As of June 2026, the electric vehicle (EV) charging infrastructure sector continues to expand, driven by federal investments and increasing EV adoption. Key players include ChargePoint Holdings (CHPT), EVgo Inc. (EVGO), and Tesla Inc. (TSLA), which operates the Supercharger network. According to the U.S. Department of Energy, as of early 2026, there are over 180,000 public charging ports in the United States, up from about 160,000 in 2025.
ChargePoint, based in Campbell, California, operates one of the largest networks of charging stations in North America and Europe. In its fiscal 2026 first-quarter earnings report (released June 2026), the company reported revenue of $110 million, a 25% increase year-over-year, though it remains unprofitable. EVgo, headquartered in Los Angeles, focuses on fast-charging stations and reported a 40% increase in network throughput in Q1 2026 compared to Q1 2025, according to its earnings release.
Tesla's Supercharger network remains a dominant force, with over 50,000 stalls globally as of mid-2026. The company has opened its network to non-Tesla EVs in several markets, including the U.S., under the Biden administration's National Electric Vehicle Infrastructure (NEVI) program, which allocates $5 billion to states for charging infrastructure. Other notable stocks include Blink Charging (BLNK) and ABB Ltd (ABB), which manufactures charging equipment.
Investors should note that the sector is volatile, with many companies still not profitable. Analysts at BloombergNEF project that global EV charging infrastructure investment will reach $100 billion annually by 2030, up from $30 billion in 2025. However, risks include supply chain disruptions and slower-than-expected EV adoption.
