2024	2023	2022	2021	2020
Book Value / Share	$0.88	$0.30	$0.78	$1.02	$1.63	·	·
Revenue / Share	$17.57	$0.96	$1.35	$1.38	$0.80	·	·
Cash Flow / Share	$-2.68	$-0.34	$-0.88	$-0.79	$-0.52	·	·
Cash / Share	$5.82	$0.49	$0.78	$0.76	$0.94	·	·
EPS (TTM)	$-9.41	$-12.78	$-24.37	$-1.02	$-1.49	·	·

Growth Rates 3

Metric	2026	2025	2024	2023	2022	2021	2020
Revenue YoY	-1.4%	-17.7%	8.2%	94.2%	64.5%	·	·
Revenue CAGR 3Y	-4.2%	20.1%	51.2%	·	·	·	·
Revenue CAGR 5Y	22.9%	·	·	·	·	·	·

Valuation (TTM) 14

Metric	2026	2025	2024	2023	2022	2021	2020
Revenue TTM	$411M	$417M	$507M	$468M	$241M	·	·
Net Income TTM	$-220M	$-277M	$-458M	$-345M	$-132M	·	$-315M
Market Cap	$146M	$8.78B	$16.00B	$84.57B	$92.73B	·	·
Enterprise Value	$265M	$8.85B	$15.96B	$84.61B	$92.41B	·	·
P/E	-0.6	-1.5	-1.6	-238.0	-185.9	·	·
P/S	0.4	21.0	31.6	180.7	384.8	·	·
P/B	6.8	63.8	48.8	238.2	169.5	·	·
P / Tangible Book	·	·	479.5	1740.1	419.0	·	·
P / Cash Flow	-2.3	-59.7	-48.6	-316.7	-590.0	·	·
P / FCF	-2.2	-55.2	-45.9	-296.1	-534.2	·	·
EV / EBITDA	-1.4	-39.5	-37.9	-267.1	-371.2	·	·
EV / FCF	-4.0	-55.6	-45.8	-296.2	-532.4	·	·
EV / Revenue	0.6	21.2	31.5	180.7	383.4	·	·
Earnings Yield	-157.1%	-66.4%	-64.1%	-0.42%	-0.54%	·	·

