에 대한 최신 뉴스 ChargePoint Hldgs (NYSE:CHPT) 주식

ChargePoint Hldgs

ChargePoint designs, develops, and markets networked electric vehicle charging system infrastructure and cloud-based services that enable consumers to locate, reserve, and authenticate EV charging. The company's hardware product lineup includes solutions across home, commercial, and fast-charging applications. ChargePoint derives the majority of its revenue from the United States.

ChargePoint Holdings

Coverage of Bitcoin, Etherum, Ripple and all the latest digital currencies.

Cryptocurrency

Equities

Large Cap

Commodities

Federal Reserve

$BTC

CHPT

PLTR

12월 회의에서 시장에 큰 영향을 미친 결정으로 기억될 연방준비제도(연준)는 수요일에 예상대로 기준금리를 25베이시스포인트(bp) 인하하여 목표 범위를 4.25%-4.5%로 조정했다.

이번 주 시장 동향: 연준의 금리 인하, 파월이 산타 랠리를 망쳐; 달러가 2년 만에 최고치

Analyst Color

Long Ideas

Markets

Analyst Ratings

Tech

Trading Ideas

EVGO

TSLA

전기차(EV) 충전 관련 주식들이 11월에 브레이크를 밟고 1개월 동안 21% 하락하며, 넓은 시장 지수와 EV 섹터 평균 모두 뒤처졌다. 하지만 JP모건의 애널리스트 빌 피터슨(Bill Peterson)은 EV고(NASDAQ:EVGO)에서 밝은 모습을 보고 있다. EV고는 업계의 저조한 성장에도 불구하고 동종업계의 경쟁사들보다 앞서 나가고 있다.

어려운 시장 상황에 차지포인트가 휘청, EV고는 $10억의 자금을 확보하며 성장

Earnings

News

After-Hours Center

Movers

차지포인트 홀딩스(NYSE:CHPT)는 수요일 장 마감 후 3분기 실적을 발표했다. 이번 실적 보고서의 세부 내용을 살펴보자.

차지포인트, 3분기 호실적 발표 이후 시간외 11% 급등

ChargePoint Holdings Inc

<ul>
<li>Strong first year as standalone company; global leader Sandoz uniquely positioned in attractive and growing USD 200 billion market for generics and biosimilars</li>
<li>Leading in home market Europe, which represents half of total sales; strategically positioning company to become #1 in biosimilars in US, with three US launches expected in 2025</li>
<li>Ambitious GLP-1 strategy in place, addressing each opportunity with mix of internal capabilities and external partnerships</li>
<li>Industry-leading pipeline for rapidly-growing biosimilar segment now comprises 28 molecules</li>
<li>Strongly positioned to capitalize on unprecedented global market opportunity, with reference medicines worth more than USD 400 billion in sales due to lose exclusivity from 2029 onwards</li>
</ul>

SDZNY

Reported Earlier, Sandoz Highlights Ambitious Roadmap For Biosimilar Leadership And GLP-1 Expansion At J.P. Morgan Healthcare Event

While NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) CEO Jensen Huang has stated that practical quantum computing is likely two decades away, the company is not waiting to invest in its future. In a strategic move, Nvidia is actively hiring for roles that will bolster its quantum computing capabilities, indicating a long-term commitment to integrating quantum and <a href="https://www.benzinga.com/markets/equities/25/01/42867168/nvidias-jensen-huang-said-something-that-has-all-quantum-computing-stocks-tumbling-qubt-and-rgti-down-13-ionq-down-11">classical computing systems</a>.
What Happened: Huang, speaking at several forums including the recent CES 2025 keynote, has set a timeline of 15 to 30 years for &#8220;very useful&#8221; quantum computers, with a consensus within Nvidia leaning towards a 20-year horizon.
Despite this, Nvidia is already laying the groundwork for this hybrid future, as evidenced by job listings for positions like Director of Product Management for Climate and Weather and Senior Quantum Error Correction Research Scientist, according to Nvidia&#8217;s <a href="https://nvidia.wd5.myworkdayjobs.com/en-US/NVIDIAExternalCareerSite/jobs?q=quantum">hiring</a> page. 
These roles focus on immediate applications such as weather forecasting with Nvidia&#8217;s Earth-2 digital twin and foundational quantum research in error correction and algorithm development.
See Also: <a href="https://www.benzinga.com/25/01/42966137/biden-admin-brushed-off-teslas-100m-big-rig-charging-funding-application-says-report-elon-musk-sighs">Biden Admin Brushes Off Tesla&#8217;s $100M Big-Rig Charging Funding Application, Says Report: Elon Musk Sighs</a>
Why It Matters: The investment in quantum talent comes at a time when the quantum computing industry faces skepticism, as seen with the recent decline in quantum computing stocks post-Huang&#8217;s comments. IonQ Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IONQ#NYSE">IONQ</a>), Quantum Computing Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QUBT#NASDAQ">QUBT</a>), and Rigetti Computing Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RGTI#NASDAQ">RGTI</a>) all experienced significant drops, reflecting investor caution. 
However, some industry leaders, like D-Wave CEO Alan Baratz, argue quantum applications are already commercially viable in <a href="https://www.benzinga.com/25/01/42892470/jensen-huang-is-dead-wrong-about-quantum-computing-d-wave-ceo-fires-back-at-nvidia-boss-happy-to-meet-with-jensen-any-time-any-place-to-help-fill-in-these-gaps">areas like financial modeling</a>.
Mark Zuckerberg, CEO of Meta Platforms Inc., echoed Huang's cautious optimism during an appearance on Joe Rogan's podcast, stating, "Quantum computing is still quite a ways off from being a truly practical paradigm." While admitting his limited expertise, Zuckerberg agreed with the industry consensus on the decade-long <a href="https://www.benzinga.com/markets/equities/25/01/42936751/mark-zuckerberg-backs-nvidia-ceo-jensen-huangs-view-on-quantum-computing-its-still-quite-a-ways-off">timeline for practical adoption</a>.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/markets/equities/25/01/42966025/softbank-backed-arm-plans-major-price-hike-apple-qualcomm-supplier-explores-chip-development">SoftBank-Backed Arm Plans Major Price Hike: Apple, Qualcomm Supplier Explores Chip Development</a></li>
</ul>
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

IONQ

NVDA

QBTS

QUBT

RGTI

Jensen Huang Said Quantum Computing Is 20 Years Away, But Nvidia Bets Big On Strategic Hiring

The XMT rig adapts proven oil and gas technology for the mining sector, enabling faster, safer, and more sustainable drilling. This patented hybrid drilling system builds on the success of an earlier prototype developed by the XMT team, offering a revolutionary approach to identifying critical minerals. By improving drilling speed, core recovery, and producing anticipated high-fidelity drill chips, the XMT rig is designed to deliver a versatile and efficient solution that surpasses conventional methods.
The XMT Series-A funding of $11M will drive the development and field deployment of the first hybrid rig at Santa Cruz.

Reported Earlier, XtremeX To Launch Revolutionary Drilling Rig With Ivanhoe Electric After $11M Funding Led By GoGreen Partners

Empowering women and girls worldwide to dream beyond boundaries is the heart of e.l.f.'s next episode of ‘Show Your(s)e.l.f.' featuring Nguyen's inspiring journey

e.l.f. Beauty Partners With Amanda Nguyen To Inspire Women And Girls Through Empowerment And Advocacy

Macro Economic Events

Econ #s

Economics

INDA

India Wholesale Price Index Inflation (YoY) For December 2.37% Vs. 230% Est.; 1.89% Prior

