BLNK | Market Cap: $78.0M (07/13/26)
Industry:
Renewable & Alternative Energy

DESCRIPTION

Blink Charging owns, operates, and sells EV charging equipment and related network software. Blink sells to two customer types: Property Partners (commercial operators like parking companies, retailers, and municipalities who host chargers) and EV drivers who pay per session to charge. Blink's two core products are Level 2 (AC) chargers, suited for locations where vehicles park for extended periods, and DC Fast Chargers (DCFC), which deliver a charge in under 30 minutes and are suited for high-traffic locations. Blink operates three business models: a Turnkey model where Blink owns the charger and installation and retains nearly all charging revenue; a Hybrid model where the Property Partner funds installation and Blink shares revenue; and a Host-owned model where the customer buys the hardware outright and pays Blink a network connectivity fee. Blink's stated priority under its "BlinkForward" initiative is to shift toward the Turnkey model, deploying more Blink-owned DCFC to generate recurring service revenue. Blink also completed a shift to contract manufacturing in early 2026 to reduce fixed overhead. Blink's proprietary Blink Network platform handles payment processing, remote monitoring, load management, and roaming across its installed base. The company has international operations in the U.K. and Belgium, and acquired Zemetric in 2025 to add a lower-cost L2 charger and fleet energy management software. Blink remains unprofitable but has reduced cash burn materially through 2025.

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