EVgo, Inc. (EVGO)
NASDAQConsumer DiscretionarySpecialty RetailSnapshot 2026-11-04
$1.75-3.31%
Close 2026-11-05 · 1-day change
NASDAQConsumer DiscretionarySpecialty RetailSnapshot 2026-11-04
QuarterlyIQ Insights · EVGO
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 | -11.8% |
| 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 2026-11-04.
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.
| 25.1% |
Growth built into the price is above our model estimate.
The price assumes 37.0 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 11 industry peers
EVGO — Principal Accounting Officer transition
Dated 2026-05-19
Chief Accounting Officer and Principal Accounting Officer — Amber Scott: Amber Scott was promoted to Chief Accounting Officer and Principal Accounting Officer.
Why it matters: EVgo reported $192.2M in first-half revenue and cut its full-year range. Meeting the new range would support its growth plan.
Supportive ifFull-year 2026 revenue is at least $400M and no more than $430M.
Worry ifFull-year 2026 revenue is below $400M or above $430M.
Why it matters: The network grew by only 100 net stalls from Q1 to Q2. The annual goal calls for much faster growth.
Watch forEVgo reports 1,350 to 1,625 new stalls for 2026.
Also watch forEVgo reports fewer than 1,350 new stalls for 2026.
Why it matters: Q2 adjusted EBITDA loss grew to $10.6M from $7.5M in Q1. More losses could make the annual goal harder to reach.
Worry ifQ3 adjusted EBITDA loss is greater than $10.6M.
Less concerning ifQ3 adjusted EBITDA loss is $10.6M or less.
Why it matters: The report can show whether Q3 revenue and stall growth support the new full-year goals. Check for updated revenue and stall guidance.
Watch forEVgo reports Q3 revenue and updates its 2026 stall goal without lowering either goal.
Also watch forEVgo lowers its 2026 revenue range below $400M or its stall goal below 1,350 new stalls.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$293 on $10,000 · ±2.9% | How much price usually moves either way. |
| Bad day | $644 loss on $10,000 · 6.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $7,309 loss on $10,000 · 73.1% | 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: Q2 use per stall fell from 281 kWh a day a year earlier. A rise would show the larger network is drawing more use.
Watch forAverage daily use per public-network stall tops 276 kWh in a later quarter.
Also watch forAverage daily use per public-network stall stays at or below 276 kWh in a later quarter.