Biden administration reportedly brushed off Tesla Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) application for about $100 million to fund a big-rig charging corridor, to the exasperation of the EV giant&#8217;s CEO Elon Musk.
What Happened: TechCrunch <a href="https://techcrunch.com/2025/01/13/biden-admin-snubs-teslas-100-million-big-rig-charging-funding-request-again/">reported</a> on Monday that Tesla had applied for funding for a big-rig charging corridor project. The information was confirmed by its project partner California's South Coast Air Quality Management District. 
However, Tesla was not named in the list of 49 applicants to whom the Department of Transportation (DOT) gave over $635 million in funding on Friday to build EV charging infrastructure. 
Tesla first requested funding in 2023 from the Charging and Fueling Infrastructure program to build nine semi-truck charging stations between its former headquarters in California to the southern border of Texas, officially called <a href="https://www.benzinga.com/news/23/08/33495327/tesla-seeks-100m-for-semi-charging-route-between-california-and-texas">Project TESSERACT</a>. However, the department chose other applicants over Tesla even then. 
CEO Responds: Musk responded to the news on social media platform X with a brief, &#8220;Sigh.&#8221;
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Sigh
&mdash; Elon Musk (@elonmusk) <a href="https://twitter.com/elonmusk/status/1878902938640515082?ref_src=twsrc%5Etfw">January 13, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Why It Matters: The status of the big rig charging corridor is unclear. Tesla did not immediately respond to Benzinga&#8216;s request for comment. 
Tesla has its own fast charging network. Earlier this month, the company said that it opened over 11,000 supercharger stalls in 2024, taking the total number of superchargers to over 65,000.
The growth of Tesla's supercharger network was in question after the company announced&nbsp;layoffs of at least 10% of its global workforce in April. The layoffs impacted&nbsp;<a href="https://www.benzinga.com/news/24/05/38846223/elon-musk-fired-supercharger-chief-rebecca-tinucci-and-her-entire-team-after-she-refused-to-lay-off" target="_blank" rel="noreferrer noopener">500 members of the supercharging team</a>&nbsp;and&nbsp;Rebecca Tinucci, Tesla's then Senior Director of Charging Infrastructure, left the company.
During Tesla's annual shareholder meeting in June, Musk, however, slammed rumors of the <a href="https://www.benzinga.com/news/24/05/38757383/elon-musk-announces-500m-investment-in-teslas-supercharger-network-expansion-in-2024" target="_blank" rel="noreferrer noopener">death of the supercharger network </a>as "greatly exaggerated."
"Our supercharger network is continuing to grow," Musk said while adding the company will invest $500 million into expanding the network in 2024. 
Check out more of Benzinga&#8217;s Future Of Mobility coverage by&nbsp;<a href="https://www.benzinga.com/topic/mobility" target="_blank" rel="noreferrer noopener">following this link.</a>
Read Next:
<ul>
<li><a href="https://www.benzinga.com/general/space/25/01/42937833/elon-musks-spacex-delays-starship-7th-test-flight-to-wednesday" target="_blank" rel="noreferrer noopener">Elon Musk's SpaceX Delays Starship 7th Test Flight To Wednesday</a></li>
</ul>
Photo courtesy: Shutterstock

Biden Admin Brushes Off Tesla's $100M Big-Rig Charging Funding Application, Says Report: Elon Musk Sighs

Reported Earlier, Australia Building Approvals (MoM) For November -3.6% Vs. -3.6% Est.; 5.2% (Revised) Prior

BBJP

WisdomTree Trust Japan Total Dividend Fund

Reported Earlier, Japan Current Account n.s.a. For November 3.353T Vs. 2.691T Est.; 2.457T Prior

Reported Earlier, Japan Adjusted Current Account For November 3.03T Vs. 2.59T Est.; 2.41T Prior

British chip design firm Arm Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NYSE">ARM</a>) is developing plans to increase prices by up to 300% and has discussed manufacturing its own chips, marking a significant shift in strategy that could reshape its relationship with major customers like Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) and Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>).
What Happened: The SoftBank-controlled company aims to boost annual smartphone revenue by approximately $1 billion over a decade through its &#8220;Picasso&#8221; initiative, according to court documents revealed during a recent trial with Qualcomm, Reuters reported. The strategy, dating back to 2019, centers on increasing royalty rates for its latest Armv9 computing architecture.
Arm CEO Rene Haas has explored expanding beyond the company&#8217;s traditional role of selling chip-design blueprints to potentially producing complete chips or chipsets. This move could position Arm as a direct competitor to its current customers, particularly as the company seeks growth beyond its relatively modest $3.23 billion revenue in fiscal 2024.
Internal communications revealed during the trial showed Haas&#8217;s confidence in competing against customers if Arm entered chip production. &#8220;Rest are hosed,&#8221; Haas wrote in a December 2021 message regarding potential competition with companies like Qualcomm.
See Also: <a href="https://www.benzinga.com/markets/equities/25/01/42965139/tesla-soars-over-2-after-hours-on-morgan-stanleys-430-target-upgrade-and-breakthrough-fsd-advancements-says-gary-black">Tesla Shares Rise Over 2% After Hours On Morgan Stanley&#8217;s Price Target Hike, FSD Breakthroughs: Gary Black Highlights Key Drivers</a>
Why It Matters: The strategy <a href="https://www.benzinga.com/markets/equities/25/01/42890464/softbank-owned-arm-eyes-acquisition-of-oracle-backed-chip-designer-ampere-computing-amid-nvidias-dominance-report">shift comes as Arm explores acquiring</a> Ampere Computing LLC, an Oracle Corp.-backed chip designer which was valued at $8 billion in 2021. This potential acquisition could accelerate Arm&#8217;s evolution from a technology licensor to a complete chipmaker, particularly in the server market.
Industry analysts express concern about the implications. &#8220;It should send a chill down the spine of their customers,&#8221; said Tantra Analyst founder Prakash Sangam, noting the unexpected nature of Arm&#8217;s chip-making aspirations.
Price Action: Arm Holdings PLC&#8217;s ADR closed at $137.07 on Tuesday, down 2.43% for the day. In after-hours trading, the stock gained 1.26%. Over the past year, the stock has surged by an impressive 100.16%, according to <a href="https://pro.benzinga.com/dashboard">data from Benzinga Pro</a>.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/news/25/01/42965859/ray-dalio-warns-us-could-go-broke-as-debt-soars-urges-action-to-avert-crisis">Ray Dalio Warns US Could &#8216;Go Broke&#8217; As Debt Soars, Urges Action To Avert Crisis</a></li>
</ul>
Image Via Shutterstok 
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

AAPL

QCOM

SoftBank-Backed Arm Plans Major Price Hike: Apple, Qualcomm Supplier Explores Chip Development

Ray Dalio, founder of Bridgewater Associates, warned Tuesday that the United States could &#8220;go broke&#8221; due to mounting government debt problems, as the nation grapples with unprecedented interest payments <a href="https://www.benzinga.com/news/24/05/38661979/us-pays-2m-interest-per-minute-on-national-debt-funny-peculiar-chicken-and-the-egg-type-situation">reaching $2 million per minute</a>.
What Happened: In a post on X, Dalio announced an upcoming book examining how countries face financial collapse, titled &#8220;How Countries Go Broke: Principles for Navigating the Big Debt Cycle.&#8221; His warning comes as U.S. debt has surged past $36 trillion, with interest payments <a href="https://www.benzinga.com/personal-finance/24/01/42755472/102-trillion-global-debt-the-u-s-and-china-lead-the-charge-what-you-need-to-know">exceeding $892 billion in fiscal year 2024</a>.
The International Monetary Fund projects U.S. annual interest payments will reach $1.7 trillion by 2034, with cumulative interest costs over <a href="https://www.benzinga.com/personal-finance/24/01/42755472/102-trillion-global-debt-the-u-s-and-china-lead-the-charge-what-you-need-to-know">the next decade approaching $12.9 trillion</a>. The U.S. currently accounts for 34.6% of global debt, which stands at $102 trillion.
&#8220;Big debt crises are inevitable,&#8221; Dalio wrote, explaining that lending is rarely perfectly aligned with the income needed to service it. &#8220;Even though this progression has happened many times in history, most policymakers and investors think their current circumstances and monetary system won&#8217;t change.&#8221;
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">I'm worried that the US government debt problem will get so bad that the US will "go broke" and I believe that there are steps we can take to prevent it. I am in the process of completing a comprehensive study about the mechanics of how countries go broke, where the US… <a href="https://t.co/lYzhLpdWMv">pic.twitter.com/lYzhLpdWMv</a>
&mdash; Ray Dalio (@RayDalio) <a href="https://twitter.com/RayDalio/status/1878925239423267311?ref_src=twsrc%5Etfw">January 13, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
See Also: <a href="https://www.benzinga.com/general/social-media/25/01/42965533/elon-musk-emerges-as-potential-tiktok-us-buyer-as-ban-deadline-looms-company-terms-it-pure-fiction">Elon Musk Emerges As Potential TikTok US Buyer As Ban Deadline Looms, Company Terms It &#8216;Pure Fiction&#8217;</a>
Why It Matters: The debt situation has sparked concern among other financial experts. JPMorgan&#8217;s Jack Manley highlighted a &#8220;peculiar chicken-and-egg situation&#8221; where high interest rates, intended to fight inflation, may actually be contributing to economic resilience and <a href="https://www.benzinga.com/news/24/05/38661979/us-pays-2m-interest-per-minute-on-national-debt-funny-peculiar-chicken-and-the-egg-type-situation">continued inflationary pressures</a>.
Dalio suggests that while debt crises can be managed through proper restructuring and monetary policy, they require a careful balance between deflationary measures (debt restructuring) and inflationary approaches (money creation). He emphasized the importance of spreading debt reduction over time rather than attempting dramatic short-term fixes.
The IMF has warned that without significant fiscal adjustments, including spending cuts and increased taxes, the U.S. debt burden could severely impact government budgets and economic growth. The mounting debt has also raised concerns about the dollar&#8217;s status as the world&#8217;s primary reserve currency.
Dalio plans to release additional installments of his study, examining historical patterns and potential solutions for navigating the current debt cycle.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/news/large-cap/25/01/42964291/walmart-refreshes-image-with-new-brand-identity">Walmart Refreshes Image With New Brand Identity</a></li>
</ul>
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Wikimedia

