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
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 | -26.4% |
| Our one-year growth estimate | diamond | 22.9% |
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.
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.
Growth built into the price is above our model estimate.
The price assumes 49.3 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 44 industry peers · Company calendar date is not available
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: Stable or lower throughput may mean less demand for charging services.
Worry ifNetwork throughput reported at or below 91 GWh in future quarters.
Less concerning ifNetwork throughput reported above 91 GWh in future quarters.
Why it matters: Positive revenue growth could signal a shift in the sector's declining phase. It may improve investor confidence in EVgo's future.
Supportive ifConsumer spending growth is now positive after being negative for months.
Worry ifConsumer spending growth is still negative, showing the sector is still declining.
Why it matters: A slowdown in revenue growth could signal challenges in maintaining momentum. Investors will want to see if the growth trend continues.
Worry ifQ3 charging network revenue growth is reported below 15% year over year.
Less concerning ifQ3 charging network revenue growth exceeds 15% year over year.
Why it matters: Fewer new stalls could indicate slower expansion and impact future revenue growth. Investors will monitor stall growth closely.
Worry ifNew stall additions in Q3 reported below 300.
Less concerning ifNew stall additions in Q3 exceed 300.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$261 on $10,000 · ±2.6% | How much price usually moves either way. |
| Bad day | $634 loss on $10,000 · 6.3% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $7,505 loss on $10,000 · 75.0% | 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: Falling short of stall additions will impact EVgo's growth and market position.
Worry ifTotal new stalls added in 2026 is reported below 1,200.
Less concerning ifTotal new stalls added in 2026 is reported at 1,200 or more.
Why it matters: Hitting this goal would help EVgo grow and expand its network.
Supportive ifTotal stalls in operation reported at 6,000 or more by year-end.
Worry ifTotal stalls in operation are below 6,000 by year-end.
Why it matters: This revenue target is key to meeting the full year goal of $410-$470 million.
Supportive ifQ2 revenue reported at $75 million or more.
Worry ifQ2 revenue reported below $75 million.
Why it matters: This range is important for financial health. Progress here shows better operations.
Supportive ifAdjusted EBITDA reported within the $(20)M to $20M range.
Worry ifAdjusted EBITDA was worse than $(20)M.
Why it matters: The company targets $410-$470 million for 2026. Confirmation shows confidence in growth.
Supportive ifManagement confirms the full year revenue target during the next earnings call.
Worry ifManagement lowers the full year revenue target.
Why it matters: A drop in adjusted EBITDA may show bigger problems. Investors will watch for signs of financial health.
Worry ifAdjusted EBITDA reported worse than $(15) million in Q3.
Less concerning ifAdjusted EBITDA was better than $(15) million in Q3.
Why it matters: Progress on this deployment is crucial for EVgo's growth strategy. Investors will want to see how this partnership unfolds.
Watch forFirst EVgo Supercharger sites are now live with Tesla.
Also watch forNo updates on the deployment or delays in the rollout.