Income Statement 18

Metric	Q2 2027	Q1 2027	Q4 2026	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023
Revenue	$116M	$102M	$109M	$106M	$99M	$98M	$102M	$100M	$109M	$107M	$116M	$110M	$150M	$130M	$153M	$125M
Cost of Revenue	$74M	$72M	$75M	$73M	$68M	$70M	$73M	$77M	$83M	$83M	$93M	$134M	$149M	$99M	$120M	$103M
Gross Profit	$42M	$30M	$34M	$32M	$31M	$28M	$29M	$23M	$26M	$24M	$22M	$-24M	$1M	$31M	$33M	$23M
R&D Expense	$32M	$36M	$35M	$35M	$36M	$34M	$30M	$38M	$37M	$36M	$55M	$57M	$60M	$49M	$47M	$48M
SG&A Expense	$20M	$18M	$28M	$18M	$28M	$22M	$29M	$18M	$15M	$20M	$26M	$33M	$25M	$24M	$24M	$22M
Operating Expenses	$76M	$77M	$87M	$77M	$90M	$82M	$84M	$91M	$88M	$91M	$115M	$130M	$124M	$110M	$111M	$106M
Operating Income	$-34M	$-47M	$-53M	$-44M	$-59M	$-54M	$-55M	$-68M	$-63M	$-67M	$-93M	$-154M	$-123M	$-80M	$-78M	$-83M
Interest Expense	$279.0K	$274.0K	$3M	$8M	$7M	$6M	$2M	$9M	$7M	$7M	$7M	$4M	$3M	$3M	$3M	$3M
Interest Income	$499.0K	$336.0K	$1M	$1M	$1M	$1M	$1M	$2M	$2M	$3M	$3M	$2M	$2M	$2M	$2M	$2M
Other Non-op	$-236.0K	$5M	$133.0K	$-285.0K	$-323.0K	$3M	$-2M	$-202.0K	$-38.0K	$-850.0K	$1M	$-3M	$68.0K	$573.0K	$1M	$-943.0K
Pretax Income	$-34M	$-42M	$-43M	$-52M	$-65M	$-56M	$-58M	$-76M	$-67M	$-71M	$-95M	$-159M	$-124M	$-80M	$-78M	$-85M
Income Tax	$2M	$1M	$1M	$894.0K	$1M	$622.0K	$805.0K	$2M	$2M	$408.0K	$-184.0K	$-315.0K	$905.0K	$-427.0K	$529.0K	$-442.0K
Net Income	$-36M	$-43M	$-44M	$-52M	$-66M	$-57M	$-59M	$-78M	$-69M	$-72M	$-95M	$-158M	$-125M	$-79M	$-79M	$-84M
EPS (Basic)	$-1.35	$-1.75	$-4.21	$-2.23	$-2.85	$-2.49	$-5.83	$-3.56	$-3.22	$-0.17	$-23.36	$-0.43	$-0.35	$-0.23	$-0.22	$-0.25
EPS (Diluted)	$-1.35	$-1.75	$-4.21	$-2.23	$-2.85	$-2.49	$-5.83	$-3.56	$-3.22	$-0.17	$-23.36	$-0.43	$-0.35	$-0.23	$-0.22	$-0.25
Shares (Basic)	26,322,311	24,630,127	·	23,501,303	23,196,534	22,952,278	·	21,766,572	21,376,634	423,290,222	·	376,182,783	355,876,807	350,043,454	·	339,595,385
Shares (Diluted)	26,322,311	24,630,127	·	23,501,303	23,196,534	22,952,278	·	21,766,572	21,376,634	423,290,222	·	376,182,783	355,876,807	350,043,454	·	339,595,385
EBITDA	$-34M	$-41M	·	$-44M	$-59M	$-47M	·	$-68M	$-63M	$-60M	·	$-154M	$-123M	$-73M	·	$-83M