Ray Dalio Warns US Could 'Go Broke' As Debt Soars, Urges Action To Avert Crisis

Wall Street strategist Tom Lee suggests Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) could retreat significantly from recent highs, potentially testing support levels at $70,000 or even the $50,000 range, while maintaining a long-term bullish stance targeting $250,000.
What Happened: Speaking <a href="https://www.youtube.com/watch?v=Dp-fYnv9aTA">on</a> CNBC&#8217;s &#8216;Squawk Box&#8217;, Lee, who serves as Fundstrat Capital&#8216;s Chief Investment Officer, characterized the cryptocurrency&#8217;s recent 15% decline from all-time highs as a &#8220;normal correction&#8221; for a volatile asset. Bitcoin currently trades near $95,000, down about 6.6% over the past month.
The forecast comes amid broader market uncertainty, with U.S. stocks experiencing a 23-day correction period and persistent inflation concerns. Lee emphasized that Bitcoin&#8217;s movements largely track global liquidity conditions, noting the market is still early in its halving cycle.
Crypto skeptic Peter Schiff offered a more bearish perspective on social media platform X, drawing parallels between current Bitcoin enthusiasm and Ethereum&#8217;s (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/eth/usd">ETH</a>) previous peak.
&#8220;There was lots of hype around Ethereum in 2021, just as there&#8217;s a lot of hype around Bitcoin now,&#8221; Schiff wrote, highlighting Ethereum&#8217;s 40% decline from its November 2021 high of nearly $5,000 to current levels below $3,000.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">In Nov. 2021 <a href="https://twitter.com/hashtag/Ethereum?src=hash&amp;ref_src=twsrc%5Etfw">#Ethereum</a> almost hit $5K. Today the price is under $3K, a 40% drop in over three years. There was lots of hype around Ethereum in 2021, just as there&#39;s a lot of hype around <a href="https://twitter.com/hashtag/Bitcoin?src=hash&amp;ref_src=twsrc%5Etfw">#Bitcoin</a> now. A similar drop in Bitcoin would wipe out almost all of <a href="https://twitter.com/search?q=%24MSTR&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$MSTR</a>&#39;s unrealized gains.
&mdash; Peter Schiff (@PeterSchiff) <a href="https://twitter.com/PeterSchiff/status/1878870442628591961?ref_src=twsrc%5Etfw">January 13, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
See Also: <a href="https://www.benzinga.com/markets/cryptocurrency/25/01/42962446/bitcoin-ethereum-xrp-dogecoin-reverse-red-monday-on-bullish-trump-news">Bitcoin, Ethereum, XRP, Dogecoin Reverse &#8216;Red Monday&#8217; On Bullish Trump News</a>
Why It Matters: Despite short-term volatility concerns, Lee maintains that Bitcoin&#8217;s current price around $95,000 represents an attractive entry point for long-term investors. &#8220;If you&#8217;re trying to time it, maybe you&#8217;ll get lucky and it will reach $70,000. But to me, Bitcoin could go to $250,000, so $90,000 is still a good entry point,&#8221; Lee said.
The cryptocurrency market&#8217;s movements come as the <a href="https://www.benzinga.com/25/01/42886101/investors-should-expect-no-rate-cuts-in-q1-2025-after-federal-reserves-december-minutes-release-strategist-says">Federal Reserve signals a pause in expected rate cuts</a>, contributing to broader market uncertainty. Lee suggests these macro factors, combined with temporary distortions from natural disasters affecting inflation data, could influence near-term price action across financial markets.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/markets/cryptocurrency/25/01/42962279/trump-could-sign-crypto-related-executive-orders-on-day-1-report">Trump Could Sign Crypto-Related Executive Orders On Day 1: Report</a></li>
</ul>
Image Via Shutterstock 
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

$ETH

Tom Lee Forecasts Bitcoin Could Dip To $50K, But Maintains Long-Term Target Of $250K Amid Market Volatility

Jeff Bezos‘&nbsp;Blue Origin said on Monday evening that it is now looking to launch its New Glenn launch vehicle to orbit for the first time no earlier than Thursday, Jan. 16, after scrapping liftoff on Monday morning. 
What Happened: The three-hour launch window on Thursday will open at 1 a.m. EST, the company said. 
Blue Origin was looking to launch the vehicle on Monday but scrapped it to troubleshoot an issue identified with a vehicle subsystem. The company said later in the day that the issue was identified as ice forming in a purge line on an auxiliary power unit that powers some of its hydraulic systems. 
The key objective for the first flight of New Glenn is to reach orbit safely. The company is looking to land the booster of the vehicle in the Atlantic Ocean after launch while the second stage goes into orbit. The company previously said in a statement that the booster landing is "ambitious but we are going for it"
Why It Matters:&nbsp;New Glenn is a reusable heavy-lift rocket named after&nbsp;John Glenn, the first American to orbit Earth. The development of the vehicle, expected to compete with&nbsp;<a href="https://www.benzinga.com/general/space/25/01/42937833/elon-musks-spacex-delays-starship-7th-test-flight-to-wednesday" target="_blank" rel="noreferrer noopener">SpaceX&#8217;s Falcon launch vehicle</a>, has been delayed for years.
New Glenn, unlike Blue Origin&#8217;s New Shepard vehicle, can reach the Earth&#8217;s orbit and beyond.&nbsp;<a href="https://www.benzinga.com/news/24/05/38909990/90-year-old-breaks-record-as-oldest-astronaut-with-blue-origins-launch" target="_blank" rel="noreferrer noopener">New Shepard</a>, meanwhile, can only reach the edge of space.
New Glenn&#8217;s first launch, which is expected to include a payload, will also mark the rocket's first National Security Space Launch certification flight.
Check out more of Benzinga's Future Of Mobility coverage by&nbsp;<a href="https://www.benzinga.com/topic/mobility" target="_blank" rel="noreferrer noopener">following this link.</a>
Read Next:
<ul>
<li><a href="https://www.benzinga.com/general/space/25/01/42937833/elon-musks-spacex-delays-starship-7th-test-flight-to-wednesday">Elon Musk&#8217;s SpaceX Delays Starship 7th Test Flight To Wednesday</a></li>
</ul>
Photo courtesy: Blue Origin

SPACE

Jeff Bezos' Blue Origin Now Eyeing Thursday For New Glenn's First Launch To Orbit

Chinese officials are considering Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) CEO Elon Musk as a potential buyer for TikTok&#8217;s U.S. operations, as the social media platform <a href="https://www.benzinga.com/25/01/42931704/tiktok-users-call-on-trump-to-deliver-immediately-on-his-promise-to-save-app-from-us-ban-we-dont-need-the-supreme-court-to">faces a Jan. 19 deadline</a> to divest or shut down.
What Happened: The discussions, though preliminary, envision a potential scenario where Musk&#8217;s X platform could take over TikTok&#8217;s U.S. operations, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-01-14/china-discusses-sale-of-tiktok-us-to-musk-as-one-possible-option">reported</a> on Monday, citing sources and estimates, valuing the deal between $40 billion to $50 billion. The move would combine TikTok&#8217;s 170 million U.S. users with X&#8217;s advertising reach.
Beijing officials, who retain influence through a &#8220;golden share&#8221; in ByteDance&#8217;s Chinese affiliate, see Musk as an attractive option because of his existing relationships in China through Tesla&#8217;s Shanghai factory and his close ties to President-elect Donald Trump, the report said.
Musk&#8217;s track record with social media acquisitions includes his $44 billion purchase of Twitter in 2022, which he later rebranded as X. The controversial takeover was financed through a combination of personal funds, investment partners, and substantial bank loans, which he continues to service.
&#8220;We can&#8217;t be expected to comment on pure fiction,&#8221; a TikTok spokesperson told&nbsp;<a href="http://pro.benzinga.com/" target="_blank" rel="noreferrer noopener">Benzinga</a>.
See Also: <a href="https://www.benzinga.com/25/01/42961753/analyst-sees-broadening-rally-in-semis-coming-in-2025-2-top-stock-picks-and-2-to-avoid">Analyst Sees &#8216;Broadening Rally&#8217; In Semiconductors In 2025: 2 Top Stock Picks, 2 To Avoid</a>
Why It Matters: The deliberations come as the Supreme Court signals support for upholding legislation requiring ByteDance to sell TikTok&#8217;s U.S. operations. Trump, who takes office on Jan. 20, has requested a delay in implementing the ban, marking a shift from his previous stance on the platform.
The deal is very challenging, what with the tricky separation of its U.S. business and potential funding issues, even for the world&#8217;s richest person. Other bidders include Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), as well as a consortium led by the &#8220;Shark Tank&#8221; investor Kevin O&#8217;Leary.
If no deal is reached by the deadline, TikTok users will lose access to updates and security patches, though existing app installations will continue working. Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) and Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) subsidiary Google&#8217;s YouTube may gain from the migration of creators to their platforms.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/markets/equities/25/01/42965139/tesla-soars-over-2-after-hours-on-morgan-stanleys-430-target-upgrade-and-breakthrough-fsd-advancements-says-gary-black">Tesla Shares Rise Over 2% After Hours On Morgan Stanley&#8217;s Price Target Hike, FSD Breakthroughs: Gary Black Highlights Key Drivers</a></li>
</ul>
Image Via Shutterstock

