EVgo: It Is Getting Very Attractive As Operations Nearing Breakeven

Gytis Zizys4.21K FollowersFollow5ShareSavePlay(9min)Comment(1)SummaryEVgo, Inc. delivered 49% y/y revenue growth in FY25, with strong gains in ancillary and charging segments and notable margin improvements.EVGO achieved positive adjusted EBITDA ($25m in Q4), improved gross margins (46%), and maintained a solid cash position ($151m) versus $204m in long-term debt.2026 revenue guidance ($410m–$470m) falls short of consensus, with management framing the year as a 'transition' and expecting acceleration in the second half.I see compelling long-term infrastructure growth potential for EVGO but remain cautious, awaiting further quarters to confirm momentum before initiating a position. Vadim Cazacu/iStock via Getty Images Introduction EVgo, Inc.'s (EVGO) share price performance has been disappointing, even though, from looking at its 2025 performance, the company has been progressing quite well, and at this share price, I am very tempted to start a position, butThis article was written byGytis Zizys4.21K FollowersFollowMSc in Finance. Long-term horizon investor mostly with 2-5 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.