Balance Sheet 29

Metric	Q2 2027	Q1 2027	Q4 2026	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023
Cash & Equivalents	$95M	$96M	$142M	$181M	$194M	$196M	$225M	$219M	$243M	$262M	$327M	$367M	$233M	$283M	$264M	$188M
Receivables	$87M	$81M	$86M	$97M	$96M	$99M	$96M	$112M	$111M	$118M	·	$152M	$202M	$165M	·	$123M
Inventory	$179M	$204M	$215M	$212M	$212M	$212M	$209M	$222M	$229M	$224M	·	$199M	$144M	$115M	·	$62M
Prepaid Expense	$24M	$21M	$19M	$26M	$30M	$47M	$36M	$66M	$69M	$65M	·	$76M	$83M	$88M	·	$59M
Other Current Assets	$16M	$13M	$13M	$18M	$19M	$27M	$20M	$25M	$22M	$19M	·	$26M	$25M	$24M	·	$21M
Current Assets	$386M	$401M	$462M	$516M	$533M	$554M	$567M	$620M	$653M	$698M	·	$824M	$692M	$682M	·	$642M
PP&E (Net)	$20M	$22M	$25M	$27M	$30M	$33M	$35M	$38M	$39M	$41M	·	$42M	$43M	$42M	·	$39M
PP&E (Gross)	$97M	$97M	$97M	$100M	$101M	$112M	$110M	$109M	$107M	$104M	·	$97M	$94M	$89M	·	$80M
Accum. Depreciation	$77M	$75M	$73M	$73M	$72M	$79M	$74M	$71M	$68M	$63M	·	$55M	$51M	$48M	·	$41M
Goodwill	$223M	$226M	$228M	$224M	$222M	$221M	$208M	$214M	$214M	$212M	$214M	$212M	$217M	$217M	$214M	$202M
Intangibles	$53M	$57M	$61M	$63M	$65M	$68M	$66M	$72M	$74M	$77M	·	$83M	$88M	$91M	·	$90M
Other Non-current Assets	$5M	$6M	$6M	$6M	$7M	$7M	$8M	$8M	$8M	$8M	·	$9M	$9M	$7M	·	$7M
Total Assets	$696M	$721M	$792M	$848M	$870M	$898M	$898M	$966M	$1.00B	$1.05B	·	$1.19B	$1.07B	$1.06B	·	$1.00B
Accounts Payable	$80M	$78M	$90M	$69M	$72M	$52M	$64M	$74M	$71M	$84M	·	$102M	$99M	$62M	·	$45M
Accrued Liabilities	$41M	$39M	$46M	$41M	$37M	$46M	$37M	$39M	$36M	$40M	·	$53M	$63M	$63M	·	$44M
Current Liabilities	$360M	$350M	$384M	$326M	$320M	$304M	$294M	$320M	$321M	$328M	·	$353M	$341M	$288M	·	$238M
Capital Leases	$8M	$10M	$11M	$12M	$13M	$14M	$15M	$16M	$17M	$16M	·	$19M	$20M	$21M	·	$22M
Deferred Tax	$12M	$12M	$13M	$12M	$12M	$12M	$12M	$10M	$12M	$11M	·	$11M	$12M	$13M	·	$12M
Other Non-current Liabilities	$6M	$5M	$4M	$5M	$9M	$4M	$8M	$6M	$2M	$2M	·	$2M	$2M	$1M	·	$1M
Total Liabilities	$732M	$730M	$771M	$810M	$800M	$779M	$761M	$785M	$773M	$773M	·	$795M	$793M	$732M	·	$662M
Long-term Debt	$237M	$240M	$261M	·	·	·	$297M	·	·	·	·	·	·	·	·	$295M
Total Debt	$237M	$240M	·	$322M	$309M	$308M	·	$299M	$286M	$285M	·	$283M	$296M	$295M	·	$295M
Common Stock	$2.0K	$2.0K	$2.0K	$2.0K	$2.0K	$46.0K	$2.0K	$44.0K	$43.0K	$43.0K	·	$42.0K	$36.0K	$35.0K	·	$34.0K
Paid-in Capital	$2.16B	$2.15B	$2.13B	$2.11B	$2.09B	$2.07B	$2.05B	$2.03B	$2.00B	$1.98B	·	$1.93B	$1.65B	$1.58B	·	$1.45B
Retained Earnings	$-2.19B	$-2.15B	$-2.11B	$-2.07B	$-2.01B	$-1.95B	$-1.89B	$-1.83B	$-1.76B	$-1.69B	·	$-1.52B	$-1.36B	$-1.24B	·	$-1.08B
AOCI	$-3M	$582.0K	$4M	$-1M	$-4M	$-5M	$-25M	$-15M	$-16M	$-18M	·	$-19M	$-12M	$-12M	·	$-35M
Stockholders' Equity	$-36M	$-9M	$21M	$38M	$71M	$119M	$137M	$181M	$231M	$278M	$328M	$393M	$275M	$327M	$355M	$339M
Liabilities + Equity	$696M	$721M	$792M	$848M	$870M	$898M	$898M	$966M	$1.00B	$1.05B	·	$1.19B	$1.07B	$1.06B	·	$1.00B
Shares Outstanding	26,850,324	25,897,631	24,316,597	23,653,013	23,357,878	461,648,150	22,805,115	440,752,641	430,830,553	425,133,634	21,055,836	417,939,824	359,792,252	353,081,102	348,330,481	341,531,034