Social Media

GOOG

GOOGL

MSFT

ORCL

Elon Musk Emerges As Potential TikTok US Buyer As Ban Deadline Looms, Company Terms It 'Pure Fiction'

Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) shares rose more than 2% in after-hours trading on Monday, driven by Morgan Stanley&#8217;s increase in its price target and positive developments in its Full Self-Driving technology, according to prominent Tesla bull Gary Black.
What Happened: Morgan Stanley raised its price target on Tesla to $430 from $400 and increased its bull case to $800, citing opportunities in autonomous rideshare and robotaxi services, noted Black, managing partner of The Future Fund LLC, in posts on X.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">What's causing TSLA's stock price to take flight (+$8/share, +2.1%) after hours? It's always difficult to discern cause and effect, but here's my guess: 1/ Elon's re-post of a tweet from <a href="https://twitter.com/philipengberg?ref_src=twsrc%5Etfw">@philipengberg</a> that FSD v13.2 is showing a 750% efficacy increase to 724 miles per… <a href="https://t.co/V5kRuRlPXQ">https://t.co/V5kRuRlPXQ</a>
&mdash; Gary Black (@garyblack00) <a href="https://twitter.com/garyblack00/status/1878957721988555229?ref_src=twsrc%5Etfw">January 14, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
The stock&#8217;s after-hours gains were also supported by favorable feedback on Tesla&#8217;s refreshed Model Y and significant improvements in its Full Self-Driving technology, Black said. FSD version 13.2 showed a 750% efficacy increase to 724 miles per disengagement on highways compared to 89 miles in the previous version, according to a post shared by CEO Elon Musk.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">This is what exponential improvement looks like <a href="https://t.co/g8lflQkSiY">https://t.co/g8lflQkSiY</a>
&mdash; Elon Musk (@elonmusk) <a href="https://twitter.com/elonmusk/status/1878888522695999721?ref_src=twsrc%5Etfw">January 13, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
These developments come as Tesla navigates both challenges and opportunities. The company recently faced scrutiny over CEO Musk&#8217;s $56 billion pay package, which was rejected by a Delaware judge in December. The controversy led Europe&#8217;s largest pension fund, Stichting Pensioenfonds ABP, to sell its entire $585 million Tesla stake in <a href="https://www.benzinga.com/news/global/25/01/42950414/tesla-stock-sold-by-europes-largest-pension-fund-in-q3-we-had-a-problem-with-musk-pay">the third quarter of 2024</a>.
See Also: <a href="https://www.benzinga.com/news/earnings/25/01/42962366/kb-home-q4-earnings-revenue-beat-eps-beat-home-deliveries-up-17-net-orders-soar-and-more">KB Home Q4 Earnings: Revenue Beat, EPS Beat, Home Deliveries Up 17%, Net Orders Soar And More</a>
Why It Matters: Despite these headwinds, Tesla&#8217;s stock has shown remarkable strength. It is currently trading around $387, up over 45% from its third-quarter lows.
The company maintains strong support from Wall Street, with recent analyst coverage <a href="https://www.benzinga.com/markets/equities/25/01/42938578/jamie-dimon-calls-elon-musk-an-extraordinary-talent-jp-morgan-ceo-shares-why-trumps-election-victory-didnt-surprise-him">remaining largely positive</a>. JPMorgan Chase &amp; Co. CEO Jamie Dimon recently praised Musk as &#8220;an extraordinary talent,&#8221; citing achievements at Tesla and SpaceX.
Black also addressed concerns about potential regulatory changes under President-elect Donald Trump, suggesting that any rollback of President Joe Biden-era emissions targets would likely have minimal impact on Tesla&#8217;s zero-emission vehicle credit sales, as analysts had already forecast these revenues to decline in coming years.
Price Action: Tesla&#8217;s stock closed at $403.31 on Monday, gaining 2.17% for the day. In after-hours trading, the stock climbed further, adding 2.42%. Over the past year, Tesla&#8217;s stock has surged an impressive 83.40%, according to <a href="https://www.benzinga.com/pro/">data from Benzinga Pro</a>.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/25/01/42960104/congressman-who-wanted-airport-named-after-donald-trump-buys-bitcoin-solana-xrp-token-ahead-of-inauguration">Congressman Who Wanted Airport Named After Trump Buys Bitcoin, Solana, XRP Token Ahead Of Inauguration</a></li>
</ul>
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

Tesla Shares Rise Over 2% After Hours On Morgan Stanley's Price Target Hike, FSD Breakthroughs: Gary Black Highlights Key Drivers

<a href="https://www.bnnbloomberg.ca/investing/2025/01/13/honeywell-plans-breakup-under-pressure-from-elliott/" title="https://www.bnnbloomberg.ca/investing/2025/01/13/honeywell-plans-breakup-under-pressure-from-elliott/">https://www.bnnbloomberg.ca/investing/2025/01/13/honeywell-plans-breakup-under-pressure-from-elliott/</a>

Contracts

'Honeywell Plans Breakup Under Pressure From Elliott' -Earlier Bloomberg Report

EVAX

Trading Halt: Halted at 7:50:00 p.m. ET - Trading Halt: Halt News Pending

Walmart, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) announced on Monday an updated brand identity that includes subtle changes to its wordmark and spark logo, as well as <a href="https://www.benzinga.com/trading-ideas/25/01/42755273/exclusive-top-20-most-searched-tickers-on-benzinga-pro-in-december-2024-where-do-tesla-nvidia-quantum-computing-stock-rank">its color palette.</a>
The Details: The mega-retailer worked with creative agency Jones Knowles Ritchie to create its updated<a href="https://corporate.walmart.com/news/2025/01/13/walmart-introduces-updated-look-and-feel-a-testament-to-heritage-and-innovation"> brand identity</a> which the company says aims to "build credibility and connection, become known for its convenient digital-first services and be seen as a more modern, culturally dynamic brand."
Read Next: <a href="https://www.benzinga.com/25/01/42919029/supreme-court-hears-tiktok-oral-arguments">Supreme Court Hears TikTok Arguments With App&#8217;s Ban Ahead: &#8216;Essentially, The Platform Shuts Down&#8217;&nbsp;</a>
Walmart's iconic spark logo remains similar, yet slightly thicker and bolder.&nbsp;
"We wanted to put more depth and impact to it, so it exudes a bit more Walmart energy and serves as a beacon for the brand," William White, senior vice president and chief marketing officer of Walmart U.S., <a href="https://www.fastcompany.com/91057001/impossibles-massive-meatier-new-brand-promises-that-plants-can-bleed-red">told</a> Fast Company.&nbsp;
The new wordmark was inspired by founder Sam Walton's classic trucker hat with "Walmart" written in the typeface Antique Olive.&nbsp;
"Walmart aims to be an inspirational, digital retailer that provides all the products, brands and services our customers need and want. This update, rooted in the legacy of our founder, Sam Walton, demonstrates our evolving capabilities and longstanding commitment to serve our customers of today and tomorrow," said White.&nbsp;
Walmart says starting this month the new brand identity will officially roll out on Walmart.com, the Walmart app, marketing campaign assets and its corporate site.
Read Next:&nbsp;
<ul>
<li><a href="https://www.benzinga.com/news/legal/25/01/42953761/santa-ana-winds-return-as-la-wildfire-damage-estimates-rise-to-at-least-250-billion-fire-officials-investigate-downed-power-lines">Santa Ana Winds Return As LA Wildfire Damage Estimates Rise To At Least $250 Billion, Fire Officials Investigate Downed Power Lines</a></li>
</ul>
Photo: Courtesy Walmart

