EVGO Earnings
Tuesday, May 05 2026
EPS Estimate
$-0.10
$-0.13 – $-0.05
Revenue Estimate
$88M
Current Price
$2.21
Our Position
bullishJPMorgan Buy rating backs Kroger charging expansion
structured data
est. revisions falling
(-23.0pp / 30d)
This is a durable revenue stream locked in through 2035 with one of the largest U.S. retailers. A 15-year commitment from Kroger de-risks EVGO's unit economics and provides predictable capex deployment across a major grocer's footprint — exactly the kind of anchor tenant revenue that justifies public market valuations in infrastructure plays.
Watch: Watch for site activation cadence over the next 12 months. If EVGO hits the 150+ annual target consistently and opens locations on schedule across the seven-state rollout, it validates both the Kroger partnership's execution and investor confidence in the Buy thesis.
Data Signal Summary
1 bullish
3 bearish
Estimates down -24%
Insider selling cluster
Put/call 0.4 (bullish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
Est. Revisions (30d)
-23.9% 0up/1dn
Analyst Target (mean)
$5 $3–$7 +115%
Options P/C Ratio
0.37
Est. Dispersion
8% 2 analysts
Insider Cluster
strong sell (officer)
Fund Convergence
strong Soros, Citadel, Renaissance, Two Sigma
Recent Activity
insider trades
36 transactions
Other
·
MOTLAGH KATHERINE (Director)
·43,830 shares
Other
·
KISH DENNIS G (President)
·157,407 shares
Other
·
SULLIVAN FRANCINE (Officer)
·74,074 shares
Other
·
KHAN BADAR (Chief Executive Officer)
·222,222 shares
Other
·
KISH DENNIS G (President)
·176,775 shares
31 more
Other
·
SULLIVAN FRANCINE
·112,892 shr
Other
·
KHAN BADAR
·189,933 shr
Other
·
KHAN BADAR
·340,258 shr
Other
·
DOBSON PAUL MICHAEL
·27,799 shr
Other
·
SEELIG JONATHAN
·25,651 shr
Exercise
·
KISH DENNIS G
·29,311 shr
·$101,416
Other
·
SULLIVAN FRANCINE
·27,357 shr
Sell
·
KISH DENNIS G
·120,000 shr
·$445,651
Other
·
GRIFFITH SCOTT W
·58,888 shr
Other
·
KHAN BADAR
·1,781 shr
Other
·
MOTLAGH KATHERINE
·54,726 shr
Other
·
SULLIVAN FRANCINE
·138,982 shr
Sell
·
KISH DENNIS G
·44,184 shr
·$150,557
Other
·
KISH DENNIS G
·78,901 shr
Sell
·
KISH DENNIS G
·17,379 shr
·$75,015
Other
·
KISH DENNIS G
·31,034 shr
Sell
·
NANUS DAVID
·23,000,000 shr
·$115,000,000
Other
·
NANUS DAVID
·23,000,000 shr
Sell
·
EVGO HOLDINGS, LLC
·23,000,000 shr
·$115,000,000
Sell
·
KHAN BADAR
·166,725 shr
·$856,233
Other
·
KHAN BADAR
·340,256 shr
Other
·
SEELIG JONATHAN
·56,096 shr
Sell
·
KISH DENNIS G
·16,414 shr
·$59,102
Sell
·
SULLIVAN FRANCINE
·12,584 shr
·$45,277
Other
·
KISH DENNIS G
·29,311 shr
Sell
·
LEE STEPHANIE
·2,477 shr
·$5,796
Other
·
LEE STEPHANIE
·4,856 shr
Sell
·
SULLIVAN FRANCINE
·11,634 shr
·$23,140
Other
·
SULLIVAN FRANCINE
·25,291 shr
Other
·
KHAN BADAR
·31,356 shr
Buy
·
KHAN BADAR
·125,000 shr
·$250,750
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