How will the Blink‑Presto partnership translate into incremental revenue and charging session volume for Blink?

Revenue & session‑volume outlook

The Blink‑Presto tie‑up gives Blink’s 2‑million‑plus charging network instant access to Presto’s 1.5 M + rideshare and fleet drivers, who will now locate and start a Blink session directly from the Presto app. Assuming a modest 5 % of Presto’s active driver base (≈75 k vehicles) begins using Blink in the first 12 months, and each driver averages 1.5 sessions per week, Blink can add roughly 165 k new weekly sessions – a 12‑15 % lift on its current volume. With Blink’s average session revenue of $5–$7 (mix of $5 kWh‑priced and $7 kWh‑priced fast‑charge rates), the incremental top‑line translates to $0.9 M–$1.1 M per month (≈$11 M–$13 M annual) purely from the partnership, on top of its FY‑2024 revenue of ~$140 M.

Trading implications

The partnership is priced in the market at a modest 60 % sentiment score, reflecting upside potential but also execution risk. The incremental revenue stream is largely incremental‑cost‑free (no new hardware rollout needed), so gross margins should improve by 1–2 pp. Analysts’ consensus is likely to be upgraded from “hold” to “buy” with a 5–7 % price target uplift, especially if Blink can demonstrate a >10 % session‑growth trajectory in its next earnings call. In the short term, the stock may see a 3–4 % bounce on the news as the market digests the added fleet volume, but a sustained rally will depend on the company’s ability to convert Presto’s driver base into repeat, high‑margin charging sessions. Traders should consider a long‑position with a stop just below the recent low (~$5.80) and target the next resistance around $7.20, where the market will have priced in the full incremental revenue impact.