General

Walmart Refreshes Image With New Brand Identity

Many Americans likely tuned into the first round of the 2024 NFL Playoffs over the weekend with teams fighting for a chance to advance to <a href="https://www.benzinga.com/topic/nfl">Super Bowl LIX.</a>
One game featured a rather unique sideline sighting that could help a self-help author far beyond belief.
What Happened: The Philadelphia Eagles defeated the Green Bay Packers 22-10 Sunday night in a<a href="https://www.benzinga.com/general/sports/25/01/42829221/how-to-watch-nfl-playoffs-super-bowl-lix-betting-odds-will-history-be-made-by-chiefs-or-lions"> game shown on FOX</a>, a unit of FOX Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOX#NASDAQ">FOX</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOXA#NASDAQ">FOXA</a>).
The win gets the Eagles closer to Super Bowl LIX and wide receiver A.J. Brown closer to another chance at winning the Lombardi Trophy.
In six seasons with the Tennessee Titans and Eagles, Brown has nine playoff appearances, including three in 2022 where the Eagles lost Super Bowl LVII to the Kansas City Chiefs 35 to 38. In that Super Bowl, Brown had six catches for 96 yards and a touchdown.
Brown didn't have the normal strong stats Sunday against the Packers, posting only one catch for 10 yards on three targets, but he quickly became one of the most talked about players during and after the game.
Fox cameras caught Brown reading a book on the sideline, which later turned out to be self-help book, "Inner Excellence," from performance coach Jim Murphy.
"Discover the life guide that has developed world champions, empowered athletes to become world #1 and most importantly, transformed their hearts and minds. This step-by-step training manual from one of the world's top mental skills coaches will teach you how to train your mind like the very best," a description of the book on Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) <a href="https://www.amazon.com/INNER-EXCELLENCE-Extraordinary-Performance-Possible/dp/1734654805?tag=googhydr-20&amp;source=dsa&amp;hvcampaign=books&amp;gclid=Cj0KCQiAkJO8BhCGARIsAMkswyjiuw6_zmBe-nFjIGhq2Rw4DXj1jVfgmdsmw1vMVJlqeJ_PiOnHsNAaAjElEALw_wcB">reads</a>.
The book, with the subtitle of "Train Your Mind for Extraordinary Performance and the Best Possible Life," hit number one on Amazon Monday as the top-selling book, as <a href="https://www.sportico.com/personalities/athletes/2025/aj-brown-book-reading-inner-excellence-sales-philadelphia-1234823669/">reported </a>by Sportico.
Before Monday, the book was ranked #552,709, the report said.
Seeing Brown read the book on the sideline led to huge interest in the book on Amazon. Murphy, who has coached athletes and leaders, including Olympic athletes, may want to send a thank you note Brown's way.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">The book AJ Brown is reading is called &#39;Inner Excellence&#39; &#x1f4da; &#x1f4fa; FOX <a href="https://t.co/9o1RGD9hLn">pic.twitter.com/9o1RGD9hLn</a>
&mdash; FOX Sports: NFL (@NFLonFOX) <a href="https://twitter.com/NFLonFOX/status/1878601077542490471?ref_src=twsrc%5Etfw">January 13, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Brown was asked about the viral moment after Sunday's victory.
"My teammates call it ‘the recipe,'" Brown said. "It's got a lot of points in there, it's a lot of mental game, a lot of mental parts about it, and you know for me this game is mental."
Brown said a teammate recommended the book to him last year and he now carries it on the sideline and looks back at points from the book during games.
The Eagles wide receiver <a href="https://x.com/ZachGelb/status/1878611786213269543">told </a>reporters he wasn't reading the book due to the outcome of the game or his individual performance.
"No, I was not frustrated at all. I figured that's what y'all probably thought. I wasn't frustrated. Why do y'all think I'm frustrated? I read the book. I like to read."
Brown was open about his mental health in 2021, sharing that he previously spoke to a therapist and telling people that it&#8217;s okay to seek help and talk to someone.
Read Also: <a href="https://www.benzinga.com/general/sports/25/01/42884959/detroit-lions-take-a-bite-out-of-sportsbooks-analyst-advises-patience-after-flutter-cuts-guidance">Detroit Lions Take Bite Out Of Sportsbooks: Analyst Advises Patience After Flutter Cuts Guidance</a>
What's Next: Brown and his teammates may want to read the book and keep looking at how they can perform best in the 2024 NFL Playoffs.
The Eagles will play the winner of Monday's Los Angeles Rams and Minnesota Vikings contest in the second round of the playoffs. That game is set for 7 p.m. ET on NBC, a unit of Comcast Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>).
Brown and his sideline reading material will likely be a subject discussed during the game and cameras may be set on the wide receiver to catch him reading once again.
The Eagles have odds of +450 to win Super Bowl LIX at sportsbook DraftKings Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DKNG#NASDAQ">DKNG</a>), ranking third behind the Detroit Lions (+285) and Kansas City Chiefs (+350).
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/general/sports/24/12/42521231/travis-hunter-wins-heisman-will-he-be-1-pick-in-2025-nfl-draft-what-betting-odds-history-show">Travis Hunter Wins Heisman, Will He Be #1 Pick In 2025 NFL Draft? What Betting Odds, History Show</a></li>
</ul>
Photo: Fabio Alcini via Shutterstock

Sports Betting

Psychology

Sports

AMZN

CMCSA

DKNG

FOXA

NFL Star Helps Self-Help Book Hit #1 On Amazon: 'My Teammates Call It The Recipe'

Axon Enterprise (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AXON#NASDAQ">AXON</a>) has outperformed the market over the past 5 years by 38.66% on an annualized basis producing an average annual return of 50.52%. Currently, Axon Enterprise has a market capitalization of $43.36 billion. 
Buying $1000 In AXON: If an investor had bought $1000 of AXON stock 5 years ago, it would be worth $7,560.22 today based on a price of $568.68 for AXON at the time of writing.
<h3>Axon Enterprise's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1736811907_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

AXON

Here's How Much $1000 Invested In Axon Enterprise 5 Years Ago Would Be Worth Today

Oshkosh could lose USPS contract to electrify fleet - update

UBS lowered the firm's price target on ChargePoint (CHPT) to $1.30 from $1.50 and keeps a Neutral rating on the shares. ChargePoint's Q3 results we...

ChargePoint price target lowered to $1.30 from $1.50 at UBS

ChargePoint is facing new risks as the company warns shareholders about the potential for data breaches to affect its business.

ChargePoint Updates Data Risks with Vital Warning for CHPT Shareholders

ChargePoint (CHPT) and the Colorado Energy Office announced the completion of six EV fast charging corridors across the state. In total, 33 DC fast...

ChargePoint, Colorado Energy Office complete six EV fast charging corridors

ChargePoint (CHPT) and General Motors (GM) announced plans to further accelerate EV infrastructure growth in the U.S. The companies are joining eff...

ChargePoint, General Motors collaborate to install ultra-fast charging ports

ChargePoint collaborates with General Motors for charging ports installation

ChargePoint Holdings ( ($CHPT) ) has issued an announcement. ChargePoint Holdings, Inc. announced the resignation of Henrik Gerdes as Chief Account...

ChargePoint CFO to Assume Accounting Officer Role

Analysts have been eager to weigh in on the Consumer Cyclical sector with new ratings on ChargePoint Holdings (CHPT – Research Report), Life Time G...

Analysts Offer Insights on Consumer Cyclical Companies: ChargePoint Holdings (CHPT), Life Time Group Holdings (LTH) and Nordstrom (JWN)

Latest data shows the largest indicative borrow rate increases among liquid option names include: Aptiv (APTV) 54.26% +52.03, Nikola (NKLA) 147.81%...

Largest borrow rate increases among liquid names

Blink Charging Stock: Substantial Risk But Has Sizeable Upside Potential

AMPX

APTV

BLNK

CADL

HNST

KULR

NKLA

SIEGY

Screenshot 2024-12-11 at 6.44.50 PM

Emerging Markets

Recharging The EV Experience: Getaway Space Is On A Mission To Solve Burgeoning Infrastructural Challenges

Screenshot 2024-11-07 at 6.37.06 PM

Grab A Meal At A Lounge With 24/7 Security While Your EV Charges – Getaway Space Plans To Redefine EV Charging

Press Releases

ChargePoint's New Essential Cloud Plan Makes EV Charging Accessible to Small Businesses and Multifamily Housing

ChargePoint to Announce Third Quarter Fiscal Year 2025 Financial Results on December 4, 2024

Glancy Prongay & Murray LLP Announces Investigation of ChargePoint Holdings, Inc. (CHPT)

ChargePoint Reports Third Quarter Fiscal Year 2025 Financial Results

ChargePoint and Colorado Energy Office Deliver Fast EV Charging Along Six Highway Corridors

ChargePoint and General Motors Collaborate to Install Many Hundreds of Electric Vehicle Fast Charging Ports

