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).
高盛分析師馬克·德萊尼將ChargePoint Holdings, Inc.（紐約證券交易所代碼：CHPT）的評級下調至賣出（從中性）並將目標股價從2.00美元下調至1.50美元（從2.00美元）下調至1.50美元，此後，ChargePoint控股公司股價走低。
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.
分析師的看跌立場是由於預計美國上路的電動汽車數量增長放緩，以及電動汽車充電競爭加劇。
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.
特別是，德萊尼預計，該公司將受到美國電動汽車銷售放緩的影響，因爲其收入中約有80％來自北美。
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，分析師認爲ChargePoint將面臨重大競爭，因爲特斯拉公司（納斯達克股票代碼：TSLA）最近在特定情況下將其充電器作爲商業企業出售，而ChargePoint在北美普遍轉向多采購。
Read: ChargePoint's Shifting Fortunes: Analyst Lowers Forecast Citing Slow EV Market And Emerging Cost Reduction Strategies
閱讀：ChargePoint命運的變化：分析師以電動汽車市場緩慢和新出現的成本削減策略爲由下調了預測
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.
這位分析師表示，ChargePoint現在正在與ACBel合作，該公司希望在加強這種關係並減少現有產品庫存的同時，將顯著降低成本。
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.
德萊尼預計，根據當前的市場狀況和美國環保局最終確定的2027-2032年排放標準，與前幾個季度相比，美國電動汽車的銷量增長將在24財年第一季度大幅放緩。
However, if demand for its chargers is stronger than anticipated, the analyst looks to be more positive on the stock.
但是，如果對其充電器的需求強於預期，則分析師似乎對該股更加樂觀。
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，由於收入和利潤率下降，該分析師將每股收益（包括瑞士央行）的預期從25財年的0.60美元（0.60美元）下調至0.65美元，從26財年的0.35美元（0.35美元）下調至27財年的預期（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).
投資者可以通過Direxion Shares ETF信託基金Direxion每日電動和自動駕駛汽車牛市2X股票（紐約證券交易所代碼：EVAV）和SPDR標普Kensho智能結構ETF（紐約證券交易所代碼：SIMS）獲得股票敞口。
Price Action: CHPT shares are down 3.78% at $1.78 on the last check Tuesday.
價格走勢：在週二的最後一次支票中，CHPT股價下跌3.78％，至1.78美元。
譯文內容由第三人軟體翻譯。