EV-Charging Stocks Move as Wall Street Weighs Outlooks -- Barrons.com
Electric-vehicle charging stocks had a great week following passage of the Biden administration's infrastructure bill and solid earnings reports from a couple of players. The price moves have Wall Street thinking about which stocks are the best bets.
在拜登政府的基礎設施法案獲得通過，以及幾家公司發佈了穩健的收益報告後，電動汽車充電股本週表現出色。價格走勢讓華爾街思考哪些股票是最好的賭注。
Stock in EVgo (ticker: EVGO) led the way, up more than 89% last week. Shares rose about 35% this past Monday after the bill's passage and another 27% in the days following its earnings report on Nov. 10.
EVgo(股票代碼：eVgo)的股票領漲，上週漲幅超過89%。在該法案獲得通過後，該公司股價在上週一上漲了約35%，在11月10日發佈財報後的幾天裏又上漲了27%。
Blink Charging (BLNK) rose 27% for the week and 13% after reporting third-quarter numbers on Nov. 11. Volta (VLTA) shares rose 35%. ChargePoint (CHPT) and WallBox (WBX) shares rose 9% and 2%, respectively. Wallbox lagged, but its shares jumped about 50% for the week three weeks ago.
BLNK在11月11日公佈第三季度財報後，當週上漲了27%，上漲了13%。沃爾塔(Volta)股價上漲了35%。ChargePoint和Wallbox股價分別上漲9%和2%。Wallbox表現落後，但其股價在三週前一週跳漲約50%。
EVgo is giving up some of last weeks gains, dropping about 7% in premarket trading after a downgrade to Hold from Buy by Credit Suisse analyst Maheep Mandloi. He actually raised his price target to $17 from $11, but couldn't keep the Buy rating after the recent run. There is a lot going right for the company including the infrastructure bill as well as partnerships with General Motors (GM) and Uber Technologies (UBER), but the stock fully reflects those items, according to the analyst.
EVgo回吐了上週的部分漲幅，在瑞士信貸(Credit Suisse)分析師馬希普·曼德洛伊(Maheep Mandloi)將eVgo評級從買入下調至持有後，盤前交易中下跌了約7%。實際上，他將目標價從11美元上調至17美元，但在最近的漲勢之後，他無法保持買入評級。這位分析師表示，該公司有很多事情都在順利進行，包括基礎設施法案以及與通用汽車(General Motors)和優步技術(Uber)的合作，但該公司的股票充分反映了這些項目。
After the downgrade, three of seven, or 43%, of analysts covering EVgo stock rate shares Buy. The average Buy-rating ratio for small-capitalization stocks like EVgo is about 65%.
評級下調後，研究eVgo股價的分析師中有三人(43%)買入了eVgo股票。EVgo等小盤股的平均買入評級比率約為65%。
Blink stock is going the other way Monday. Shares were up 1.7% in premarket trading. S&P 500 and Dow Jones Industrial Average futures rose about 0.2% and 0.3%, respectively.
週一，眨眼股票將出現另一種走勢。股價在盤前交易中上漲1.7%。標準普爾500指數和道瓊斯工業平均指數期貨分別上漲約0.2%和0.3%。
An upgrade from H.C. Wainwright analyst Sameer Joshi to Buy from Hold on Blink has shares moving. Joshi cited the money for EV-charging infrastructure as well as tax incentives to support buying EVs in his upgrade report.
H.C.Wainwright分析師薩米爾·喬希(Sameer Joshi)從Hold on Blink升級為Buy From Hold，股價出現波動。Joshi在他的升級報告中引用了電動汽車充電基礎設施的資金以及支持購買電動汽車的税收優惠。
His price target is now $50 a share. Before the Buy rating, Joshi didn't have an official price target. With the new Buy, now five out of seven, or 71%, of analysts covering Blink stock rate shares Buy.
他現在的目標股價是每股50美元。在買入評級之前，Joshi沒有官方的目標價。有了新的Buy，現在七分之五(71%)的分析師研究Blink股票利率股票購買。
ChargePoint stock was rising as well in premarket trading, although investors are gettingn mixed messages from Wall Street. Shares were up about 1.2% after J.P. Morgan analyst Bill Peterson launched coverage with a Hold rating and $26 price target. Shares are at about $27 in premarket trading. But Evercore ISI analyst James West launched coverage with a Buy rating and $34 price target.
ChargePoint的股價在盤前交易中也在上漲，儘管投資者從華爾街得到的信息喜憂參半。摩根大通(J.P.Morgan)分析師比爾·彼得森(Bill Peterson)推出持有評級和26美元目標價的覆蓋後，股價上漲約1.2%。在盤前交易中，該公司股價約為27美元。但Evercore ISI分析師詹姆斯·韋斯特(James West)以買入評級和34美元的目標價推出了覆蓋範圍。
ChargePoint is the most valuable of the EV-charging stocks listed and Peterson believes its strong market position is reflected in valuation. West disagrees. He likes the company's size and scale, relative to other players. ChargePoint "is viewed as an index for charging and investors look to it first for exposure to the sector given its scale, global reach, and being the 'arms dealer' for the industry," wrote West in his report.
ChargePoint是上市的電動汽車充電股票中最有價值的，彼得森認為其強大的市場地位反映在估值上。韋斯特不同意這種説法。他喜歡該公司相對於其他公司的規模和規模。韋斯特在報告中寫道，ChargePoint“被視為一個收費指數，考慮到它的規模、全球覆蓋範圍以及作為該行業的‘領導股’，投資者首先關注它對該行業的敞口。”
Overall, 10 out of 16, or 63%, of analysts covering ChargePoint shares rate them Buy.
總體而言，16位分析師中有10位(63%)對ChargePoint股票的評級為買入。
All the analysts adjusting ratings Monday seem to believe the outlook for the sector is strong based on government support and rising EV sales. They are arguing about valuation.
週一調整評級的所有分析師似乎都認為，基於政府的支持和電動汽車銷量的上升，該行業的前景是強勁的。他們正在就估值問題爭論不休。
No one changed ratings on Volta or Wallbox Monday. Volta stock is the most popular charging stock with four out of four, or 100%, of analysts rating share Buy. Still, four analysts is less than the other stocks have covering them.
週一，沒有人改變Volta或Wallbox的評級。Volta股票是最受歡迎的充電股，四分之四(100%)的分析師對Share Buy進行了評級。儘管如此，四位分析師的覆蓋面仍低於其他股票。
Wallbox stock has one analyst covering it. Stifel analyst Stephen Gengaro rates shares Buy and has a $29 price target.
Wallbox股票有一位分析師負責跟蹤。Stifel分析師斯蒂芬·成加羅(Stephen Gengaro)對股票買入進行了評級，並設定了29美元的目標價。
Write to Al Root at allen.root@dowjones.com
寫信給Al Root，地址是allen.root@dowjones.com
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