Blink Charging Co (BLNK)
NASDAQIndustrialsEngineering & ConstructionSnapshot 2026-09-04
NASDAQIndustrialsEngineering & ConstructionSnapshot 2026-09-04
QuarterlyIQ Insights · BLNK
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -26.2% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 5.2% |
Growth built into the price is above our model estimate.
The price assumes 31.4 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 32 industry peers · Company calendar date is not available
BLNK — legal / regulatory event — Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standar…
Dated 2026-07-28
Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing. As previously disclosed, on January 26, 2026, Blink Charging Co. (the “Company”) received written notice from the Listing Qualifications Department (the “Staff”) of The Nasdaq Stock Market (“Nasdaq”) notifying the Company that, for the then-preceding 30 consecutive business days, the bid price of the Company’s common stock had closed below the minimum $1.00 per share requirement for continued…
Why it matters: Getting to breakeven in adjusted EBITDA shows Blink is close to making money. This is important for investor trust.
Supportive ifAdjusted EBITDA loss improves to $(0) or better by Q4 2026.
Worry ifAdjusted EBITDA loss remains worse than $(2.2) million in Q4 2026.
Why it matters: Earnings results will show revenue, margins, and overall performance. This matters for investor feelings.
Watch forEarnings report shows good trends in revenue and margins. This boosts investor confidence.
Also watch forEarnings report shows bad trends. This leads to lower investor confidence.
Why it matters: Better gross margins are important for making more money in the long run.
Supportive ifQ2 gross margin was 35% or higher. This meets management's goal.
Worry ifQ2 gross margin was below 32%. This shows ongoing cost management problems.
Why it matters: Better operating income is key for long-term success. It shows progress in cost management.
Supportive ifOperating income is less than -$10M. This shows improved cost control.
Worry ifOperating income worsens to more than -$15M. This shows bigger financial problems.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$256 on $10,000 · ±2.6% | How much price usually moves either way. |
| Bad day | $796 loss on $10,000 · 8.0% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $8,120 loss on $10,000 · 81.2% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Keeping gross margins high is important for financial health. It affects profits and investor trust.
Supportive ifGross margins are at 35% or more. This shows good cost management.
Worry ifGross margins drop below 30%. This shows worsening cost problems.
Why it matters: Strong growth in service revenue shows that Blink's focus on repeatable revenue works.
Supportive ifService revenue growth exceeds 10% year-over-year in Q3 2026.
Worry ifService revenue growth is below 6% year-over-year in Q3 2026.
Why it matters: Positive cash flow means better financial health. It also shows more efficiency.
Supportive ifNet cash from operating activities was positive in Q2. This is a good sign.
Worry ifNet cash from operating activities was negative in Q2. This is a bad sign.
Why it matters: Meeting this revenue target is key to staying on track for 2026 guidance of $105M to $115M.
Supportive ifQ2 revenue was $26 million or more. This shows progress toward yearly goals.
Worry ifQ2 revenue was less than $26 million. This shows trouble reaching yearly revenue goals.
Why it matters: Better operating income is important for Blink. It shows they are getting closer to making money.
Supportive ifOperating income reported at a loss less than -$10 million in Q2.
Worry ifOperating income reported at a loss greater than -$12 million in Q2.
Why it matters: Better operating income is important. It helps long-term finances and builds investor trust.
Supportive ifOperating income was closer to $0 in Q2.
Worry ifOperating income is still negative and got worse in Q2.
Why it matters: Keeping this margin shows good cost control and higher quality revenue.
Supportive ifGAAP gross margin holds at or above 38% in Q3 2026.
Worry ifGAAP gross margin falls below 38% in Q3 2026.
Why it matters: Fixing the delisting issue is key for keeping investor trust and stock liquidity.
Supportive ifBlink gets confirmation from Nasdaq that it is back in line with listing rules.
Worry ifNasdaq issues a final delisting notice to Blink Charging.