EVgo (EVGO) stock drops 5.3% despite posting its first annual profit and crushing Q4 estimates. Conservative 2026 guidance disappoints Wall Street.

EVgo reported Q4 revenue of $118.5-million, Adjusted EBITDA of $24.9-million and EPS of ($0.04), well ahead of estimates. Non-GAAP gross margin reached 50.9%, supported by a one-time $26.0-million contract buyout from a former autonomous EV partner that exited the market.

Electric vehicle charging company EVgo (NASDAQ:EVGO) will be reporting results tomorrow before market hours. Here’s what you need to know.

The market expects EVgo Inc. (EVGO) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended December 2025. This widely-known consensus outlook is important in assessing the company's earnings picture,

Analysts expect EVgo to report an earnings per share (EPS) of $-0.14. Anticipation surrounds EVgo's announcement, with investors hoping to hear about both surpassing estimates and receiving positive guidance for the next quarter.

EVgo’s fair value estimate has been cut from US$6.54 to US$5.27, a reduction of roughly 19% that lowers the implied upside profile compared with prior assumptions. This reset lines up with Street research that pairs reduced price targets with a still constructive view on EVgo’s position in public fast charging and its long term potential.

Evercore ISI analyst Chris McNally maintained a Buy rating on EVgo yesterday and set a price target of $4.00. The company’s shares closed yesterday at $2.29. McNally covers the Consumer Cyclical sector,

EVgo beat estimated earnings by 71.43%, reporting an EPS of $-0.04 versus an estimate of $-0.14. Revenue was up $50.96 million from the same period last year. Last quarter the company beat on EPS by $0.

Although the revenue and EPS for EVgo (EVGO) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

EVgo CEO Badar Khan says that's only one part of the story.

Detailed price information for Rivian Automotive Inc Cl A (RIVN-Q) from The Globe and Mail including charting and trades.