Cash Flow 16

Metric	Q2 2027	Q1 2027	Q4 2026	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023
D&A	$6M	$6M	$6M	$7M	$7M	$7M	$7M	$7M	$7M	$7M	$7M	$7M	$7M	$7M	$6M	$6M
Stock-based Comp	$11M	$11M	$13M	$15M	$18M	$18M	$15M	$21M	$19M	$22M	$25M	$33M	$35M	$24M	$26M	$26M
Amort. of Intangibles	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M	$3M
Restructuring	·	·	·	·	·	·	·	·	·	·	·	$16M	·	·	·	·
Other Non-cash	·	$-10M	·	·	·	$-638.0K	·	·	·	$-20M	·	·	·	$-56M	·	·
Operating Cash Flow	$-4M	$-37M	$-1M	$-22M	$-6M	$-33M	$-3M	$-31M	$-51M	$-63M	$-41M	$-97M	$-86M	$-104M	$-50M	$-83M
CapEx	$968.0K	$1M	$745.0K	$1M	$1M	$1M	$2M	$3M	$4M	$3M	$5M	$5M	$4M	$6M	$4M	$5M
Investing Cash Flow	$-968.0K	$-1M	$-745.0K	$-1M	$-1M	$-1M	$-2M	$-3M	$-4M	$-3M	$-5M	$-5M	$-4M	$99M	$101M	$70M
Net Debt Issued	·	$-10M	·	·	·	·	·	·	·	·	·	·	·	·	·	·
Stock Issued	·	·	$0	·	·	·	$7M	$3M	$0	$0	$0	$232M	$37M	$18M	$49M	$0
Net Stock Activity	·	·	·	·	·	·	·	·	·	$0	·	·	·	$18M	·	·
Financing Cash Flow	$5M	$-8M	$-38M	$10M	$6M	$2M	$12M	$9M	$6M	$1M	$6M	$237M	$40M	$24M	$55M	$14M
Net Change in Cash	$-449.0K	$-46M	$-39M	$-14M	$-2M	$-29M	$5M	$-24M	$-49M	$-66M	$-40M	$134M	$-50M	$19M	$106M	$611.0K
Taxes Paid	$782.0K	$767.0K	$331.0K	$693.0K	$441.0K	$1M	$372.0K	$1M	$278.0K	$907.0K	$207.0K	$353.0K	$222.0K	$325.0K	$303.0K	$98.0K
Free Cash Flow	·	$-38M	·	·	·	$-34M	·	·	·	$-66M	·	·	·	$-110M	·	·
Levered FCF	·	$-38M	·	·	·	$-41M	·	·	·	$-73M	·	·	·	$-113M	·	·

Profitability 8

Metric	Q2 2027	Q1 2027	Q4 2026	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023
Gross Margin	36.4%	29.1%	·	30.7%	31.2%	28.7%	·	22.9%	23.6%	22.1%	·	-21.7%	0.75%	23.5%	·	18.1%
Operating Margin	-29.3%	-46.3%	·	-41.9%	-59.8%	-55.1%	·	-68.4%	-57.8%	-62.7%	·	-139.4%	-82.0%	-61.5%	·	-66.4%
Net Margin	-30.7%	-42.4%	·	-49.7%	-67.1%	-58.5%	·	-77.9%	-63.5%	-67.1%	·	-143.5%	-83.2%	-61.1%	·	-67.4%
Pretax Margin	-29.4%	-41.2%	·	-48.8%	-66.0%	-57.9%	·	-76.4%	-61.9%	-66.7%	·	-143.8%	-82.6%	-61.4%	·	-67.8%
EBITDA Margin	-29.3%	-40.1%	·	-41.9%	-59.8%	-48.0%	·	-68.4%	-57.8%	-55.8%	·	-139.4%	-82.0%	-56.0%	·	-66.4%
ROA	-4.5%	-5.3%	·	-5.8%	-7.1%	-5.9%	·	-7.2%	-6.7%	-6.8%	·	-14.5%	-11.8%	-7.4%	·	-8.9%
ROE	-205.8%	-78.9%	·	-47.9%	-43.9%	-28.8%	·	-27.1%	-27.2%	-23.7%	·	-43.3%	-37.6%	-20.0%	·	-18.3%
ROIC	-17.7%	-21.0%	·	-12.5%	-15.8%	-12.8%	·	-14.5%	-12.4%	-12.0%	·	-22.7%	-21.8%	-12.8%	·	-13.1%

Liquidity & Solvency 5

Metric	Q2 2027	Q1 2027	Q4 2026	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023
Current Ratio	1.1	1.1	·	1.6	1.7	1.8	·	1.9	2.0	2.1	·	2.3	2.0	2.4	·	2.7
Quick Ratio	0.5	0.5	·	0.9	0.9	1.0	·	1.0	1.1	1.2	·	1.5	1.3	1.6	·	1.3
Debt / Equity	-6.6	-26.3	·	8.4	4.4	2.6	·	1.7	1.2	1.0	·	0.7	1.1	0.9	·	0.9
LT Debt / Equity	-6.1	-24.6	·	8.4	4.4	2.6	·	1.7	1.2	1.0	·	0.7	1.1	0.9	·	0.9
Interest Coverage	-122.1	-172.1	·	-5.5	-8.6	-8.4	·	-7.3	-9.6	-10.2	·	-40.3	-42.2	-27.3	·	-32.0

