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EVGO

EVgo, Inc.

EVGO

NASDAQ·Consumer Cyclical·Specialty Retail·Mkt cap $593.2M

$1.87

-1.06%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$1.64 - $5.18

P/E

-5.42

Fwd P/E

-5.70

Beta

2.77

Div Yield

0.00%

Avg Vol

4.1M

Shares Out

313.6M

Mkt Cap

$593.2M

Price action

Price chart

Down 46.1% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Largest independent DC fast charging network in the United States
  • Established infrastructure and real estate footprint with first-mover advantage
  • Integrated technology platform (eXtend) for fleet management and customer engagement
  • Diversified revenue streams across consumer, fleet, and OEM segments
  • Strategic positioning to benefit from federal EV infrastructure funding and incentives

Bear Case

2 risks

  • High volatility (beta 2.8). Larger-than-normal price swings expected.
  • Growth premium of 0.0x vs Specialty Retail peers. Reasonable for this growth rate.

Growth

Moderate growth ahead

Accelerating EV adoption and increasing demand for fast-charging infrastructure

Value

Growth premium of 0.0x vs Specialty Retail peers. Reasonable for this growth rate.

Momentum

Strong

+10.5% over 3m

Quality

Thin

Emerging growth company (51% revenue growth). Early stage with higher risk.

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: May 4, 2026

Q2 26 RECAP

MAY 5, 2026

Reported EPS of -$0.12 vs -$0.14 consensus (+14.3% surprise). Revenue of $109.5M vs $88.0M expected (+24.4%). Beat on both top and bottom lines.

EPS beat +14.3%
Rev beat +24.4%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+14.3%

Next: May 4, 2026

Revenue trend · last 8Q

+35%

+36%

+47%

+37%

+75%

+45%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$66.6M

$67.5M

$67.5M

$75.3M

$98.0M

$92.3M

$118.5M

$109.5M

Margins · last 8Q

Gross

Operating

Profit

-15.0%

Wall Street consensus

5 analysts · 80% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

4

80%

Hold

1

20%

Sell

0%

Median Price Target

Latest: RBC Capital · May 6, 2026

vs Industry

How EVGO stacks vs Specialty Retail

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.