EVgo (EVGO) reported second-quarter 2026 revenue of $82.6 million, down 16% from $98.0 million a year earlier. Net loss was $46.3 million, compared with a net loss of $29.8 million in the prior-year quarter.
Charging network revenue totaled $61.4 million, up 19% year over year, while network throughput reached 99 GWh, up 13%. The company ended the quarter with 5,380 stalls in operation and updated its full-year 2026 revenue guidance to $400 million to $430 million.
- Total Q2 revenue was $82.6 million, compared with $98.0 million a year earlier.
- Net loss per share attributable to Class A common stockholders was $0.15, basic and diluted.
- EVgo added over 99,000 new customer accounts in the quarter and ended with over 1.8 million total customer accounts.
- The company signed an agreement with Tesla to deploy EVgo-owned and branded V4 Superchargers starting in 2026.
- Full-year 2026 guidance includes 1,350 to 1,625 total new stalls and adjusted EBITDA of negative $25 million to negative $5 million.
$EVGOW Hedge Fund Activity
We have seen 4 institutional investors add shares of $EVGOW stock to their portfolio, and 4 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- TWO SIGMA SECURITIES, LLC removed 20,754 shares (-31.9%) from their portfolio in Q1 2026, for an estimated $498
- SUSQUEHANNA INTERNATIONAL GROUP, LLP added 17,626 shares (+50.8%) to their portfolio in Q1 2026, for an estimated $423
- VIRTU FINANCIAL LLC added 17,470 shares (+14.0%) to their portfolio in Q1 2026, for an estimated $419
- PHOENIX FINANCIAL LTD. added 5,000 shares (+14.3%) to their portfolio in Q1 2026, for an estimated $120
- WOLVERINE ASSET MANAGEMENT LLC added 4,937 shares (+13.4%) to their portfolio in Q1 2026, for an estimated $118
- UBS GROUP AG removed 1,211 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $29
- JANE STREET GROUP, LLC removed 140 shares (-0.1%) from their portfolio in Q1 2026, for an estimated $3
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