Efficiency 3

Metric	Q2 2027	Q1 2027	Q4 2026	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023
Asset Turnover	0.1	0.1	·	0.1	0.1	0.1	·	0.1	0.1	0.1	·	0.1	0.1	0.1	·	0.1
Inventory Turnover	0.4	0.3	·	0.3	0.3	0.3	·	0.4	0.4	0.5	·	1.0	1.5	1.2	·	2.2
Receivables Turnover	1.3	1.1	·	1.0	1.0	0.9	·	0.8	0.7	0.8	·	0.8	1.0	1.1	·	1.3

Per Share 5

Metric	Q2 2027	Q1 2027	Q4 2026	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023
Book Value / Share	$-1.34	$-0.35	·	$1.62	$3.03	$0.26	·	$0.41	$0.54	$0.65	·	$0.94	$0.76	$0.93	·	$0.99
Revenue / Share	$4.41	$4.13	·	$4.50	$4.25	$0.21	·	$0.23	$0.25	$0.25	·	$0.29	$0.42	$0.37	·	$0.37
Cash Flow / Share	·	$-1.48	·	·	·	$-0.07	·	·	·	$-0.15	·	·	·	$-0.30	·	·
Cash / Share	$3.55	$3.70	·	$7.63	$8.31	$0.42	·	$0.50	$0.56	$0.62	·	$0.88	$0.65	$0.80	·	$0.55
EPS (TTM)	$-9.54	$-11.04	·	$-13.40	$-14.73	$-15.10	·	$-30.31	$-27.18	$-24.31	·	$-1.23	$-1.05	$-0.98	·	$-0.96

Valuation (TTM) 11

Metric	Q2 2027	Q1 2027	Q4 2026	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023
Revenue TTM	$433M	$415M	·	$404M	$398M	$408M	·	$431M	$442M	$484M	·	$544M	$559M	$516M	·	$395M
Net Income TTM	$-176M	$-206M	·	$-235M	$-260M	$-262M	·	$-313M	$-394M	$-450M	·	$-442M	$-368M	$-335M	·	$-327M
Market Cap	$147M	$166M	·	$255M	$215M	$5.75B	·	$10.58B	$18.70B	$11.31B	·	$21.23B	$62.32B	$61.22B	·	$95.49B
Enterprise Value	$288M	$310M	·	$397M	$330M	$5.86B	·	$10.66B	$18.74B	$11.33B	·	$21.15B	$62.38B	$61.24B	·	$95.60B
P/E	-0.6	-0.6	·	-0.8	-0.6	-0.8	·	-0.8	-1.6	-1.1	·	-41.3	-165.0	-176.9	·	-291.2
P/S	0.3	0.4	·	0.6	0.5	14.1	·	24.5	42.3	23.4	·	39.1	111.5	118.5	·	242.0
P/B	-4.1	-18.2	·	6.7	3.0	48.5	·	58.4	81.0	40.7	·	54.1	226.4	187.0	·	282.0
P / Tangible Book	·	·	·	·	·	·	·	·	·	·	·	215.9	·	3060.4	·	2022.7
P / Cash Flow	·	-4.5	·	·	·	-174.5	·	·	·	-180.8	·	·	·	-587.3	·	·
EV / Revenue	0.7	0.7	·	1.0	0.8	14.4	·	24.7	42.4	23.4	·	38.9	111.7	118.6	·	242.3
Earnings Yield	-174.7%	-172.2%	·	-124.1%	-160.3%	-121.2%	·	-126.3%	-62.6%	-91.4%	·	-2.4%	-0.61%	-0.57%	·	-0.34%

