ChargePoint Holdings (CHPT)

The company’s product range spans Level 2 charging for homes and commercial locations, as well as DC fast-charging solutions for higher-power use cases such as public charging corridors and fleet depots. Its mobile app and driver services help EV owners find available chargers, start sessions, authenticate access, and manage charging activity across participating locations. This networked model gives ChargePoint a role in both the physical buildout of EV infrastructure and the digital layer that coordinates charging behavior.

ChargePoint generates most of its revenue in the United States, where EV adoption, government incentives, corporate sustainability targets, and fleet electrification efforts shape demand. It also operates in selected international markets, particularly where commercial charging infrastructure is expanding. The company’s opportunity is tied to the long-term shift away from internal combustion vehicles, but its performance also depends on charger utilization, customer capital spending, hardware margins, competition, and the pace at which EV ownership grows. ChargePoint is therefore positioned as an infrastructure and software provider within the broader electric mobility ecosystem.