Demand ChallengesThe muted demand environment is pressuring ChargePoint’s top line, and despite measures to improve its cost basis by offshoring to Asia, ChargePoint’s path to profitability remains less clear.
Profitability UncertaintyProfitability timing now remains unclear given the market uncertainty, which is expected to take place exiting F4Q28.
Regulatory And Market RisksUncertainty around EV incentives and tariffs are holding back fleet and commercial customers, whom ChargePoint is aiming to target with new product offerings.