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16

Metric	2026-01-31	2025-01-31	2024-01-31	2023-01-31	2022-01-31
Revenue	$411M	$417M	$507M	$468M	$241M
Gross Margin %	30.5%	24.1%	5.9%	18.4%	22.2%
Operating Margin %	-51.1%	-60.7%	-88.8%	-73.0%	-110.1%
Net Income	$-220M	$-277M	$-458M	$-345M	$-132M
Diluted EPS	$-9.41	$-12.78	$-24.37	$-1.02	$-1.49

Metric	2026-01-31	2025-01-31	2024-01-31	2023-01-31	2022-01-31
Debt / Equity	12.2	2.2	0.9	0.8	0.0
Current Ratio	1.2	1.9	2.2	2.5	2.5
Quick Ratio	0.6	1.1	1.4	1.5	2.1

Metric	2026-01-31	2025-01-31	2024-01-31	2023-01-31	2022-01-31
Free Cash Flow	$-67M	$-159M	$-348M	$-286M	$-174M

Institutional owners (13F) 180 filers · $60.2M total · As of June 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 180

Value held $60.2M

New positions 35

Exited positions 16

Institutional activity — Q2 2026 vs prior quarter

New positions	Exited positions	Increased	Decreased	Net shares change
35 (+7 vs prior Q)	16 (+1 vs prior Q)	46 (+19 vs prior Q)	28 (-7 vs prior Q)	+3.5M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution	Value	Shares	% of tracked 13F	Type
BlackRock, Inc.	$11,003,906	1,861,913	18.26%	Shares
VANGUARD GROUP INC	$6,931,828	1,043,950	11.51%	Shares
VANGUARD CAPITAL MANAGEMENT LLC	$5,766,700	975,753	9.57%	Shares
GEODE CAPITAL MANAGEMENT, LLC	$3,488,436	590,127	5.79%	Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$2,104,551	356,100	3.49%	Put option
GOLDMAN SACHS GROUP INC	$1,674,208	283,284	2.78%	Shares
STATE STREET CORP	$1,506,323	254,877	2.50%	Shares
WOLVERINE TRADING, LLC	$1,463,020	132,400	2.43%	Put option
Crawford Fund Management, LLC	$1,173,135	198,500	1.95%	Put option
WOLVERINE TRADING, LLC	$1,162,460	105,200	1.93%	Call option
VANGUARD PORTFOLIO MANAGEMENT LLC	$1,151,623	194,860	1.91%	Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$1,139,732	192,848	1.89%	Shares
MARSHALL WACE, LLP	$1,121,233	189,718	1.86%	Shares
NORTHERN TRUST CORP	$1,115,489	188,746	1.85%	Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1,079,166	182,600	1.79%	Call option
JANE STREET GROUP, LLC	$1,075,531	181,985	1.79%	Call option
RENAISSANCE TECHNOLOGIES LLC	$1,070,650	181,159	1.78%	Shares
VANGUARD FIDUCIARY TRUST CO	$979,015	165,654	1.62%	Shares
COATUE MANAGEMENT LLC	$910,648	154,086	1.51%	Shares
UBS Group AG	$811,491	137,308	1.35%	Shares
Verition Fund Management LLC	$778,347	131,700	1.29%	Put option
OCCUDO QUANTITATIVE STRATEGIES LP	$764,849	129,416	1.27%	Shares
TWO SIGMA INVESTMENTS, LP	$705,979	119,455	1.17%	Shares
JACOBS LEVY EQUITY MANAGEMENT, INC	$636,986	107,781	1.06%	Shares
GMT Capital Corp	$598,624	101,290	0.99%	Shares
CITADEL ADVISORS LLC	$598,476	101,265	0.99%	Call option
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$591,100	100,017	0.98%	Shares
Invesco Ltd.	$539,689	91,318	0.90%	Shares
Cinctive Capital Management LP	$443,250	75,000	0.74%	Call option
BNP PARIBAS FINANCIAL MARKETS	$430,366	72,820	0.71%	Shares
CITADEL ADVISORS LLC	$393,842	66,640	0.65%	Put option
D. E. Shaw & Co., Inc.	$384,150	65,000	0.64%	Call option
Nuveen, LLC	$368,252	62,310	0.61%	Shares
Bank of New York Mellon Corp	$343,836	58,179	0.57%	Shares
XTX Topco Ltd	$326,575	55,258	0.54%	Shares
BANK OF AMERICA CORP /DE/	$291,091	49,254	0.48%	Shares
MORGAN STANLEY	$275,625	46,637	0.46%	Shares
Schonfeld Strategic Advisors LLC	$269,116	45,536	0.45%	Shares
HAMILTON CAPITAL PARTNERS, LLC	$228,776	38,710	0.38%	Shares
Alamea Verwaltungs GmbH	$213,446	36,116	0.35%	Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC	$206,850	35,000	0.34%	Shares
Susquehanna Portfolio Strategies, LLC	$196,224	33,202	0.33%	Shares
SEI INVESTMENTS CO	$177,495	30,033	0.29%	Shares
CANADA PENSION PLAN INVESTMENT BOARD	$170,208	28,800	0.28%	Shares
HSBC HOLDINGS PLC	$169,068	28,583	0.28%	Shares
DEUTSCHE BANK AG\	$158,258	26,778	0.26%	Shares
Walleye Trading LLC	$154,251	26,100	0.26%	Call option
EFG International AG	$153,660	26,000	0.26%	Shares
Squarepoint Ops LLC	$149,180	25,242	0.25%	Shares
WELLS FARGO & COMPANY/MN	$137,247	23,223	0.23%	Shares

