Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Blink Charging Co (BLNK)
NASDAQIndustrialsEngineering & ConstructionSnapshot 2026-11-04
$0.41-9.59%
Close 2026-11-05 · 1-day change
NASDAQIndustrialsEngineering & ConstructionSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
Matching fiscal periods, usable estimates and at least one analyst are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for BLNK yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Maintain gross margins of approximately 35% | Gross margins target about 35%. | Intact | Gross margin falls below 30% in FY26 | Gross margin: 38.95% FY2026-Q2; GAAP. Published target: >= 35% gross margin. Annual target cannot be compared with a quarterly or TTM observation. Aug 6, 202638.94528 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 5, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a high-risk turnaround-style business, not a proven durable compounder, and it remains loss-making. The multi-year view has improved as margins and adjusted EBITDA losses have moved in the right direction, but the thesis is still fragile and management execution has been volatile.
The valuation evidence is mixed: BLNK is marked cheap versus peers, while the model also shows a peer premium and a negative expectations gap. Model confidence is low, so the evidence does not support a clear claim that the market has fully priced in the recovery or is overlooking it.
Near term, results remain weak relative to the industry, although adjusted EBITDA losses narrowed to $2.2 million in 2026-Q2 and GAAP gross margin reached 38.9%. Management is on track against its stated breakeven, margin, and service-revenue priorities, but a guidance cut would be a meaningful setback; recent performance and high risk temper the progress.
The multi-year thesis hinges on reaching adjusted EBITDA breakeven by the end of 2026 and sustaining improved margins and repeatable service revenue. Near term, guidance is a key swing factor, while results from industrial bellwethers could either preserve or weaken the sector tailwind. Continued execution would strengthen the case that the recent improvements are durable; renewed shortfalls would challenge it.
Over the next 1 to 3 years, BLNK’s thesis rests on turning recent margin and loss improvements into sustained progress toward breakeven. The business remains high risk, and evidence on execution is still limited. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| The company is improving operating income from a negative $11.78M in Q1. |
| Broken |
| Operating loss does not improve or worsens in FY26 |
Operating income: $-6.225M FY2026-Q2; GAAP. Published target: Operating loss narrows by at least 50% in FY26. Annual target cannot be compared with a quarterly or TTM observation. Aug 6, 2026-6,225,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Achieve revenue of $105M to $115M in 2026 | A primary condition in Blink Charging Co's published investment case. The stated target is >= $105 million revenue. | Broken | Revenue falls below $105 million in FY26 | Revenue: $21.674M FY2026-Q2; GAAP. Published target: >= $105 million revenue. Annual target cannot be compared with a quarterly or TTM observation. Aug 6, 202621,674,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$-0.18 → $-0.14 · observed estimates
$0.13B → $0.10B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $-0.18 | $125,170,000 | 2 / 2 |
| 2026-07-25 | $-0.18 | $125,170,000 | 2 / 2 |
| 2026-07-26 | $-0.18 | $125,170,000 | 2 / 2 |
| 2026-07-27 | $-0.18 | $125,170,000 | 2 / 2 |
| 2026-07-28 | $-0.18 | $125,170,000 | 2 / 2 |
| 2026-07-29 | $-0.18 | $125,170,000 | 2 / 2 |
| 2026-07-30 | $-0.18 | $125,170,000 | 2 / 2 |
| 2026-07-31 | $-0.20 | $125,170,000 | 2 / 2 |
| 2026-08-01 | $-0.20 | $125,170,000 | 2 / 2 |
| 2026-08-02 | $-0.23 | $125,170,000 | 1 / 3 |
| 2026-08-03 | $-0.23 | $125,170,000 | 1 / 3 |
| 2026-08-04 | $-0.23 | $125,170,000 | 1 / 3 |
| 2026-08-05 | $-0.23 | $125,170,000 | 1 / 3 |
| 2026-08-06 | $-0.23 | $125,170,000 | 1 / 3 |
| 2026-08-07 | $-0.20 | $125,170,000 | 2 / 2 |
| 2026-08-08 | $-0.23 | $125,170,000 | 1 / 3 |
| 2026-08-09 | $-0.23 | $125,170,000 | 1 / 3 |
| 2026-08-10 | $-0.23 | $125,170,000 | 1 / 3 |
| 2026-08-11 | $-0.23 | $111,742,000 | 1 / 3 |
| 2026-08-12 | $-0.23 | $103,265,330 | 1 / 3 |
| 2026-08-13 | $-0.23 | $103,265,330 | 1 / 3 |
| 2026-08-14 | $-0.20 | $125,170,000 | 2 / 2 |
| 2026-08-15 | $-0.20 | $125,170,000 | 2 / 2 |
| 2026-08-16 | $-0.20 | $125,170,000 | 2 / 2 |
| 2026-08-17 | $-0.20 | $125,170,000 | 2 / 2 |
| 2026-08-18 | $-0.20 | $125,170,000 | 2 / 2 |
| 2026-08-19 | $-0.20 | $125,170,000 | 2 / 2 |
| 2026-08-20 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-08-21 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-08-22 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-08-23 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-08-24 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-08-25 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-08-26 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-08-27 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-08-28 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-08-29 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-08-30 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-08-31 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-09-01 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-09-02 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-09-03 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-09-04 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-09-05 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-09-06 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-09-07 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-09-08 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-09-09 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-09-10 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-09-11 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-09-12 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-09-13 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-09-14 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-09-15 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-09-16 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-09-17 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-09-18 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-09-19 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-09-20 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-09-21 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-09-22 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-09-23 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-09-24 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-09-25 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-09-26 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-09-27 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-09-28 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-09-29 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-09-30 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-10-01 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-10-02 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-10-03 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-10-04 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-10-05 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-10-06 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-10-07 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-10-08 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-10-09 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-10-10 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-10-11 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-10-12 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-10-13 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-10-14 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-10-15 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-10-16 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-10-17 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-10-18 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-10-19 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-10-20 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-10-21 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-10-22 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-10-23 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-10-24 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-10-25 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-10-26 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-10-27 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-10-28 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-10-29 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-10-30 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-10-31 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-11-01 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-11-02 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-11-03 | $-0.14 | $103,265,333 | 2 / 2 |
| 2026-11-04 | $-0.14 | $103,265,333 | 2 / 2 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 Buy / Strong Buy · 3 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.