revenue $411.2M, net income -$220.2M. ChargePoint narrows loss 21% but faces EV headwinds after tax credit ends

Filed April 2, 2026 · Period ending January 31, 2026 · Compared to 10-K Mar 28, 2025 · ~1 min read

Key Changes

• high

  Federal $7,500 EV tax credit terminated Sept 2025, causing quarterly declines in new EV sales; company revised 2030 adoption forecast to 27% (US) vs prior 81% 2040 target, citing policy rollback.

  Business: EV adoption forecast verify on EDGAR →
• high

  Exchanged $328.6M convertible notes for $186.5M senior debt, $25M cash, and 1.67M warrants in Nov 2025; terminated $150M revolving credit facility, eliminating liquidity backstop.

  MD&A: Debt exchange verify on EDGAR →
• high

  Stockholders' equity collapsed 84% to $21.3M from $137.5M; cash declined $83M to $141.6M despite improved operating burn ($62.8M vs $146.9M prior year).

  Controls: Balance sheet verify on EDGAR →