Show all 180 institutional owners →

Activists & 5%+ owners 1 position

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer	Filed	Stake	Status	Purpose	Filing
Q-GRG VII (CP) Investment Partners, LLC, QEM VII, LLC, S. Wil VanLoh, Jr., Dheeraj Verma ×3 filings	July 22, 2021	·	Initial filing	·	SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 38 insiders · 19 officers · 19 directors

19

Insider	Role	Last activity	Shares owned	Buys 12m	Sells 12m	Net 12m
Richard Wilmer	President and CEO	Sept. 20, 2026 F	496,462	1	0	$250,163
Pasquale Romano	President and CEO	Aug. 18, 2023 M	4,148,054	0	0	$0
Scott K. Mcneill	CEO & CFO	Feb. 26, 2021 J	6,763,280	0	0	$0
Mansi Khetani	CFO	Sept. 22, 2026 S	174,417	0	4	$-146,635
Rex S Jackson	Chief Financial Officer	Sept. 21, 2023 S	1,973,546	0	0	$0
Josh Rosinski	Chief Operating Officer	July 30, 2019 P	5,000	0	0	$0
Natella Fakhradovna Novruzova	CAO	Sept. 22, 2026 S	28,213	0	2	$-30,617
Eric Batill	General Counsel	Sept. 22, 2026 S	139,329	0	4	$-112,974
Jagdeep Ca Singh	CCXO	Sept. 22, 2026 S	182,381	0	4	$-175,564
John David Vice	CRO	June 23, 2026 S	171,507	0	3	$-41,377
Rebecca Chavez	CLO and Corp Secretary	June 23, 2025 S	2,637,478	0	0	$0
Henrik Gerdes	Chief Accounting Officer	Dec. 23, 2024 S	362,060	0	0	$0
Michael D Hughes	Chief Commercial and Revenue Officer	Dec. 21, 2023 S	855,947	0	0	$0
Eric Sidle	Chief Technology Officer	Jan. 17, 2023 M	950,726	0	0	$0
William J Loewenthal	Chief Product Officer	Dec. 30, 2022 S	372,892	0	0	$0
Lawrence Lee	Senior Vice President, Operations and Support	Sept. 21, 2022 S	300,593	0	0	$0
Colleen Jansen	Chief Marketing Officer	Sept. 21, 2022 S	586,346	0	0	$0
Christopher Burghardt	Managing Director, Europe	Oct. 12, 2021 M	610,799	0	0	$0
James E. Mutrie	CCO, GC & Secretary	Feb. 26, 2021 J	6,763,280	0	0	$0
Michael Linse	Director	July 21, 2026 A	48,930	0	0	$0
Axel Harries	Director	July 21, 2026 A	46,425	0	0	$0
Roxanne Bowman	Director	July 21, 2026 A	63,553	0	0	$0
Ekta Singh-Bushell	Director	July 21, 2026 A	45,627	0	0	$0
Mitesh Dhruv	Director	July 21, 2026 A	49,812	0	0	$0
Susan Heystee	Director	July 21, 2026 A	45,945	0	0	$0
Jeffrey Harris	Director	July 21, 2026 A	49,765	0	0	$0
Richard G Wagoner JR	Director	July 21, 2026 A	46,462	0	0	$0
LESCHLY MARK	Director	July 21, 2026 A	47,761	0	0	$0
CHIZEN BRUCE R	Director	July 21, 2026 A	50,879	0	0	$0
