EVgo, Inc. (EVGO)
NASDAQConsumer DiscretionarySpecialty RetailSnapshot 2026-09-04
$1.51+4.86%
Close 2026-09-04 · 1-day change
NASDAQConsumer DiscretionarySpecialty RetailSnapshot 2026-09-04
QuarterlyIQ Insights · EVGO
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.
Deliver total revenue within the updated full year 2026 guidance range of $400 million to $430 million.
Stated as a priority in 2 of last 2 quarters. Revenue was $109.5M in 2026-Q1 and $82.6M in 2026-Q2, totaling $192.2M for first half 2026, on track to meet updated full year guidance of $400–$430M. The trajectory shows mixed progress with Q2 revenue down from Q1 but consistent with guidance updates.
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 1 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated weak grew net income 56% of the time over the next year (vs 53% for the rest of the cohort, n=5213).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“EVgo is updating full year 2026 guidance as follows: Total revenue of $400 – $430 million”
“EVgo is affirming full year 2026 guidance as follows: Total revenue of $410 – $470 million”
Grow the total number of charging stalls by between 1,350 and 1,625 during 2026 to expand network capacity.
Stated as a priority in 2 of last 2 quarters. Stalls in operation increased from 5,280 in 2026-Q1 to 5,380 in 2026-Q2, a net addition of 100 stalls, below the full year target of 1,350 to 1,625 new stalls. The trajectory shows progress but limited delivery relative to the annual goal so far.
“EVgo is updating full year 2026 guidance as follows: Total new stalls of 1,350 - 1,625”
“The Company ended the first quarter with 5,280 stalls in operation, adding over 200 new DC fast charging stalls during the quarter”
Implement deployment of EVgo-owned and branded V4 Superchargers in partnership with Tesla beginning in 2026.
Stated as a priority in 2 of last 2 quarters. The agreement with Tesla to deploy EVgo Superchargers starting in 2026 was announced in 2026-Q2. While the deployment is newly initiated, no specific stall count or revenue impact from this partnership is yet reported, indicating early stage progress.
“EVgo and Tesla signed an agreement to deploy EVgo-owned and branded V4 Superchargers starting in 2026”
“We are progressing our next-generation charging infrastructure and advancing key partnerships including with Tesla”
Target adjusted EBITDA loss reduction to between $(25) million and $(5) million for full year 2026.
Stated as a priority in 2 of last 2 quarters. Adjusted EBITDA was $(7.5)M in 2026-Q1 and $(10.6)M in 2026-Q2, consistent with the updated full year guidance range of $(25)M to $(5)M. The trajectory shows adjusted EBITDA losses increasing in Q2, indicating mixed progress toward the target.
“EVgo is updating full year 2026 guidance as follows: Adjusted EBITDA of $(25) million – $(5) million”
“EVgo is affirming full year 2026 guidance as follows: Adjusted EBITDA of $(20) million – $20 million”
Grow total customer accounts and increase network throughput to drive charging volume growth.
Stated as a priority in 2 of last 2 quarters. Customer accounts grew by over 86,000 in Q1 and 99,000 in Q2, reaching 1.8 million total. Network throughput increased from 91 GWh in Q1 to 99 GWh in Q2, a 13% year-over-year increase. The trajectory is delivering consistent growth in accounts and throughput.
“Added over 99,000 new customer accounts in Q2, total over 1.8 million; network throughput reached 99 GWh, up 13% YoY”
“Added over 86,000 new customer accounts in Q1, total over 1.7 million; network throughput reached 91 GWh, up 10% YoY”
Over the trailing year it converted 1.33x 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).
10 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Consumer Discretionary names rated stable grew net income 47% of the time over the next year (vs 53% for the rest of the cohort, n=1906).
Not investment advice. As of 2026-09-04.