Blink Charging Co (BLNK)
NASDAQIndustrialsEngineering & ConstructionSnapshot 2026-09-04
$0.59-0.83%
Close 2026-09-04 · 1-day change
NASDAQIndustrialsEngineering & ConstructionSnapshot 2026-09-04
QuarterlyIQ Insights · BLNK
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue efforts to reduce adjusted EBITDA loss aiming to reach breakeven by the end of 2026.
Stated as a priority in 2 of last 2 quarters. Adjusted EBITDA loss improved from $(14.3) million in 2025-Q1 to $(5.1) million in 2026-Q1 and further to $(2.2) million in 2026-Q2, a 72% year-over-year improvement. Management is delivering progress toward the targeted adjusted EBITDA breakeven by end of 2026.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated weak grew net income 53% of the time over the next year (vs 58% for the rest of the cohort, n=6963).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Focused on making meaningful progress toward adjusted EBITDA breakeven by year-end.”
“Strategy governed by rigorous ROI hurdles prioritizing CapEx investments to drive long-term value.”
Focus on portfolio optimization and cost management to raise GAAP gross margin to about 38% in 2026.
Stated as a priority in 2 of last 2 quarters. GAAP gross margin improved significantly to 38.9% in 2026-Q2 from 16.8% in 2025-Q2, exceeding the raised full-year 2026 target of approximately 38%. The trajectory shows delivering on margin improvement through portfolio optimization and cost management.
“Gross margin expanded to 38.9%, up more than 2,200 basis points year-over-year.”
“GAAP gross margin was 32.0%, with non-GAAP gross margin of 42.4%.”
Grow higher-quality, repeatable service revenue streams and expand owner-operated DC fast charging footprint.
Stated as a priority in 2 of last 2 quarters. Service revenue grew 6.2% year-over-year to $11.5 million in 2026-Q2 and product revenue increased 20.1% sequentially in 2026-Q2, demonstrating commercial momentum and expansion of repeatable revenue streams. Management is delivering progress on expanding owner-operated DC fast charging and service revenue.
“Service revenues grew to $11.5 million, representing 53% of total revenues.”
“Service revenue grew 25% year-over-year to $13.3 million, up from $10.7 million in Q1 2025.”
Continue structural cost reductions and operating expense discipline to improve profitability.
Stated as a priority in 2 of last 2 quarters. Operating expenses declined from $34.4 million in 2025-Q2 to $14.7 million in 2026-Q2 (57% reduction) and fell 35% year-over-year to $18.4 million in 2026-Q1. Management is delivering significant cost structure improvements and expense discipline.
“Operating expenses reduced 57% year-over-year to $14.7 million.”
“Total operating expenses declined 35% year-over-year to $18.4 million.”
Focus on revenue quality and sustainable growth targeting $83 million to $90 million in full-year 2026 revenue.
Stated as a priority in 2 of last 2 quarters. Management revised full-year 2026 revenue guidance down to $83 million to $90 million from $105 million to $115 million, reflecting focus on revenue quality and divestiture impacts. Revenue declined 24.5% year-over-year to $21.7 million in 2026-Q2, indicating limited progress on prior higher revenue targets.
“Updating full-year 2026 revenue guidance to $83 million to $90 million, from previous $105 million to $115 million.”
“Full year 2026 revenue expected in range of $105 million to $115 million.”
Over the trailing year it converted 0.28x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
25 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated volatile grew net income 58% of the time over the next year (vs 57% for the rest of the cohort, n=2592).
Not investment advice. As of 2026-09-04.