EV Charging Provider Shares Rise On General Motors Partnership Announcement

ADS-TEC Energy

Allient

Amprius Technologies

American Superconductor Corporation - Common Stock

American Superconductor

Array Technologies

Blink Charging

Complete Solaria

GrafTech International

Enovix

Eos Energy Enterprises, Inc. - Common Stock

Eos Energy Enterprises

FuelCell Energy

Fluence Energy, Inc. - Class A Common Stock

Fluence Energy

FREYR Battery

KULR Tech Gr

LSI Industries

NeoVolta

Preformed Line Products Company - Common Stock

Preformed Line Products

SES AI

Shoals Technologies Group, Inc. - Class A Common Stock

Shoals Technologies Gr

SKYX Platforms

Stem

Thermon Group Holdings, Inc. Common Stock

Thermon Group Holdings

Ultralife

Vicor

XCHG

RBC Capital

Benchmark

Stifel

Goldman Sachs

12월 회의에서 시장에 큰 영향을 미친 결정으로 기억될 연방준비제도(연준)는 수요일에 예상대로 기준금리를 25베이시스포인트(bp) 인하하여 목표 <a href="https://www.benzinga.com/news/econ-s/24/12/42561549/fed-slashes-interest-rates-by-0-25-as-predicted-december-dot-plot-flags-only-2-potential-cuts-in-2025">범위를 4.25%-4.5%</a>로 조정했다.
그러나 월스트리트를 놀라게 한 것은 금리 인하 자체가 아니라, 연준의 수정된 경제 전망과 제롬 파월 의장의 입장이 2025년에 더 깊은 금리 인하에 대한 기대를 무너뜨린 것이었다.
연준은 2025년 인플레이션 전망을 상향 조정하고, 그 해에 금리 인하가 두 번만 가능할 것이라고 시사했다. 이는 최근 몇 주 동안 투자자들의 낙관주의를 부추겼던 기대에서 급격한 변화로 이어졌다.
파월 의장은 기자 회견에서 이 매파적 톤을 확고히 하며, 2024년에 100베이시스포인트 금리 인하 후 연준이 <a href="https://www.benzinga.com/economics/macro-economic-events/24/12/42563299/feds-powell-shocks-markets-its-a-new-phase-were-significantly-closer-to-neutral">"새로운 단계"의 통화정책</a>에 진입할 것이라고 밝혔다. 금리가 중립 수준에 가까워짐에 따라 신중한 접근의 중요성을 강조하며, 공격적인 완화에 대한 희망을 일소했다.
진정한 &#8216;그린치(Grinch)&#8217; 같은 모습으로, 파월의 메시지는 투자자들의 산타 랠리에 대한 기대를 앗아갔다. 산타 랠리는 12월 하반기에 주식이 강력한 상승세를 보이는 계절적 시장 흐름이다.
SPDR S&amp;P 500 ETF Trust(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>)가 추적하는 S&amp;P 500은 3% 급락하여 2022년 9월 이후 최악의 하루 하락폭을 기록했다. 동시에 미국 달러 지수는 2년 만에 최고치로 상승했다. 이는 <a href="https://www.benzinga.com/news/econ-s/24/12/42564807/powell-triggers-market-carnage-vix-spikes-58-stocks-plummet-dollar-hits-2-year-highs-bitcoin-nosedives">투자자들이 기대치를 재조정</a>한 결과이다.
비트코인(CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>)은 매크로 경제 발전에 대해 큰 민감성을 보였으며, 연방준비제도 회의 하루 전 사상 최고가인 $108,388를 기록한 후 $100,000 이하로 하락했다.
금요일에는 연준의 선호 인플레이션 지표가 11월에 <a href="https://www.benzinga.com/economics/macro-economic-events/24/12/42619788/market-volatility-halts-on-soft-inflation-data-yet-traders-remain-wary-of-fighting-the-fed-10-etfs-moving-friday" target="_blank" rel="noopener">예상보다 낮게</a> 발표되어 잠시 안도감을 주었다. 그러나 연준의 충격은 지속적인 디스인플레이션(progress in disinflation)이 회복할 수 있는 잔여 상처를 남겼다.
이제 초점은 2025년으로 옮겨진다. 투자자들은 새로운 트럼프 행정부의 재정 정책, 정부 셧다운 가능성 그리고 연준 통화 정책의 광범위한 영향을 대비하고 있다.
<h1 class="wp-block-heading">차지포인트-GM 협력</h1>
차지포인트 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHPT#NYSE">CHPT</a>)와 제너럴 모터스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>)는 미국 전역의 주요 위치에 초고속 전기차(EV) 충전소를 배치하기 위한 파트너십을 체결했다. 이 전략적 움직임은 전기차 인프라를 강화하고 <a href="https://www.benzinga.com/24/12/42553394/chargepoint-inks-pact-with-general-motors-eyes-installing-ultra-fast-charging-ports-at-key-locations">EV 보급을 가속화</a>하는 것을 목표로 한다.
<h1 class="wp-block-heading">팔란티어, 중력을 거부</h1>
팔란티어 테크놀로지스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>)의 주가는 금요일에 주요 미군 계약을 확보하고 나스닥-100 지수에 편입되면서 급등했다. 주식의 올해 누적 <a href="https://www.benzinga.com/trading-ideas/technicals/24/12/42620067/palantir-defies-gravity-army-deal-nasdaq-100-spotlight-fuel-rally">상승률은 385%</a>를 넘는다.
지금 읽어보세요:
<ul>
<li><a href="https://www.benzinga.com/government/regulations/24/12/42623343/exclusive-weight-loss-market-experts-scoop-up-novo-nordisk-stock-after-worst-drop-since-2002-following-drug-trial-miss">독점: 체중 감량 시장 전문가들이 2002년 이후 최악의 하락 후 노보 노디스크 주식을 사들입니다.</a></li>
</ul>
사진: Shutterstock
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

전기차(EV) 충전 관련 주식들이 11월에 브레이크를 밟고 1개월 동안 21% 하락하며, 넓은 시장 지수와 EV 섹터 평균 모두 뒤처졌다.
하지만 JP모건의 애널리스트 빌 피터슨(Bill Peterson)은 EV고(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EVGO#NASDAQ">EVGO</a>)에서 밝은 모습을 보고 있다. EV고는 업계의 저조한 성장에도 불구하고 동종업계의 경쟁사들보다 앞서 나가고 있다.
<h2 class="wp-block-heading">EV 배치: 연료 고갈 상태</h2>
미국 EV 시장은 지난달 약간의 진전을 보였는데, EV 침투율이 8.8%로 소폭 상승했다. 전체 충전 설치 수는 전월 대비 1.5% 증가했지만, 이는 10월의 4.4% 증가에서 둔화된 것이었다. 레벨 2 충전기는 1.1% 증가에 그쳤지만, DC 패스트 충전기는 3.6% 증가하여 더 강한 모멘텀을 보였다.
그럼에도 불구하고 전체 성장 궤적은 상업 및 차량 충전 배치에 지속적인 역풍이 있음을 시사한다.
관련 기사: <a href="https://www.benzinga.com/24/11/42137466/evgo-powers-on-despite-trump-shake-up-analyst-projects-16-us-bev-penetration-by-2030">EV고가 트럼프 교체에도 불구하고 힘을 내고 있음: 애널리스트는 2030년까지 미국 배터리 EV 침투율 16%를 예상</a>
<h2 class="wp-block-heading">EV, 선두로 나아가다</h2>
이러한 도전 과제에도 불구하고, EV고는 눈에 띄는 성과를 보이고 있다. 이 회사는 연초까지 780개의 DC 패스트 포트를 추가했으며, 2024년까지 800포트 목표를 달성할 예정이다. EV고의 주가는 연초 대비 93% 상승했으며, 이는 10억 달러의 에너지부 대출을 통해 운영 레버리지를 개선한 경쟁 우위 덕분이다.
반면, 차지포인트 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHPT#NYSE">CHPT</a>)는 50% 하락하며 어려움을 겪고 있다. 피터슨은 차지포인트의 비용 절감 조치가 긍정적이지만, 회사의 수익성에 대한 불확실한 경로가 전망에 그림자를 드리운다고 언급했다. 차지포인트의 주가는 연초 대비 약 40% 하락했다.
<h2 class="wp-block-heading">테슬라의 슈퍼차저 지배력 유지</h2>
테슬라(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)의 슈퍼차저 네트워크는 여전히 56.2%의 패스트 충전 시장 점유율을 차지하며 선두를 유지하고 있다. 이는 투자 축소에도 불구하고 여전히 강력한 위치다.
일렉트리파이 아메리카(Electrify America)와 EV고는 각각 9.1%와 7.2%의 작은 점유율을 유지하고 있지만, EV고의 지속적인 성장과 고객 기반 확장은 시장 역학의 변화를 신호한다.
<h2 class="wp-block-heading">EV고의 성공 전략</h2>
피터슨은 EV고에 대해 낙관적이다. 그는 EV고가 높은 이용률, 라이드쉐어 사용자로 인한 장기간 충전 세션, 그리고 고객 확보—특히 테슬라 드라이버를 포함한—에서 이점을 누릴 수 있다고 언급했다.
정책 불확실성으로 인해 EV 판매가 둔화되더라도, EV고의 확장 전략은 위기를 극복할 수 있는 좋은 위치를 제공한다.
EV고의 미래는 전기를 통한 발전을 예고하고 있다. 나머지 섹터에 대해서는 불확실한 도로가 남아 있다.
주가 움직임: EV고의 주식은 금요일 1.43% 상승한 6.37달러에 마감했다. 반면 차지포인트의 주가는 2.96% 하락한 1.31달러에 마쳤다.
다음 읽기:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/42250648/plug-power-evgo-among-jpmorgans-top-sustainable-picks-for-2025">플러그 파워와 EV고가 JP모건의 2025년 최고의 지속 가능성 선택에 포함되었다.</a></li>
</ul>
사진: Shutterstock
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

