Shock For ChargePoint - Analyst Downgrades Amid Sluggish EV Market And Rising Competition
Shock For ChargePoint - Analyst Downgrades Amid Sluggish EV Market And Rising Competition
ChargePoint Holdings, Inc. (NYSE:CHPT) shares are trading lower after Goldman Sachs analyst Mark Delaney downgraded the stock to Sell (from Neutral) and cut the price target to $1.50 (from $2.00).
高盛分析师马克·德莱尼将ChargePoint Holdings, Inc.（纽约证券交易所代码：CHPT）的评级下调至卖出（从中性）并将目标股价从2.00美元下调至1.50美元（从2.00美元）下调至1.50美元，此后，ChargePoint控股公司股价走低。
The analyst's bearish stance is due to expected slower growth in the number of EVs on the road in the U.S. and rising competition in EV charging.
分析师的看跌立场是由于预计美国上路的电动汽车数量增长放缓，以及电动汽车充电竞争加剧。
In particular, Delaney expects the company to be impacted by slower U.S. EV sales as about 80% of its revenue is derived from North America.
特别是，德莱尼预计，该公司将受到美国电动汽车销售放缓的影响，因为其收入中约有80％来自北美。
Also, the analyst sees ChargePoint to face major competition, as Tesla, Inc. (NASDAQ:TSLA) recently sold its chargers as a merchant business in select situations, along with ChargePoint's general shift to multi-sourcing in North America.
此外，分析师认为ChargePoint将面临重大竞争，因为特斯拉公司（纳斯达克股票代码：TSLA）最近在特定情况下将其充电器作为商业企业出售，而ChargePoint在北美普遍转向多采购。
Read: ChargePoint's Shifting Fortunes: Analyst Lowers Forecast Citing Slow EV Market And Emerging Cost Reduction Strategies
阅读: ChargePoint命运的变化：分析师以电动汽车市场缓慢和新出现的成本削减策略为由下调了预测
The analyst says ChargePoint is now partnering with AcBel, which it expects to meaningfully reduce its costs as it ramps up this relationship and works off inventory of existing products.
这位分析师表示，ChargePoint现在正在与ACBel合作，该公司希望在加强这种关系并减少现有产品库存的同时，将显著降低成本。
Delaney expects U.S. EV sales growth to slow down considerably versus prior quarters in the first quarter of FY24, based on current market conditions and the finalized EPA emissions standards for 2027-2032.
德莱尼预计，根据当前的市场状况和美国环保局最终确定的2027-2032年排放标准，与前几个季度相比，美国电动汽车的销量增长将在24财年第一季度大幅放缓。
However, if demand for its chargers is stronger than anticipated, the analyst looks to be more positive on the stock.
但是，如果对其充电器的需求强于预期，则分析师似乎对该股更加乐观。
Consequently, the analyst lowered EPS (incl. SBC) estimates to $(0.65) from $(0.60) for FY25, $(0.50) from $(0.35) for FY26, and $(0.35) from $(0.05) for FY27 on lower revenue and margins.
因此，由于收入和利润率下降，该分析师将每股收益（包括瑞士央行）的预期从25财年的0.60美元（0.60美元）下调至0.65美元，从26财年的0.35美元（0.35美元）下调至27财年的预期（0.35美元）（0.35美元）。
Investors can gain exposure to the stock via Direxion Shares ETF Trust Direxion Daily Electric And Autonomous Vehicles Bull 2X Shares (NYSE:EVAV) and SPDR S&P Kensho Intelligent Structures ETF (NYSE:SIMS).
投资者可以通过Direxion Shares ETF信托基金Direxion每日电动和自动驾驶汽车牛市2X股票（纽约证券交易所代码：EVAV）和SPDR标普Kensho智能结构ETF（纽约证券交易所代码：SIMS）获得股票敞口。
Price Action: CHPT shares are down 3.78% at $1.78 on the last check Tuesday.
价格走势：在周二的最后一次支票中，CHPT股价下跌3.78％，至1.78美元。
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