ChargePoint Faces Tough Q3 Outlook Amid Industry Headwinds, Says Analyst
ChargePoint Faces Tough Q3 Outlook Amid Industry Headwinds, Says Analyst
ChargePoint Holdings, Inc. (NYSE:CHPT) shares are trading lower today. J.P.Morgan analyst Bill Peterson outlined key expectations for the company, including guidance and industry trends, ahead of the company's second-quarter earnings release on September 4th.
ChargePoint Holdings, Inc. (紐交所: CHPT)股票今天下跌。JP摩根分析師比爾·彼得森在公司9月4日公佈第二季度業績之前概述了對於公司的關鍵預期，包括指導方針和行業趨勢。
The analyst expects ChargePoint's results to align with guidance but anticipates third-quarter guidance may fall below consensus due to industry headwinds and a cautious near-term outlook.
分析師預計ChargePoint的業績將與指導方針相一致，但由於行業逆風和近期謹慎的前景，預計第三季度的指導方針可能低於共識。
While the second half could show improvement, management must clarify its profitability path under various demand scenarios, especially if revenue growth remains flat or declines, says the analyst.
分析師表示，儘管下半年可能會有改善，但管理層必須在各種需求場景下明確其盈利路徑，特別是如果營業收入增長平穩或下滑的情況下。
Peterson adds that investor skepticism is rising as peers in the U.S. and Europe report negative trends, with no recovery in the non-China EV market.
彼得森補充說，隨着美國和歐洲同行報告負面趨勢，非中國電動汽車市場未見覆蘇，投資者的懷疑情緒正在上升。
The analyst further writes that investor sentiment could improve if management confirms that the first half represents the year's trough, supported by typical seasonality and slower commercial customer deployments, along with positive growth prospects heading into 2025.
分析師進一步寫道，如果管理層確認上半年代表了本年度的低谷，得到典型的季節性和較慢的商業客戶部署的支持，以及對2025年正面增長前景的信心，投資者情緒可能會改善。
The analyst maintained an Overweight rating for the company, seeing upside potential if management successfully executes in this difficult market.
該分析師爲該公司維持增持評級，認爲如果管理層在這個困難的市場中成功執行，存在上行潛力。
Investors can gain exposure to the stock via SPDR S&P Kensho Intelligent Structures ETF (NYSE:SIMS) and Invesco WilderHill Clean Energy ETF (NYSE:PBW).
投資者可通過SPDR S&P Kensho Intelligent Structures ETF (NYSE:SIMS)和Invesco WilderHill Clean Energy ETF (NYSE:PBW)獲得該股票的投資機會。
Price Action: CHPT shares are down 3.54% at $1.7650 at the last check Wednesday.
價格走勢: CHPT股票在上週三最近的檢查中下跌3.54%，報價爲1.7650美元。
Photo via Wikimedia Commons
照片通過Wikimedia Commons
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