Elaine L. Chao	Director	July 8, 2025 A	422,096	0	0	$0
Neil S Suslak	Director	June 15, 2021 X	3,052,720	0	0	$0
Christopher G Carter	Director	Feb. 26, 2021 J	6,763,280	0	0	$0
Scott Gieselman	Director	Feb. 26, 2021 J	6,763,280	0	0	$0
Raymond R Kubis	Director	Feb. 26, 2021 C	34,985	0	0	$0
NGP Switchback, LLC	10% owner	Feb. 26, 2021 J	6,763,280	0	0	$0
Sam Stoutner	·	Feb. 26, 2021 J	6,763,280	0	0	$0
Zane W. Arrott	·	Feb. 26, 2021 C	58,985	0	0	$0
Joseph B Armes	·	Feb. 26, 2021 C	59,985	0	0	$0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 11 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund	Weight	Units	As of	Source
IWC · iShares Trust	0.05%	80,460 SH	Sept. 11, 2026	Daily
PRFZ · Invesco Exchange-Traded Fund Trust	0.03%	65,400 SH	Oct. 2, 2026	Daily
IWO · iShares Trust	0.01%	226,787 SH	Sept. 11, 2026	Daily
VTWG · VANGUARD SCOTTSDALE FUNDS	0.01%	26,027 SH	Aug. 19, 2026	Daily
IWM · iShares Trust	0.01%	576,438 SH	Sept. 11, 2026	Daily
RSSL · Global X Funds	0.00%	11,543 NS	July 31, 2026	N-PORT
VXF · VANGUARD INDEX FUNDS	0.00%	254,727 SH	Aug. 19, 2026	Daily
VTI · VANGUARD INDEX FUNDS	0.00%	697,191 SH	Aug. 19, 2026	Daily
VTWO · VANGUARD SCOTTSDALE FUNDS	0.00%	139,611 SH	Aug. 19, 2026	Daily
VTHR · VANGUARD SCOTTSDALE FUNDS	0.00%	2,682 SH	Aug. 19, 2026	Daily
VIS · VANGUARD WORLD FUND	0.00%	26,540 SH	Aug. 19, 2026	Daily

CHPT Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21

rating · 12 analysts HOLD

Median target $7.50 -19.3%

0 0.0% Strong Buy

0 0.0% Buy

9 75.0% Hold

1 8.3% Sell

2 16.7% Strong Sell

12-Month Price Target

5 analysts · 2026-10-05

Mean target $7.50 -19.3%

Above all targets → Current price $9.29

Low$6.50 Mean$7.50 High$9.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker	Market Cap	P/E	Rev YoY	Net Margin	ROE	Gross Margin
CHPT	$146M	-0.6	-1.4%	-53.5%	-478.6%	30.5%
LYTS	$983M	39.7	22.1%	·	7.4%	·
ENVX	·	-10.2	37.9%	·	·	·
ARRY	$1.41B	-12.6	40.2%	-4.1%	37.7%	23.2%
SES	·	-8.2	929.4%	·	·	·
EAF	$400M	-1.8	-6.4%	-43.6%	102.7%	-3.1%
DFLI	·	·	·	·	·	·
NEOV	$184M	-5.7	58.2%	-161.0%	-96.4%	16.0%
SKYX	$255M	-6.8	6.6%	-36.3%	12492.8%	·

Latest News Recent headlines mentioning this company

23

ChargePoint (CHPT) Launches Express Solo EV Charger Yahoo Finance · 5 months, 1 week ago

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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CHPT ChargePoint Holdings, Inc. Common Stock