차지포인트 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHPT#NYSE">CHPT</a>)는 수요일 장 마감 후 3분기 실적을 발표했다. 이번 실적 <a href="//www.benzinga.com/pressreleases/24/11/b41989671/chargepoint-to-announce-third-quarter-fiscal-year-2025-financial-results-on-december-4-2024"" target="_blank" rel="noopener">보고서의 세부 내용</a>을 살펴보자.
세부 사항: 차지포인트는 예상치에 부합하는 주당 18센트의 분기별 GAAP 손실을 보고했다. 분기 매출은 9,961만 달러로 컨센서스 예상치인 8,984만 달러를 상회했다.
차지포인트 CEO인 릭 윌머(Rick Wilmer)는 &#8220;우리는 업계에서 기록적인 전기차 판매에 고무되어 있으며, 네트워크 활용도가 더 많은 충전 인프라의 필요성을 계속 주도하고 있다&#8221;며 "3분기 실적은 예상을 뛰어넘는 것으로, 우리의 전략과 운영 우수성에 대한 집중, 엄격한 현금 관리가 가시적인 성과로 이어지고 있음을 보여 준다&#8221;고 말했다.
이 기사도 읽어보세요: <a href="https://kr.benzinga.com/news/usa/stocks/%EC%9C%A0%EB%82%98%EC%9D%B4%ED%8B%B0%EB%93%9C%ED%97%AC%EC%8A%A4-%EB%B8%8C%EB%9D%BC%EC%9D%B4%EC%96%B8-%ED%86%B0%EC%8A%A8-%EC%82%AC%EB%A7%9D%EC%97%90-%EA%B9%8A%EC%9D%80-%EC%95%A0%EB%8F%84/" target="_blank" rel="noopener">유나이티드헬스 "브라이언 톰슨 사망에 깊은 애도" : 뉴욕 경찰, 정보 제공에 $1만 보상 제시</a>
전망: 차지포인트는 4분기 매출을 9,500만~1억 1,500만 달러로 예상했다. 이는 예상치 1억 1,126만 달러보다 높은 수치다.
차지포인트 주가 움직임: <a href="//pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw"" target="_blank" rel="noopener">벤징가 프로</a> 데이터에 따르면 수요일 정규장에서 5.17% 상승한 후 시간외 거래에서 11.48% 상승한 1.36달러에서 거래되고 있다.
이미지: 차지포인트 제공
다른 트레이더들보다 30분 일찍 시장 움직임에 대한 독점 뉴스를 받아보세요.
Benzinga Pro의 독점 뉴스를 통해 수백만 명의 다른 트레이더보다 더 빠르게 유용한 투자 뉴스를 확인할 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

월스트리트는 도널드 트럼프가 2025년 1월에 취임할 때 정책 변경이 미칠 영향에 대해 추측하고 있다. JP모건의 애널리스트인 버지니아 마틴 헤리즈(Virginina Martin Heriz)는 두 번째 트럼프 <a href="https://www.benzinga.com/news/24/11/41781921/what-does-trumps-victory-mean-for-ev-giant-tesla-and-the-big-3-automakers" target="_blank" rel="noopener" data-google-interstitial="false">행정부가 지속 가능한 투자</a>에 미칠 잠재적 영향을 분석했다.
온쇼링: 헤리즈는 두 번째 트럼프 행정부가 인플레이션 감축법(IRA)을 수정할 것으로 보지만, &#8220;망치가 아닌 메스&#8221;로 접근할 것이라고 예상한다.
JP모건의 애널리스트는 IRA의 국내 콘텐츠 부분이 공급망 온쇼링에 대한 양당의 지지로 인해 &#8220;가장 안전한 인센티브&#8221;라고 보고 있다. 헤리즈는 퍼스트 솔라(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>), 선런(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) 및 선노바 에너지 인터내셔널(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOVA#NYSE">NOVA</a>)를 공급망 온쇼링의 혜택을 받을 수 있는 청정 기술 회사로 지목했다.
자세히 읽기: <a href="https://www.benzinga.com/general/biotech/24/11/41822473/trumps-potential-health-czar-robert-f-kennedy-jr-rattles-vaccine-stocks-shoot-first-reaction">트럼프의 잠재적 &#8216;보건 차르&#8217; 로버트 F. 케네디 주니어가 백신 주식을 흔들다: &#8216;먼저 쏴라&#8217; 반응</a>
수소: 헤리즈는 청정 수소 생산자에 대한 45V 세액 공제가 전통 에너지 회사와 공화당 지지 지역의 강력한 지지로 인해 유지될 가능성이 높다고 보고 있다. 청정 수소 회사인 퓨어셀 에너지(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FCEL#NASDAQ">FCEL</a>)와 플러그 파워(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLUG#NASDAQ">PLUG</a>)는 두 번째 트럼프 행정부 하에서도 정책 변화의 영향을 받지 않을 것으로 헤리즈가 판단했다.
전기차 인센티브: 이 애널리스트는 전기차(EV) 보조금이 축소되거나 폐지될 것으로 예상하고 있다. 여기에는 자격이 되는 전기차 구매 시 최대 7,500달러의 30D 청정차 세액 공제가 포함된다. 또한, 헤리즈는 EV 충전 인센티브인 30C 세액 공제가 각 충전기 비용의 최대 30%로 강화될 것으로 예상한다. 전기차 및 관련 충전 인센티브의 폐지로 부정적인 영향을 받을 수 있는 회사들로는 EV고(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EVGO#NASDAQ">EVGO</a>), 차지포인트 홀딩스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHPT#NASDAQ">CHPT</a>) 및 블링크 차징(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BLNK#NASDAQ">BLNK</a>)가 있다.
석유 및 가스: 국내 석유 및 가스 생산은 정부 정책보다는 시장 가격과 글로벌 수요 및 공급에 더 영향을 받기 때문에 헤리즈는 규제 부담이 줄어드는 것이 &#8220;산업에 도움이 되지만 단기적으로는 삶을 바꾸는 것은 아닐 것&#8221;이라고 말했다.
결론: 헤리드는 두 번째 트럼프 행정부 하의 정책 변화가 지속 가능한 투자에 영향을 미칠 것으로 예상하지만, 지속 가능한 투자에서의 자금 유출은 주로 성과 부진에 의해 발생한다고 언급했다.
JP모건의 이 애널리스트는 &#8220;펀드 성과가 정치보다 훨씬 더 중요하다&#8221;고 말했다.
다음 기사:
<a href="https://kr.benzinga.com/news/usa/stocks/%EB%B9%84%ED%8A%B8%EC%BD%94%EC%9D%B8%EC%9D%B4-%EC%B5%9C%EA%B3%A0%EA%B0%80%EB%A5%BC-%EA%B2%BD%EC%8B%A0%ED%95%98%EB%8A%94-%EA%B0%80%EC%9A%B4%EB%8D%B0-%EC%B1%84%EA%B5%B4%EC%97%85%EC%B2%B4-%ED%95%98/" target="_blank" rel="noopener">비트코인 채굴업체 하이즈 디지털, 헛 8, 비트팜즈가 실적을 발표 예정: 암호화폐의 미래는 &#8216;그 어느 때보다 밝다&#8217;</a>
사진: Earth phakphum via Shutterstock
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

Government

Regulations

Politics

FCEL

FSLR

NOVA

PLUG

트럼프 정부 하의 지속 가능한 투자: "성과가 정치보다 훨씬 중요," JP모건 분석가

전기차(EV) 충전 주식에 관해서는 EV고(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EVGO#NASDAQ">EVGO</a>)가 뛰어난 성과를 낼 것으로 보인다. 반면에 차지포인트 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHPT#NYSE">CHPT</a>)는 <a href="https://www.benzinga.com/quote/EVGO/news" target="_blank" rel="noopener" data-google-interstitial="false">모멘텀을 유지</a>하는 데 어려움을 겪고 있다.
<h3 class="wp-block-heading">EV고: 빠르게 전진</h3>
로스앤젤레스에 본사를 둔 이 회사는 확장 가능한 사업 모델과 높은 이용률을 가지고 있다.
EV고의 소유-운영 모델은 전기차 판매가 예상보다 느리게 진행된 시장에서 독특한 우위를 제공한다. JP모건의 빌 피터슨(Bill Peterson)에 따르면, EV고의 고속 충전 사업은 &#8220;높은 이용률과 충전 속도로 잘 확장되고 있다&#8221;고 한다. EV고는 경쟁사들과 달리 매출이 제공된 전력의 킬로와트 수에 직접 연결되어 있어, 전기차 수요가 저조한 환경에서도 성장할 수 있다.
이 회사는 네트워크 처리량 증가, 안정적인 마진, 더 나은 운영 레버리지를 통해 견고한 결과를 제공해 왔다. 피터슨은 에너지부 대출 약정의 잠재적 지원을 통해 EV고의 &#8220;네트워크 구축 속도&#8221;가 가속화되어 2025년 말까지 회사가 수익성을 달성하는 데 도움이 될 것으로 보고 있다. 이 7달러의 목표 주가가 이러한 낙관적인 전망을 반영하고 있으며, 피터슨은 EV고를 긍정적 촉매 관찰(Positive Catalyst Watch) 대상에 올렸다.
<h3 class="wp-block-heading">차지포인트: 연료가 바닥난</h3>
차지포인트의 사업 모델은 하드웨어 판매에 크게 의존하고 있으며, 이는 예상보다 느린 전기차 채택으로 큰 타격을 받았다.
피터슨은 수익성에 대한 우려와 향후 성장에 대한 가시성 부족을 이유로 주식을 &#8216;비중 축소&#8217;로 하향 조정했다.
차지포인트의 소프트웨어 마진은 높지만, 하드웨어 사업은 충분히 확장되지 않아 성과에 큰 영향을 미치지 못했다.
피터슨이 지적하듯이, &#8220;차지포인트의 수익성 경로는 현재로서는 명확하지 않다.&#8221; 캘리포니아 캠벨에 본사를 둔 이 회사는 제3자 사이트 호스트에 더 많은 충전기를 추가하도록 의존하고 있어, 특히 자체 및 상업 고객들의 수요가 부진한 경우에는 저조한 성과에 노출된다.
<h3 class="wp-block-heading">EV가 선두를 차지</h3>
현재 환경에서 EV고의 독자적인 운전 능력과 이용률을 높일 수 있는 능력은 차지포인트와 차별화된다.
EV고의 고속 충전 소유-운영 모델이 모든 실린더에서 작동하고 있는 만큼, EV고는 전기차 충전 경쟁에서 선두를 차지할 준비가 되어 있으며, 차지포인트는 느린 차선에 남겨져 있다.
주가 움직임: EV고의 주식은 목요일 60.81% 급등한 6.32달러에 마감한 반면, 차지포인트의 주식은 3.82% 오른 1.36달러에 마쳤다.
EV고의 주가는 회사가 미국 에너지부(<a href="https://www.benzinga.com/pressreleases/24/10/b41162942/evgo-receives-conditional-commitment-for-doe-loan-guarantee-of-up-to-1-05-billion-to-accelerate-bu" target="_blank" rel="noopener" data-google-interstitial="false">DOE</a>)로부터 최대 10억 5천만 달러의 부채 조달에 대한 대출 보증에 대한 조건부 약속을 받았다고 발표한 후 목요일 상승세를 보였다.
EV고는 이 자금 조달이 충전 공간을 확장하고 공공 충전소에 대한 전국적인 접근성을 높이려는 회사의 노력을 가속화할 것이라고 말했다. 이 회사는 미국 전역에 약 7,500개의 고속 충전소를 추가로 건설할 계획이며, 주요 주 시장은 애리조나, 캘리포니아, 플로리다, 조지아, 일리노이, 미시간, 뉴저지, 뉴욕, 펜실베니아 및 텍사스가 될 것으로 예상된다. 최종적으로 EV고는 2030년까지 새로운 부스 배치를 완료할 것으로 예상하고 있다.

다음 읽기: 
<ul>
<li><a href="https://www.benzinga.com/news/24/10/41164940/why-evgo-stock-is-charging-up-today">왜 EV고 주식이 오늘 상승하고 있는가</a></li>
</ul>
이미지: EVgo, Inc. 제공
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

EV고 vs 차지포인트: 전문가의 의견, EV 충전 경쟁에서 어느 주식이 선두를 달리고 있을까?

차지포인트 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHPT#NYSE">CHPT</a>)는 수요일 시장이 마감된 후 2분기 재무 실적을 발표했다. 이 발표로 주가는 시간외 거래에서 9%이상 급락했다. <a href="https://www.benzinga.com/pressreleases/24/09/b40718218/chargepoint-reports-second-quarter-fiscal-year-2025-financial-results">2분기의 주요 지표</a>는 다음과 같다.
2분기 실적: 차지포인트(ChargePoint)의 2분기 매출은 1억 900만 달러로 <a href="https://www.benzinga.com/calendars/earnings" target="_blank" rel="noreferrer noopener">컨센서스 추정치</a>인 1억 1,360만 달러를 하회했다. 이 전기차(EV) 충전 회사는 분석가 추정치와 일치하는 주당 16센트의 분기별 손실을 보고했다.
총 매출은 전년 대비 28% 감소했다. 네트워크 충전 시스템 매출은 전년 대비 44% 감소하여 6천 410만 달러를 기록했다. 구독 매출은 21% 증가하여 3천 620만 달러에 달했다. 차지포인트는 현금 및 현금 등가물 2억 4,370만 달러로 분기를 마감했다고 밝혔다.
차지포인트의 CEO인 릭 윌머(Rick Wilmer)는 "차지포인트는 계속해서 전략을 실행하고 우리가 명시한 목표에 부합하는 결과를 제공했다. 2분기 매출은 명시된 지침 범위 내에 있었고 총마진은 3분기 연속으로 개선되었다."
"오늘 우리는 운영 비용을 줄이면서 효율성을 높이기 위한 실행 계획을 시행했다. 보다 쉽게 ​​전기화할 수 있는 새로운 소프트웨어 및 하드웨어 솔루션을 제공하려는 우리의 초점은 변함이 없다."
차지포인트는 인력 15% 감축을 포함한 운영 개편을 발표했다. 이번 조직개편을 통해 연간 약 4,100만 달러의 절감 효과가 있을 것으로 예상된다. 이 회사는 구조조정 비용으로 약 1천만 달러를 예상하고 있다.
전망: 차지포인트는 3분기 매출이 8,500만 달러에서 9,500만 달러에 이를 것으로 예상하고 있다. 이 회사는 또한 2026회계연도 동안 긍정적인 비GAAP 조정 EBITDA를 목표로 삼고 있다고 밝혔다.
참고: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/09/40716772/broadcom-q3-earnings-preview-can-sustained-ai-order-momentum-help-company-with-hist">브로드컴 3분기 실적 전망: &#8216;지속적인 AI 주문 모멘텀&#8217;이 실적 추정치를 뛰어넘은 회사에 도움이 될 수 있을까?</a>
CHPT 주가 움직임: 차지포인트의 주식은 수요일 애프터 마켓에서 9.47% 하락한 1.53달러에 거래되었다.
사진 출처: <a href="https://www.flickr.com/photos/noyafieldsorg/">Noya Fields</a> from Flickr.
다른 트레이더들보다 30분 일찍 독점 시장 움직임 뉴스를 받아보세요 
Benzinga Pro의 14일 무료 체험을 통해 독점 뉴스 기사를 이용할 수 있어 수백만 명의 다른 트레이더보다 먼저 실행 가능한 거래 뉴스를 얻을 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

Guidance

차지포인트의 주식은 부진한 2분기 매출과 인력 15% 감축 발표 후 9% 이상 하락

차지포인트 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHPT#NYSE">CHPT</a>)는 수요일 시장 마감 후 1분기 재무 결과를 발표했다. 이 보고서의 <a href="https://www.benzinga.com/pressreleases/24/06/b39193497/chargepoint-reports-first-quarter-fiscal-year-2025-financial-results">주요 내용</a>은 다음과 같다.
주요 사항 (The Details):
차지포인트는 분기별 손실을 주당 17센트로 보고했는데, 이는 분석가의 합의 손실 추정치인 18센트를 5.56% 앞선 것이다.
이 회사는 분기별 매출 1억 700만 달러를 보고했는데, 이는 분석가의 합의 추정치 1억 579만 1000달러를 1.14% 상회하고 지난해 같은 기간보다 17.71% 감소한 수치이다.
1분기 네트워크 충전 시스템 매출은 6,540만 달러로 전년도 같은 분기의 9,830만 달러보다 34% 감소했다. 구독 매출은 3,340만 달러로 전년도 같은 분기의 2,640만 달러보다 27% 증가했다.
"차지포인트는 1분기에 예상대로 제공되었다. 우리는 가이던스 범위의 중간점을 넘는 매출을 달성했고, 순차적 총마진 개선, 운영 비용의 의미 있는 감소, 비GAAP 조정 EBITDA 손실 개선 등을 달성했다"고 차지포인트의 CEO인 릭 윌머(Rick Wilmer)가 말했다.
&#8220;우리는 운영 우수성에 계속 초점을 맞추고 있으며, 이를 통해 계속해서 훌륭한 운전자 경험을 제공하고 EV 충전을 제공하려는 모든 사람이 선택하는 플랫폼이 될 수 있다.&#8221;
전망 (Outlook): 
차지포인트는 2분기 매출을 1억 800만~1억 1,800만 달러로 예상하고 있으며 이는 합의 추정치 1억 2135만 달러와 비교된다. 이 회사는 2025년 1월 31일에 종료되는 2025 회계연도 4분기에 긍정적인 비GAAP 조정 EBITDA를 달성하겠다는 목표를 재확인했다.
관련 뉴스: <a href="https://www.benzinga.com/news/24/06/39190550/whats-going-on-with-novavax-stock">노바백스 주식은 무슨 일이?</a>
CHPT 주가 움직임: <a href="https://www.benzinga.com/2020/11/08/why-did-chargepoint-holdings-fall-10-in-its-first-day-of-trading#NYSE">Benzinga Pro</a>에 따르면, 수요일 차지포인트의 주식은 시간외 거래에서 2.31% 하락한 1.69달러를 기록했다.
이미지: Pixabay의 Gerd Altmann

Comments

ChargePoint Hldgs

뉴스

에 대한 최신 뉴스 ChargePoint Hldgs (NYSE:CHPT) 주식

금요일, 12월 20, 2024

토요일, 12월 07, 2024

목요일, 12월 05, 2024

수요일, 11월 13, 2024

금요일, 10월 04, 2024

수요일, 9월 04, 2024

목요일, 6월 06, 2024

사람들이 또한 지켜본다

뉴스

파트너 / 기고자

벤징가 글로벌